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CIK: 0001814128
Total reported value
$349.9M
$349.9M
40 檔
56.8%
In Q1 2026, Kirkwood Financial Services's U.S. equity holdings reached a combined market value of $349.9M, distributed across 40 disclosed stock positions.
In Q1 2026, Kirkwood Financial Services displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.47% | -0.29% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.29% | -14.24% | — | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 10.13% | -0.33% | — | |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 9.18% | -0.07% | — | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 8.10% | -0.65% | — | |
| 6 | GFLW | Vs Free Cash Flow Growth ETF | ETF-Other | 5.12% | +0.13% | — | |
| 7 | AFLG | First Trust Active Factor La | ETF-Other | 3.83% | -0.12% | — | |
| 8 | AFGR | First Trust Active Factor La | ETF-Other | 3.73% | +0.07% | — | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 3.52% | +1.55% | — | |
| 10 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 3.38% | -1.62% | NEW | |
| 11 | SKYY | First Trust Cloud Computing | ETF-Other | 3.10% | +0.22% | — | |
| 12 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.50% | +1.25% | — | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.98% | -0.17% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.03% | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.05% | — | |
| 16 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.32% | -0.09% | — | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.30% | -0.04% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.01% | — | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.26% | +0.06% | — | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | — | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | -0.01% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.05% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.16% | -0.02% | — | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.16% | -0.01% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.02% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | -0.01% | — | |
| 29 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.10% | -0.01% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | — | |
| 31 | SUN | Sunoco LP | Stock-Other | 0.09% | -0.09% | EXIT | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | — | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.08% | -0.01% | — | |
| 34 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 0.08% | +0.02% | — | |
| 35 | VPU | Vanguard Utilities ETF | ETF-Other | 0.08% | -0.01% | — | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.08% | -0.01% | — | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.07% | — | — | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.07% | — | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.07% | -0.01% | — | |
| 40 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Kirkwood Financial Services reported a total U.S. public equity portfolio value of $349.9M across 40 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, DIA) accounted for 56.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VFLO
市值: $10.3M
Top Position Liquidated / Trimmed
META
前期市值: $261.3K
During Q1 2026, Kirkwood Financial Services's top holdings by market value included SPY (25.5%)、QQQ (15.3%)、DIA (10.1%). The largest single position, SPY, represented 25.5% of total portfolio value.
In Q1 2026, Kirkwood Financial Services made 41 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 7 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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