You're signed outSign in or to get full access.
Walker Financial Services, Inc.
Walker Financial Services, Inc. is an independent investment adviser headquartered in Bowling Green, Kentucky. Founded by Phillip Anthony Walker, the firm specializes in personal financial planning and investment management, serving individual clients and families primarily in and around Kentucky. It is registered as an institutional investment manager with the SEC and files quarterly 13F reports disclosing its equity holdings. The firm operates with a focus on implementing tailored investment solutions for its clients, leveraging a locally rooted team to provide personalized financial guidance. Employee count is typically fewer than 20, consistent with boutique advisory practices.
Investment Strategy
Walker Financial Services, Inc. employs a diversified investment strategy focused on low-cost ETFs, mutual funds, and fixed income securities. Their portfolio emphasizes risk-managed, income-oriented investments, reflecting a conservative approach tailored to clients' retirement and income needs. The firm's philosophy prioritizes capital preservation, consistent growth, and diversification—favoring large, broadly diversified funds such as AGG, SCHD, SPSB, and FBND, which are indicative of a long-term, prudent, client-centric investment style.
Latest 13F Filing Activity
Walker Financial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $257M. The fund increased holdings in Ishares TR, Ishares TR, Schwab Strategic TR among other positions. Walker Financial Services, Inc. reduced exposure to Ishares TR, SPDR Series Trust, Fidelity Merrimack STR TR among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 12.58% | $32.3M | 1,184,492 | $26.36 | $27.30 | -$8.0M |
S SPSB | SPDR SERIES TRUST | 11.45% | $29.4M | 971,798 | $29.61 | $30.29 | -$10.7M |
T TFLO | ISHARES TR | 10.75% | $27.6M | 546,341 | $50.60 | $50.59 | +$23.5M |
F FLOT | ISHARES TR | 8.73% | $22.4M | 439,420 | $51.09 | $51.09 | +$22.4M |
S STIP | ISHARES TR | 6.38% | $16.4M | 158,632 | $99.04 | $103.36 | -$907.7K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more