Walker Financial Services, Inc.
•CIK: 1965479•Filing: Q4 2025
**Walker Financial Services, Inc.** manages $276M across a portfolio of 41 distinct positions. The strategy exhibits a notable tilt toward income-generating and established equity sectors, highlighted by top holdings such as TFLO at $33.9M and SPSB at $28.7M. Significant allocations are also directed toward dividend-focused ETFs, including SCHD ($28.5M) and FLOT ($27.9M). The concentration suggests a disciplined, value-oriented approach within the current market structure.
Total AUM
$276.0M
QoQ Performance
+7.3%
Positions
28
Top 10 Concentration
74.5%
Latest Filing
Q4 2025
Top Holdings Allocation
TFLO
SPSB
SCHD
FLOT
STIP
SCHB
SPIB
TFLO12.3%
SPSB10.4%
SCHD10.3%
FLOT10.1%
STIP7.0%
SCHB5.9%
SPIB5.3%
AGG4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.8%
Technology1.8%
Financial1.0%
Consumer Staples0.5%
ETF0.4%
Consumer0.3%
Energy0.1%
Changes from Q3 2025
NEW1 new position
↑18 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023