Kirkwood Financial Services Top Holdings and 13F Report (2025) About Kirkwood Financial ServicesInvestment ActivityKirkwood Financial Services has $349.88 million in total holdings as of September 30, 2025.Kirkwood Financial Services owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 22.20% of the portfolio was purchased this quarter.About 15.81% of the portfolio was sold this quarter.This quarter, Kirkwood Financial Services has purchased 39 new stocks and bought additional shares in 20 stocks.Kirkwood Financial Services sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $88,102,009Invesco NASDAQ 100 ETF $51,139,215SPDR Dow Jones Industrial Average ETF Trust $34,272,804First Trust NASDAQ Technology Dividend Index Fund $31,878,144First Trust Enhanced Short Maturity ETF $26,069,580 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $51,139,215 Holding33733A201 - First Trust Dow 30 Equal Weight ETF $6,173,794 Holding149123101 - Caterpillar $237,480 Holding02079K107 - Alphabet $217,259 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 168,645 shares (about $51.14M)First Trust Dow 30 Equal Weight ETF 140,147 shares (about $6.17M)VictoryShares Short-Term Bond ETF 115,490 shares (about $5.85M)VictoryShares Free Cash Flow ETF 127,111 shares (about $5.82M)SPDR S&P 500 ETF Trust 3,601 shares (about $2.69M) Largest Sales this Quarter Invesco QQQ 72,282 shares (about $52.76M)VICTORY PORTFOLIOS II 30,622 shares (about $1.05M)First Trust NASDAQ Technology Dividend Index Fund 8,993 shares (about $1.03M)SPDR SSgA Ultra Short Term Bond ETF 3,071 shares (about $124.15K)First Trust NASDAQ-100 Technology Sector Index Fund 82 shares (about $27.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKirkwood Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$88,102,009$2,689,539 ▲3.1%117,95925.2%ETFQQQMInvesco NASDAQ 100 ETF$51,139,215$51,139,215 ▲New Holding168,64514.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$34,272,804$870,709 ▲2.6%65,5779.8%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$31,878,144$1,033,368 ▼-3.1%277,4239.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$26,069,580$2,579,429 ▲11.0%436,6517.5%ETFVICTORY PORTFOLIOS II$18,384,988$1,050,198 ▼-5.4%536,0755.3%VICT FR GROW ETFVFLOVictoryShares Free Cash Flow ETF$17,750,497$5,819,108 ▲48.8%387,7375.1%ETFMMLGFirst Trust Multi-Manager Large Growth ETF$13,311,010$639,164 ▲5.0%364,1783.8%ETFUSTBVictoryShares Short-Term Bond ETF$13,117,989$5,851,825 ▲80.5%258,8933.7%ETFAFLGFirst Trust Active Factor Large Cap ETF$12,982,260$397,516 ▲3.2%298,8903.7%ETFSKYYFirst Trust Cloud Computing ETF$11,600,685$466,235 ▲4.2%86,1653.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$6,337,010$569,095 ▲9.9%127,2871.8%ETFEDOWFirst Trust Dow 30 Equal Weight ETF$6,173,794$6,173,794 ▲New Holding140,1471.8%ETFQQQInvesco QQQ$3,671,250$52,756,519 ▼-93.5%5,0301.0%ETFAAPLApple$2,311,384$1,736 ▲0.1%7,9880.7%TechnologyWFCWells Fargo & Company$1,223,2500.0%14,8020.3%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,135,291$27,445 ▼-2.4%3,3920.3%ETFBUFRFT Vest Laddered Buffer ETF$922,565$10,375 ▼-1.1%25,2550.3%ETFNVDANVIDIA$863,817$200 ▲0.0%4,3170.2%TechnologyULSTSPDR SSgA Ultra Short Term Bond ETF$801,398$124,147 ▼-13.4%19,8240.2%ETFSCHXSchwab US Large-Cap ETF$770,554$4,974 ▼-0.6%26,1830.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$736,362$3,222 ▲0.4%12,1130.2%ETFGOOGLAlphabet$554,9990.0%1,5530.2%Communication ServicesIWRiShares Russell Mid-Cap ETF$511,485$5,737 ▼-1.1%4,6360.1%ETFVYMVanguard High Dividend Yield ETF$495,756$3,951 ▼-0.8%3,1370.1%ETFMSFTMicrosoft$381,659$373 ▼-0.1%1,0230.1%TechnologyCVXChevron$379,209$2,818 ▲0.7%2,2880.1%EnergyAMZNAmazon.com$366,8050.0%1,5390.1%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$362,522$961 ▲0.3%7,1670.1%ETFFIVGDefiance Next Gen Connectivity ETF$332,471$380 ▲0.1%3,4980.1%ETFONEVSPDR Russell 1000 Low Volatility Focus ETF$326,803$1,717 ▲0.5%2,2840.1%ETFSPLGSPDR Portfolio S&P 500 ETF$294,077$791 ▲0.3%3,3460.1%ETFMPCMarathon Petroleum$255,6700.0%1,0000.1%EnergyCSXCSX$242,1850.0%5,0950.1%IndustrialsXOMExxonMobil$240,4140.0%1,7580.1%EnergyCATCaterpillar$237,480$237,480 ▲New Holding2230.1%IndustrialsIWNiShares Russell 2000 Value ETF$236,737$23,452 ▼-9.0%1,0700.1%ETFVPUVanguard Utilities ETF$229,402$2,349 ▼-1.0%1,1720.1%ETFDGROiShares Core Dividend Growth ETF$229,030$985 ▲0.4%3,0220.1%ETFXLFFinancial Select Sector SPDR Fund$221,175$804 ▲0.4%4,1260.1%ETFGOOGAlphabet$217,259$217,259 ▲New Holding6150.1%Communication ServicesLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$207,567$1,089 ▲0.5%1,1440.1%ETFSUNSunoco$0$273,834 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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