Kirkwood Financial Services

Q4 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
12/31/2025
Date filed
9/16/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$285,676
Net value change ($000)
+15,559 (5.8%)
New positions
2
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/18/2026 Next filing: 9/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,993 5.6%
QQQ 2,694 6.3%
FTSM 2,380 11.3%
DIA 1,402 4.9%
TDIV 1,138 4.4%
GFLW 791 5.6%
BUFR 637 5.9%
MMLG 619 6.0%
LMBS 542 10.4%
AFLG 517 4.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -403 -15.6%
LGLV -201 -100.0%
MSFT -34 -6.5%
META -30 -10.3%
VPU -14 -6.0%
QTEC -13 -1.6%
CVX -3 -0.9%
IWR -2 -0.4%
ULST -1 -0.1%
NVDA -1 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type