Kirkwood Financial Services
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.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$270.1M
2025 Q3
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
91.0%
Est. Net Flow (Q)
—
2025 Q3
Top Holdings
SPY
SPDR S&P 500 ETF TR
26.6%
QQQ
INVESCO QQQ TR
15.8%
DIA
SPDR DOW JONES INDL AVERAGE
10.6%
TDIV
FIRST TR EXCHANGE TRADED FD
9.6%
FTSM
FIRST TR EXCHANGE-TRADED FD
7.8%
GFLW
VICTORY PORTFOLIOS II
5.3%
AFLG
FIRST TR EXCHNG TRADED FD VI
4.0%
BUFR
FIRST TR EXCHNG TRADED FD VI
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.