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The Analysis of Walker Financial Services, Inc.'s Holdings & P&L

Currently, Walker Financial Services, Inc. holds 43 types of securities in its portfolio with a total value $292.3M. In the most recent quarter, they have increased their positions in TFLO (+105.4K shares, valued at $5.3M), FLOT (+102.5K shares, valued at $5.2M), SCHB (+163.5K shares, valued at $4.1M); decreased their positions in SCHD (-146.9K shares, valued at $4.5M), AGG (-32.4K shares, valued at $3.2M), FBND (-40.4K shares, valued at $1.8M); initiated new positions in ELV (+1.3K shares, valued at $381.2K), KR (+3.1K shares, valued at $227.1K), HD (+661 shares, valued at $217.4K).

1M P&L

+4.3M+1.55%

3M P&L

+5.0M+1.77%

HY P&L

+12.3M+4.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A265.9M

97.0%

2Software - Infrastructure1.7M

0.6%

3Consumer Electronics1.6M

0.6%

Top Industries by Stock Count

1N/A26 stocks

66.7%

2Oil & Gas Integrated2 stocks

5.1%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TFLO ISHARES TR776.7K shares15.70%2026-03-312026-04-29

FLOT ISHARES TR650.3K shares18.70%2026-03-312026-04-29

SPSB SPDR SERIES TRUST949.2K shares-0.14%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR890.6K shares-14.16%2026-03-312026-04-29

STIP ISHARES TR215.0K shares14.43%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR784.7K shares26.32%2026-03-312026-04-29

SPIB SPDR SERIES TRUST467.1K shares7.55%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T78.6K shares26.03%2026-03-312026-04-29

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QQQM INVESCO EXCH TRADED FD TR II60.6K shares27.76%2026-03-312026-04-29

SCHR SCHWAB STRATEGIC TR528.4K shares19.25%2026-03-312026-04-29

AGG ISHARES TR92.0K shares-26.05%2026-03-312026-04-29

TBUX T ROWE PRICE ETF INC124.6K shares1.76%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR115.9K shares-25.86%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS79.2K shares24.48%2026-03-312026-04-29

IEMG ISHARES INC71.4K shares23.27%2026-03-312026-04-29

SHV ISHARES TR37.7K shares1.55%2026-03-312026-04-29

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VUSB VANGUARD BD INDEX FDS82.2K shares1.27%2026-03-312026-04-29

VXUS VANGUARD STAR FDS49.1K shares-29.15%2026-03-312026-04-29

SPTS SPDR SERIES TRUST114.4K shares1.86%2026-03-312026-04-29

VGIT VANGUARD SCOTTSDALE FDS48.4K shares-25.85%2026-03-312026-04-29

MSFT MICROSOFT CORP4.5K shares-19.51%2026-03-312026-04-29

AAPL APPLE INC6.2K shares-7.66%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-30.13%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR2.0K shares-25.58%2026-03-312026-04-29

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KO COCA COLA CO15.1K shares-28.33%2026-03-312026-04-29

WMT WALMART INC7.8K shares0.20%2026-03-312026-04-29

FSTA FIDELITY COVINGTON TRUST17.9K shares-29.64%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR35.6K shares-0.04%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.7K shares2.86%2026-03-312026-04-29

SYY SYSCO CORP5.6K shares-10.69%2026-03-312026-04-29

VRSK VERISK ANALYTICS INC2.0K shares0.30%2026-03-312026-04-29

ELV ELEVANCE HEALTH INC FORMERLY1.3K sharesnew addition2026-03-312026-04-29

Sponsored

SPY STATE STR SPDR S&P 500 ETF T575 shares-0.35%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS580 shares6.03%2026-03-312026-04-29

VTI VANGUARD INDEX FDS1.1K shares0.10%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.0K shares0.72%2026-03-312026-04-29

IVV ISHARES TR491 shares0.20%2026-03-312026-04-29

CVX CHEVRON CORPORATION1.5K shares-46.25%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR13.3K shares0.67%2026-03-312026-04-29

VB VANGUARD INDEX FDS986 shares0.31%2026-03-312026-04-29

Sponsored

KR KROGER CO3.1K sharesnew addition2026-03-312026-04-29

NVDA NVIDIA CORPORATION1.3K shares-8.05%2026-03-312026-04-29

HD HOME DEPOT INC661 sharesnew addition2026-03-312026-04-29

TFLO

ISHARES TR

15.70%

Shares776.7K

Event2026-03-31

Filed2026-04-29

FLOT

ISHARES TR

18.70%

Shares650.3K

Event2026-03-31

Filed2026-04-29

SPSB

SPDR SERIES TRUST

-0.14%

Shares949.2K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-14.16%

Shares890.6K

Event2026-03-31

Filed2026-04-29

STIP

ISHARES TR

14.43%

Shares215.0K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

26.32%

Shares784.7K

Event2026-03-31

Filed2026-04-29

SPIB

SPDR SERIES TRUST

7.55%

Shares467.1K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

26.03%

Shares78.6K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

27.76%

Shares60.6K

Event2026-03-31

Filed2026-04-29

SCHR

SCHWAB STRATEGIC TR

19.25%

Shares528.4K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-26.05%

Shares92.0K

Event2026-03-31

Filed2026-04-29

TBUX

T ROWE PRICE ETF INC

1.76%

Shares124.6K

Event2026-03-31

Filed2026-04-29

FBND

FIDELITY MERRIMACK STR TR

-25.86%

Shares115.9K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

24.48%

Shares79.2K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

23.27%

Shares71.4K

Event2026-03-31

Filed2026-04-29

SHV

ISHARES TR

1.55%

Shares37.7K

Event2026-03-31

Filed2026-04-29

VUSB

VANGUARD BD INDEX FDS

1.27%

Shares82.2K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

-29.15%

Shares49.1K

Event2026-03-31

Filed2026-04-29

SPTS

SPDR SERIES TRUST

1.86%

Shares114.4K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

-25.85%

Shares48.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-19.51%

Shares4.5K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-7.66%

Shares6.2K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-30.13%

Shares3.1K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-25.58%

Shares2.0K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-28.33%

Shares15.1K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.20%

Shares7.8K

Event2026-03-31

Filed2026-04-29

FSTA

FIDELITY COVINGTON TRUST

-29.64%

Shares17.9K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

-0.04%

Shares35.6K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

2.86%

Shares1.7K

Event2026-03-31

Filed2026-04-29

SYY

SYSCO CORP

-10.69%

Shares5.6K

Event2026-03-31

Filed2026-04-29

VRSK

VERISK ANALYTICS INC

0.30%

Shares2.0K

Event2026-03-31

Filed2026-04-29

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares1.3K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.35%

Shares575

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

6.03%

Shares580

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.10%

Shares1.1K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.72%

Shares2.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.20%

Shares491

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-46.25%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

0.67%

Shares13.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.31%

Shares986

Event2026-03-31

Filed2026-04-29

KROGER CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-8.05%

Shares1.3K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

New

Shares661

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available