Kirkwood Financial Services
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 349,879
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/25/2026 | 42 | 349,879 | 13F-HR | Kirkwood Financial Services |
| Q1 2026 | 9/16/2026 | 40 | 291,803 | 13F-HR | Kirkwood Financial Services |
| Q4 2025 | 9/16/2026 | 35 | 285,676 | 13F-HR | Kirkwood Financial Services |
| Q3 2025 | 9/18/2026 | 34 | 270,117 | 13F-HR | Kirkwood Financial Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.88 K | 24.3% | 0 | 18.9 K | -18.9 K |
| ETFs | 265 K | 75.7% | 76.97 K | 0 | 76.97 K |
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Fund Snapshot
Q2 2026
Latest filed
8/25/2026
Total value ($000)
349,879
Holdings
42
QoQ value change ($000)
58,076
(19.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.