Kickstand Ventures, Llc.

Name: KICKSTAND VENTURES, LLC. 13F holdings, Q2 2025
Creator: KICKSTAND VENTURES, LLC.
Published: 2025-07-22

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
BSCS Invesco Bulletshares 2028 CB	0.05%	11,048	$226K	Reduce -10.5%
XLY SS Consumer Disc Select Sect	0.05%	1,040	$226K	New
DON Wisdomtree US Midcap Dividen	0.05%	4,484	$225K	Reduce -7.7%
KLAC KLA Corp.	0.05%	249	$223K	New
CORP PIMCO Inv Grade Corp. BD ETF	0.05%	2,295	$223K	Reduce -5.2%
LMT Lockheed Martin Corp.	0.05%	472	$219K	No change
EEM iShares MSCI Emerging Market	0.05%	4,492	$217K	Reduce -56.2%
AMAT Applied Materials Inc.	0.05%	1,169	$214K	New
BAI Ishrs AI in and Tech Act ETF	0.05%	7,368	$213K	New
SE Sea Ltd.-ADR	0.05%	1,308	$209K	New
TMO Thermo Fisher Scientific Inc.	0.05%	509	$206K	Reduce -5.0%
VTI VG Morningstar TS MKT ETF-US	0.05%	678	$206K	Reduce -10.9%
XLI SS Industrial Select Sector	0.05%	1,366	$202K	New
AMZN Amazon.com Inc.	0.05%	917	$201K	New
VXUS Vanguard Total Intl Stock	0.05%	2,908	$201K	New

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