Kirkwood Financial Services has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on December 31, 2025. The filing, signed by President Jamin Kirkwood, lists 35 total positions held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the SPDR S&P 500 ETF Trust (SPY) holding the largest position. The firm holds 11,132,769 shares of SPY, representing the top holding in the portfolio. Other significant ETF positions include the Victory Portfolios II VictoryShares Future Risk Premia ETF (VICTORYSHARES FR), with 525,661 shares, and the Victory Portfolios II Short Term Bond ETF (VICTORYSHARES STB), with 136,854 shares.
Among individual equities, the filing shows positions in major technology and industrial companies. Kirkwood Financial Services holds 8,234,977 shares of NVIDIA Corporation, 4,863,192 shares of Microsoft Corporation, and 2,612,666 shares of Alphabet Inc. Class A. The firm also lists holdings in Apple Inc., Chevron Corporation, Meta Platforms Inc. Class A, and Wells Fargo & Company.
The filing indicates that all positions listed are held as sole voting and dispositive power.
