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Kirkwood Financial Services

Latest statistics and disclosures from Kirkwood Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQM, DIA, TDIV, FTSM, and represent 66.15% of Kirkwood Financial Services's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$51M), USTB (+$5.9M), VFLO (+$5.8M), SPY, FTSM, DIA, AFGR, LMBS, SKYY, AFLG.
Started 3 new stock positions in CAT, QQQM, GOOG.
Reduced shares in these 10 stocks: QQQ (-$53M), GFLW, TDIV, SUN, ULST, QTEC, IWN, BUFR, IWR, SCHX.
Sold out of its position in SUN.
Kirkwood Financial Services was a net buyer of stock by $16M.
Kirkwood Financial Services has $350M in assets under management (AUM), dropping by 24.09%.
Central Index Key (CIK): 0001814128

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Portfolio Holdings for Kirkwood Financial Services

Kirkwood Financial Services holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	25.2	$88M	+3%	118k	746.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	14.6	$51M	NEW	169k	303.24	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	9.8	$34M	+2%	66k	522.63	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	9.1	$32M	-3%	277k	114.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	7.5	$26M	+10%	437k	59.70	View chart
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)	5.3	$18M	-5%	536k	34.30	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	5.1	$18M	+48%	388k	45.78	View chart
First Tr Exchng Traded Fd Vi Active Factor La (AFGR)	3.8	$13M	+5%	364k	36.55	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.7	$13M	+80%	259k	50.67	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	3.7	$13M	+3%	299k	43.43	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	3.3	$12M	+4%	86k	134.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.8	$6.3M	+9%	127k	49.79	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	1.8	$6.2M		140k	44.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$3.7M	-93%	5.0k	729.87	View chart
Apple (AAPL)	0.7	$2.3M		8.0k	289.36	View chart
Wells Fargo & Company (WFC)	0.3	$1.2M		15k	82.64	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$1.1M	-2%	3.4k	334.70	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$923k		25k	36.53	View chart
NVIDIA Corporation (NVDA)	0.2	$864k		4.3k	200.10	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.2	$801k	-13%	20k	40.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$771k		26k	29.43	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$736k		12k	60.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$555k		1.6k	357.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$512k		4.6k	110.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$496k		3.1k	158.04	View chart
Microsoft Corporation (MSFT)	0.1	$382k		1.0k	373.08	View chart
Chevron Corporation (CVX)	0.1	$379k		2.3k	165.74	View chart
Amazon (AMZN)	0.1	$367k		1.5k	238.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$363k		7.2k	50.58	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.1	$333k		3.5k	95.05	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.1	$327k		2.3k	143.08	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$294k		3.3k	87.89	View chart
Marathon Petroleum Corp (MPC)	0.1	$256k		1.0k	255.67	View chart
CSX Corporation (CSX)	0.1	$242k		5.1k	47.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$240k		1.8k	136.75	View chart
Caterpillar (CAT)	0.1	$238k	NEW	223.00	1064.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$237k	-9%	1.1k	221.25	View chart
Vanguard World Utilities Etf (VPU)	0.1	$229k		1.2k	195.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$229k		3.0k	75.79	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$221k		4.1k	53.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$217k	NEW	615.00	353.27	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$208k		1.1k	181.44	View chart

Past Filings by Kirkwood Financial Services

SEC 13F filings are viewable for Kirkwood Financial Services going back to 2026

Kirkwood Financial Services 2025 Q3 filed Sept. 18, 2026
Kirkwood Financial Services 2025 Q4 filed Sept. 17, 2026
Kirkwood Financial Services 2026 Q1 filed Sept. 17, 2026
Kirkwood Financial Services 2026 Q2 filed Aug. 25, 2026

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