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CIK: 0001965479
Total reported value
$323.3M
$323.3M
31 檔
47.7%
As reported in its official Q1 2025 Form 13F filing, Walker Financial Services, Inc.'s tracked investment portfolio stood at $323.3M with 31 total positions.
In Q1 2025, Walker Financial Services, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 22.42% | -0.82% | +12.28% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 20.64% | -1.08% | +7.67% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 19.57% | -0.70% | +10.80% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.63% | -0.51% | +11.28% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.49% | +0.03% | +11.46% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.46% | -0.31% | +8.18% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.78% | -0.26% | +9.81% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.61% | -0.18% | +10.81% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.15% | -4.26% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.12% | -7.10% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.17% | -0.10% | +4.96% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | -0.06% | -8.06% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.04% | -0.10% | +7.15% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | — | -1.99% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.39% | -0.08% | +10.81% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | +0.18% | +0.21% | |
| 17 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.31% | -0.13% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -1.88% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | -5.59% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 0.18% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +12.17% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.04% | -16.07% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.04% | +0.20% | |
| 26 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.13% | -0.32% | — | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.13% | -0.11% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | — | — | |
| 29 | KR | Kroger Co | Stock-Consumer Staples | 0.12% | -0.08% | EXIT | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | -2.46% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.01% | +0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.7% | +12.28% | Add |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | +11.46% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.2% | +11.28% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 5 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +10.80% | Add |
| 6 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | NEW | New buy |
| 7 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | New buy |
| 8 | KO | Coca-cola Co/the | +0.1% | +4.96% | Add |
| 9 | VXUS | Vanguard Total Intl Stock | +0.1% | +8.18% | Add |
| 10 | VGIT | Vanguard Intermediate-term T | 0% | +9.81% | Add |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +10.81% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.26% | Trim |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | — | +7.15% | Add |
| 14 | KR | Kroger Co | — | +0.35% | Add |
| 15 | VRSK | Verisk Analytics Inc | 0% | +0.15% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +12.17% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 18 | HD | Home Depot Inc | 0% | +0.71% | Add |
| 19 | CVX | Chevron CORP | 0% | -16.07% | Trim |
| 20 | SYY | Sysco CORP | 0% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.88% | Trim |
| 22 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | 0% | -5.59% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +0.20% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | -2.46% | Trim |
| 26 | WMT | Walmart Inc | -0.1% | +0.21% | Add |
| 27 | AAPL | Apple Inc | -0.1% | +10.81% | Add |
| 28 | F | Ford Motor Co | -0.1% | EXIT | Sold out |
| 29 | SCHX | Schwab US Large-cap ETF | -0.1% | -1.99% | Trim |
| 30 | CHDN | Churchill Downs Inc | -0.1% | EXIT | Sold out |
| 31 | NVDA | Nvidia CORP | -0.1% | EXIT | Sold out |
| 32 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +7.67% | Add |
| 33 | COST | Costco Wholesale CORP | -0.2% | EXIT | Sold out |
| 34 | UPS | United Parcel Service-cl B | -0.2% | EXIT | Sold out |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -8.06% | Trim |
| 36 | MSFT | Microsoft CORP | -0.5% | -7.10% | Trim |
According to official SEC Form 13F filings, Walker Financial Services, Inc. reported a total U.S. public equity portfolio value of $323.3M across 31 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SCHD, SPSB) accounted for 47.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $292.6K
Top Position Liquidated / Trimmed
COST
前期市值: $278.6K
During Q1 2025, Walker Financial Services, Inc.'s top holdings by market value included AGG (22.4%)、SCHD (20.6%)、SPSB (19.6%). The largest single position, AGG, represented 22.4% of total portfolio value.
In Q1 2025, Walker Financial Services, Inc. made 33 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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