account_balance
Investment manager · 13F filer · SEC CIK 1965479
Walker Financial Services, Inc.
Reported value$341Mas of Sep 30, 2026
Positions45 5 new, 5 sold out
Top 10 weight83.2%TFLO alone is 16%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TFLOiShares Tr
15.7%Added +24%
FLOTiShares Tr
12.1%Added +10%
SPSBSPDR Series Trust
8.8%Added +4%
SCHBSchwab Strategic Tr
8.7%Added +9%
STIPiShares Tr
7.8%Added +11%
SCHDSchwab Strategic Tr
7.5%Trimmed −7%
QQQMInvesco Exch Traded Fd Tr II
6.8%Added +9%
RSPInvesco Exchange Traded Fd T
6.2%Added +9%
SPIBSPDR Series Trust
5.1%Added +8%
SCHRSchwab Strategic Tr
4.6%+11%
IEMGiShares Inc
2.1%+9%
VEAVanguard Tax-Managed FDS
2.1%+9%
TFLOiShares Tr
15.7%Added +24%
FLOTiShares Tr
12.1%Added +10%
SPSBSPDR Series Trust
8.8%Added +4%
SCHBSchwab Strategic Tr
8.7%Added +9%
STIPiShares Tr
7.8%+11%
SCHDSchwab Strategic Tr
7.5%
QQQMInvesco Exch Traded Fd Tr II
6.8%
RSPInvesco Exchange Traded Fd T
6.2%
SPIB5.1%
SCHRSchwab Strategic Tr
4.6%
IEMG
VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TFLO iShares Tr 15.7% Added +24%
FLOT iShares Tr 12.1% Added +10%
SPSB SPDR Series Trust 8.8% Added +4%
SCHB Schwab Strategic Tr 8.7% Added +9%
STIP iShares Tr 7.8% Added +11%
SCHD Schwab Strategic Tr 7.5% Trimmed −7%
QQQM Invesco Exch Traded Fd Tr II 6.8% Added +9%
RSP Invesco Exchange Traded Fd T 6.2% Added +9%
SPIB SPDR Series Trust 5.1% Added +8%
SCHR Schwab Strategic Tr 4.6% Added +11%
IEMG iShares Inc 2.1% Added +9%
VEA Vanguard Tax-Managed FDS 2.1% Added +9%
What changed
Biggest moves since Jun 30, 2026
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