Walker Financial Services, Inc.: 13F holdings
CIK 19654792026Q2
| Positions | 45 |
|---|---|
| Reported value | $323.3m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TFLO ISHARES TR | 851,969 | $43.1m | 13.3% |
| FLOT ISHARES TR | 732,529 | $37.4m | 11.6% |
| SPSB SPDR SERIES TRUST | 975,719 | $29.3m | 9.1% |
| SCHB SCHWAB STRATEGIC TR | 928,968 | $26.9m | 8.3% |
| SCHD SCHWAB STRATEGIC TR | 842,806 | $26.7m | 8.3% |
| STIP ISHARES TR | 241,916 | $24.7m | 7.6% |
| QQQM INVESCO EXCH TRADED FD TR II | 69,882 | $21.2m | 6.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 93,563 | $19.9m | 6.2% |
| SPIB SPDR SERIES TRUST | 500,108 | $16.7m | 5.2% |
| SCHR SCHWAB STRATEGIC TR | 597,458 | $14.7m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965479")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.