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CIK: 0001965479
Total reported value
$323.3M
$323.3M
37 檔
50.4%
During the Q2 2025 filing period, Walker Financial Services, Inc. (CIK: 0001965479) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $323.3M across 37 reported positions.
In Q2 2025, Walker Financial Services, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 23 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 | 20.64% | -0.82% | +5.84% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.34% | -1.08% | +8.13% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 18.23% | -0.70% | +7.09% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.98% | -0.51% | +7.37% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.87% | +0.03% | +7.35% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.40% | -0.31% | +1.77% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.52% | -0.26% | +3.76% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.45% | -0.18% | +7.36% | |
| 9 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.88% | -0.32% | +1615.60% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.88% | -0.11% | +1617.46% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.12% | +1.10% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | -0.15% | +3.07% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.27% | -0.21% | — | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.25% | -0.20% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | -0.06% | +3.96% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | -0.10% | +6.73% | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.03% | -0.17% | — | |
| 18 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.95% | -0.10% | +4.82% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.08% | +102.81% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | -6.40% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | +0.18% | +0.48% | |
| 22 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.29% | -0.13% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | +0.11% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 0.21% | +0.01% | +39.69% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.18% | -0.02% | +0.59% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +3.22% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | -0.85% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.04% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.08% | EXIT | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | — | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.04% | -1.78% | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.10% | -0.08% | EXIT | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.10% | — | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | +0.53% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TBUX | T Rowe Price Ultra Short-ter | +1.8% | +1615.60% | Add |
| 2 | TFLO | Ishares Treasury Floating Ra | +1.8% | +1617.46% | Add |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +1.3% | NEW | New buy |
| 4 | VUSB | Vanguard Ultra Short Bond Et | +1.3% | NEW | New buy |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | +1% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.2% | +1.10% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +102.81% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 9 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.96% | Add |
| 13 | SYY | Sysco CORP | 0% | +39.69% | Add |
| 14 | JPM | Jpmorgan Chase & Co | — | +0.11% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +3.22% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 17 | VTI | Vanguard Total Stock Mkt ETF | — | -0.85% | Trim |
| 18 | WMT | Walmart Inc | 0% | +0.48% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 20 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 21 | HD | Home Depot Inc | 0% | +0.53% | Add |
| 22 | VRSK | Verisk Analytics Inc | 0% | +0.15% | Add |
| 23 | KR | Kroger Co | 0% | -8.56% | Trim |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +0.59% | Add |
| 25 | CVX | Chevron CORP | 0% | -1.78% | Trim |
| 26 | SCHX | Schwab US Large-cap ETF | -0.1% | -6.40% | Trim |
| 27 | VXUS | Vanguard Total Intl Stock | -0.1% | +1.77% | Add |
| 28 | FSTA | Fidelity Msci Cons Stap Indx | -0.1% | +4.82% | Add |
| 29 | KO | Coca-cola Co/the | -0.1% | +6.73% | Add |
| 30 | AMZN | Amazon.com Inc | -0.1% | EXIT | Sold out |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +7.36% | Add |
| 32 | VGIT | Vanguard Intermediate-term T | -0.3% | +3.76% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +3.07% | Add |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | -0.6% | +7.35% | Add |
| 35 | FBND | Fidelity Total Bond ETF | -0.7% | +7.37% | Add |
| 36 | SPSB | Ss Spdr P St C CORP ETF | -1.3% | +7.09% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | -1.8% | +5.84% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | -2.3% | +8.13% | Add |
According to official SEC Form 13F filings, Walker Financial Services, Inc. reported a total U.S. public equity portfolio value of $323.3M across 37 disclosed positions in Q2 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 50.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHV
市值: $2.8M
Top Position Liquidated / Trimmed
AMZN
前期市值: $211.2K
During Q2 2025, Walker Financial Services, Inc.'s top holdings by market value included AGG (20.6%)、SCHD (18.3%)、SPSB (18.2%). The largest single position, AGG, represented 20.6% of total portfolio value.
In Q2 2025, Walker Financial Services, Inc. made 35 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 4 holdings, and fully liquidating 1 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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