KICKSTAND VENTURES, LLC.

PITTSFORD, NY · CIK 2000355 · 13F filing filed 2026-07-30

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

$550.3m reported value +15.9% vs Q1 2026

154positions

45.1%in top 10

33 new 40 added 66 reduced 9 sold out vs Q1 2026

Holdings, Q2 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	611,308	$53.7m9.76%	9.76%	Reduced -216.9k	-216,939 -26.2%
2	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	763,165	$36.3m6.59%	6.59%	New
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	40,512	$27.8m5.06%	5.06%	Reduced -36.2k	-36,165 -47.2%
4	T ROWE PRICE EXCHANGE-TRADED QM US BOND ETF TAGG	TAGG	562,513	$23.9m4.34%	4.34%	New
5	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	459,648	$21.6m3.92%	3.92%	Reduced -50.6k	-50,586 -9.9%
6	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	183,726	$19.5m3.55%	3.55%	New
7	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	563,859	$19.1m3.47%	3.47%	Added +271.0k	+271,022 92.5%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	608,563	$16.9m3.06%	3.06%	Reduced -135.8k	-135,757 -18.2%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	180,376	$14.9m2.72%	2.72%	Added +66.9k	+66,861 58.9%
10	T ROWE PRICE ETF INC SMALL MID CAP TMSL	TMSL	330,139	$14.5m2.63%	2.63%	New
11	ISHARES TR CORE INTL AGGR IAGG	IAGG	228,143	$11.5m2.10%	2.10%	Added +221.5k	+221,464 3315.8%
12	ISHARES TR U.S. TECH ETF IYW	IYW	42,688	$10.8m1.96%	1.96%	Reduced -11.3k	-11,277 -20.9%
13	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	544,302	$10.7m1.94%	1.94%	Added +32.2k	+32,235 6.3%
14	ISHARES TR S&P 100 ETF OEF	OEF	29,058	$10.6m1.93%	1.93%	Added +434	+434 1.5%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	14,301	$10.5m1.91%	1.91%	Reduced -1.1k	-1,144 -7.4%
16	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	15,767	$10.3m1.88%	1.88%	Reduced -6.9k	-6,905 -30.5%
17	ISHARES TR RUSSELL 2000 ETF IWM	IWM	33,530	$10.1m1.83%	1.83%	Reduced -1.2k	-1,238 -3.6%
18	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	44,958	$9.9m1.79%	1.79%	Reduced -16.1k	-16,144 -26.4%
19	ISHARES TR CORE TOTAL USD IUSB	IUSB	209,082	$9.6m1.75%	1.75%	Added +31.9k	+31,857 18.0%
20	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	395,961	$9.2m1.66%	1.66%	Reduced -13.6k	-13,642 -3.3%
21	KRANESHARES TRUST GBL HUMANOID ROB KOID	KOID	201,178	$8.3m1.51%	1.51%	Reduced -12.9k	-12,875 -6.0%
22	ISHARES TR S&P 500 GRWT ETF IVW	IVW	56,920	$7.8m1.42%	1.42%	Reduced -3.0k	-3,019 -5.0%
23	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	106,404	$7.2m1.31%	1.31%	Reduced -2.1k	-2,120 -1.9%
24	T ROWE PRICE EXCHANGE-TRADED US HIGH YIELD THYF	THYF	137,198	$7.1m1.29%	1.29%	New
25	ISHARES TR CORE MSCI INTL IDEV	IDEV	78,323	$7.0m1.27%	1.27%	Reduced -2.7k	-2,721 -3.4%
26	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	247,592	$6.9m1.26%	1.26%	New
27	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	128,098	$6.6m1.21%	1.21%	Added +3.6k	+3,559 2.9%
28	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	140,412	$6.5m1.17%	1.17%	Added +37.7k	+37,677 36.7%
29	ISHARES TR EAFE VALUE ETF EFV	EFV	83,296	$6.4m1.16%	1.16%	Reduced -1.4k	-1,445 -1.7%
30	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	101,014	$6.0m1.10%	1.10%	Added +174	+174 0.2%
31	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	281,720	$5.7m1.04%	1.04%	Added +240.2k	+240,229 579.0%
32	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	29,197	$5.6m1.02%	1.02%	Reduced -2.9k	-2,940 -9.2%
33	ISHARES TR EAFE GRWTH ETF EFG	EFG	39,224	$4.9m0.89%	0.89%	Added +407	+407 1.1%
34	ISHARES TR S&P 500 VAL ETF IVE	IVE	21,242	$4.8m0.88%	0.88%	Reduced -978	-978 -4.4%
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	61,747	$4.8m0.87%	0.87%	Reduced -1.5k	-1,498 -2.4%
36	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	239,834	$4.7m0.85%	0.85%	Reduced -115.1k	-115,074 -32.4%
37	T ROWE PRICE ETF INC INTERNATIONAL EQ TOUS	TOUS	119,675	$4.6m0.83%	0.83%	New
38	VANECK ETF TRUST INDIA GROWTH LDR GLIN	GLIN	94,436	$4.4m0.80%	0.80%	Added +6.1k	+6,103 6.9%
39	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	126,908	$3.7m0.68%	0.68%	New
40	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	85,365	$3.6m0.65%	0.65%	Reduced -1.9k	-1,928 -2.2%
41	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	42,532	$3.3m0.59%	0.59%	Reduced -2.2k	-2,191 -4.9%
42	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	51,886	$2.7m0.49%	0.49%	Reduced -11.4k	-11,378 -18.0%
43	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	16,156	$2.6m0.47%	0.47%	Reduced -1.7k	-1,702 -9.5%
44	ISHARES INC MSCI EMRG CHN EMXC	EMXC	24,116	$2.5m0.45%	0.45%	Reduced -2.2k	-2,185 -8.3%
45	LUMENTUM HLDGS INC COM LITE	LITE	2,832	$2.4m0.44%	0.44%	Reduced -280	-280 -9.0%
46	ISHARES TR ESG MSCI LEADR SUSL	SUSL	17,483	$2.3m0.42%	0.42%	Unchanged
47	ISHARES TR GNMA BOND ETF GNMA	GNMA	49,300	$2.2m0.40%	0.40%	Added +3.8k	+3,849 8.5%
48	ISHARES TR MBS ETF MBB	MBB	22,010	$2.1m0.38%	0.38%	Reduced -3.9k	-3,872 -15.0%
49	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	24,956	$2.0m0.36%	0.36%	Reduced -3.1k	-3,099 -11.1%
50	ISHARES TR EUROPE ETF IEV	IEV	25,994	$1.9m0.34%	0.34%	Reduced -856	-856 -3.2%
51	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	19,742	$1.8m0.33%	0.33%	Added +5.1k	+5,122 35.0%
52	BLUEROCK PVT REAL ESTATE FD COM BPRE	BPRE	138,138	$1.8m0.33%	0.33%	Added +5.7k	+5,661 4.3%
53	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	9,843	$1.6m0.29%	0.29%	Unchanged
54	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	27,259	$1.6m0.29%	0.29%	Added +1.4k	+1,379 5.3%
55	ISHARES INC EMNG MKTS EQT EMGF	EMGF	20,257	$1.5m0.27%	0.27%	Reduced -6	-6 -0.0%
56	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	26,469	$1.4m0.25%	0.25%	Reduced -1.3k	-1,344 -4.8%
57	MICROSOFT CORP COM MSFT	MSFT	3,698	$1.4m0.25%	0.25%	Added +343	+343 10.2%
58	ARK ETF TR INNOVATION ETF ARKK	ARKK	16,776	$1.4m0.25%	0.25%	Added +787	+787 4.9%
59	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	8,717	$1.2m0.22%	0.22%	New
60	ISHARES TR RUS 1000 ETF IWB	IWB	2,767	$1.1m0.21%	0.21%	Reduced -39	-39 -1.4%
61	ISHARES TR 7-10 YR TRSY BD IEF	IEF	11,883	$1.1m0.20%	0.20%	New
62	NVIDIA CORPORATION COM NVDA	NVDA	5,396	$1.1m0.20%	0.20%	Added +392	+392 7.8%
63	BROADCOM INC COM AVGO	AVGO	2,835	$1.1m0.19%	0.19%	Reduced -39	-39 -1.4%
64	BANK AMERICA CORP COM BAC	BAC	18,400	$1.0m0.19%	0.19%	Unchanged
65	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	20,634	$940.5k0.17%	0.17%	Reduced -20.5k	-20,535 -49.9%
66	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	18,368	$924.8k0.17%	0.17%	Added +854	+854 4.9%
67	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	9,265	$894.0k0.16%	0.16%	Reduced -1.0k	-1,005 -9.8%
68	PRUDENTIAL FINL INC COM PRU	PRU	8,196	$884.6k0.16%	0.16%	Unchanged
69	ISHARES TR US INFRASTRUC IFRA	IFRA	13,826	$871.6k0.16%	0.16%	Added +172	+172 1.3%
70	ISHARES TR AGGRES ALLOC ETF AOA	AOA	8,760	$855.0k0.16%	0.16%	Reduced -1.2k	-1,195 -12.0%
71	J P MORGAN EXCHANGE TRADED F US MOMENTUM JMOM	JMOM	9,996	$854.3k0.16%	0.16%	Reduced -654	-654 -6.1%
72	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	9,493	$852.9k0.15%	0.15%	Added +775	+775 8.9%
73	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,064	$828.4k0.15%	0.15%	Unchanged
74	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	18,876	$813.7k0.15%	0.15%	Reduced -3.5k	-3,528 -15.8%
75	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	21,565	$789.3k0.14%	0.14%	Reduced -11.5k	-11,506 -34.8%
76	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	41,159	$764.5k0.14%	0.14%	Reduced -469.9k	-469,913 -92.0%
77	KLA CORP COM NEW KLAC	KLAC	2,494	$752.6k0.14%	0.14%	Added +4	+4 0.2%
78	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,286	$751.3k0.14%	0.14%	Added +14	+14 0.2%
79	WESTERN DIGITAL CORP COM WDC	WDC	1,151	$735.2k0.13%	0.13%	Added +30	+30 2.7%
80	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	13,090	$735.1k0.13%	0.13%	Unchanged
81	APPLIED MATLS INC COM AMAT	AMAT	951	$687.3k0.12%	0.12%	Unchanged
82	MONOLITHIC PWR SYS INC COM MPWR	MPWR	480	$663.8k0.12%	0.12%	Unchanged
83	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,938	$646.9k0.12%	0.12%	Added +44	+44 1.1%
84	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	3,935	$643.2k0.12%	0.12%	Reduced -118.1k	-118,140 -96.8%
85	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	12,716	$640.5k0.12%	0.12%	Reduced -282	-282 -2.2%
86	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	642	$619.5k0.11%	0.11%	Unchanged
87	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	24,866	$585.5k0.11%	0.11%	Added +5.3k	+5,270 26.9%
88	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	10,545	$581.9k0.11%	0.11%	Reduced -13.5k	-13,538 -56.2%
89	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI BSMR	BSMR	24,452	$578.0k0.11%	0.11%	Added +6.5k	+6,500 36.2%
90	ISHARES TR CORE S&P500 ETF IVV	IVV	771	$577.4k0.10%	0.10%	Reduced -65	-65 -7.8%
91	INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI BSMS	BSMS	21,781	$510.5k0.09%	0.09%	Added +5.2k	+5,250 31.8%
92	APPLE INC COM AAPL	AAPL	1,744	$504.5k0.09%	0.09%	Reduced -18	-18 -1.0%
93	AT&T INC COM T	T	23,980	$496.4k0.09%	0.09%	Added +11.8k	+11,800 96.9%
94	ISHARES TR MSCI ACWI EX US ACWX	ACWX	6,412	$488.0k0.09%	0.09%	Reduced -4.3k	-4,283 -40.0%
95	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,631	$485.9k0.09%	0.09%	New
96	CITIGROUP INC COM NEW C	C	3,376	$472.5k0.09%	0.09%	Unchanged
97	ISHARES TR US TREAS BD ETF GOVT	GOVT	20,423	$465.2k0.08%	0.08%	Reduced -41.0k	-41,029 -66.8%
98	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	7,460	$456.8k0.08%	0.08%	Reduced -48	-48 -0.6%
99	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	6,758	$454.4k0.08%	0.08%	Reduced -319	-319 -4.5%
100	3M CO COM MMM	MMM	2,794	$452.4k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ALPS ETF TR OUSM	OUSM	115,564	$5.1m115.6k shares
VANECK ETF TRUST ANGL	ANGL	120,601	$3.5m120.6k shares
INVESCO EXCH TRD SLF IDX FD BSJS	BSJS	147,273	$3.2m147.3k shares
BONDBLOXX ETF TRUST XEMD	XEMD	50,894	$2.2m50.9k shares
EXXON MOBIL CORP XOM	XOM	8,792	$1.5m8.8k shares
VANGUARD CHARLOTTE FDS BNDX	BNDX	10,426	$501.0k10.4k shares
ISHARES TR PFF	PFF	15,456	$468.6k15.5k shares
VANGUARD STAR FDS VXUS	VXUS	2,671	$206.0k2.7k shares
KYNDRYL HLDGS INC KD	KD	12,390	$162.6k12.4k shares