本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Kirkwood Financial Services (CIK 1814128) reported $349.9M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($88.1M, 25.18%), QQQM ($51.1M, 14.62%), DIA ($34.3M, 9.80%), TDIV ($31.9M, 9.11%), FTSM ($26.1M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $88.1M | 25.18% | 117,959 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $51.1M | 14.62% | 168,645 | New |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $34.3M | 9.80% | 65,577 | Added |
| 4 | TDIV | FIRST TR EXCHANGE TRADED FD | $31.9M | 9.11% | 277,423 | Trimmed |
| 5 | FTSM | FIRST TR EXCHANGE-TRADED FD | $26.1M | 7.45% | 436,651 | Added |
| 6 | GFLW | VICTORY PORTFOLIOS II | $18.4M | 5.25% | 536,075 | Trimmed |
| 7 | VFLO | VICTORY PORTFOLIOS II | $17.8M | 5.07% | 387,737 | Added |
| 8 | AFGR | FIRST TR EXCHNG TRADED FD VI | $13.3M | 3.80% | 364,178 | Added |
| 9 | USTB | VICTORY PORTFOLIOS II | $13.1M | 3.75% | 258,893 | Added |
| 10 | AFLG | FIRST TR EXCHNG TRADED FD VI | $13.0M | 3.71% | 298,890 | Added |
| 11 | SKYY | FIRST TR EXCHANGE-TRADED FD | $11.6M | 3.32% | 86,165 | Added |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.81% | 127,287 | Added |
| 13 | EDOW | FIRST TR EXCHANGE-TRADED FD | $6.2M | 1.76% | 140,147 | New |
| 14 | QQQ | INVESCO QQQ TR | $3.7M | 1.05% | 5,030 | Trimmed |
| 15 | AAPL | APPLE INC | $2.3M | 0.66% | 7,988 | Added |
| 16 | WFC | WELLS FARGO & CO | $1.2M | 0.35% | 14,802 | Hold |
| 17 | QTEC | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.32% | 3,392 | Trimmed |
| 18 | BUFR | FIRST TR EXCHNG TRADED FD VI | $922,565 | 0.26% | 25,255 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $863,817 | 0.25% | 4,317 | Added |
| 20 | ULST | SSGA ACTIVE ETF TR | $801,398 | 0.23% | 19,824 | Trimmed |
| 21 | SCHX | SCHWAB STRATEGIC TR | $770,554 | 0.22% | 26,183 | Trimmed |
| 22 | SPYV | SPDR SERIES TRUST | $736,362 | 0.21% | 12,113 | Added |
| 23 | GOOGL | ALPHABET INC | $554,999 | 0.16% | 1,553 | Hold |
| 24 | IWR | ISHARES TR | $511,485 | 0.15% | 4,636 | Trimmed |
| 25 | VYM | VANGUARD WHITEHALL FDS | $495,756 | 0.14% | 3,137 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30