Kirkwood Financial Services, a firm based in San Antonio, Texas, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2025. The filing, signed by President Jamin Kirkwood, lists a total of 34 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the SPDR S&P 500 ETF Trust, which accounts for 107,747 shares. Other significant ETF positions include the SPDR Gold Shares (571 shares) and the Victory Portfolios II VictoryShares Financials ETF (494,476 shares).
Among individual equities, the filing shows the firm holds shares in major technology and industrial companies. The largest individual stock holding is Wells Fargo & Company, with 14,877 shares. Other notable individual equity positions include Microsoft Corporation (1,005 shares), Apple Inc. (10,163 shares), and NVIDIA Corporation (4,415 shares).
- Top Holdings: SPDR S&P 500 ETF Trust (107,747 shares), Victory Portfolios II VictoryShares Financials ETF (494,476 shares), SPDR Gold Shares (571 shares).
- Major Individual Equities: Wells Fargo & Company (14,877 shares), Apple Inc. (10,163 shares), Microsoft Corporation (1,005 shares).
- Other Notable Positions: Amazon.com Inc. (1,539 shares), Chevron Corporation (2,235 shares), Meta Platforms Inc. (396 shares).
