13F Filings History of Walker Financial Services, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$275,974,847
Signature - Title
Carl Jurgens - CHIEF COMPLIANCE OFFICER
Location
Bowling Green, KY
Summary
This page shows a list of all the recent 13F filings made by Walker Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Walker Financial Services, Inc. reported 41 stock holdings with total value $275,974,847 as of Q4 2025. Top holdings included TFLO, SPSB, SCHD, FLOT, and STIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $275,974,847 +$36,195,913 -$17,740,542 +$18,455,371 TFLO, SPSB, SCHD, FLOT, STIP 13F-HR 28 Jan 2026, 06:31
Q3 2025 42 $257,076,824 +$98,510,763 -$65,038,769 +$33,471,994 SCHD, SPSB, TFLO, FLOT, STIP 13F-HR 07 Oct 2025, 15:47
Q2 2025 37 $220,002,266 +$29,259,320 -$303,021 +$28,956,299 AGG, SCHD, SPSB, FBND, STIP 13F-HR 11 Jul 2025, 13:14
Q1 2025 31 $190,806,125 +$17,236,426 -$1,754,783 +$15,481,643 AGG, SCHD, SPSB, FBND, STIP 13F-HR 01 May 2025, 10:26
Q4 2024 33 $172,052,008 +$50,658,888 -$245,137 +$50,413,751 AGG, SCHD, SPSB, FBND, STIP 13F-HR 15 Jan 2025, 17:18
Q3 2024 29 $147,886,319 +$26,983,823 -$12,657,549 +$14,326,274 SCHD, AGG, SPSB, FBND, STIP 13F-HR 09 Oct 2024, 12:28
Q2 2024 26 $127,906,112 +$9,779,554 -$3,013,628 +$6,765,926 SCHD, AGG, SPSB, SCHP, STIP 13F-HR 15 Jul 2024, 16:21
Q1 2024 27 $121,719,529 +$31,032,748 -$8,399,232 +$22,633,516 SCHD, SPSB, AGG, SCHP, STIP 13F-HR 11 Apr 2024, 16:53
Q4 2023 24 $96,710,179 +$763,757 -$12,027,078 -$11,263,321 SCHD, SPSB, STIP, SCHP, VXUS 13F-HR 09 Jan 2024, 14:38
Q3 2023 22 $102,909,421 +$6,822,332 -$2,977,816 +$3,844,516 SPSB, SCHD, STIP, SCHP, VXUS 13F-HR 11 Oct 2023, 09:09
Q2 2023 24 $101,223,875 +$4,698,696 -$642,896 +$4,055,800 SPSB, SCHD, STIP, SCHP, FSTA 13F-HR 11 Jul 2023, 14:34
Q1 2023 24 $97,025,998 $0 $0 $0 SPSB, SCHD, STIP, SCHP, FSTA 13F-HR 10 May 2023, 09:52
Q4 2022 24 $91,132,206 +$3,824,836 -$20,383,985 -$16,559,149 SPSB, SCHD, STIP, SCHP, FSTA 13F-HR 14 Jun 2023, 13:11
Q3 2022 20 $107,026,208 +$43,525,662 -$33,474,652 +$10,051,010 SCHP, SPSB, SCHD, STIP, SCHO 13F-HR 06 Jun 2023, 11:13
Q2 2022 25 $102,717,884 +$9,459,464 -$6,413,898 +$3,045,566 SCHP, SCHD, GNMA, VXUS, SPSB 13F-HR 06 Jun 2023, 11:12
Q1 2022 26 $108,918,843 $0 $0 $0 SCHP, SCHD, GNMA, VXUS, MSFT 13F-HR 06 Jun 2023, 11:12