account_balance

Investment manager · 13F filer · SEC CIK 1814128

Kirkwood Financial Services

Reported value$365Mas of Sep 30, 2026
Positions41 1 new, 2 sold out
Top 10 weight87.9%SPY alone is 25%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 24.9% Held
QQQM Invesco Exch Traded Fd Tr II 14.3% Held
DIA SPDR Dow Jones Industrial Average ETF Trust 9.7% Added +6%
TDIV First Tr Exchange Traded Fd 9.1% Added +6%
FTSM First Tr Exchange-Traded Fd 7.9% Added +11%
VFLO Victory Portfolios II 5.2% Trimmed −4%
GFLW Victory Portfolios II 5.1% Added +5%
USTB Victory Portfolios II 4.0% Added +12%
AFGR First Tr Exchng Traded Fd Vi 3.8% Held
AFLG First Tr Exchng Traded Fd Vi 3.8% Added +4%
SKYY First Tr Exchange-Traded Fd 3.2% Trimmed −16%
LMBS First Tr Exchange-Traded Fd 1.9% Added +15%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 25, 2026 filing
add_circleNew
arrow_upwardAdded
  • ULST +21%
  • LMBS +15%
  • USTB +12%
  • FTSM +11%
arrow_downwardTrimmed
  • SKYY −16%
  • QTEC −14%
  • QQQ −6%
  • VFLO −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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