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Kirkwood Financial Services — 13F Holdings & Portfolio

CIK 1814128 · latest 13F-HR filed 2026-08-25

Backtest portfolio

Kirkwood Financial Services manages $349.9M in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (25.18%), QQQM (14.62%), DIA (9.80%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4630 DE ZAVALA RD
SAN ANTONIO, TX 78249
Phone
(210) 428-6250
Filing Manager
Kirkwood Financial Services
SAN ANTONIO, TX
Signatory
Jamin Kirkwood
President / Certified Financial Planner
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AUM

$349.9M

Long-equity book

Holdings

42

Distinct positions

Period

2026-06-30

Filed 2026-08-25

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $88.1M 25.18% 117,959 SH
2 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $51.1M 14.62% 168,645 SH
3 STATE STR SPDR DOW JONES IND DIA 78467X109 $34.3M 9.80% 65,577 SH
4 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $31.9M 9.11% 277,423 SH
5 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $26.1M 7.45% 436,651 SH
6 VICTORY PORTFOLIOS II GFLW 92647X764 $18.4M 5.25% 536,075 SH
7 VICTORY PORTFOLIOS II VFLO 92647X830 $17.8M 5.07% 387,737 SH
8 FIRST TR EXCHNG TRADED FD VI AFGR 33740F789 $13.3M 3.80% 364,178 SH
9 VICTORY PORTFOLIOS II USTB 92647N535 $13.1M 3.75% 258,893 SH
10 FIRST TR EXCHNG TRADED FD VI AFLG 33740F821 $13.0M 3.71% 298,890 SH
11 FIRST TR EXCHANGE-TRADED FD SKYY 33734X192 $11.6M 3.32% 86,165 SH
12 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $6.3M 1.81% 127,287 SH
13 FIRST TR EXCHANGE-TRADED FD EDOW 33733A201 $6.2M 1.76% 140,147 SH
14 INVESCO QQQ TR QQQ 46090E103 $3.7M 1.05% 5,030 SH
15 APPLE INC AAPL 037833100 $2.3M 0.66% 7,988 SH
16 WELLS FARGO & CO WFC 949746101 $1.2M 0.35% 14,802 SH
17 FIRST TR EXCHANGE-TRADED FD QTEC 337345102 $1.1M 0.32% 3,392 SH
18 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $922.6K 0.26% 25,255 SH
19 NVIDIA CORPORATION NVDA 67066G104 $863.8K 0.25% 4,317 SH
20 SSGA ACTIVE ETF TR ULST 78467V707 $801.4K 0.23% 19,824 SH
21 SCHWAB STRATEGIC TR SCHX 808524201 $770.6K 0.22% 26,183 SH
22 SPDR SERIES TRUST SPYV 78464A508 $736.4K 0.21% 12,113 SH
23 ALPHABET INC GOOGL 02079K305 $555.0K 0.16% 1,553 SH
24 ISHARES TR IWR 464287499 $511.5K 0.15% 4,636 SH
25 VANGUARD WHITEHALL FDS VYM 921946406 $495.8K 0.14% 3,137 SH
26 MICROSOFT CORP MSFT 594918104 $381.7K 0.11% 1,023 SH
27 CHEVRON CORPORATION CVX 166764100 $379.2K 0.11% 2,288 SH
28 AMAZON COM INC AMZN 023135106 $366.8K 0.10% 1,539 SH
29 VANGUARD MUN BD FDS VTEB 922907746 $362.5K 0.10% 7,167 SH
30 ETF SER SOLUTIONS UFOX 26922A289 $332.5K 0.10% 3,498 SH
31 SPDR SERIES TRUST ONEV 78468R754 $326.8K 0.09% 2,284 SH
32 SPDR SERIES TRUST SPYM 78464A854 $294.1K 0.08% 3,346 SH
33 MARATHON PETE CORP MPC 56585A102 $255.7K 0.07% 1,000 SH
34 CSX CORP CSX 126408103 $242.2K 0.07% 5,095 SH
35 EXXON MOBIL CORP XOM 30231G102 $240.4K 0.07% 1,758 SH
36 CATERPILLAR INC CAT 149123101 $237.5K 0.07% 223 SH
37 ISHARES TR IWN 464287630 $236.7K 0.07% 1,070 SH
38 VANGUARD WORLD FD VPU 92204A876 $229.4K 0.07% 1,172 SH
39 ISHARES TR DGRO 46434V621 $229.0K 0.07% 3,022 SH
40 SELECT SECTOR SPDR TR XLF 81369Y605 $221.2K 0.06% 4,126 SH
41 ALPHABET INC GOOG 02079K107 $217.3K 0.06% 615 SH
42 SPDR SERIES TRUST LGLV 78468R804 $207.6K 0.06% 1,144 SH