Walker Financial Services, Inc.
Q2 2026 13F Holdings
- Locationbowling green, KY
- Num holdings
45
- Value ($000)
$323,313
- Date Filed 07/15/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | TRS FLT RT BD | 46434V860 | $43.14M | 13 % | 851,969 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | $37.4M | 12 % | 732,529 | ||
SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | $29.28M | 9 % | 975,719 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $26.9M | 8 % | 928,968 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $26.73M | 8 % | 842,806 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $24.71M | 8 % | 241,916 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $21.17M | 7 % | 69,882 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $19.91M | 6 % | 93,563 | ||
SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | $16.73M | 5 % | 500,108 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $14.73M | 5 % | 597,458 |
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