Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Walker Financial Services, Inc. (CIK 1965479) reported $292.3M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TFLO ($39.3M, 13.45%), FLOT ($33.1M, 11.33%), SPSB ($28.5M, 9.76%), SCHD ($27.3M, 9.35%), STIP ($22.2M, 7.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $39.3M | 13.45% | 776,704 | Added |
| 2 | FLOT | ISHARES TR | $33.1M | 11.33% | 650,280 | Added |
| 3 | SPSB | SPDR SERIES TRUST | $28.5M | 9.76% | 949,179 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $27.3M | 9.35% | 890,640 | Trimmed |
| 5 | STIP | ISHARES TR | $22.2M | 7.61% | 215,048 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $19.7M | 6.74% | 784,673 | Added |
| 7 | SPIB | SPDR SERIES TRUST | $15.7M | 5.36% | 467,142 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $15.1M | 5.16% | 78,601 | Added |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $14.4M | 4.93% | 60,605 | Added |
| 10 | SCHR | SCHWAB STRATEGIC TR | $13.2M | 4.50% | 528,356 | Added |
| 11 | AGG | ISHARES TR | $9.1M | 3.13% | 92,036 | Trimmed |
| 12 | TBUX | T ROWE PRICE ETF INC | $6.2M | 2.12% | 124,568 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $5.3M | 1.81% | 115,949 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 1.74% | 79,239 | Added |
| 15 | IEMG | ISHARES INC | $5.0M | 1.70% | 71,442 | Added |
| 16 | SHV | ISHARES TR | $4.2M | 1.42% | 37,666 | Added |
| 17 | VUSB | VANGUARD BD INDEX FDS | $4.1M | 1.40% | 82,150 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $3.8M | 1.30% | 49,119 | Trimmed |
| 19 | SPTS | SPDR SERIES TRUST | $3.3M | 1.14% | 114,441 | Added |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $2.9M | 0.99% | 48,393 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.7M | 0.57% | 4,535 | Trimmed |
| 22 | AAPL | APPLE INC | $1.6M | 0.54% | 6,192 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.51% | 3,133 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $1.2M | 0.40% | 2,031 | Trimmed |
| 25 | KO | COCA COLA CO | $1.1M | 0.39% | 15,108 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31