Kirkwood Financial Services

Kirkwood Financial Services as of March 31, 2026

Portfolio Holdings for Kirkwood Financial Services

Kirkwood Financial Services holds 40 positions in its portfolio as reported in the March 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) 26.4 $74M 114k 649.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.8 $45M 77k 576.98
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 10.5 $30M 64k 462.59
First Tr Exchange Traded Nasd Tech Div (TDIV) 9.5 $27M 286k 93.56
First Tr Exchange-traded First Tr Enh New (FTSM) 8.4 $24M 393k 60.05
Victory Portfolios Ii Victoryshares Fr (GFLW) 5.3 $15M 567k 26.36
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 4.0 $11M 290k 38.54
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (AFGR) 3.9 $11M 347k 31.36
Victory Portfolios Ii Shares Free Cash (VFLO) 3.6 $10M 261k 39.43
First Tr Exchange-traded Cloud Computing (SKYY) 3.2 $9.0M 83k 109.40
Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.6 $7.3M 143k 50.91
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.1 $5.8M 116k 49.98
Apple (AAPL) 0.7 $2.0M 8.0k 253.80
Wells Fargo & Company (WFC) 0.4 $1.2M 15k 79.61
Ssga Active Etf Tr State Street Ult (ULST) 0.3 $932k 23k 40.70
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $863k 26k 33.77
NVIDIA Corporation (NVDA) 0.3 $753k 4.3k 174.38
First Tr Exchange-traded SHS (QTEC) 0.3 $750k 3.5k 215.96
Spdr Series Trust State Street Spd (SPYV) 0.2 $682k 12k 56.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $676k 26k 25.64
Chevron Corporation (CVX) 0.2 $470k 2.3k 206.93
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $468k 3.2k 148.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $456k 4.7k 97.23
Alphabet Cap Stk Cl A (GOOGL) 0.2 $446k 1.6k 287.47
Microsoft Corporation (MSFT) 0.1 $379k 1.0k 370.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $357k 7.1k 49.89
Amazon (AMZN) 0.1 $321k 1.5k 208.27
Spdr Series Trust State Street Spd (ONEV) 0.1 $305k 2.3k 134.18
Exxon Mobil Corporation (XOM) 0.1 $298k 1.8k 169.62
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $274k 4.2k 64.97
Spdr Series Trust State Street Spd (SPYM) 0.1 $255k 3.3k 76.55
Marathon Petroleum Corp (MPC) 0.1 $244k 1.0k 244.18
Etf Ser Solutions Defiance Connect (UFOX) 0.1 $238k 3.5k 68.17
Vanguard World Utilities Etf (VPU) 0.1 $235k 1.2k 198.21
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $223k 1.2k 189.65
Ishares Tr Core Div Grwth (DGRO) 0.1 $211k 3.0k 70.17
CSX Corporation (CSX) 0.1 $209k 5.1k 41.05
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $203k 4.1k 49.37
Spdr Series Trust State Street Spd (LGLV) 0.1 $203k 1.1k 178.06
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 0.0 $0 0 0.00