13F-HR filed by Kirkwood Financial Services
Kirkwood Financial Services filed this 13F-HR for the quarter ended 2026-03-31, accepted by EDGAR 2026-09-16 21:33:18 UTC, with 40 holding rows worth $291,802,981.
- Accession
- 0001214659-26-011749
- Filer
- CIK 1814128
- Filed
- 2026-09-17
- Accepted by EDGAR
- Ingested
- Source
- EDGAR daily index
13F report for Q1 2026
A holdings report, 40 entries on the cover page, a total value of $291,802,981 stated on the cover page (in dollars after the unit check, H1), rows summing to $291,802,981 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 114,358 | $74,310,283 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 77,312 | $44,607,142 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 63,911 | $29,564,493 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R118 | NASD TECH DIV | 286,416 | $26,795,772 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 393,447 | $23,626,661 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X764 | VICT FR GROW ETF | 566,697 | $14,935,931 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F821 | ACTV FCTR LGCP | 289,738 | $11,165,989 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F789 | ACTIVE FACTOR LA | 346,691 | $10,870,769 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 260,626 | $10,277,355 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733A201 | DOW 30 EQL WGT | 0 | $9,855,718 | dollars as filed | Amount filed as zero, left out of ratios. |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 82,702 | $9,047,679 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N535 | SHORT TRM BD ETF | 143,403 | $7,300,848 | dollars as filed | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 115,856 | $5,789,987 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,982 | $2,025,817 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 14,802 | $1,178,395 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V707 | ST STR UL BD ETF | 22,895 | $931,842 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 25,539 | $862,452 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,316 | $752,629 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 3,474 | $750,258 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 12,060 | $682,353 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 26,352 | $675,668 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,271 | $469,931 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,162 | $468,258 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 4,688 | $455,816 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,553 | $446,442 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,024 | $379,003 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 7,148 | $356,618 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,539 | $320,528 | dollars as filed | |
| SPDR SER TR | 78468R754 | RUSSELL LOW VOL | 2,272 | $304,859 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,758 | $298,198 | dollars as filed | |
| SUNOCO LP/SUNOCO FIN CORP | 86765K109 | COM UT REP LP | 4,215 | $273,834 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 3,337 | $255,439 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,000 | $244,180 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A289 | DEFIANCE SPACE A | 3,494 | $238,200 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 1,184 | $234,682 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,176 | $223,027 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 3,009 | $211,148 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 5,095 | $209,167 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,111 | $202,974 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 1,138 | $202,636 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-011749 | this filing | 2026-09-17 |