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Portfolio (Quarterly)
Guide ↗
Walker Financial Services, Inc.
·
CIK 0001965479
13F Portfolio
$292M AUM
43 positions
Filed Apr 29, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
3 New
18 Added
14 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
AVGO
BROADCOM INC
Technology
678
$235K
0.09%
SOLD
Sector Allocation
Technology
35.0%
Consumer Defensive
27.8%
Financial Services
20.8%
Energy
6.5%
Healthcare
3.9%
Industrials
3.9%
Consumer Cyclical
2.2%