Kirkwood Financial Services

Q1 2026 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
3/31/2026
Date filed
9/16/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$291,803
Net value change ($000)
+6,127 (2.1%)
New positions
8
Sold out positions
3
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/16/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VFLO 10,277 NEW
EDOW 9,856 NEW
XOM 298 NEW
SUN 274 NEW
FTSM 261 1.1%
MPC 244 NEW
IWN 223 NEW
CSX 209 NEW
LGLV 203 NEW
CVX 126 36.6%
Top Reduces (Value $000, Stocks/ETFs)
BUFR -10,558 -92.5%
SPY -1,491 -2.0%
QQQ -889 -2.0%
DIA -596 -2.0%
SKYY -596 -6.2%
META -261 -100.0%
SLV -257 -100.0%
GLD -226 -100.0%
TDIV -214 -0.8%
WFC -209 -15.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type