StockDriftsStockDriftsTop 45 Walker Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 13.34% | 852.0K | $43.1M | +9.69%(+75.27K) | $50.60(-0.08%) | 2026-06-30 | |
| FLOT | ISHARES TR | 11.57% | 732.5K | $37.4M | +12.65%(+82.25K) | $51.01(-0.16%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 9.06% | 975.7K | $29.3M | +2.80%(+26.54K) | $29.74(+0.55%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 8.32% | 929.0K | $26.9M | +18.39%(+144.29K) | $25.47(+17.42%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.27% | 842.8K | $26.7M | -5.37%(-47.83K) | $26.54(+29.19%) | 2026-06-30 | |
| STIP | ISHARES TR | 7.64% | 241.9K | $24.7M | +12.49%(+26.87K) | $101.10(-0.39%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.55% | 69.9K | $21.2M | +15.31%(+9.28K) | $245.33(+20.92%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.16% | 93.6K | $19.9M | +19.04%(+14.96K) | $190.21(+16.09%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 5.18% | 500.1K | $16.7M | +7.06%(+32.97K) | $33.32(-0.60%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.56% | 597.5K | $14.7M | +13.08%(+69.10K) | $25.03(-2.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.98% | +15.68% | — | — | +5.12% |
| Top 20 Holdings Unweighted | +9.57% | +31.53% | — | — | +24.86% |
Walker Financial Services, Inc. reports $323.31M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are TFLO (13.3%), FLOT (11.6%) and SPSB (9.1%). The top 20 holdings account for 95.34% of reported assets. Its disclosed equity book has returned +15.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Walker Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965479). View Walker Financial Services, Inc.’s 13F filings on SEC