Kirkwood Financial Services has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on March 31, 2026. The report lists the firm's principal place of business as 4630 De Zavala Road in San Antonio, Texas. The filing was signed by Jamin Kirkwood, the President and Certified Financial Planner for the firm.
The information table attached to the filing details the firm's holdings in 40 separate securities. The portfolio is dominated by exchange-traded funds (ETFs), with several funds holding significant share counts. The State Street SPDR S&P 500 ETF Trust (Ticker: SPY) is the largest holding, with 114,358 shares. The Vanguard S&P 500 ETF (Ticker: VOO) follows with 113,858 shares. Other notable ETF positions include the Victory Portfolios II VictoryShares Flexible Rate 5-Year US Treasury Bond ETF, which holds 566,697 shares, and the Victory Portfolios II Shares Free Cash Flow ETF, which holds 260,626 shares.
Individual equities also appear in the portfolio. Microsoft Corporation is listed with 1,024 shares, while NVIDIA Corporation holds 4,316 shares. Other individual stock positions include Chevron Corporation (2,271 shares), Exxon Mobil Corporation (1,758 shares), and Marathon Petroleum Corporation (1,000 shares). The filing indicates that all positions are held as sole voting and dispositive power.
