Kirkwood Financial Services

Kirkwood Financial Services as of Dec. 31, 2025

Portfolio Holdings for Kirkwood Financial Services

Kirkwood Financial Services holds 35 positions in its portfolio as reported in the December 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) 26.5 $76M 111k 680.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.9 $46M 74k 613.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 10.6 $30M 63k 480.44
First Tr Exchange Traded Nasd Tech Div (TDIV) 9.5 $27M 279k 96.80
First Tr Exchange-traded First Tr Enh New (FTSM) 8.2 $23M 386k 60.54
Victory Portfolios Ii Victoryshares Fr (GFLW) 5.2 $15M 526k 28.48
First Tr Exchng Traded Ft Vest Laddered (BUFR) 4.0 $11M 333k 34.26
First Tr Exchng Traded Actv Fctr Lgcp (AFLG) 4.0 $11M 290k 39.09
First Tr Exchng Traded MLT MNGD LRG GRW (AFGR) 3.8 $11M 307k 35.45
First Tr Exchange Traded Cloud Computing (SKYY) 3.4 $9.6M 74k 129.95
Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.5 $7.2M 137k 52.53
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $5.8M 115k 50.14
Apple (AAPL) 0.8 $2.2M 8.0k 271.87
Wells Fargo & Company (WFC) 0.5 $1.4M 15k 93.20
Ssga Active Etf Tr State Street Ult (ULST) 0.3 $906k 22k 40.71
NVIDIA Corporation (NVDA) 0.3 $824k 4.4k 186.48
First Tr Exchange-traded SHS (QTEC) 0.3 $808k 3.5k 230.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $717k 27k 26.91
Spdr Series Trust State Street Spd (SPYV) 0.2 $683k 12k 56.81
Microsoft Corporation (MSFT) 0.2 $486k 1.0k 483.42
Alphabet Cap Stk Cl A (GOOGL) 0.2 $475k 1.5k 312.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $451k 3.1k 143.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $450k 4.7k 96.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $359k 7.1k 50.29
Amazon (AMZN) 0.1 $355k 1.5k 230.82
Chevron Corporation (CVX) 0.1 $344k 2.3k 152.40
Spdr Series Trust State Street Spd (ONEV) 0.1 $301k 2.3k 133.21
Spdr Series Trust State Street Spd (SPYM) 0.1 $267k 3.3k 80.22
Meta Platforms Cl A (META) 0.1 $261k 396.00 659.76
Ishares Silver Tr Ishares (SLV) 0.1 $257k 4.0k 64.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $226k 571.00 396.54
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $224k 4.1k 54.78
Etf Ser Solutions Defiance Connect (UFOX) 0.1 $223k 3.5k 63.84
Vanguard World Utilities Etf (VPU) 0.1 $218k 1.2k 185.00
Ishares Tr Core Div Grwth (DGRO) 0.1 $208k 3.0k 69.43