StockDriftsStockDriftsTop 42 Kirkwood Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 25.18% | 118.0K | $88.1M | new | $689.37(+10.87%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 14.62% | 168.6K | $51.1M | new | $266.42(+10.50%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 9.8% | 65.6K | $34.3M | new | $487.23(+7.92%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 9.11% | 277.4K | $31.9M | new | $102.81(+13.69%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 7.45% | 436.7K | $26.1M | new | $59.84(-0.25%) | 2026-06-30 | |
| GFLW | VICTORY PORTFOLIOS II | 5.25% | 536.1K | $18.4M | new | $29.72(+11.74%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 5.07% | 387.7K | $17.8M | new | $42.18(+27.72%) | 2026-06-30 | |
| MMLG | FIRST TR EXCHNG TRADED FD VI | 3.8% | 364.2K | $13.3M | new | $33.31(+8.76%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 3.75% | 258.9K | $13.1M | new | $50.58(-0.95%) | 2026-06-30 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 3.71% | 298.9K | $13.0M | new | $40.46(+10.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kirkwood Financial Services reports $349.88M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are SPY (25.2%), QQQM (14.6%) and DIA (9.8%). The top 20 holdings account for 97.75% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Kirkwood Financial Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1814128). View Kirkwood Financial Services’s 13F filings on SEC