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KFS

Kirkwood Financial Services Portfolio holdings

AUM $350M
1-Year Est. Return 20.89%
This Fund
S&P 500
This Quarter Est. Return
+7.09%
1 Year Est. Return
+20.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
Cap. Flow
+$260M
Cap. Flow %
96.25%
Top 10 Hldgs %
91.02%
Holding
34
New
34
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.59%
2 Technology 1.46%
3 Financials 0.46%
4 Communication Services 0.24%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$71.8M 26.58%
+107,747
New +$69.1M
QQQ icon
2
Invesco QQQ Trust
QQQ
$485B
$42.8M 15.85%
+71,268
New +$40.8M
DIA icon
3
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.9B
$28.8M 10.65%
+61,971
New +$27.9M
TDIV icon
4
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.36B
$25.9M 9.58%
+262,316
New +$24.5M
FTSM icon
5
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$21M 7.77%
+349,447
New +$21M
GFLW
6
VictoryShares Free Cash Flow Growth ETF
GFLW
$1.04B
$14.2M 5.25%
+494,476
New +$13.5M
AFLG icon
7
First Trust Active Factor Large Cap ETF
AFLG
$771M
$10.8M 4.01%
+278,608
New +$10.4M
BUFR icon
8
FT Vest Fund of Buffer ETFs
BUFR
$10.6B
$10.8M 3.99%
+322,364
New +$10.5M
AFGR
9
First Trust Active Factor Large Cap Growth ETF
AFGR
$89.5M
$10.3M 3.81%
+283,603
New +$9.86M
SKYY icon
10
First Trust Cloud Computing ETF
SKYY
$3.35B
$9.57M 3.54%
+71,179
New +$8.96M
USTB icon
11
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.59B
$6.68M 2.47%
+131,011
New +$6.66M
LMBS icon
12
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.43B
$5.22M 1.93%
+104,486
New +$5.17M
AAPL icon
13
Apple
AAPL
$4.91T
$2.59M 0.96%
+10,163
New +$2.3M
WFC icon
14
Wells Fargo
WFC
$260B
$1.25M 0.46%
+14,877
New +$1.21M
ULST icon
15
State Street Ultra Short Term Bond ETF
ULST
$514M
$907K 0.34%
+21,498
New +$873K
NVDA icon
16
NVIDIA
NVDA
$5.37T
$824K 0.31%
+4,415
New +$770K
QTEC icon
17
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.65B
$821K 0.3%
+3,574
New +$774K
SCHX icon
18
Schwab US Large- Cap ETF
SCHX
$73.8B
$711K 0.26%
+26,981
New +$685K
SPYV icon
19
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$661K 0.24%
+11,950
New +$644K
MSFT icon
20
Microsoft
MSFT
$3.67T
$520K 0.19%
+1,005
New +$513K
IWR icon
21
iShares Russell Mid-Cap ETF
IWR
$55.2B
$452K 0.17%
+4,686
New +$444K
VYM icon
22
Vanguard High Dividend Yield ETF
VYM
$80.8B
$443K 0.16%
+3,144
New +$432K
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.27T
$368K 0.14%
+1,515
New +$317K
CVX icon
24
Chevron
CVX
$411B
$347K 0.13%
+2,235
New +$346K
AMZN icon
25
Amazon
AMZN
$2.74T
$338K 0.13%
+1,539
New +$348K

Similar funds

Kirkwood Financial Services's Q3 2025 Portfolio in Review

Q3 2025 is the first quarter with a 13F filing on record for Kirkwood Financial Services, which disclosed 34 positions worth $270M. Its ten largest holdings account for 91% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 107,747 shares worth $71.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, followed by Technology and Financials.

  • Kirkwood Financial Services's largest Q3 2025 buy was State Street SPDR S&P 500 ETF Trust: 107,747 shares worth $71.8M.
  • Kirkwood Financial Services's ten largest holdings make up 91% of its $270M portfolio in Q3 2025.
  • Kirkwood Financial Services disclosed 34 positions in Q3 2025, its first 13F filing on record.

Based on Kirkwood Financial Services's 13F filing for Q3 2025, filed 18 Sep 2026.