Walker Financial Services, Inc.
All 13F Filings
- Location
- Bowling Green, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 323,313
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 45 | 323,313 | 13F-HR | Walker Financial Services, Inc. |
| Q1 2026 | 4/29/2026 | 43 | 292,340 | 13F-HR | Walker Financial Services, Inc. |
| Q4 2025 | 1/28/2026 | 41 | 275,975 | 13F-HR | Walker Financial Services, Inc. |
| Q3 2025 | 10/7/2025 | 42 | 257,077 | 13F-HR | Walker Financial Services, Inc. |
| Q2 2025 | 7/11/2025 | 37 | 220,002 | 13F-HR | Walker Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.48 K | 5.9% | 5.687 K | 0 | 5.687 K |
| ETFs | 226.3 K | 80.8% | 17.21 K | 0 | 17.21 K |
| Debt | 37.4 K | 13.3% | 4.264 K | 0 | 4.264 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
323,313
Holdings
45
QoQ value change ($000)
30,973
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.