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Portfolio (Quarterly) Guide ↗

Walker Financial Services, Inc.

· CIK 0001965479
13F Portfolio $323M AUM 45 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 12 Added 23 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLO ISHARES TR 851,969.0 $43.1M 13.34% +75K +9.7% $50.63 -0.3%
2 FLOT ISHARES TR 732,529.0 $37.4M 11.57% +82K +12.7% $51.05 -0.3%
3 SPSB SPDR SERIES TRUST 975,719.0 $29.3M 9.06% +27K +2.8% $30.01 -0.8%
4 SCHB SCHWAB STRATEGIC TR 928,968.0 $26.9M 8.32% +144K +18.4% $28.96 +1.4%
5 STIP ISHARES TR 241,916.0 $24.7M 7.64% +27K +12.5% $102.16 -1.4%
6 QQQM INVESCO EXCH TRADED FD TR II 69,882.0 $21.2M 6.55% +9K +15.3% $302.97 -3.9%
7 RSP INVESCO EXCHANGE TRADED FD T 93,563.0 $19.9M 6.16% +15K +19.0% $212.77 +2.2%
8 SPIB SPDR SERIES TRUST 500,108.0 $16.7M 5.18% +33K +7.1% $33.46 -1.7%
9 SCHR SCHWAB STRATEGIC TR 597,458.0 $14.7M 4.56% +69K +13.1% $24.66 -1.8%
10 IEMG ISHARES INC 82,973.0 $6.9M 2.13% +12K +16.1% $82.84 -1.8%
11 VEA VANGUARD TAX-MANAGED FDS 93,008.0 $6.6M 2.05% +14K +17.4% $71.25 +1.1%
12 WMT WALMART INC Consumer Defensive 14,609.0 $1.7M 0.51% +7K +86.5% $113.26 -6.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 30.1%
Technology 29.2%
Financial Services 20.4%
Consumer Cyclical 5.2%
Healthcare 5.0%
Energy 4.8%
Industrials 2.7%
Utilities 2.6%