Kirkwood Financial Services

Kirkwood Financial Services as of June 30, 2026

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