Kirkwood Financial Services

Name: Kirkwood Financial Services — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001814128 · SAN ANTONIO, TX · Quarter end: 2025-09-30 · Filed on: 2026-09-18 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q3, filed 2026-09-18. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Kirkwood Financial Services reported 34 positions worth $270.1M as of September 30, 2025 (13F filed September 18, 2026). Largest holding: SPY (26.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$270.1M

2025 Q3

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

91.0%

Est. Net Flow (Q)

—

2025 Q3

Positions Changes Mix History BacktestPRO

10 / 34 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPY	SPDR S&P 500 ETF TR	SH	$71.8M	26.58%	107,747	—	—
▸ 2	QQQ	INVESCO QQQ TR	SH	$42.8M	15.85%	71,268	—	—
▸ 3	DIA	SPDR DOW JONES INDL AVERAGE	SH	$28.8M	10.65%	61,971	—	—
▸ 4	TDIV	FIRST TR EXCHANGE TRADED FD	SH	$25.9M	9.58%	262,316	—	—
▸ 5	FTSM	FIRST TR EXCHANGE-TRADED FD	SH	$21.0M	7.77%	349,447	—	—
▸ 6	GFLW	VICTORY PORTFOLIOS II	SH	$14.2M	5.25%	494,476	—	—
▸ 7	AFLG	FIRST TR EXCHNG TRADED FD VI	SH	$10.8M	4.01%	278,608	—	—
▸ 8	BUFR	FIRST TR EXCHNG TRADED FD VI	SH	$10.8M	3.99%	322,364	—	—
▸ 9	AFGR	FIRST TR EXCHNG TRADED FD VI	SH	$10.3M	3.81%	283,603	—	—
▸ 10	SKYY	FIRST TR EXCHANGE TRADED FD	SH	$9.6M	3.54%	71,179	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kirkwood Financial Services hold as of Q3 2025?

Kirkwood Financial Services reported 34 positions worth $270.1M in its Q3 2025 13F filing. Largest positions: SPY (26.6%), QQQ (15.8%), DIA (10.6%), TDIV (9.6%) and FTSM (7.8%).

What did Kirkwood Financial Services buy in Q3 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kirkwood Financial Services sell in Q3 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.