Vault-13

Kirkwood Financial Services

SAN ANTONIO, TX · CIK 1814128 · 13F filing filed 2026-08-25

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$349.9m reported value
42positions
87.7%in top 10
—no comparable previous quarter

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SPDR S&P 500 ETF TR TR UNIT SPY SPY 117,959 $88.1m25.18% 25.18% First filing
2 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM QQQM 168,645 $51.1m14.62% 14.62% First filing
3 SPDR DOW JONES INDL AVERAGE UT SER 1 DIA DIA 65,577 $34.3m9.80% 9.80% First filing
4 FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV TDIV 277,423 $31.9m9.11% 9.11% First filing
5 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM FTSM 436,651 $26.1m7.45% 7.45% First filing
6 VICTORY PORTFOLIOS II VICT FR GROW ETF GFLW GFLW 536,075 $18.4m5.25% 5.25% First filing
7 VICTORY PORTFOLIOS II SHARES FREE CASH VFLO VFLO 387,737 $17.8m5.07% 5.07% First filing
8 FIRST TR EXCHNG TRADED FD VI MLT MNGD LRG GRW AFGR AFGR 364,178 $13.3m3.80% 3.80% First filing
9 VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB USTB 258,893 $13.1m3.75% 3.75% First filing
10 FIRST TR EXCHNG TRADED FD VI ACTV FCTR LGCP AFLG AFLG 298,890 $13.0m3.71% 3.71% First filing
11 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING SKYY SKYY 86,165 $11.6m3.32% 3.32% First filing
12 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS LMBS 127,287 $6.3m1.81% 1.81% First filing
13 FIRST TR EXCHANGE-TRADED FD DOW 30 EQL WGT EDOW EDOW 140,147 $6.2m1.76% 1.76% First filing
14 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 5,030 $3.7m1.05% 1.05% First filing
15 APPLE INC COM AAPL AAPL 7,988 $2.3m0.66% 0.66% First filing
16 WELLS FARGO CO NEW COM WFC WFC 14,802 $1.2m0.35% 0.35% First filing
17 FIRST TR NASDAQ 100 TECH IND SHS QTEC QTEC 3,392 $1.1m0.32% 0.32% First filing
18 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR BUFR 25,255 $922.6k0.26% 0.26% First filing
19 NVIDIA CORPORATION COM NVDA NVDA 4,317 $863.8k0.25% 0.25% First filing
20 SSGA ACTIVE ETF TR ULT SHT TRM BD ULST ULST 19,824 $801.4k0.23% 0.23% First filing
21 SCHWAB STRATEGIC TR US LRG CAP ETF SCHX SCHX 26,183 $770.6k0.22% 0.22% First filing
22 SPDR SERIES TRUST PRTFLO S&P500 VL SPYV SPYV 12,113 $736.4k0.21% 0.21% First filing
23 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,553 $555.0k0.16% 0.16% First filing
24 ISHARES TR RUS MID CAP ETF IWR IWR 4,636 $511.5k0.15% 0.15% First filing
25 VANGUARD WHITEHALL FDS HIGH DIV YLD VYM VYM 3,137 $495.8k0.14% 0.14% First filing
26 MICROSOFT CORP COM MSFT MSFT 1,023 $381.7k0.11% 0.11% First filing
27 CHEVRON CORP NEW COM CVX CVX 2,288 $379.2k0.11% 0.11% First filing
28 AMAZON COM INC COM AMZN AMZN 1,539 $366.8k0.10% 0.10% First filing
29 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 7,167 $362.5k0.10% 0.10% First filing
30 ETF SER SOLUTIONS DEFIANCE NEXT UFOX UFOX 3,498 $332.5k0.10% 0.10% First filing
31 SPDR SER TR RUSSELL LOW VOL ONEV ONEV 2,284 $326.8k0.09% 0.09% First filing
32 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 3,346 $294.1k0.08% 0.08% First filing
33 MARATHON PETE CORP COM MPC MPC 1,000 $255.7k0.07% 0.07% First filing
34 CSX CORP COM CSX CSX 5,095 $242.2k0.07% 0.07% First filing
35 EXXON MOBIL CORP COM XOM XOM 1,758 $240.4k0.07% 0.07% First filing
36 CATERPILLAR INC COM CAT CAT 223 $237.5k0.07% 0.07% First filing
37 ISHARES TR RUS 2000 VAL ETF IWN IWN 1,070 $236.7k0.07% 0.07% First filing
38 VANGUARD WORLD FD UTILITIES ETF VPU VPU 1,172 $229.4k0.07% 0.07% First filing
39 ISHARES TR CORE DIV GRWTH DGRO DGRO 3,022 $229.0k0.07% 0.07% First filing
40 SELECT SECTOR SPDR TR FINANCIAL XLF XLF 4,126 $221.2k0.06% 0.06% First filing
41 ALPHABET INC CAP STK CL C GOOG GOOG 615 $217.3k0.06% 0.06% First filing
42 SPDR SER TR SSGA US LRG ETF LGLV LGLV 1,144 $207.6k0.06% 0.06% First filing