Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kirkwood Financial Services

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

Central Index Key (CIK): 0001814128

Tip: Access up to 7 years of quarterly data

Positions held by Kirkwood Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	25.2	$88M	118k	746.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	14.6	$51M	169k	303.24	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	9.8	$34M	66k	522.63	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	9.1	$32M	277k	114.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	7.5	$26M	437k	59.70	View chart
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)	5.3	$18M	536k	34.30	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	5.1	$18M	388k	45.78	View chart
First Tr Exchng Traded Fd Vi Active Factor La (AFGR)	3.8	$13M	364k	36.55	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	3.7	$13M	259k	50.67	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	3.7	$13M	299k	43.43	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	3.3	$12M	86k	134.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.8	$6.3M	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	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	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	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	223.00	1064.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$237k	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	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 2026 Q2 filed Aug. 25, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z