Kirkwood Financial Services Top Holdings and 13F Report (2026) About Kirkwood Financial ServicesInvestment ActivityKirkwood Financial Services has $349.88 million in total holdings as of June 30, 2026.Kirkwood Financial Services owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.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 Sector AllocationMap of 500 Largest Holdings ofKirkwood Financial Services Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$88,102,009117,95925.2%ETFQQQMInvesco NASDAQ 100 ETF$51,139,215168,64514.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$34,272,80465,5779.8%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$31,878,144277,4239.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$26,069,580436,6517.5%ETFVICTORY PORTFOLIOS II$18,384,988536,0755.3%VICT FR GROW ETFVFLOVictoryShares Free Cash Flow ETF$17,750,497387,7375.1%ETFMMLGFirst Trust Multi-Manager Large Growth ETF$13,311,010364,1783.8%ETFUSTBVictoryShares Short-Term Bond ETF$13,117,989258,8933.7%ETFAFLGFirst Trust Active Factor Large Cap ETF$12,982,260298,8903.7%ETFSKYYFirst Trust Cloud Computing ETF$11,600,68586,1653.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$6,337,010127,2871.8%ETFEDOWFirst Trust Dow 30 Equal Weight ETF$6,173,794140,1471.8%ETFQQQInvesco QQQ$3,671,2505,0301.0%ETFAAPLApple$2,311,3847,9880.7%TechnologyWFCWells Fargo & Company$1,223,25014,8020.3%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,135,2913,3920.3%ETFBUFRFT Vest Laddered Buffer ETF$922,56525,2550.3%ETFNVDANVIDIA$863,8174,3170.2%TechnologyULSTSPDR SSgA Ultra Short Term Bond ETF$801,39819,8240.2%ETFSCHXSchwab US Large-Cap ETF$770,55426,1830.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$736,36212,1130.2%ETFGOOGLAlphabet$554,9991,5530.2%Communication ServicesIWRiShares Russell Mid-Cap ETF$511,4854,6360.1%ETFVYMVanguard High Dividend Yield ETF$495,7563,1370.1%ETFMSFTMicrosoft$381,6591,0230.1%TechnologyCVXChevron$379,2092,2880.1%EnergyAMZNAmazon.com$366,8051,5390.1%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$362,5227,1670.1%ETFFIVGDefiance Next Gen Connectivity ETF$332,4713,4980.1%ETFONEVSPDR Russell 1000 Low Volatility Focus ETF$326,8032,2840.1%ETFSPLGSPDR Portfolio S&P 500 ETF$294,0773,3460.1%ETFMPCMarathon Petroleum$255,6701,0000.1%EnergyCSXCSX$242,1855,0950.1%IndustrialsXOMExxonMobil$240,4141,7580.1%EnergyCATCaterpillar$237,4802230.1%IndustrialsIWNiShares Russell 2000 Value ETF$236,7371,0700.1%ETFVPUVanguard Utilities ETF$229,4021,1720.1%ETFDGROiShares Core Dividend Growth ETF$229,0303,0220.1%ETFXLFFinancial Select Sector SPDR Fund$221,1754,1260.1%ETFGOOGAlphabet$217,2596150.1%Communication ServicesLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$207,5671,1440.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
