Skip to content

13F-HR filed by Kirkwood Financial Services

Kirkwood Financial Services filed this 13F-HR for the quarter ended 2025-12-31, accepted by EDGAR 2026-09-16 21:31:12 UTC, with 35 holding rows worth $285,676,056.

Accession
0001214659-26-011747
Filed
2026-09-17
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q4 2025

A holdings report, 35 entries on the cover page, a total value of $285,676,056 stated on the cover page (in dollars after the unit check, H1), rows summing to $285,676,056 with VALUE read as dollars as filed, 13F file number 028-27193. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS111,327$75,801,169dollars as filed
INVESCO QQQ TR46090E103COM74,210$45,496,113dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 162,775$30,159,804dollars as filed
FIRST TR EXCHANGE TRADED FD33738R118NASD TECH DIV279,036$27,009,745dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW385,967$23,365,914dollars as filed
VICTORY PORTFOLIOS II92647X764VICT FR GROW ETF525,661$14,972,531dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED333,297$11,419,852dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F821ACTV FCTR LGCP290,071$11,339,796dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F789ACTIVE FACTOR LA307,441$10,900,004dollars as filed
FIRST TR EXCHANGE TRADED FD33734X192CLOUD COMPUTING74,215$9,644,129dollars as filed
VICTORY PORTFOLIOS II92647N535SHORT TRM BD ETF136,854$7,188,267dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF114,985$5,764,787dollars as filed
Apple Inc037833100COM8,038$2,185,265dollars as filed
Wells Fargo & Company949746101COM14,877$1,386,541dollars as filed
SSGA ACTIVE ETF TR78467V707ST STR UL BD ETF22,250$905,905dollars as filed
NVIDIA Corp67066G104COM4,416$823,497dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS3,509$807,746dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS26,660$717,431dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL12,016$682,612dollars as filed
Microsoft Corp594918104COM1,006$486,319dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,516$474,491dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,143$451,129dollars as filed
iShares Russell Midcap ETF464287499SHS4,675$450,099dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF7,135$358,826dollars as filed
Amazon.com, Inc023135106COM1,539$355,232dollars as filed
Chevron Corporation166764100COM2,255$343,670dollars as filed
SPDR SER TR78468R754RUSSELL LOW VOL2,262$301,325dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,329$267,065dollars as filed
META PLATFORMS INC CL A30303M102COM396$261,266dollars as filed
iShares Silver Trust46428Q109COM3,985$256,714dollars as filed
SPDR GOLD TR78463V107GOLD SHS571$226,425dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS4,090$224,036dollars as filed
ETF SER SOLUTIONS26922A289DEFIANCE SPACE A3,489$222,732dollars as filed
Vanguard Utilities ETF92204A876SHS1,177$217,748dollars as filed
iShares Core Dividend Growth ETF46434V621SHS2,994$207,871dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-011747this filing2026-09-17