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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
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 4,535.0 $1.7M 0.57% -1K -19.5% $370.14 -4.7%
22 AAPL APPLE INC Technology 6,192.0 $1.6M 0.54% -514.0 -7.7% $253.80 +8.4%
23 BERKSHIRE HATHAWAY INC DEL 3,133.0 $1.5M 0.51% -1K -30.1% $479.20
24 QQQ INVESCO QQQ TR Financial Services 2,031.0 $1.2M 0.40% -698.0 -25.6% $577.13 +24.1%
25 KO COCA COLA CO Consumer Defensive 15,108.0 $1.1M 0.39% -6K -28.3% $76.05 +5.7%
26 WMT WALMART INC Consumer Defensive 7,831.0 $973K 0.33% $124.28 -6.8%
27 FSTA FIDELITY COVINGTON TRUST 17,950.0 $939K 0.32% -8K -29.6% $52.33 +1.2%
28 SCHX SCHWAB STRATEGIC TR 35,577.0 $912K 0.31% $25.64 +12.6%
29 JPM JPMORGAN CHASE & CO Financial Services 1,727.0 $508K 0.17% +48.0 +2.9% $294.10 +13.9%
30 SYY SYSCO CORP Consumer Defensive 5,604.0 $400K 0.14% -671.0 -10.7% $71.33 +13.3%
31 VRSK VERISK ANALYTICS INC Industrials 2,031.0 $385K 0.13% $189.75 -6.7%
32 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,302.0 $381K 0.13% NEW $292.78 +32.3%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 575.0 $374K 0.13% $650.59 +12.7%
34 VOO VANGUARD INDEX FDS 580.0 $347K 0.12% +33.0 +6.0% $597.62 +13.1%
35 VTI VANGUARD INDEX FDS 1,051.0 $337K 0.12% $320.82 +13.5%
36 XOM EXXON MOBIL CORP Energy 1,953.0 $331K 0.11% +14.0 +0.7% $169.62 -18.9%
37 IVV ISHARES TR 491.0 $321K 0.11% $653.59 +12.8%
38 CVX CHEVRON CORPORATION Energy 1,505.0 $311K 0.11% -1K -46.2% $206.93 -16.8%
39 SCHZ SCHWAB STRATEGIC TR 13,282.0 $308K 0.10% +89.0 +0.7% $23.22 -0.0%
40 VB VANGUARD INDEX FDS 986.0 $258K 0.09% $262.03 +14.3%
Page 2 of 3  ·  43 positions

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
Technology 35.0%
Consumer Defensive 27.8%
Financial Services 20.8%
Energy 6.5%
Healthcare 3.9%
Industrials 3.9%
Consumer Cyclical 2.2%