Walker Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Carl Jurgens on October 26, 2026, lists a total of 45 separate equity positions.
The portfolio is dominated by exchange-traded funds (ETFs), with the largest position being the Schwab Strategic Trust U.S. Aggregate Bond ETF, which holds 1,284,040 shares. The second-largest holding is the Schwab Strategic Trust U.S. Broad Market ETF, with 1,010,661 shares. Other significant ETF holdings include the Schwab Strategic Trust U.S. Dividend Equity ETF (786,308 shares) and the SPDR Series Trust S&P 500 ETF Trust (1,011,818 shares).
Among individual common stock holdings, Walmart Inc. is the largest, with 14,944 shares. Other notable individual stock positions include Chevron Corporation (1,474 shares), ExxonMobil Holdings Corp. (1,892 shares), and Berkshire Hathaway Inc. Class B (1,813 shares). The filing also lists positions in major technology companies such as Apple Inc. (5,388 shares), Microsoft Corporation (3,577 shares), and Alphabet Inc. Class C (609 shares).
