Kickstand Ventures, Llc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Kickstand Ventures, Llc. reported 115 stock positions worth $427.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.9%) and JPMorgan Core Plus Bond ETF (JCPB, 5.0%). Compared with Q1 2025, it opened 22 new positions, sold out of 10, added to 37 and reduced 53. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +59%) and the biggest sale an exit from Vanguard Russell 1000 (VONE).
- Most Recent 13F
- Q2 2026
- Location
- PITTSFORD, NY
- CIK
- 0002000355
- Portfolio Value
- $427.8M (Q2 2025)
- SEC Filing
- 0001765380-25-000254 ↗ filed Jul 22, 2025
Holdings Value
Holdings 115 stocks · $427.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.52% | 913,360 | $66.4M | Add +58.7% |
| VOO Vanguard S&P 500 ETF | 9.93% | 74,770 | $42.5M | Reduce -10.3% |
| JCPB JPMorgan Core Plus Bond ETF | 4.96% | 450,827 | $21.2M | Add +8.1% |
| SCHF Schwab Intl Equity ETF | 3.69% | 715,024 | $15.8M | Reduce -0.1% |
| FBND Fidelity Total Bond ETF | 3.63% | 339,158 | $15.5M | Add +0.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 3.50% | 114,168 | $15.0M | New |
| BSCP Invesco Bulletshares 2025 CB | 3.24% | 670,852 | $13.9M | Reduce -4.4% |
| BSCQ Invesco Bulletshares 2026 CB | 2.68% | 586,843 | $11.5M | Reduce -7.6% |
| QUAL iShares MSCI USA Quality Fac | 2.59% | 60,714 | $11.1M | Add +7.9% |
| SCHZ Schwab US Aggregate Bond ETF | 2.52% | 464,677 | $10.8M | Reduce -9.5% |
| IYW iShares Ustechnology ETF | 2.29% | 56,514 | $9.8M | Add +21.6% |
| SCHG Schwab US Large-Cap Growth | 2.20% | 322,359 | $9.4M | Add +69.7% |
| OEF iShares S&P 100 ETF | 2.13% | 29,969 | $9.1M | Reduce -5.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.04% | 15,818 | $8.7M | Add +82.8% |
| VFLO Victoryshares Free Cash Flow | 1.83% | 221,503 | $7.8M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.81% | 167,714 | $7.8M | Reduce -8.8% |
| SMH Vaneck Semiconductor ETF | 1.71% | 26,217 | $7.3M | Add +72.5% |
| BSCT Invesco Bulletshares 2029 CB | 1.63% | 372,654 | $7.0M | Add +5.1% |
| IEMG iShares Core MSCI Emerging | 1.62% | 115,600 | $6.9M | Add +11.7% |
| IWM iShares Russell 2000 ETF | 1.57% | 31,087 | $6.7M | Add +751.5% |
| IVW iShares S&P 500 Growth ETF | 1.43% | 55,458 | $6.1M | Add +6.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.42% | 79,928 | $6.1M | Reduce -8.4% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 1.34% | 110,557 | $5.7M | Add +2.2% |
| EFV iShares MSCI Eafe Value ETF | 1.33% | 89,375 | $5.7M | Add +3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.30% | 102,138 | $5.6M | Add +10.9% |
| VWO Vanguard Ftse Emerging Marke | 1.18% | 102,029 | $5.0M | Reduce -6.3% |
| OUSM Alps Oshares US Small-Cap Qu | 1.09% | 107,934 | $4.7M | Reduce -55.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.03% | 39,318 | $4.4M | Add +2.3% |
| JPIE JPMorgan Income ETF | 1.02% | 94,659 | $4.4M | Add +0.9% |
| GLIN Vaneck India Growth Leaders | 0.93% | 82,795 | $4.0M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 0.91% | 62,827 | $3.9M | Add +19.4% |
| GRID First TRST Nasd Class Edg Sgiif | 0.88% | 27,102 | $3.8M | Reduce -3.1% |
| MBB iShares MBS ETF | 0.86% | 39,026 | $3.7M | Reduce -9.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.80% | 64,448 | $3.4M | Reduce -4.2% |
| BIV Vanguard Intermediate-Term B | 0.79% | 43,638 | $3.4M | Reduce -2.3% |
| IVE iShares S&P 500 Value ETF | 0.77% | 16,895 | $3.3M | Reduce -3.8% |
| IVLU iShares MSCI International V | 0.74% | 96,305 | $3.2M | Add +5.7% |
| GNMA iShares Gnma Bond ETF | 0.49% | 47,886 | $2.1M | Reduce -3.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.49% | 19,372 | $2.1M | Reduce -7.3% |
| IEV iShares Europe ETF | 0.45% | 30,741 | $1.9M | Reduce -0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.44% | 29,669 | $1.9M | Add +1.8% |
| GLDM SPDR Gold Minishares Trust | 0.42% | 27,437 | $1.8M | Reduce -13.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 12,371 | $1.4M | Add +14.0% |
| XOM Exxon Mobil Corp. | 0.32% | 12,779 | $1.4M | Add +70.4% |
| ESGU iShares ESG Aware MSCI USA | 0.31% | 9,893 | $1.3M | Reduce -3.8% |
| VGLT Vanguard Long-Term Treasury | 0.30% | 22,612 | $1.3M | New |
| MSFT Microsoft Corp. | 0.29% | 2,470 | $1.2M | Reduce -0.2% |
| EMGF iShares Emerging Markets Equ | 0.29% | 23,564 | $1.2M | Add +8.2% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 11,187 | $1.2M | Add +113.5% |
| IWB iShares Russell 1000 ETF | 0.26% | 3,270 | $1.1M | Reduce -9.4% |
| PAVE Global X US Infrastructure | 0.24% | 23,393 | $1.0M | Add +7.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,250 | $911K | New |
| PRU Prudential Financial Inc. | 0.21% | 8,360 | $898K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 41,522 | $816K | Add +279.7% |
| ARKK ARK Innovation ETF | 0.18% | 11,189 | $786K | Reduce -7.4% |
| AVGO Broadcom Inc. | 0.18% | 2,834 | $781K | Add +22.2% |
| AOA iShares Core 80/20 Aggressiv | 0.18% | 9,297 | $775K | New |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.17% | 15,936 | $736K | Reduce -3.9% |
| NOBL Proshares S&P 500 Dividend A | 0.17% | 7,280 | $733K | Reduce -87.6% |
| USFR Wisdomtree Floating Rate Tre | 0.17% | 14,234 | $716K | Add +245.0% |
| IAGG iShares Intl Aggregate Bond | 0.16% | 13,801 | $705K | New |
| IFRA iShares US Infrastructure | 0.16% | 14,093 | $693K | Add +8.8% |
| NVDA Nvidia Corp. | 0.16% | 4,292 | $678K | Add +1.2% |
| IGM iShares Expanded Tech Sector | 0.16% | 5,935 | $667K | Reduce -3.6% |
| JMOM JPMorgan US Momentum Factor | 0.15% | 10,080 | $648K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.13% | 888 | $551K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.12% | 784 | $520K | Reduce -6.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.12% | 7,610 | $497K | Add +3.9% |
| THRO iShares U.S. Thematic Rotati | 0.11% | 13,745 | $489K | New |
| T AT&T Inc. | 0.11% | 16,890 | $489K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.11% | 5,187 | $476K | Reduce -20.7% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 3,438 | $464K | Reduce -9.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 6,044 | $457K | Add +5.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.11% | 8,678 | $452K | New |
| BSMQ Invesco Bulletshares 2026 MB | 0.10% | 18,536 | $437K | Add +14.5% |
| MMM 3M Co. | 0.10% | 2,794 | $425K | Reduce -27.1% |
| TLH iShares 10-20 Year Treasury | 0.10% | 4,050 | $411K | Reduce -16.5% |
| BSMR Invesco Bulletshares 2027 MB | 0.09% | 16,977 | $398K | Add +11.8% |
| AAPL Apple Inc. | 0.09% | 1,933 | $397K | Reduce -27.9% |
| BKLC BNY Mellon US LRG Cap Cor | 0.09% | 3,152 | $373K | Reduce -5.2% |
| PFF iShares Preferred & Income S | 0.09% | 11,857 | $364K | Add +0.1% |
| BSMS Invesco Bulletshares 2028 MB | 0.08% | 15,376 | $357K | No change |
| MPWR Monolithic Power Systems Inc. | 0.08% | 480 | $351K | Add +5.5% |
| BSMP Invesco Bulletshares 2025 MB | 0.08% | 14,123 | $347K | Reduce -9.4% |
| AGGM iShares 1-10 Year U.S. Aggre | 0.08% | 3,306 | $345K | Reduce -4.2% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 3,625 | $336K | Reduce -8.1% |
| ILCV iShares Morningstar Value Et | 0.08% | 3,982 | $332K | Reduce -16.9% |
| LITE Lumentum Holdings Inc. | 0.07% | 3,355 | $319K | Reduce -12.7% |
| ROK Rockwell Automation Inc. | 0.07% | 875 | $291K | Reduce -0.3% |
| C Citigroup Inc. | 0.07% | 3,351 | $285K | New |
| MUB iShares National Muni Bond E | 0.06% | 2,538 | $265K | Reduce -8.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.06% | 15,093 | $253K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 2,695 | $253K | Reduce -96.9% |
| AGG iShares Core U.S. Aggregate | 0.06% | 2,481 | $246K | Reduce -1.4% |
| PGR Progressive Corp. | 0.06% | 922 | $246K | Reduce -3.6% |
| IQLT iShares MSCI International Q | 0.06% | 5,605 | $242K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.06% | 474 | $241K | New |
| RSPR Invesco S&P 500 Equal Weight | 0.05% | 6,672 | $234K | Reduce -8.9% |
| EAGG iShares ESG Aware US Aggrega | 0.05% | 4,804 | $228K | New |
| TLT iShares 20+ Year Treasury BD | 0.05% | 2,579 | $228K | Reduce -83.2% |
Portfolio Sells Q1 2025 → Q2 2025
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −4.40 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −3.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -96.9% | 0.06% | −2.06 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -55.9% | 1.09% | −1.56 |
| NOBL Proshares S&P 500 Dividend A | Reduce -87.6% | 0.17% | −1.37 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −1.20 |
| VOO Vanguard S&P 500 ETF | Reduce -10.3% | 9.93% | −1.11 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -9.5% | 2.52% | −0.54 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -7.6% | 2.68% | −0.51 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -4.4% | 3.24% | −0.49 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.8% | 1.81% | −0.37 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −0.36 |
| TLT iShares 20+ Year Treasury BD | Reduce -83.2% | 0.05% | −0.31 |
| MBB iShares MBS ETF | Reduce -9.1% | 0.86% | −0.18 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -8.4% | 1.42% | −0.13 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -4.2% | 0.80% | −0.11 |
| BIV Vanguard Intermediate-Term B | Reduce -2.3% | 0.79% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -3.8% | 0.77% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.3% | 1.18% | −0.09 |
| OEF iShares S&P 100 ETF | Reduce -5.8% | 2.13% | −0.09 |
| GLDM SPDR Gold Minishares Trust | Reduce -13.6% | 0.42% | −0.09 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.08 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.07 |
| GNMA iShares Gnma Bond ETF | Reduce -3.0% | 0.49% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -56.2% | 0.05% | −0.06 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.06 |
| AAPL Apple Inc. | Reduce -27.9% | 0.09% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.06 |
| HEZU iShares Currency Hedged MSCI | Sold out | 0.00% | −0.06 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.05 |
| MMM 3M Co. | Reduce -27.1% | 0.10% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.7% | 0.11% | −0.04 |
| TLH iShares 10-20 Year Treasury | Reduce -16.5% | 0.10% | −0.03 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -3.9% | 0.17% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -9.4% | 0.26% | −0.03 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -7.3% | 0.49% | −0.03 |
| ILCV iShares Morningstar Value Et | Reduce -16.9% | 0.08% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.0% | 0.05% | −0.02 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -9.4% | 0.08% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -8.1% | 0.08% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -8.3% | 0.06% | −0.01 |
| RSPR Invesco S&P 500 Equal Weight | Reduce -8.9% | 0.05% | −0.01 |
| PGR Progressive Corp. | Reduce -3.6% | 0.06% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -10.5% | 0.05% | −0.01 |
| AGGM iShares 1-10 Year U.S. Aggre | Reduce -4.2% | 0.08% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.9% | 0.11% | −0.01 |
| IEV iShares Europe ETF | Reduce -0.9% | 0.45% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.8% | 0.31% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -7.7% | 0.05% | −0.01 |
| CORP PIMCO Inv Grade Corp. BD ETF | Reduce -5.2% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +58.7% | 15.52% | +5.78 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 3.50% | +3.50 |
| VFLO Victoryshares Free Cash Flow | New | 1.83% | +1.83 |
| IWM iShares Russell 2000 ETF | Add +751.5% | 1.57% | +1.38 |
| QQQ Invesco QQQ Trust Series 1 | Add +82.8% | 2.04% | +0.99 |
| SCHG Schwab US Large-Cap Growth | Add +69.7% | 2.20% | +0.98 |
| SMH Vaneck Semiconductor ETF | Add +72.5% | 1.71% | +0.88 |
| IYW iShares Ustechnology ETF | Add +21.6% | 2.29% | +0.61 |
| VGLT Vanguard Long-Term Treasury | New | 0.30% | +0.30 |
| BAC Bank of America Corp. | New | 0.21% | +0.21 |
| PRU Prudential Financial Inc. | New | 0.21% | +0.21 |
| IEMG iShares Core MSCI Emerging | Add +11.7% | 1.62% | +0.18 |
| AOA iShares Core 80/20 Aggressiv | New | 0.18% | +0.18 |
| IVW iShares S&P 500 Growth ETF | Add +6.2% | 1.43% | +0.18 |
| IAGG iShares Intl Aggregate Bond | New | 0.16% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +113.5% | 0.29% | +0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +10.9% | 1.30% | +0.14 |
| BSCR Invesco Bulletshares 2027 CB | Add +279.7% | 0.19% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +19.4% | 0.91% | +0.12 |
| QUAL iShares MSCI USA Quality Fac | Add +7.9% | 2.59% | +0.12 |
| T AT&T Inc. | New | 0.11% | +0.11 |
| THRO iShares U.S. Thematic Rotati | New | 0.11% | +0.11 |
| USFR Wisdomtree Floating Rate Tre | Add +245.0% | 0.17% | +0.11 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +70.4% | 0.32% | +0.09 |
| AVGO Broadcom Inc. | Add +22.2% | 0.18% | +0.08 |
| C Citigroup Inc. | New | 0.07% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +14.0% | 0.33% | +0.07 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| EAGG iShares ESG Aware US Aggrega | New | 0.05% | +0.05 |
| XLY SS Consumer Disc Select Sect | New | 0.05% | +0.05 |
| KLAC KLA Corp. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.05% | +0.05 |
| SE Sea Ltd.-ADR | New | 0.05% | +0.05 |
| XLI SS Industrial Select Sector | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +1.2% | 0.16% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.3% | 1.03% | +0.04 |
| GLIN Vaneck India Growth Leaders | Add +2.0% | 0.93% | +0.04 |
| IVLU iShares MSCI International V | Add +5.7% | 0.74% | +0.03 |
| PAVE Global X US Infrastructure | Add +7.7% | 0.24% | +0.03 |
| EMGF iShares Emerging Markets Equ | Add +8.2% | 0.29% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.8% | 0.44% | +0.02 |
| MPWR Monolithic Power Systems Inc. | Add +5.5% | 0.08% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +5.0% | 0.11% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +3.3% | 1.33% | +0.01 |
| IFRA iShares US Infrastructure | Add +8.8% | 0.16% | +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 |