KICKSTAND VENTURES, LLC.

PITTSFORD, NY · CIK 2000355 · 13F filing filed 2026-01-29

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$633.5m
Staff7 · 5 in investment roles
Main clients (by assets)High net worth individuals 86%, Individuals 13%, Pension plans 1%
Form ADV · 2026-09-18SEC adviser record

$474.6m reported value +4.5% vs Q3 2025

122positions

50.0%in top 10

12 new 59 added 37 reduced 14 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	810,575	$65.0m13.70%	13.70%	Reduced -1.1k	-1,098 -0.1%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	76,027	$47.7m10.05%	10.05%	Added +1.1k	+1,099 1.5%
3	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	495,483	$23.5m4.94%	4.94%	Added +15.8k	+15,758 3.3%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	736,470	$17.7m3.73%	3.73%	Added +16.0k	+15,995 2.2%
5	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	120,495	$17.0m3.58%	3.58%	Added +3.0k	+2,987 2.5%
6	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	366,027	$16.9m3.55%	3.55%	Added +13.0k	+13,032 3.7%
7	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	827,442	$16.2m3.41%	3.41%	Added +112.7k	+112,677 15.8%
8	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	58,480	$11.6m2.45%	2.45%	Reduced -651	-651 -1.1%
9	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	484,183	$11.3m2.38%	2.38%	Reduced -4.2k	-4,159 -0.8%
10	ISHARES TR U.S. TECH ETF IYW	IYW	53,444	$10.7m2.25%	2.25%	Added +618	+618 1.2%
11	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	509,030	$10.0m2.12%	2.12%	Added +54.6k	+54,587 12.0%
12	ISHARES TR S&P 100 ETF OEF	OEF	28,416	$9.7m2.05%	2.05%	Reduced -333	-333 -1.2%
13	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	499,758	$9.4m1.98%	1.98%	Added +18.1k	+18,050 3.8%
14	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,245	$9.4m1.97%	1.97%	Added +47	+47 0.3%
15	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	279,881	$9.1m1.92%	1.92%	Added +4.0k	+4,012 1.4%
16	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	213,553	$8.4m1.77%	1.77%	Added +4.8k	+4,771 2.3%
17	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	22,975	$8.3m1.74%	1.74%	Reduced -2.9k	-2,889 -11.2%
18	ISHARES TR RUSSELL 2000 ETF IWM	IWM	33,506	$8.2m1.74%	1.74%	Added +2.4k	+2,408 7.7%
19	ISHARES TR CORE TOTAL USD IUSB	IUSB	176,557	$8.2m1.73%	1.73%	Reduced -1.9k	-1,922 -1.1%
20	ISHARES INC CORE MSCI EMKT IEMG	IEMG	120,055	$8.1m1.70%	1.70%	Added +4.1k	+4,135 3.6%
21	ISHARES TR S&P 500 GRWT ETF IVW	IVW	55,091	$6.8m1.43%	1.43%	Added +2.8k	+2,849 5.5%
22	ISHARES TR CORE MSCI INTL IDEV	IDEV	81,195	$6.7m1.41%	1.41%	Added +1.0k	+1,016 1.3%
23	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	127,331	$6.6m1.39%	1.39%	Added +4.8k	+4,848 4.0%
24	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	107,437	$6.5m1.38%	1.38%	Added +6.1k	+6,141 6.1%
25	ISHARES TR EAFE VALUE ETF EFV	EFV	88,790	$6.3m1.34%	1.34%	Added +2.1k	+2,104 2.4%
26	KRANESHARES TRUST GBL HUMANOID ROB KOID	KOID	190,085	$6.1m1.28%	1.28%	Added +47.4k	+47,358 33.2%
27	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	101,165	$5.4m1.15%	1.15%	Added +3.2k	+3,185 3.2%
28	ALPS ETF TR OSHARES US SMLCP OUSM	OUSM	112,936	$4.9m1.04%	1.04%	Added +2.8k	+2,823 2.6%
29	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	32,124	$4.9m1.04%	1.04%	Added +3.8k	+3,766 13.3%
30	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	102,669	$4.8m1.00%	1.00%	Added +1.3k	+1,264 1.2%
31	ISHARES TR S&P 500 VAL ETF IVE	IVE	20,873	$4.4m0.93%	0.93%	Added +3.8k	+3,780 22.1%
32	ISHARES TR CORE S&P MCP ETF IJH	IJH	65,073	$4.3m0.90%	0.90%	Added +1.9k	+1,875 3.0%
33	ISHARES TR EAFE GRWTH ETF EFG	EFG	36,189	$4.1m0.87%	0.87%	Reduced -464	-464 -1.3%
34	VANECK ETF TRUST INDIA GROWTH LDR GLIN	GLIN	88,434	$4.1m0.86%	0.86%	Added +2.1k	+2,092 2.4%
35	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	72,914	$3.8m0.81%	0.81%	Added +2.8k	+2,843 4.1%
36	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	87,119	$3.3m0.70%	0.70%	Reduced -1.8k	-1,819 -2.0%
37	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	42,519	$3.3m0.70%	0.70%	Reduced -76	-76 -0.2%
38	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	32,510	$2.8m0.58%	0.58%	Added +2.7k	+2,732 9.2%
39	ISHARES TR MBS ETF MBB	MBB	25,734	$2.5m0.52%	0.52%	Added +1.9k	+1,859 7.8%
40	ISHARES TR ESG MSCI LEADR SUSL	SUSL	18,167	$2.2m0.46%	0.46%	Unchanged
41	BLUEROCK PVT REAL ESTATE FD COM BPRE	BPRE	134,075	$2.0m0.42%	0.42%	New
42	ISHARES TR GNMA BOND ETF GNMA	GNMA	44,928	$2.0m0.42%	0.42%	Reduced -1.0k	-1,042 -2.3%
43	ISHARES INC MSCI EMRG CHN EMXC	EMXC	27,493	$2.0m0.42%	0.42%	Reduced -122	-122 -0.4%
44	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	15,755	$1.9m0.40%	0.40%	Added +4.2k	+4,198 36.3%
45	ISHARES TR EUROPE ETF IEV	IEV	27,265	$1.9m0.39%	0.39%	Reduced -405	-405 -1.5%
46	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	34,884	$1.6m0.34%	0.34%	Added +11.8k	+11,790 51.0%
47	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	24,917	$1.5m0.31%	0.31%	Added +5.9k	+5,913 31.1%
48	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	9,865	$1.5m0.31%	0.31%	Reduced -28	-28 -0.3%
49	EXXON MOBIL CORP COM XOM	XOM	11,812	$1.4m0.30%	0.30%	Reduced -1.0k	-1,026 -8.0%
50	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	14,815	$1.4m0.29%	0.29%	Added +3.3k	+3,278 28.4%
51	LUMENTUM HLDGS INC COM LITE	LITE	3,612	$1.3m0.28%	0.28%	Added +257	+257 7.7%
52	ISHARES INC EMNG MKTS EQT EMGF	EMGF	22,519	$1.3m0.27%	0.27%	Added +158	+158 0.7%
53	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	23,262	$1.3m0.27%	0.27%	Reduced -111	-111 -0.5%
54	MICROSOFT CORP COM MSFT	MSFT	2,525	$1.2m0.26%	0.26%	Added +55	+55 2.2%
55	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	23,428	$1.1m0.24%	0.24%	Added +326	+326 1.4%
56	ISHARES TR RUS 1000 ETF IWB	IWB	2,815	$1.1m0.22%	0.22%	Reduced -340	-340 -10.8%
57	BANK AMERICA CORP COM BAC	BAC	18,400	$1.0m0.21%	0.21%	Added +250	+250 1.4%
58	ARK ETF TR INNOVATION ETF ARKK	ARKK	12,965	$997.3k0.21%	0.21%	Added +1.8k	+1,776 15.9%
59	BROADCOM INC COM AVGO	AVGO	2,809	$972.3k0.20%	0.20%	Unchanged
60	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	19,310	$971.7k0.20%	0.20%	Added +248	+248 1.3%
61	PRUDENTIAL FINL INC COM PRU	PRU	8,360	$943.7k0.20%	0.20%	Unchanged
62	ISHARES TR AGGRES ALLOC ETF AOA	AOA	9,297	$832.7k0.18%	0.18%	Unchanged
63	NVIDIA CORPORATION COM NVDA	NVDA	4,298	$801.5k0.17%	0.17%	Reduced -568	-568 -11.7%
64	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	38,591	$795.0k0.17%	0.17%	New
65	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	19,600	$755.8k0.16%	0.16%	Added +4.8k	+4,834 32.7%
66	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	22,054	$734.4k0.15%	0.15%	Added +9.2k	+9,213 71.8%
67	J P MORGAN EXCHANGE TRADED F US MOMENTUM JMOM	JMOM	10,506	$716.0k0.15%	0.15%	Added +460	+460 4.6%
68	ISHARES TR US INFRASTRUC IFRA	IFRA	13,606	$715.9k0.15%	0.15%	Reduced -199	-199 -1.4%
69	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	14,598	$705.4k0.15%	0.15%	New
70	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	6,645	$691.5k0.15%	0.15%	Reduced -473	-473 -6.7%
71	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,147	$664.8k0.14%	0.14%	Reduced -80	-80 -1.5%
72	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	8,231	$634.0k0.13%	0.13%	Added +5.2k	+5,248 175.9%
73	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	9,212	$596.8k0.13%	0.13%	Added +5.0k	+5,012 119.3%
74	VANGUARD WORLD FD INF TECH ETF VGT	VGT	784	$591.0k0.12%	0.12%	Unchanged
75	ISHARES TR CORE S&P500 ETF IVV	IVV	863	$590.8k0.12%	0.12%	Reduced -16	-16 -1.8%
76	WISDOMTREE TR QUANT COMPU FD WQTM	WQTM	22,748	$588.7k0.12%	0.12%	New
77	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,746	$557.0k0.12%	0.12%	Added +308	+308 9.0%
78	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	7,420	$500.3k0.11%	0.11%	Reduced -51	-51 -0.7%
79	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	20,286	$479.7k0.10%	0.10%	Added +1.8k	+1,750 9.4%
80	ISHARES TR JPMORGAN USD EMG EMB	EMB	4,842	$466.2k0.10%	0.10%	Added +985	+985 25.5%
81	BNY MELLON ETF TRUST US LRG CP CORE BKLC	BKLC	3,527	$461.3k0.10%	0.10%	Added +391	+391 12.5%
82	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	6,442	$460.3k0.10%	0.10%	Added +398	+398 6.6%
83	APPLE INC COM AAPL	AAPL	1,670	$453.9k0.10%	0.10%	Reduced -121	-121 -6.8%
84	3M CO COM MMM	MMM	2,794	$447.3k0.09%	0.09%	Unchanged
85	MONOLITHIC PWR SYS INC COM MPWR	MPWR	480	$435.2k0.09%	0.09%	Unchanged
86	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI BSMR	BSMR	18,302	$433.1k0.09%	0.09%	Added +1.3k	+1,325 7.8%
87	CITIGROUP INC COM NEW C	C	3,376	$393.9k0.08%	0.08%	Added +25	+25 0.8%
88	INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI BSMS	BSMS	16,701	$392.5k0.08%	0.08%	Added +1.3k	+1,325 8.6%
89	WESTERN DIGITAL CORP COM WDC	WDC	2,240	$385.9k0.08%	0.08%	New
90	ISHARES TR PFD AND INCM SEC PFF	PFF	12,428	$384.8k0.08%	0.08%	Added +571	+571 4.8%
91	ISHARES TR MORNINGSTAR VALU ILCV	ILCV	3,955	$373.2k0.08%	0.08%	Reduced -27	-27 -0.7%
92	ISHARES TR 10-20 YR TRS ETF TLH	TLH	3,267	$332.2k0.07%	0.07%	Reduced -143	-143 -4.2%
93	ROCKWELL AUTOMATION INC COM ROK	ROK	852	$331.5k0.07%	0.07%	Unchanged
94	KYNDRYL HLDGS INC COMMON STOCK KD	KD	12,390	$329.1k0.07%	0.07%	Added +4.0k	+4,007 47.8%
95	ISHARES TR GOV/CRED BD ETF AGGM	AGGM	3,040	$318.3k0.07%	0.07%	Reduced -196	-196 -6.1%
96	PALOMAR HLDGS INC COM PLMR	PLMR	2,335	$314.7k0.07%	0.07%	New
97	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,982	$306.8k0.06%	0.06%	Reduced -2	-2 -0.1%
98	KLA CORP COM NEW KLAC	KLAC	249	$303.1k0.06%	0.06%	Unchanged
99	AT&T INC COM T	T	12,180	$302.6k0.06%	0.06%	Reduced -4.6k	-4,610 -27.5%
100	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	16,390	$277.3k0.06%	0.06%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSCP	BSCP	201,770	$4.2m201.8k shares
ISHARES TR IJR	IJR	9,115	$1.1m9.1k shares
ISHARES TR IAGG	IAGG	15,652	$801.9k15.7k shares
INVESCO EXCH TRD SLF IDX FD		14,123	$346.4k14.1k shares
ALPS ETF TR AMLP	AMLP	5,459	$256.2k5.5k shares
STONEX GROUP INC SNEX	SNEX	2,517	$254.0k2.5k shares
ISHARES TR AGG	AGG	2,448	$245.4k2.4k shares
INVESCO EXCHANGE TRADED FD T RSPR	RSPR	6,672	$236.6k6.7k shares
SEA LTD SE	SE	1,308	$233.8k1.3k shares
ISHARES TR EAGG	EAGG	4,792	$230.2k4.8k shares
VISA INC V	V	640	$218.5k640 shares
WISDOMTREE TR DON	DON	4,012	$209.8k4.0k shares
ISHARES TR TLT	TLT	2,258	$201.8k2.3k shares
AMAZON COM INC AMZN	AMZN	917	$201.3k917 shares