Kirkwood Financial Services

Kirkwood Financial Services as of Sept. 30, 2025

Portfolio Holdings for Kirkwood Financial Services

Kirkwood Financial Services holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 26.6 $72M 108k 666.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.8 $43M 71k 600.57
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.6 $29M 62k 464.06
First Tr Exchange Traded Nasd Tech Div (TDIV) 9.6 $26M 262k 98.63
First Tr Exchange-traded First Tr Enh New (FTSM) 7.8 $21M 349k 60.06
Victory Portfolios Ii Victoryshares Fr (GFLW) 5.3 $14M 495k 28.68
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 4.0 $11M 279k 38.85
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 4.0 $11M 322k 33.45
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (AFGR) 3.8 $10M 284k 36.25
First Tr Exchange Traded Cloud Computing (SKYY) 3.5 $9.6M 71k 134.42
Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.5 $6.7M 131k 50.99
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.9 $5.2M 105k 49.99
Apple (AAPL) 1.0 $2.6M 10k 254.64
Wells Fargo & Company (WFC) 0.5 $1.2M 15k 83.82
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.3 $907k 22k 42.21
NVIDIA Corporation (NVDA) 0.3 $824k 4.4k 186.60
First Tr Exchange-traded SHS (QTEC) 0.3 $821k 3.6k 229.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $711k 27k 26.34
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $661k 12k 55.33
Microsoft Corporation (MSFT) 0.2 $520k 1.0k 517.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $453k 4.7k 96.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $443k 3.1k 140.94
Alphabet Cap Stk Cl A (GOOGL) 0.1 $368k 1.5k 243.16
Chevron Corporation (CVX) 0.1 $347k 2.2k 155.32
Amazon (AMZN) 0.1 $338k 1.5k 219.57
Spdr Series Trust Russell Low Vol (ONEV) 0.1 $300k 2.3k 133.14
Meta Platforms Cl A (META) 0.1 $291k 396.00 733.61
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $260k 3.3k 78.35
Vanguard World Utilities Etf (VPU) 0.1 $232k 1.2k 189.44
Select Sector Spdr Tr Financial (XLF) 0.1 $220k 4.1k 53.88
Etf Ser Solutions Defiance Connect (UFOX) 0.1 $215k 3.5k 61.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $203k 571.00 355.68
Ishares Tr Core Div Grwth (DGRO) 0.1 $203k 3.0k 68.09
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $201k 1.1k 178.09