Skip to content
Disclosery

Walker Financial Services, Inc.

Follow

13F filer, CIK 1965479, BOWLING GREEN, KY

Walker Financial Services, Inc. reported $275,974,847 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 74.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000340

Period
2025-12-31
Reported value
$276M
Holdings
41
Top 10 weight
74.46%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TFLOadded+124,973$6.31M
FLOTadded+108,406$5.51M
SCHBadded+193,690$5.08M
RSPadded+20,919$4.01M
QQQMadded+15,134$3.83M

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
SCHDreduced-146,915-$4.03M
AGGreduced-32,897-$3.29M
FBNDreduced-56,518-$2.6M
VXUSreduced-25,906-$1.95M
VGITreduced-18,010-$1.08M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000340, largest first. % of portfolio is the value over $275,974,847, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 81,545 shares; 2025Q3: 546,341 shares; 2025Q4: 671,314 shares 671,314$33.9M12.27%+124,973Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,435 shares; 2024Q4: 1,119,711 shares; 2025Q1: 1,240,617 shares; 2025Q2: 1,328,635 shares; 2025Q3: 971,798 shares; 2025Q4: 950,467 shares 950,467$28.7M10.4%-21,331Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,942 shares; 2024Q4: 1,307,997 shares; 2025Q1: 1,408,378 shares; 2025Q2: 1,522,859 shares; 2025Q3: 1,184,492 shares; 2025Q4: 1,037,577 shares 1,037,577$28.5M10.31%-146,915Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,420 shares; 2025Q4: 547,826 shares 547,826$27.9M10.1%+108,406Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,763 shares; 2024Q4: 140,533 shares; 2025Q1: 156,640 shares; 2025Q2: 168,147 shares; 2025Q3: 158,632 shares; 2025Q4: 187,932 shares 187,932$19.2M6.97%+29,300Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427,492 shares; 2025Q4: 621,182 shares 621,182$16.3M5.9%+193,690Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,717 shares; 2024Q4: 135,012 shares; 2025Q1: 149,613 shares; 2025Q2: 160,620 shares; 2025Q3: 411,771 shares; 2025Q4: 434,353 shares 434,353$14.7M5.32%+22,582Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,395 shares; 2024Q4: 385,225 shares; 2025Q1: 432,524 shares; 2025Q2: 457,781 shares; 2025Q3: 157,355 shares; 2025Q4: 124,458 shares 124,458$12.4M4.5%-32,897Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,301 shares; 2025Q4: 47,435 shares 47,435$12M4.35%+15,134Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,449 shares; 2025Q4: 62,368 shares 62,368$11.9M4.33%+20,919Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353,914 shares; 2025Q4: 443,050 shares 443,050$11.1M4.03%+89,136Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,509 shares; 2024Q4: 361,548 shares; 2025Q1: 402,333 shares; 2025Q2: 431,992 shares; 2025Q3: 212,903 shares; 2025Q4: 156,385 shares 156,385$7.2M2.61%-56,518Timeline
TBUXT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 83,258 shares; 2025Q3: 105,336 shares; 2025Q4: 122,408 shares 122,408$6.1M2.21%+17,072Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,610 shares; 2024Q4: 98,260 shares; 2025Q1: 106,301 shares; 2025Q2: 108,182 shares; 2025Q3: 95,232 shares; 2025Q4: 69,326 shares 69,326$5.23M1.9%-25,906Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,238 shares; 2025Q3: 31,935 shares; 2025Q4: 37,090 shares 37,090$4.09M1.48%+5,155Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,237 shares; 2025Q3: 69,820 shares; 2025Q4: 81,122 shares 81,122$4.04M1.47%+11,302Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,634 shares; 2025Q4: 63,657 shares 63,657$3.98M1.44%+21,023Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,414 shares; 2024Q4: 81,308 shares; 2025Q1: 89,287 shares; 2025Q2: 92,641 shares; 2025Q3: 83,271 shares; 2025Q4: 65,261 shares 65,261$3.91M1.42%-18,010Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,876 shares; 2025Q4: 57,956 shares 57,956$3.9M1.41%+19,080Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,160 shares; 2025Q3: 97,242 shares; 2025Q4: 112,352 shares 112,352$3.29M1.19%+15,110Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 8,256 shares; 2025Q1: 7,670 shares; 2025Q2: 7,754 shares; 2025Q3: 6,986 shares; 2025Q4: 5,634 shares 5,634$2.72M0.99%-1,352Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,418 shares; 2025Q1: 7,102 shares; 2025Q2: 7,320 shares; 2025Q3: 6,490 shares; 2025Q4: 4,484 shares 4,484$2.25M0.82%-2,006Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,989 shares; 2025Q1: 3,312 shares; 2025Q2: 6,717 shares; 2025Q3: 6,711 shares; 2025Q4: 6,706 shares 6,706$1.82M0.66%-5Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,726 shares; 2025Q1: 4,345 shares; 2025Q2: 4,517 shares; 2025Q3: 3,962 shares; 2025Q4: 2,729 shares 2,729$1.68M0.61%-1,233Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,181 shares; 2024Q4: 29,653 shares; 2025Q1: 31,123 shares; 2025Q2: 33,218 shares; 2025Q3: 29,389 shares; 2025Q4: 21,079 shares 21,079$1.47M0.53%-8,310Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,783 shares; 2024Q4: 36,259 shares; 2025Q1: 38,851 shares; 2025Q2: 40,724 shares; 2025Q3: 36,476 shares; 2025Q4: 25,513 shares 25,513$1.26M0.45%-10,963Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,918 shares; 2024Q4: 41,637 shares; 2025Q1: 40,810 shares; 2025Q2: 38,200 shares; 2025Q3: 36,005 shares; 2025Q4: 35,592 shares 35,592$958K0.35%-413Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 7,960 shares; 2025Q1: 7,977 shares; 2025Q2: 8,015 shares; 2025Q3: 8,016 shares; 2025Q4: 7,815 shares 7,815$871K0.32%-201Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,805 shares; 2025Q1: 1,771 shares; 2025Q2: 1,773 shares; 2025Q3: 1,774 shares; 2025Q4: 1,679 shares 1,679$541K0.2%-95Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 6,230 shares; 2025Q3: 6,263 shares; 2025Q4: 6,275 shares 6,275$462K0.17%+12Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,012 shares; 2025Q1: 2,015 shares; 2025Q2: 2,018 shares; 2025Q3: 2,022 shares; 2025Q4: 2,025 shares 2,025$453K0.16%+3Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,072 shares; 2025Q1: 1,739 shares; 2025Q2: 1,708 shares; 2025Q3: 1,483 shares; 2025Q4: 2,800 shares 2,800$427K0.15%+1,317Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 526 shares; 2025Q1: 590 shares; 2025Q2: 609 shares; 2025Q3: 593 shares; 2025Q4: 577 shares 577$394K0.14%-16Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,050 shares 1,050$352K0.13%-6Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 565 shares; 2025Q4: 547 shares 547$343K0.12%-18Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 488 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 509 shares; 2025Q4: 490 shares 490$336K0.12%-19Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,104 shares; 2024Q4: 18,089 shares; 2025Q1: 17,078 shares; 2025Q2: 17,178 shares; 2025Q3: 15,534 shares; 2025Q4: 13,193 shares 13,193$308K0.11%-2,341Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,371 shares; 2025Q4: 1,367 shares 1,367$255K0.09%-4Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 998 shares; 2025Q4: 983 shares 983$254K0.09%-15Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares 678$235K0.09%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 1,906 shares; 2025Q4: 1,939 shares 1,939$233K0.08%+33Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HDHOME DEPOT INC574$233Kshares
KRKROGER CO3,118$210Kshares

How Q4 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 0001172661-26-000340 base2026-01-28acceptance time not in the bulk data set