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Walker Financial Services, Inc.

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13F filer, CIK 1965479, BOWLING GREEN, KY

Walker Financial Services, Inc. reported $220,002,266 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-11. Its ten largest share positions make up 86.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002563

Period
2025-06-30
Reported value
$220M
Holdings
37
Top 10 weight
86.19%
New
7
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TBUXadded+78,405$3.9M
TFLOadded+76,797$3.89M
SCHDadded+114,481$3.03M
SHVnew+25,238$2.79M
VUSBnew+55,237$2.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNexited-1,110-$211K
SCHXreduced-2,610-$63.8K
KRreduced-291-$20.9K
CVXreduced-31-$4.44K
VTIreduced-9-$2.73K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002563, largest first. % of portfolio is the value over $220,002,266, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,395 shares; 2024Q4: 385,225 shares; 2025Q1: 432,524 shares; 2025Q2: 457,781 shares 457,781$45.4M20.64%+25,257Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,942 shares; 2024Q4: 1,307,997 shares; 2025Q1: 1,408,378 shares; 2025Q2: 1,522,859 shares 1,522,859$40.4M18.34%+114,481Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,435 shares; 2024Q4: 1,119,711 shares; 2025Q1: 1,240,617 shares; 2025Q2: 1,328,635 shares 1,328,635$40.1M18.23%+88,018Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,509 shares; 2024Q4: 361,548 shares; 2025Q1: 402,333 shares; 2025Q2: 431,992 shares 431,992$19.8M8.98%+29,659Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,763 shares; 2024Q4: 140,533 shares; 2025Q1: 156,640 shares; 2025Q2: 168,147 shares 168,147$17.3M7.87%+11,507Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,610 shares; 2024Q4: 98,260 shares; 2025Q1: 106,301 shares; 2025Q2: 108,182 shares 108,182$7.47M3.4%+1,881Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,414 shares; 2024Q4: 81,308 shares; 2025Q1: 89,287 shares; 2025Q2: 92,641 shares 92,641$5.54M2.52%+3,354Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,717 shares; 2024Q4: 135,012 shares; 2025Q1: 149,613 shares; 2025Q2: 160,620 shares 160,620$5.39M2.45%+11,007Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 83,258 shares 83,258$4.14M1.88%+78,405Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 81,545 shares 81,545$4.13M1.88%+76,797Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 8,256 shares; 2025Q1: 7,670 shares; 2025Q2: 7,754 shares 7,754$3.86M1.75%+84Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,418 shares; 2025Q1: 7,102 shares; 2025Q2: 7,320 shares 7,320$3.56M1.62%+218Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,238 shares 25,238$2.79M1.27%newTimeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,237 shares 55,237$2.75M1.25%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,726 shares; 2025Q1: 4,345 shares; 2025Q2: 4,517 shares 4,517$2.49M1.13%+172Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,181 shares; 2024Q4: 29,653 shares; 2025Q1: 31,123 shares; 2025Q2: 33,218 shares 33,218$2.35M1.07%+2,095Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,160 shares 77,160$2.26M1.03%newTimeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,783 shares; 2024Q4: 36,259 shares; 2025Q1: 38,851 shares; 2025Q2: 40,724 shares 40,724$2.08M0.95%+1,873Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,989 shares; 2025Q1: 3,312 shares; 2025Q2: 6,717 shares 6,717$1.38M0.63%+3,405Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,918 shares; 2024Q4: 41,637 shares; 2025Q1: 40,810 shares; 2025Q2: 38,200 shares 38,200$934K0.42%-2,610Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,960 shares; 2025Q1: 7,977 shares; 2025Q2: 8,015 shares 8,015$784K0.36%+38Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares 2,018$629K0.29%+3Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,805 shares; 2025Q1: 1,771 shares; 2025Q2: 1,773 shares 1,773$514K0.23%+2Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 6,230 shares 6,230$472K0.21%+1,770Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,104 shares; 2024Q4: 18,089 shares; 2025Q1: 17,078 shares; 2025Q2: 17,178 shares 17,178$399K0.18%+100Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 526 shares; 2025Q1: 590 shares; 2025Q2: 609 shares 609$376K0.17%+19Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,056 shares 1,056$321K0.15%-9Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares 544$309K0.14%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 488 shares; 2025Q1: 489 shares; 2025Q2: 489 shares 489$303K0.14%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,599 shares 1,599$253K0.11%newTimeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares 1,052$249K0.11%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,072 shares; 2025Q1: 1,739 shares; 2025Q2: 1,708 shares 1,708$245K0.11%-31Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,387 shares; 2025Q1: 3,399 shares; 2025Q2: 3,108 shares 3,108$223K0.1%-291Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,023 shares 4,023$219K0.1%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares 1,954$211K0.1%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 564 shares; 2025Q1: 568 shares; 2025Q2: 571 shares 571$209K0.1%+3Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares 3,676$209K0.09%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC1,110$211Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002563 base2025-07-11acceptance time not in the bulk data set