Kirkwood Financial Services
Kirkwood Financial Services reported 42 stocks worth $350M in its 13F filing for Q2 2026, filed Aug 25, 2026. Its largest holdings are SPY (25.2%), QQQM (14.6%) and DIA (9.8%). Compared with Q2 2025, the fund opened new positions in QQQM, GFLW and VFLO, added to SPY, DIA and TDIV, trimmed QQQ, AAPL and WFC and sold out of AVIG, DFIC and AVLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $88.1M | 25.2% | 118K | +14K (+13%) | 3 of 3 | |
| 2 |  QQQM Invesco Nasdaq | $51.1M | 14.6% | 169K | New position | 1 of 3 | |
| 3 |  DIA Spdr Dow Jones Indl Average | $34.3M | 9.8% | 66K | +7,954 (+14%) | 3 of 3 | |
| 4 |  TDIV First Trust | $31.9M | 9.1% | 277K | +1,881 (+1%) | 3 of 3 | |
| 5 |  FTSM First TR Exchange-Traded FD | $26.1M | 7.5% | 437K | +116K (+36%) | 3 of 3 | |
| 6 |  GFLW Victoryshares Free Cash Flow Growth ETF | $18.4M | 5.3% | 536K | New position | 1 of 3 | |
| 7 |  VFLO Victory Portfolios II | $17.8M | 5.1% | 388K | New position | 1 of 3 | |
| 8 |  AFGR First TR Exchng Traded FD VI | $13.3M | 3.8% | 364K | +95K (+35%) | 3 of 3 | |
| 9 |  USTB Victory Portfolios II | $13.1M | 3.8% | 259K | +163K (+169%) | 2 of 3 | |
| 10 |  AFLG First TR Exchng Traded FD VI | $13M | 3.7% | 299K | +26K (+10%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q2 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2025, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVIG American Centy ETF TR | $377K | 9,054 |
 DFIC Dimensional Intern Core | $312K | 10K |
 AVLV American Centy ETF TR | $308K | 4,512 |
 AVUS Avantis U.s. Equity ETF | $262K | 2,595 |
 AVEM American Centy ETF TR | $259K | 3,781 |
🔒 Free account: see all 6.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 25, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kirkwood Financial Services 13F FAQ
What does Kirkwood Financial Services own?
Kirkwood Financial Services reported 42 stocks worth $350M in its 13F filing for Q2 2026, filed Aug 25, 2026. Its largest holdings are SPY (25.2%), QQQM (14.6%) and DIA (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Kirkwood Financial Services buy and sell in Q2 2026?
Compared with Q2 2025: 14 new positions, 18 added to, 10 trimmed and 6 sold out. New positions include QQQM, GFLW and VFLO. It sold all of AVIG, DFIC and AVLV.
When will Kirkwood Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kirkwood Financial Services's portfolio worth?
The Q2 2026 filing reports $350M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.