Kirkwood Financial Services

Q2 2025 13F-HR Holdings

Location
San Antonio, TX
Holdings as of
6/30/2025
Date filed
10/19/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$230,659
Net value change ($000)
+32,625 (16.5%)
New positions
11
Sold out positions
0
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/19/2026 Next filing: 9/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
QQQ 5,660 17.1%
SPY 5,121 8.6%
USTB 4,960 NEW
TDIV 4,827 24.2%
DIA 1,952 8.3%
MMLG 1,715 23.3%
SKYY 1,587 21.4%
WFC 1,203 NEW
AFLG 992 11.1%
BUFR 903 10.2%
Top Reduces (Value $000, Stocks/ETFs)
CVX -37 -13.2%
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