Kirkwood Financial Services holds a concentrated book of 42 stocks worth $349.9M as of Q2 2026 (disclosed Aug 25, 2026, a ~56-day 13F lag). Their largest long position is SS SPDR S&P 500 ETF Trust-US at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Kirkwood Financial Services
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 42 / 42 | $346.7B |
| LPL Financial LLC | 42 / 42 | $59.1B |
| Cetera Investment Advisers | 42 / 42 | $13.2B |
| OSAIC HOLDINGS, INC. | 42 / 42 | $11.6B |
| ROYAL BANK OF CANADA | 41 / 42 | $93.6B |
| RAYMOND JAMES FINANCIAL INC | 41 / 42 | $49.3B |
| Integrated Wealth Concepts LLC | 41 / 42 | $3.0B |
| HARBOUR INVESTMENTS, INC. | 41 / 42 | $942.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Kirkwood Financial Services: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $88.1M | 118.0K | 25.2% | ▲New New position | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $51.1M | 168.6K | 14.6% | ▲New New position | |
| 3 | State STR SPDR Dow Jones Ind UT SER 1 | $34.3M | 65.6K | 9.8% | ▲New New position | |
| 4 | First TR Exchange Traded FD NASD TECH DIV | $31.9M | 277.4K | 9.1% | ▲New New position | |
| 5 | First TR Exchange-Traded FD FIRST TR ENH NEW | $26.1M | 436.7K | 7.5% | ▲New New position | |
| 6 | Victory Portfolios II VICT FR GROW ETF | $18.4M | 536.1K | 5.3% | ▲New New position | |
| 7 | Victory Portfolios II SHS FR CA FL ETF | $17.8M | 387.7K | 5.1% | ▲New New position | |
| 8 | First TR Exchng Traded FD VI ACTIVE FACTOR LA | $13.3M | 364.2K | 3.8% | ▲New New position | |
| 9 | Victory Portfolios II SHORT TRM BD ETF | $13.1M | 258.9K | 3.7% | ▲New New position | |
| 10 | First TR Exchng Traded FD VI ACTV FCTR LGCP | $13.0M | 298.9K | 3.7% | ▲New New position | |
| 11 | First TR Exchange-Traded FD CLOUD COMPUTING | $11.6M | 86.2K | 3.3% | ▲New New position | |
| 12 | First TR Exchange-Traded FD FST LOW OPPT EFT | $6.3M | 127.3K | 1.8% | ▲New New position | |
| 13 | First TR Exchange-Traded FD DOW 30 EQL WGT | $6.2M | 140.1K | 1.8% | ▲New New position | |
| 14 | Invesco QQQ TR UNIT SER 1 | $3.7M | 5.0K | 1.0% | ▲New New position | |
| 15 | Apple Inc COM | $2.3M | 8.0K | 0.7% | ▲New New position | |
| 16 | Wells Fargo & Co COM | $1.2M | 14.8K | 0.3% | ▲New New position | |
| 17 | First TR Exchange-Traded FD SHS | $1.1M | 3.4K | 0.3% | ▲New New position | |
| 18 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $923K | 25.3K | 0.3% | ▲New New position | |
| 19 | Nvidia Corporation COM | $864K | 4.3K | 0.2% | ▲New New position | |
| 20 | Ssga Active ETF TR ST STR UL BD ETF | $801K | 19.8K | 0.2% | ▲New New position | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $771K | 26.2K | 0.2% | ▲New New position | |
| 22 | SPDR Series Trust ST STR P500VAL | $736K | 12.1K | 0.2% | ▲New New position | |
| 23 | Alphabet Inc CAP STK CL A | $555K | 1.6K | 0.2% | ▲New New position | |
| 24 | Ishares TR RUS MID CAP ETF | $511K | 4.6K | 0.1% | ▲New New position | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $496K | 3.1K | 0.1% | ▲New New position | |
| 26 | Microsoft Corp COM | $382K | 1.0K | 0.1% | ▲New New position | |
| 27 | Chevron Corporation COM | $379K | 2.3K | 0.1% | ▲New New position | |
| 28 | Amazon Com Inc COM | $367K | 1.5K | 0.1% | ▲New New position | |
| 29 | Vanguard Mun BD FDS TAX EXEMPT BD | $363K | 7.2K | 0.1% | ▲New New position | |
| 30 | ETF Ser Solutions DEFIANCE SPACE A | $332K | 3.5K | 0.1% | ▲New New position | |
| 31 | SPDR Series Trust ST STR R1K LOWV | $327K | 2.3K | 0.1% | ▲New New position | |
| 32 | SPDR Series Trust ST STR P500ETF | $294K | 3.3K | 0.1% | ▲New New position | |
| 33 | Marathon Pete Corp COM | $256K | 1.0K | 0.1% | ▲New New position | |
| 34 | CSX Corp COM | $242K | 5.1K | 0.1% | ▲New New position | |
| 35 | Exxon Mobil Corp COM | $240K | 1.8K | 0.1% | ▲New New position | |
| 36 | Caterpillar Inc COM | $237K | 223 | 0.1% | ▲New New position | |
| 37 | Ishares TR RUS 2000 VAL ETF | $237K | 1.1K | 0.1% | ▲New New position | |
| 38 | Vanguard World FD UTILITIES ETF | $229K | 1.2K | 0.1% | ▲New New position | |
| 39 | Ishares TR CORE DIV GRWTH | $229K | 3.0K | 0.1% | ▲New New position | |
| 40 | Select Sector SPDR TR ST STR FINL ETF | $221K | 4.1K | 0.1% | ▲New New position | |
| 41 | Alphabet Inc CAP STK CL C | $217K | 615 | 0.1% | ▲New New position | |
| 42 | SPDR Series Trust ST STR R1K LOWV | $208K | 1.1K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1814128/holdings"
Use Arkolith to show Kirkwood Financial Services's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 25, 2026 | 42 | $349.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.