Kirkwood Financial Services (CIK: 0001814128) is a financial institution headquartered at 4630 De Zavala Rd, , San Antonio, Texas 78249. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $291.8 M, comprising 40 distinct securities. Over its filing history, it has submitted 4 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 87.7%. Quarterly turnover: 3.9%. ▲ 8 new, +24 added, −7 reduced, ×3 exited.

Top Buys

Q1 2026

1. VFLO Victoryshares Free Cash Flow Etf

+$10.28 M

2. EDOW First Trust Dow 30 Equal Weight Etf

+$9.86 M

3. SPY Spdr S&P 500 Etf Trust

+$1.97 M

4. QQQ Invesco Qqq Trust Series I

+$1.79 M

5. MMLG First Trust Multi-Manager Large Growth Etf

+$1.23 M

Top Sells

Q1 2026

1. BUFR Ft Vest Laddered Buffer Etf

−$10.39 M

2. META Meta Platforms

−$261,266

3. SLV Ishares Silver Trust

−$256,714

4. GLD Spdr Gold Shares

−$226,425

5. NVDA Nvidia Corporation

−$17,438.11

Stocks/ETFs

+2.14%

$291.8 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr S&P 500 Etf Trust ETF-SPY	114,358	$74.31 M	25.47%	▲ 3,031	Add 2.7%
Invesco Qqq Trust Series I ETF-QQQ	77,312	$44.61 M	15.29%	▲ 3,102	Add 4.2%
Spdr Dow Jones Industrial Average Etf Trust ETF-DIA	63,911	$29.56 M	10.13%	▲ 1,136	Add 1.8%
First Trust Nasdaq Technology Dividend Index Fund ETF-TDIV	286,416	$26.8 M	9.18%	▲ 7,380	Add 2.6%
First Trust Enhanced Short Maturity Etf ETF-FTSM	393,447	$23.63 M	8.10%	▲ 7,480	Add 1.9%
Victoryshares Free Cash Flow Growth Etf ETF-GFLW	566,697	$14.94 M	5.12%	▲ 41,036	Add 7.8%
First Trust Active Factor Large Cap Etf ETF-AFLG	289,738	$11.17 M	3.83%	▼ 333	Reduce -0.1%
First Trust Multi-Manager Large Growth Etf ETF-MMLG	346,691	$10.87 M	3.73%	▲ 39,250	Add 12.8%
Victoryshares Free Cash Flow Etf ETF-VFLO	260,626	$10.28 M	3.52%	▲ 260,626	New Buy
First Trust Dow 30 Equal Weight Etf ETF-EDOW	0	$9.86 M	3.38%		New Buy

View Full List

Kirkwood Financial Services's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Kirkwood Financial Services each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 4 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Kirkwood Financial Services Quarterly 13F Statistics

Discover detailed insights into Kirkwood Financial Services’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Kirkwood Financial Services's All 13F Filings

This section lists all SEC Form 13F filings submitted by Kirkwood Financial Services.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Filed: Filed:	:	Shares Traded:	Held:

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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Kirkwood Financial Services 13F Filings, Portfolio & Analysis

Kirkwood Financial Services — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Kirkwood Financial Services's Portfolio

Kirkwood Financial Services Quarterly 13F Statistics

Kirkwood Financial Services's All 13F Filings

Insider Trading Activity (SEC Form 4)