Kirkwood Financial Services
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed September 18, 2026), Kirkwood Financial Services reported 34 stock positions worth $270.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 26.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 15.8%) and SS SPDR Dow Jones Indus Avg (DIA, 10.6%).
- Most Recent 13F
- Q2 2026
- Location
- SAN ANTONIO, TX
- CIK
- 0001814128
- Portfolio Value
- $270.1M (Q3 2025)
- SEC Filing
- 0001214659-26-011794 ↗ filed Sep 18, 2026
Holdings Value
Holdings 34 stocks · $270.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 26.58% | 107,747 | $71.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 15.85% | 71,268 | $42.8M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 10.65% | 61,971 | $28.8M | — |
| TDIV FT Nasdaq Tech DVD Index FD | 9.58% | 262,316 | $25.9M | — |
| FTSM First Trust Enh Short Mat FD | 7.77% | 349,447 | $21.0M | — |
| GFLW VS Free Cash Flow Growth ETF filed as VICTORY PORTFOLIOS II | 5.25% | 494,476 | $14.2M | — |
| AFLG First Trust Active Factor La | 4.01% | 278,608 | $10.8M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.99% | 322,364 | $10.8M | — |
| AFGR First Trust Active Factor La | 3.81% | 283,603 | $10.3M | — |
| SKYY First Trust Cloud Computing | 3.54% | 71,179 | $9.6M | — |
| USTB Victoryshares Short-Term Bon | 2.47% | 131,011 | $6.7M | — |
| LMBS First Trust Low Duration Opp | 1.93% | 104,486 | $5.2M | — |
| AAPL Apple Inc. | 0.96% | 10,163 | $2.6M | — |
| WFC Wells Fargo & Co. | 0.46% | 14,877 | $1.2M | — |
| ULST SS Ultra Short TM Bond ETF | 0.34% | 21,498 | $907K | — |
| NVDA Nvidia Corp. | 0.30% | 4,415 | $824K | — |
| QTEC First Trust Nasdq 100 Tech I | 0.30% | 3,574 | $821K | — |
| SCHX Schwab US Large-Cap ETF | 0.26% | 26,981 | $711K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.24% | 11,950 | $661K | — |
| MSFT Microsoft Corp. | 0.19% | 1,005 | $520K | — |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 4,686 | $452K | — |
| VYM Vanguard High DVD Yield ETF | 0.16% | 3,144 | $443K | — |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,515 | $368K | — |
| CVX Chevron Corp. | 0.13% | 2,235 | $347K | — |
| AMZN Amazon.com Inc. | 0.13% | 1,539 | $338K | — |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.11% | 2,250 | $300K | — |
| META Meta Platforms Inc. Class A | 0.11% | 396 | $291K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 3,319 | $260K | — |
| VPU Vanguard Utilities ETF | 0.09% | 1,224 | $232K | — |
| XLF SS Financial Select Sector | 0.08% | 4,076 | $220K | — |
| UFOX Defiance Space and Connectiv | 0.08% | 3,484 | $215K | — |
| GLD SPDR Gold Shares | 0.08% | 571 | $203K | — |
| DGRO iShares Core Dividend Growth | 0.07% | 2,975 | $203K | — |
| LGLV SPDR US LC Low Vol Idx | 0.07% | 1,126 | $201K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.