Walker Financial Services, Inc. - Portfolio overview

Walker Financial Services, Inc. has 43 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TR, 13.45%
2. FLOT - ISHARES TR, 11.33%
3. SPSB - SPDR SERIES TRUST, 9.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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