Walker Financial Services, Inc.
Q1 2026 13F Holdings
- Locationbowling green, KY
- Num holdings
43
- Value ($000)
$292,340
- Date Filed 04/29/2026
- Form type13F-HR
- CIK 0001965479
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | TRS FLT RT BD | 46434V860 | $39.32M | 14 % | 776,704 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | $33.13M | 11 % | 650,280 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A474 | $28.54M | 10 % | 949,179 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $27.32M | 9 % | 890,640 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $22.24M | 8 % | 215,048 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $19.7M | 7 % | 784,673 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $15.67M | 5 % | 467,142 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $15.09M | 5 % | 78,601 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $14.4M | 5 % | 60,605 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $13.16M | 5 % | 528,356 |
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