Long-term investor
Walker Financial Services, Inc. @walkerfinancialservicesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965479).
Record
- Tracked since 2025-06-30 (445 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +4.1% · 6 months n/a · 1 year +6.6% · all +6.6%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TFLO · 13.3% · long · since 2025-06-30
- FLOT · 11.6% · long · since 2025-09-30
- SPSB · 9.1% · long · since 2025-06-30
- SCHB · 8.3% · long · since 2025-09-30
- SCHD · 8.3% · long · since 2025-06-30
- STIP · 7.6% · long · since 2025-06-30
- QQQM · 6.5% · long · since 2025-09-30
- RSP · 6.2% · long · since 2025-09-30
- SPIB · 5.2% · long · since 2025-06-30
- SCHR · 4.6% · long · since 2025-09-30
- AGG · 2.3% · long · since 2025-06-30
- IEMG · 2.1% · long · since 2025-09-30