Kickstand Ventures, Llc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Kickstand Ventures, Llc. reported 154 stock positions worth $550.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.8% of the portfolio, followed by T Rowe Price US Eqy Research (TSPA, 6.6%) and Vanguard S&P 500 ETF (VOO, 5.1%). Compared with Q1 2026, it opened 32 new positions, sold out of 8, added to 40 and reduced 67. The biggest buy was a new position in T Rowe Price US Eqy Research (TSPA) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSFORD, NY
- CIK
- 0002000355
- Portfolio Value
- $550.3M (Q2 2026)
- SEC Filing
- 0001765380-26-000250 ↗ filed Jul 30, 2026
Holdings Value
Holdings 154 stocks · $550.3M
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.76% | 611,308 | $53.7M | Reduce -26.2% |
| TSPA T Rowe Price US Eqy Research | 6.59% | 763,165 | $36.3M | New |
| VOO Vanguard S&P 500 ETF | 5.06% | 40,512 | $27.8M | Reduce -47.2% |
| TAGG T Rowe Price QM US Bond ETF | 4.34% | 562,513 | $23.9M | New |
| JCPB JPMorgan Core Plus Bond ETF | 3.92% | 459,648 | $21.6M | Reduce -9.9% |
| VONV Vanguard Russell 1000 Value | 3.55% | 183,726 | $19.5M | New |
| SCHG Schwab US Large-Cap Growth | 3.47% | 563,859 | $19.1M | Add +92.5% |
| SCHF Schwab Intl Equity ETF | 3.06% | 608,563 | $16.9M | Reduce -18.2% |
| IEMG iShares Core MSCI Emerging | 2.72% | 180,376 | $14.9M | Add +58.9% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 2.63% | 330,139 | $14.5M | New |
| IAGG iShares Intl Aggregate Bond | 2.10% | 228,143 | $11.5M | Add +3315.8% |
| IYW iShares Ustechnology ETF | 1.96% | 42,688 | $10.8M | Reduce -20.9% |
| BSCR Invesco Bulletshares 2027 CB | 1.94% | 544,302 | $10.7M | Add +6.3% |
| OEF iShares S&P 100 ETF | 1.93% | 29,058 | $10.6M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.91% | 14,301 | $10.5M | Reduce -7.4% |
| SMH Vaneck Semiconductor ETF | 1.88% | 15,767 | $10.3M | Reduce -30.5% |
| IWM iShares Russell 2000 ETF | 1.83% | 33,530 | $10.1M | Reduce -3.6% |
| QUAL iShares MSCI USA Quality Fac | 1.79% | 44,958 | $9.9M | Reduce -26.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.75% | 209,082 | $9.6M | Add +18.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.66% | 395,961 | $9.2M | Reduce -3.3% |
| KOID Kraneshares Global Humanoid | 1.51% | 201,178 | $8.3M | Reduce -6.0% |
| IVW iShares S&P 500 Growth ETF | 1.42% | 56,920 | $7.8M | Reduce -5.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.31% | 106,404 | $7.2M | Reduce -1.9% |
| THYF T Rowe Price US High Yield | 1.29% | 137,198 | $7.1M | New |
| IDEV iShares Core MSCI Dev MKTS | 1.27% | 78,323 | $7.0M | Reduce -3.4% |
| IALT Ishrs SYS Alt Act ETF | 1.26% | 247,592 | $6.9M | New |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.21% | 128,098 | $6.6M | Add +2.9% |
| JPIE JPMorgan Income ETF | 1.18% | 140,412 | $6.5M | Add +36.7% |
| EFV iShares MSCI Eafe Value ETF | 1.16% | 83,296 | $6.4M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 1.10% | 101,014 | $6.0M | Add +0.2% |
| BSCS Invesco Bulletshares 2028 CB | 1.04% | 281,720 | $5.7M | Add +579.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.02% | 29,197 | $5.6M | Reduce -9.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.89% | 39,224 | $4.9M | Add +1.1% |
| IVE iShares S&P 500 Value ETF | 0.88% | 21,242 | $4.8M | Reduce -4.4% |
| IJH iShares Core S&P Midcap ETF | 0.87% | 61,747 | $4.8M | Reduce -2.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.85% | 239,834 | $4.7M | Reduce -32.4% |
| TOUS T Rowe PRC International Eq | 0.83% | 119,675 | $4.6M | New |
| GLIN Vaneck India Growth Leaders | 0.80% | 94,436 | $4.4M | Add +6.9% |
| HGER Harbor Commodity All Weather | 0.68% | 126,908 | $3.7M | New |
| IVLU iShares MSCI International V | 0.65% | 85,365 | $3.6M | Reduce -2.2% |
| BIV Vanguard Intermediate-Term B | 0.59% | 42,532 | $3.3M | Reduce -4.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.49% | 51,886 | $2.7M | Reduce -18.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.47% | 16,156 | $2.6M | Reduce -9.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.45% | 24,116 | $2.5M | Reduce -8.3% |
| LITE Lumentum Holdings Inc. | 0.44% | 2,832 | $2.4M | Reduce -9.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.42% | 17,483 | $2.3M | No change |
| GNMA iShares Gnma Bond ETF | 0.40% | 49,300 | $2.2M | Add +8.5% |
| MBB iShares MBS ETF | 0.38% | 22,010 | $2.1M | Reduce -15.0% |
| GLDM SPDR Gold Minishares Trust | 0.36% | 24,956 | $2.0M | Reduce -11.1% |
| IEV iShares Europe ETF | 0.34% | 25,994 | $1.9M | Reduce -3.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.33% | 19,742 | $1.8M | Add +35.0% |
| BPRE Bluerock Private Real Estate | 0.33% | 138,138 | $1.8M | Add +4.3% |
| ESGU iShares ESG Aware MSCI USA | 0.29% | 9,843 | $1.6M | No change |
| PAVE Global X US Infrastructure | 0.29% | 27,259 | $1.6M | Add +5.3% |
| EMGF iShares Emerging Markets Equ | 0.27% | 20,257 | $1.5M | Reduce -0.0% |
| BAI Ishrs AI in and Tech Act ETF | 0.25% | 26,469 | $1.4M | Reduce -4.8% |
| MSFT Microsoft Corp. | 0.25% | 3,698 | $1.4M | Add +10.2% |
| ARKK ARK Innovation ETF | 0.25% | 16,776 | $1.4M | Add +4.9% |
| XOM Exxonmobil Holdings Corp. | 0.22% | 8,717 | $1.2M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,767 | $1.1M | Reduce -1.4% |
| IEF iShares 7-10 Year Treasury B | 0.20% | 11,883 | $1.1M | New |
| NVDA Nvidia Corp. | 0.20% | 5,396 | $1.1M | Add +7.8% |
| AVGO Broadcom Inc. | 0.19% | 2,835 | $1.1M | Reduce -1.4% |
| BAC Bank of America Corp. | 0.19% | 18,400 | $1.0M | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.17% | 20,634 | $940K | Reduce -49.9% |
| USFR Wisdomtree Floating Rate Tre | 0.17% | 18,368 | $925K | Add +4.9% |
| AVEM Avantis Emerging Markets Eq | 0.16% | 9,265 | $894K | Reduce -9.8% |
| PRU Prudential Financial Inc. | 0.16% | 8,196 | $885K | No change |
| IFRA iShares US Infrastructure | 0.16% | 13,826 | $872K | Add +1.3% |
| AOA iShares Core 80/20 Aggressiv | 0.16% | 8,760 | $855K | Reduce -12.0% |
| JMOM JPMorgan US Momentum Factor | 0.16% | 9,996 | $854K | Reduce -6.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.15% | 9,493 | $853K | Add +8.9% |
| IGM iShares Expanded Tech Sector | 0.15% | 5,064 | $828K | No change |
| THRO iShares U.S. Thematic Rotati | 0.15% | 18,876 | $814K | Reduce -15.8% |
| CORO Ish Intl CTRY Rot Act ETF | 0.14% | 21,565 | $789K | Reduce -34.8% |
| BSCT Invesco Bulletshares 2029 CB | 0.14% | 41,159 | $765K | Reduce -92.0% |
| KLAC KLA Corp. | 0.14% | 2,494 | $753K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.14% | 6,286 | $751K | Add +0.2% |
| WDC Western Digital Corp. | 0.13% | 1,151 | $735K | Add +2.7% |
| NOBL Proshares S&P 500 Dividend A | 0.13% | 13,090 | $735K | No change |
| AMAT Applied Materials Inc. | 0.12% | 951 | $687K | No change |
| MPWR Monolithic Power Systems Inc. | 0.12% | 480 | $664K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 3,938 | $647K | Add +1.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 3,935 | $643K | Reduce -96.8% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.12% | 12,716 | $641K | Reduce -2.2% |
| STX Seagate Technology Holdings | 0.11% | 642 | $620K | No change |
| BSMQ Invesco Bulletshares 2026 MB | 0.11% | 24,866 | $585K | Add +26.9% |
| VGLT Vanguard Long-Term Treasury | 0.11% | 10,545 | $582K | Reduce -56.2% |
| BSMR Invesco Bulletshares 2027 MB | 0.10% | 24,452 | $578K | Add +36.2% |
| IVV iShares Core S&P 500 ETF | 0.10% | 771 | $577K | Reduce -7.8% |
| BSMS Invesco Bulletshares 2028 MB | 0.09% | 21,781 | $511K | Add +31.8% |
| AAPL Apple Inc. | 0.09% | 1,744 | $505K | Reduce -1.0% |
| T AT&T Inc. | 0.09% | 23,980 | $496K | Add +96.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.09% | 6,412 | $488K | Reduce -40.0% |
| MRVL Marvell Technology Inc. | 0.09% | 1,631 | $486K | New |
| C Citigroup Inc. | 0.09% | 3,376 | $473K | No change |
| GOVT iShares US Treasury Bond ETF | 0.08% | 20,423 | $465K | Reduce -66.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.08% | 7,460 | $457K | Reduce -0.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.08% | 6,758 | $454K | Reduce -4.5% |
| MMM 3M Co. | 0.08% | 2,794 | $452K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -47.2% | 5.06% | −4.59 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -96.8% | 0.12% | −3.61 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -26.2% | 9.76% | −3.58 |
| FBND Fidelity Total Bond ETF | Reduce -98.4% | 0.05% | −3.56 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -92.0% | 0.14% | −1.87 |
| VFLO Victoryshares Free Cash Flow | Reduce -96.0% | 0.07% | −1.73 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -9.9% | 3.92% | −1.14 |
| OUSM Alps Oshares US Small-Cap Qu | Sold out | 0.00% | −1.06 |
| SCHF Schwab Intl Equity ETF | Reduce -18.2% | 3.06% | −0.81 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.73 |
| QUAL iShares MSCI USA Quality Fac | Reduce -26.4% | 1.79% | −0.67 |
| BSJS Invesco Bulletshares 2028 HY | Sold out | 0.00% | −0.67 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -32.4% | 0.85% | −0.61 |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | Sold out | 0.00% | −0.47 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.3% | 1.66% | −0.34 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -49.9% | 0.17% | −0.23 |
| GOVT iShares US Treasury Bond ETF | Reduce -66.8% | 0.08% | −0.21 |
| SHLD Global X Defense Tech ETF | Reduce -74.1% | 0.05% | −0.20 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -18.0% | 0.49% | −0.20 |
| GLDM SPDR Gold Minishares Trust | Reduce -11.1% | 0.36% | −0.19 |
| VGLT Vanguard Long-Term Treasury | Reduce -56.2% | 0.11% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.7% | 1.16% | −0.17 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.4% | 1.27% | −0.16 |
| MBB iShares MBS ETF | Reduce -15.0% | 0.38% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -4.9% | 0.59% | −0.13 |
| IVE iShares S&P 500 Value ETF | Reduce -4.4% | 0.88% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.11 |
| IYW iShares Ustechnology ETF | Reduce -20.9% | 1.96% | −0.10 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.10 |
| XOM Exxonmobil Holdings Corp. | Reduce -0.8% | 0.22% | −0.10 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -9.2% | 1.02% | −0.09 |
| IVLU iShares MSCI International V | Reduce -2.2% | 0.65% | −0.08 |
| CORO Ish Intl CTRY Rot Act ETF | Reduce -34.8% | 0.14% | −0.08 |
| WQTM Wisdomtree Quantum Comp Fund | Reduce -65.6% | 0.06% | −0.07 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -40.0% | 0.09% | −0.07 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.04 |
| IEV iShares Europe ETF | Reduce -3.2% | 0.34% | −0.04 |
| LRCX Lam Research Corp. | Reduce -71.6% | 0.04% | −0.04 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.4% | 0.87% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -12.0% | 0.16% | −0.03 |
| ILCV iShares Morningstar Value Et | Reduce -20.9% | 0.08% | −0.03 |
| TLH iShares 10-20 Year Treasury | Reduce -25.8% | 0.05% | −0.03 |
| AGGM iShares 1-10 Year U.S. Aggre | Reduce -26.5% | 0.04% | −0.02 |
| THRO iShares U.S. Thematic Rotati | Reduce -15.8% | 0.15% | −0.02 |
| LITE Lumentum Holdings Inc. | Reduce -9.0% | 0.44% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -15.6% | 0.05% | −0.02 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -4.5% | 0.08% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -18.1% | 0.05% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -11.9% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| TSPA T Rowe Price US Eqy Research | New | 6.59% | +6.59 |
| TAGG T Rowe Price QM US Bond ETF | New | 4.34% | +4.34 |
| VONV Vanguard Russell 1000 Value | New | 3.55% | +3.55 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 2.63% | +2.63 |
| IAGG iShares Intl Aggregate Bond | Add +3315.8% | 2.10% | +2.03 |
| SCHG Schwab US Large-Cap Growth | Add +92.5% | 3.47% | +1.67 |
| THYF T Rowe Price US High Yield | New | 1.29% | +1.29 |
| IALT Ishrs SYS Alt Act ETF | New | 1.26% | +1.26 |
| IEMG iShares Core MSCI Emerging | Add +58.9% | 2.72% | +1.05 |
| BSCS Invesco Bulletshares 2028 CB | Add +579.0% | 1.04% | +0.86 |
| TOUS T Rowe PRC International Eq | New | 0.83% | +0.83 |
| HGER Harbor Commodity All Weather | New | 0.68% | +0.68 |
| IEF iShares 7-10 Year Treasury B | New | 0.20% | +0.20 |
| JPIE JPMorgan Income ETF | Add +36.7% | 1.18% | +0.18 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| TOTR T Rowe Price Total Return Et | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| WDC Western Digital Corp. | Add +2.7% | 0.13% | +0.07 |
| IGV iShares Expanded Tech-Softwa | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| KLAC KLA Corp. | Add +0.2% | 0.14% | +0.06 |
| XAR SS SPDR S&P Aerospace Def | New | 0.06% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.05% | +0.05 |
| COHR Coherent Corp. | New | 0.05% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +35.0% | 0.33% | +0.05 |
| LAMR Lamar Advertising Co. Class A | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.04% | +0.04 |
| GLIN Vaneck India Growth Leaders | Add +6.9% | 0.80% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| VCIT Vanguard Int-Term Corporate | New | 0.04% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +8.9% | 0.15% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| DY Dycom Industries Inc. | New | 0.04% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | New | 0.04% | +0.04 |
| SMCI Super Micro Computer Inc. | New | 0.04% | +0.04 |
| DON Wisdomtree US Midcap Dividen | New | 0.04% | +0.04 |
| FTI Technipfmc PLC | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | New | 0.04% | +0.04 |
| VOD Vodafone Group PLC-SP ADR | New | 0.03% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +18.0% | 1.75% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.14% | +0.02 |
| ARKK ARK Innovation ETF | Add +4.9% | 0.25% | +0.02 |
| T AT&T Inc. | Add +96.9% | 0.09% | +0.02 |
| BSMR Invesco Bulletshares 2027 MB | Add +36.2% | 0.10% | +0.02 |
| OEF iShares S&P 100 ETF | Add +1.5% | 1.93% | +0.02 |
| PAVE Global X US Infrastructure | Add +5.3% | 0.29% | +0.01 |
| NVDA Nvidia Corp. | Add +7.8% | 0.20% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 154 | $550.3M | SPYM, TSPA, VOO, TAGG, JCPB |
| Q1 2026 | 130 | $475.0M | SPYM, VOO, JCPB, SCHF, MGV |
| Q4 2025 | 122 | $474.6M | SPYM, VOO, JCPB, SCHF, MGV |
| Q3 2025 | 124 | $454.4M | SPYM, VOO, JCPB, SCHF, FBND |
| Q2 2025 | 115 | $427.8M | SPYM, VOO, JCPB, SCHF, FBND |
| Q1 2025 | 103 | $388.3M | VOO, SPYM, JCPB, VONE, FBND |
| Q4 2024 | 94 | $391.6M | VOO, SPYM, VONE, JCPB, BSCP |
| Q3 2024 | 89 | $391.9M | VOO, SPYM, BSCQ, VONE, JCPB |
| Q2 2024 | 79 | $365.3M | VOO, SPYM, BSCQ, VONE, JCPB |
| Q1 2024 | 84 | $353.4M | VOO, SPYM, BSCP, VONE, BSCQ |