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Kirkwood Financial Services

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13F filer, CIK 1814128, SAN ANTONIO, TX

Kirkwood Financial Services reported $349,878,561 across 42 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-25. Its ten largest share positions make up 87.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010835

Period
2026-06-30
Reported value
$350M
Holdings
42
Top 10 weight
87.75%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQMnew+168,645$51.1M
EDOWadded+140,147$6.17M
USTBadded+115,490$5.85M
VFLOadded+127,111$5.82M
SPYadded+3,601$2.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQreduced-72,282-$52.8M
GFLWreduced-30,622-$1.05M
TDIVreduced-8,993-$1.03M
SUNexited-4,215-$274K
ULSTreduced-3,071-$124K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010835, largest first. % of portfolio is the value over $349,878,561, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 107,747 shares; 2025Q4: 111,327 shares; 2026Q1: 114,358 shares; 2026Q2: 117,959 shares 117,959$88.1M25.18%+3,601Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,645 shares 168,645$51.1M14.62%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 61,971 shares; 2025Q4: 62,775 shares; 2026Q1: 63,911 shares; 2026Q2: 65,577 shares 65,577$34.3M9.8%+1,666Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 262,316 shares; 2025Q4: 279,036 shares; 2026Q1: 286,416 shares; 2026Q2: 277,423 shares 277,423$31.9M9.11%-8,993Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 349,447 shares; 2025Q4: 385,967 shares; 2026Q1: 393,447 shares; 2026Q2: 436,651 shares 436,651$26.1M7.45%+43,204Timeline
GFLWVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 494,476 shares; 2025Q4: 525,661 shares; 2026Q1: 566,697 shares; 2026Q2: 536,075 shares 536,075$18.4M5.25%-30,622Timeline
VFLOVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260,626 shares; 2026Q2: 387,737 shares 387,737$17.8M5.07%+127,111Timeline
AFGRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 283,603 shares; 2025Q4: 307,441 shares; 2026Q1: 346,691 shares; 2026Q2: 364,178 shares 364,178$13.3M3.8%+17,487Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 131,011 shares; 2025Q4: 136,854 shares; 2026Q1: 143,403 shares; 2026Q2: 258,893 shares 258,893$13.1M3.75%+115,490Timeline
AFLGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 278,608 shares; 2025Q4: 290,071 shares; 2026Q1: 289,738 shares; 2026Q2: 298,890 shares 298,890$13M3.71%+9,152Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 71,179 shares; 2025Q4: 74,215 shares; 2026Q1: 82,702 shares; 2026Q2: 86,165 shares 86,165$11.6M3.32%+3,463Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 104,486 shares; 2025Q4: 114,985 shares; 2026Q1: 115,856 shares; 2026Q2: 127,287 shares 127,287$6.34M1.81%+11,431Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 140,147 shares 140,147$6.17M1.76%+140,147Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 71,268 shares; 2025Q4: 74,210 shares; 2026Q1: 77,312 shares; 2026Q2: 5,030 shares 5,030$3.67M1.05%-72,282Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,163 shares; 2025Q4: 8,038 shares; 2026Q1: 7,982 shares; 2026Q2: 7,988 shares 7,988$2.31M0.66%+6Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 14,877 shares; 2025Q4: 14,877 shares; 2026Q1: 14,802 shares; 2026Q2: 14,802 shares 14,802$1.22M0.35%0Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,574 shares; 2025Q4: 3,509 shares; 2026Q1: 3,474 shares; 2026Q2: 3,392 shares 3,392$1.14M0.32%-82Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 322,364 shares; 2025Q4: 333,297 shares; 2026Q1: 25,539 shares; 2026Q2: 25,255 shares 25,255$923K0.26%-284Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,415 shares; 2025Q4: 4,416 shares; 2026Q1: 4,316 shares; 2026Q2: 4,317 shares 4,317$864K0.25%+1Timeline
ULSTSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21,498 shares; 2025Q4: 22,250 shares; 2026Q1: 22,895 shares; 2026Q2: 19,824 shares 19,824$801K0.23%-3,071Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 26,981 shares; 2025Q4: 26,660 shares; 2026Q1: 26,352 shares; 2026Q2: 26,183 shares 26,183$771K0.22%-169Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,950 shares; 2025Q4: 12,016 shares; 2026Q1: 12,060 shares; 2026Q2: 12,113 shares 12,113$736K0.21%+53Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,515 shares; 2025Q4: 1,516 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553$555K0.16%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,686 shares; 2025Q4: 4,675 shares; 2026Q1: 4,688 shares; 2026Q2: 4,636 shares 4,636$511K0.15%-52Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,144 shares; 2025Q4: 3,143 shares; 2026Q1: 3,162 shares; 2026Q2: 3,137 shares 3,137$496K0.14%-25Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,005 shares; 2025Q4: 1,006 shares; 2026Q1: 1,024 shares; 2026Q2: 1,023 shares 1,023$382K0.11%-1Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,235 shares; 2025Q4: 2,255 shares; 2026Q1: 2,271 shares; 2026Q2: 2,288 shares 2,288$379K0.11%+17Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539$367K0.1%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,135 shares; 2026Q1: 7,148 shares; 2026Q2: 7,167 shares 7,167$363K0.1%+19Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,484 shares; 2025Q4: 3,489 shares; 2026Q1: 3,494 shares; 2026Q2: 3,498 shares 3,498$332K0.1%+4Timeline
ONEVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,250 shares; 2025Q4: 2,262 shares; 2026Q1: 2,272 shares; 2026Q2: 2,284 shares 2,284$327K0.09%+12Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,319 shares; 2025Q4: 3,329 shares; 2026Q1: 3,337 shares; 2026Q2: 3,346 shares 3,346$294K0.08%+9Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$256K0.07%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,095 shares; 2026Q2: 5,095 shares 5,095$242K0.07%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 1,758 shares 1,758$240K0.07%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223 shares 223$237K0.07%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,176 shares; 2026Q2: 1,070 shares 1,070$237K0.07%-106Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,224 shares; 2025Q4: 1,177 shares; 2026Q1: 1,184 shares; 2026Q2: 1,172 shares 1,172$229K0.07%-12Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,975 shares; 2025Q4: 2,994 shares; 2026Q1: 3,009 shares; 2026Q2: 3,022 shares 3,022$229K0.07%+13Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,076 shares; 2025Q4: 4,090 shares; 2026Q1: 4,111 shares; 2026Q2: 4,126 shares 4,126$221K0.06%+15Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615$217K0.06%newTimeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,126 shares; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,144 shares 1,144$208K0.06%+6Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUNSUNOCO LP/SUNOCO FIN CORP4,215$274Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010835 base2026-08-25acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-011794 Quarter ended 2025-09-302026-09-18
13F-HR 0001214659-26-011749 Quarter ended 2026-03-312026-09-17
13F-HR 0001214659-26-011747 Quarter ended 2025-12-312026-09-17
13F-HR 0001214659-26-010835 Quarter ended 2026-06-302026-08-25acceptance time not in the bulk data set