KICKSTAND VENTURES, LLC.

PITTSFORD, NY · CIK 2000355 · 13F filing filed 2026-05-05

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

$475.0m reported value +0.1% vs Q4 2025

130positions

47.9%in top 10

14 new 58 added 44 reduced 6 sold out vs Q4 2025

Holdings, Q1 2026

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	828,247	$63.4m13.35%	13.35%	Added +17.7k	+17,672 2.2%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	76,677	$45.8m9.65%	9.65%	Added +650	+650 0.8%
3	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	510,234	$24.0m5.06%	5.06%	Added +14.8k	+14,751 3.0%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	744,320	$18.4m3.88%	3.88%	Added +7.8k	+7,850 1.1%
5	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	122,075	$17.7m3.73%	3.73%	Added +1.6k	+1,580 1.3%
6	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	375,793	$17.1m3.61%	3.61%	Added +9.8k	+9,766 2.7%
7	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	61,102	$11.7m2.47%	2.47%	Added +2.6k	+2,622 4.5%
8	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	512,067	$10.0m2.12%	2.12%	Added +3.0k	+3,037 0.6%
9	ISHARES TR U.S. TECH ETF IYW	IYW	53,965	$9.8m2.06%	2.06%	Added +521	+521 1.0%
10	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	511,072	$9.5m2.01%	2.01%	Added +11.3k	+11,314 2.3%
11	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	409,603	$9.5m2.00%	2.00%	Reduced -74.6k	-74,580 -15.4%
12	ISHARES TR S&P 100 ETF OEF	OEF	28,624	$9.1m1.92%	1.92%	Added +208	+208 0.7%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,445	$8.9m1.88%	1.88%	Added +200	+200 1.3%
14	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	22,672	$8.7m1.83%	1.83%	Reduced -303	-303 -1.3%
15	ISHARES TR RUSSELL 2000 ETF IWM	IWM	34,768	$8.6m1.82%	1.82%	Added +1.3k	+1,262 3.8%
16	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	216,522	$8.5m1.80%	1.80%	Added +3.0k	+2,969 1.4%
17	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	292,837	$8.5m1.80%	1.80%	Added +13.0k	+12,956 4.6%
18	ISHARES TR CORE TOTAL USD IUSB	IUSB	177,225	$8.2m1.72%	1.72%	Added +668	+668 0.4%
19	ISHARES INC CORE MSCI EMKT IEMG	IEMG	113,515	$7.9m1.67%	1.67%	Reduced -6.5k	-6,540 -5.5%
20	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	354,908	$6.9m1.46%	1.46%	Reduced -472.5k	-472,534 -57.1%
21	ISHARES TR S&P 500 GRWT ETF IVW	IVW	59,939	$6.8m1.43%	1.43%	Added +4.8k	+4,848 8.8%
22	ISHARES TR CORE MSCI INTL IDEV	IDEV	81,044	$6.8m1.43%	1.43%	Reduced -151	-151 -0.2%
23	KRANESHARES TRUST GBL HUMANOID ROB KOID	KOID	214,053	$6.7m1.41%	1.41%	Added +24.0k	+23,968 12.6%
24	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	124,539	$6.5m1.36%	1.36%	Reduced -2.8k	-2,792 -2.2%
25	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	108,524	$6.3m1.33%	1.33%	Added +1.1k	+1,087 1.0%
26	ISHARES TR EAFE VALUE ETF EFV	EFV	84,741	$6.3m1.33%	1.33%	Reduced -4.0k	-4,049 -4.6%
27	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	100,840	$5.5m1.15%	1.15%	Reduced -325	-325 -0.3%
28	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	32,137	$5.3m1.11%	1.11%	Added +13	+13 0.0%
29	ALPS ETF TR OSHARES US SMLCP OUSM	OUSM	115,564	$5.1m1.06%	1.06%	Added +2.6k	+2,628 2.3%
30	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	102,735	$4.7m1.00%	1.00%	Added +66	+66 0.1%
31	ISHARES TR S&P 500 VAL ETF IVE	IVE	22,220	$4.7m0.99%	0.99%	Added +1.3k	+1,347 6.5%
32	ISHARES TR EAFE GRWTH ETF EFG	EFG	38,817	$4.3m0.91%	0.91%	Added +2.6k	+2,628 7.3%
33	ISHARES TR CORE S&P MCP ETF IJH	IJH	63,245	$4.3m0.90%	0.90%	Reduced -1.8k	-1,828 -2.8%
34	VANECK ETF TRUST INDIA GROWTH LDR GLIN	GLIN	88,333	$3.6m0.75%	0.75%	Reduced -101	-101 -0.1%
35	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	87,293	$3.5m0.73%	0.73%	Added +174	+174 0.2%
36	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	120,601	$3.5m0.73%	0.73%	New
37	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	44,723	$3.5m0.73%	0.73%	Added +2.2k	+2,204 5.2%
38	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	63,264	$3.3m0.69%	0.69%	Reduced -9.7k	-9,650 -13.2%
39	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	147,273	$3.2m0.67%	0.67%	New
40	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	28,055	$2.6m0.55%	0.55%	Reduced -4.5k	-4,455 -13.7%
41	ISHARES TR MBS ETF MBB	MBB	25,882	$2.5m0.52%	0.52%	Added +148	+148 0.6%
42	BONDBLOXX ETF TRUST JP MORGAN USD EM XEMD	XEMD	50,894	$2.2m0.47%	0.47%	New
43	BLUEROCK PVT REAL ESTATE FD COM BPRE	BPRE	132,477	$2.2m0.46%	0.46%	Reduced -1.6k	-1,598 -1.2%
44	LUMENTUM HLDGS INC COM LITE	LITE	3,112	$2.2m0.46%	0.46%	Reduced -500	-500 -13.8%
45	ISHARES INC MSCI EMRG CHN EMXC	EMXC	26,301	$2.1m0.44%	0.44%	Reduced -1.2k	-1,192 -4.3%
46	ISHARES TR GNMA BOND ETF GNMA	GNMA	45,451	$2.0m0.42%	0.42%	Added +523	+523 1.2%
47	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	17,858	$2.0m0.42%	0.42%	Added +2.1k	+2,103 13.3%
48	ISHARES TR ESG MSCI LEADR SUSL	SUSL	17,483	$2.0m0.42%	0.42%	Reduced -684	-684 -3.8%
49	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	41,169	$1.9m0.40%	0.40%	Added +6.3k	+6,285 18.0%
50	ISHARES TR EUROPE ETF IEV	IEV	26,850	$1.8m0.38%	0.38%	Reduced -415	-415 -1.5%
51	EXXON MOBIL CORP COM XOM	XOM	8,792	$1.5m0.31%	0.31%	Reduced -3.0k	-3,020 -25.6%
52	ISHARES TR US TREAS BD ETF GOVT	GOVT	61,452	$1.4m0.30%	0.30%	Added +51.8k	+51,825 538.3%
53	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	9,843	$1.4m0.29%	0.29%	Reduced -22	-22 -0.2%
54	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	14,620	$1.3m0.28%	0.28%	Reduced -195	-195 -1.3%
55	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	24,083	$1.3m0.28%	0.28%	Added +821	+821 3.5%
56	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	25,880	$1.3m0.28%	0.28%	Added +2.5k	+2,452 10.5%
57	MICROSOFT CORP COM MSFT	MSFT	3,355	$1.2m0.26%	0.26%	Added +830	+830 32.9%
58	ISHARES INC EMNG MKTS EQT EMGF	EMGF	20,263	$1.2m0.26%	0.26%	Reduced -2.3k	-2,256 -10.0%
59	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	16,377	$1.2m0.24%	0.24%	Added +7.2k	+7,165 77.8%
60	ARK ETF TR INNOVATION ETF ARKK	ARKK	15,989	$1.1m0.23%	0.23%	Added +3.0k	+3,024 23.3%
61	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	33,071	$1.1m0.22%	0.22%	New
62	ISHARES TR RUS 1000 ETF IWB	IWB	2,806	$1.0m0.21%	0.21%	Reduced -9	-9 -0.3%
63	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	27,813	$916.4k0.19%	0.19%	Added +5.8k	+5,759 26.1%
64	BANK AMERICA CORP COM BAC	BAC	18,400	$897.0k0.19%	0.19%	Unchanged
65	BROADCOM INC COM AVGO	AVGO	2,874	$889.6k0.19%	0.19%	Added +65	+65 2.3%
66	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	17,514	$881.6k0.19%	0.19%	Reduced -1.8k	-1,796 -9.3%
67	ISHARES TR AGGRES ALLOC ETF AOA	AOA	9,955	$880.9k0.19%	0.19%	Added +658	+658 7.1%
68	NVIDIA CORPORATION COM NVDA	NVDA	5,004	$872.7k0.18%	0.18%	Added +706	+706 16.4%
69	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	41,491	$847.4k0.18%	0.18%	Added +2.9k	+2,900 7.5%
70	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	10,270	$827.6k0.17%	0.17%	Added +2.0k	+2,039 24.8%
71	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	22,404	$811.5k0.17%	0.17%	Added +2.8k	+2,804 14.3%
72	PRUDENTIAL FINL INC COM PRU	PRU	8,196	$800.7k0.17%	0.17%	Reduced -164	-164 -2.0%
73	ISHARES TR US INFRASTRUC IFRA	IFRA	13,654	$781.0k0.16%	0.16%	Added +48	+48 0.3%
74	ISHARES TR MSCI ACWI EX US ACWX	ACWX	10,695	$732.3k0.15%	0.15%	New
75	J P MORGAN EXCHANGE TRADED F US MOMENTUM JMOM	JMOM	10,650	$723.3k0.15%	0.15%	Added +144	+144 1.4%
76	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	6,545	$693.8k0.15%	0.15%	Reduced -100	-100 -1.5%
77	WISDOMTREE TR QUANT COMPU FD WQTM	WQTM	24,917	$615.3k0.13%	0.13%	Added +2.2k	+2,169 9.5%
78	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,064	$600.1k0.13%	0.13%	Reduced -83	-83 -1.6%
79	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,894	$554.6k0.12%	0.12%	Added +148	+148 4.0%
80	VANGUARD WORLD FD INF TECH ETF VGT	VGT	784	$547.0k0.12%	0.12%	Unchanged
81	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	8,718	$546.4k0.12%	0.12%	Added +2.3k	+2,276 35.3%
82	ISHARES TR CORE S&P500 ETF IVV	IVV	836	$545.8k0.11%	0.11%	Reduced -27	-27 -3.1%
83	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	12,998	$533.7k0.11%	0.11%	New
84	MONOLITHIC PWR SYS INC COM MPWR	MPWR	480	$525.0k0.11%	0.11%	Unchanged
85	ISHARES TR MORNINGSTAR VALU ILCV	ILCV	5,508	$513.0k0.11%	0.11%	Added +1.6k	+1,553 39.3%
86	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	10,426	$501.0k0.11%	0.11%	Reduced -4.2k	-4,172 -28.6%
87	ISHARES TR PFD AND INCM SEC PFF	PFF	15,456	$468.6k0.10%	0.10%	Added +3.0k	+3,028 24.4%
88	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	7,077	$464.9k0.10%	0.10%	Reduced -343	-343 -4.6%
89	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	19,596	$463.0k0.10%	0.10%	Reduced -690	-690 -3.4%
90	APPLE INC COM AAPL	AAPL	1,762	$447.1k0.09%	0.09%	Added +92	+92 5.5%
91	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI BSMR	BSMR	17,952	$424.6k0.09%	0.09%	Reduced -350	-350 -1.9%
92	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	7,508	$409.6k0.09%	0.09%	Reduced -17.4k	-17,409 -69.9%
93	3M CO COM MMM	MMM	2,794	$405.8k0.09%	0.09%	Unchanged
94	INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI BSMS	BSMS	16,531	$386.7k0.08%	0.08%	Reduced -170	-170 -1.0%
95	CITIGROUP INC COM NEW C	C	3,376	$382.9k0.08%	0.08%	Unchanged
96	KLA CORP COM NEW KLAC	KLAC	249	$367.3k0.08%	0.08%	Unchanged
97	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	14,106	$361.7k0.08%	0.08%	New
98	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,657	$354.0k0.07%	0.07%	Added +85	+85 5.4%
99	AT&T INC COM T	T	12,180	$353.1k0.07%	0.07%	Unchanged
100	ISHARES TR 10-20 YR TRS ETF TLH	TLH	3,349	$337.3k0.07%	0.07%	Added +82	+82 2.5%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLY	XLY	2,291	$273.6k2.3k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	406	$235.3k406 shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	498	$233.4k498 shares
PROGRESSIVE CORP PGR	PGR	922	$210.0k922 shares
SHOPIFY INC SHOP	SHOP	1,285	$206.8k1.3k shares
XPENG INC XPEV	XPEV	9,952	$201.8k10.0k shares