Kirkwood Financial Services has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2025. The filing, signed by President Jamin Kirkwood, details a portfolio consisting of 23 individual positions.
The largest holding in the portfolio is First Trust Exchange-Traded Fund Cloud Computing, which accounts for 7,252,846 shares. This is followed by First Trust Exchange-Traded Fund Nasdaq Tech Div, with 270,762 shares. Other significant positions include First Trust Exchange-Traded Fund First Trust Enhanced New Economy (313,820 shares) and First Trust Exchange-Traded Fund VI Active Factor Large Cap (264,456 shares).
The filing also lists substantial holdings in major exchange-traded funds (ETFs) and index funds. These include Invesco QQQ Trust Series 1 (70,406 shares), SPDR S&P 500 ETF Trust (106,070 shares), and SPDR Dow Jones Industrial Average Average Unit Series 1 (55,879 shares). The portfolio also includes shares in Microsoft Corporation (535 shares) and Chevron Corporation (1,676 shares).
According to the filing, all positions are held in a sole capacity, with no derivatives or short positions reported.
