KICKSTAND VENTURES, LLC.

CIK 0002000355 • 6 13F filings • May 9, 2025 – Jul 30, 2026

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Filer information

Filed by: KICKSTAND VENTURES, LLC., Chief Compliance Officer
Address: 1250 PITTSFORD VICTOR RD., BLDG. 200, SUITE 290, PITTSFORD, NY, 14534
Phone: 5139778330
AUM: $474.6M

AUM over time

$550.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $474.6M122 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$447K	0.1%Prev: 0.1%	2,794 SH	Increased
ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF	ETF	$4.9M	1.0%Prev: 1.1%	112,936 SH	Increased+2,823 SH
APPLE INC COM	Stock	$454K	0.1%Prev: 0.1%	1,670 SH	Decreased-121 SH
APPLIED MATLS INC COM	Stock	$244K	0.1%Prev: 0.1%	951 SH	Increased-218 SH
ARISTA NETWORKS INC COM SHS	Stock	$231K	0.0%Prev: 0.1%	1,764 SH	Decreased
ARK INNOVATION ETF	ETF	$997K	0.2%Prev: 0.2%	12,965 SH	Increased+1,776 SH
AT&T INC COM	Stock	$303K	0.1%Prev: 0.1%	12,180 SH	Decreased-4,610 SH
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$634K	0.1%Prev: 0.0%	8,231 SH	Increased+5,248 SH
BANK AMERICA CORP COM	Stock	$1.0M	0.2%Prev: 0.2%	18,400 SH	Increased+250 SH
BLUEROCK PVT REAL ESTATE FD COM	CEF	$2.0M	0.4%	134,075 SH	New
BNY MELLON US LARGE CAP CORE EQUITY ETF	ETF	$461K	0.1%Prev: 0.1%	3,527 SH	Increased+391 SH
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF	ETF	$1.6M	0.3%Prev: 0.2%	34,884 SH	Increased+11,790 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$209K	0.0%	3,869 SH	New
BROADCOM INC COM	Stock	$972K	0.2%Prev: 0.2%	2,809 SH	Increased
CITIGROUP INC COM NEW	Stock	$394K	0.1%Prev: 0.1%	3,376 SH	Increased+25 SH
CROWDSTRIKE HLDGS INC CL A	Stock	$233K	0.0%Prev: 0.1%	498 SH	Decreased
EMCOR GROUP INC COM	Stock	$248K	0.1%Prev: 0.1%	406 SH	Increased+41 SH
EXXON MOBIL CORP COM	Stock	$1.4M	0.3%Prev: 0.3%	11,812 SH	Decreased-1,026 SH
FIDELITY TOTAL BOND ETF	ETF	$16.9M	3.6%Prev: 3.6%	366,027 SH	Increased+13,032 SH
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX	ETF	$4.9M	1.0%Prev: 0.9%	32,124 SH	Increased+3,766 SH
FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	$460K	0.1%Prev: 0.1%	6,442 SH	Increased+398 SH
GLOBAL X DEFENSE TECH ETF	ETF	$597K	0.1%Prev: 0.1%	9,212 SH	Increased+5,012 SH
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	$1.1M	0.2%Prev: 0.2%	23,428 SH	Increased+326 SH
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	ETF	$16.2M	3.4%Prev: 3.1%	827,442 SH	Increased+112,677 SH
INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF	ETF	$480K	0.1%Prev: 0.1%	20,286 SH	Increased+1,750 SH
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	ETF	$10.0M	2.1%Prev: 2.0%	509,030 SH	Increased+54,587 SH
INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF	ETF	$433K	0.1%Prev: 0.1%	18,302 SH	Increased+1,325 SH
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	ETF	$795K	0.2%	38,591 SH	New
INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF	ETF	$392K	0.1%Prev: 0.1%	16,701 SH	Increased+1,325 SH
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	ETF	$9.4M	2.0%Prev: 2.0%	499,758 SH	Increased+18,050 SH
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF	ETF	$277K	0.1%Prev: 0.1%	16,390 SH	Increased
INVESCO QQQ TRUST SERIES I	ETF	$9.4M	2.0%Prev: 2.0%	15,245 SH	Increased+47 SH
INVESCO S&P 500 MOMENTUM ETF	ETF	$1.9M	0.4%Prev: 0.3%	15,755 SH	Increased+4,198 SH
INVESCO S&P 500 TOP 50 ETF	ETF	$1.5M	0.3%Prev: 0.2%	24,917 SH	Increased+5,913 SH
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$332K	0.1%Prev: 0.1%	3,267 SH	Decreased-143 SH
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$734K	0.2%Prev: 0.1%	22,054 SH	Increased+9,213 SH
ISHARES AAA CLO ACTIVE ETF	ETF	$6.6M	1.4%Prev: 1.4%	127,331 SH	Increased+4,848 SH
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	ETF	$833K	0.2%Prev: 0.2%	9,297 SH	Increased
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$8.1M	1.7%Prev: 1.7%	120,055 SH	Increased+4,135 SH
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	ETF	$6.7M	1.4%Prev: 1.4%	81,195 SH	Increased+1,016 SH
ISHARES CORE S&P 500 ETF	ETF	$591K	0.1%Prev: 0.1%	863 SH	Increased-16 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$4.3M	0.9%Prev: 0.9%	65,073 SH	Increased+1,875 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$557K	0.1%Prev: 0.1%	3,746 SH	Increased+308 SH
ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$8.2M	1.7%Prev: 1.8%	176,557 SH	Decreased-1,922 SH
ISHARES EMERGING MARKETS EQUITY FACTOR ETF	ETF	$1.3M	0.3%Prev: 0.3%	22,519 SH	Increased+158 SH
ISHARES ESG AWARE MSCI USA ETF	ETF	$1.5M	0.3%Prev: 0.3%	9,865 SH	Increased-28 SH
ISHARES ESG MSCI USA LEADERS ETF	ETF	$2.2M	0.5%Prev: 0.5%	18,167 SH	Increased
ISHARES EUROPE ETF	ETF	$1.9M	0.4%Prev: 0.4%	27,265 SH	Increased-405 SH
ISHARES EXPANDED TECH SECTOR ETF	ETF	$665K	0.1%Prev: 0.1%	5,147 SH	Increased-80 SH
ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$3.8M	0.8%Prev: 0.8%	72,914 SH	Increased+2,843 SH
ISHARES GNMA BOND ETF	ETF	$2.0M	0.4%Prev: 0.4%	44,928 SH	Decreased-1,042 SH
ISHARES GOVERNMENT/CREDIT BOND ETF	ETF	$318K	0.1%Prev: 0.1%	3,040 SH	Decreased-196 SH
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF	ETF	$466K	0.1%Prev: 0.1%	4,842 SH	Increased+985 SH
ISHARES MBS ETF	ETF	$2.5M	0.5%Prev: 0.5%	25,734 SH	Increased+1,859 SH
ISHARES MORNINGSTAR VALUE ETF	ETF	$373K	0.1%Prev: 0.1%	3,955 SH	Increased-27 SH
ISHARES MSCI EAFE GROWTH ETF	ETF	$4.1M	0.9%Prev: 0.9%	36,189 SH	Decreased-464 SH
ISHARES MSCI EAFE VALUE ETF	ETF	$6.3M	1.3%Prev: 1.3%	88,790 SH	Increased+2,104 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$231K	0.0%Prev: 0.1%	4,228 SH	Decreased-247 SH
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$2.0M	0.4%Prev: 0.4%	27,493 SH	Increased-122 SH
iShares MSCI Int'l Value Factor ETF	ETF	$3.3M	0.7%Prev: 0.7%	87,119 SH	Increased-1,819 SH
ISHARES MSCI INTL QUALITY FACTOR ETF	ETF	$254K	0.1%Prev: 0.1%	5,579 SH	Increased-26 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$254K	0.1%Prev: 0.1%	2,697 SH	Decreased-22 SH
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$11.6M	2.4%Prev: 2.5%	58,480 SH	Increased-651 SH
ISHARES NATIONAL MUNI BOND ETF	ETF	$272K	0.1%Prev: 0.1%	2,538 SH	Increased
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$385K	0.1%Prev: 0.1%	12,428 SH	Increased+571 SH
ISHARES RUSSELL 1000 ETF	ETF	$1.1M	0.2%Prev: 0.3%	2,815 SH	Decreased-340 SH
ISHARES RUSSELL 2000 ETF	ETF	$8.2M	1.7%Prev: 1.7%	33,506 SH	Increased+2,408 SH
ISHARES S&P 100 ETF	ETF	$9.7M	2.1%Prev: 2.1%	28,416 SH	Increased-333 SH
ISHARES S&P 500 GROWTH ETF	ETF	$6.8M	1.4%Prev: 1.4%	55,091 SH	Increased+2,849 SH
ISHARES S&P 500 VALUE ETF	ETF	$4.4M	0.9%Prev: 0.8%	20,873 SH	Increased+3,780 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$6.5M	1.4%Prev: 1.3%	107,437 SH	Increased+6,141 SH
ISHARES U.S. INFRASTRUCTURE ETF	ETF	$716K	0.2%Prev: 0.2%	13,606 SH	Decreased-199 SH
ISHARES U.S. TECHNOLOGY ETF	ETF	$10.7M	2.2%Prev: 2.3%	53,444 SH	Increased+618 SH
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$756K	0.2%Prev: 0.1%	19,600 SH	Increased+4,834 SH
ISHARES U.S. TREASURY BOND ETF	ETF	$222K	0.0%	9,627 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$23.5M	4.9%Prev: 5.0%	495,483 SH	Increased+15,758 SH
JPMORGAN INCOME ETF	ETF	$4.8M	1.0%Prev: 1.0%	102,669 SH	Increased+1,264 SH
JPMORGAN U.S. MOMENTUM FACTOR ETF	ETF	$716K	0.2%Prev: 0.2%	10,506 SH	Increased+460 SH
KLA CORP COM NEW	Stock	$303K	0.1%Prev: 0.1%	249 SH	Increased
KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE INDEX ETF	ETF	$6.1M	1.3%Prev: 1.0%	190,085 SH	Increased+47,358 SH
KYNDRYL HLDGS INC COMMON STOCK	Stock	$329K	0.1%Prev: 0.1%	12,390 SH	Increased+4,007 SH
LAM RESEARCH CORP COM NEW	Stock	$269K	0.1%	1,572 SH	New
LUMENTUM HLDGS INC COM	Stock	$1.3M	0.3%Prev: 0.1%	3,612 SH	Increased+257 SH
MICROSOFT CORP COM	Stock	$1.2M	0.3%Prev: 0.3%	2,525 SH	Decreased+55 SH
MONOLITHIC PWR SYS INC COM	Stock	$435K	0.1%Prev: 0.1%	480 SH	Decreased
NVIDIA CORPORATION COM	Stock	$802K	0.2%Prev: 0.2%	4,298 SH	Decreased-568 SH
PALOMAR HLDGS INC COM	Stock	$315K	0.1%	2,335 SH	New
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF	ETF	$223K	0.0%Prev: 0.0%	2,276 SH	Decreased-4 SH
PROGRESSIVE CORP COM	Stock	$210K	0.0%Prev: 0.1%	922 SH	Decreased
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	ETF	$692K	0.1%Prev: 0.2%	6,645 SH	Decreased-473 SH
PRUDENTIAL FINL INC COM	Stock	$944K	0.2%Prev: 0.2%	8,360 SH	Increased
ROCKWELL AUTOMATION INC COM	Stock	$331K	0.1%Prev: 0.1%	852 SH	Increased
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$17.7M	3.7%Prev: 3.7%	736,470 SH	Increased+15,995 SH
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$9.1M	1.9%Prev: 1.9%	279,881 SH	Increased+4,012 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$11.3M	2.4%Prev: 2.5%	484,183 SH	Decreased-4,159 SH
SHOPIFY INC CL A SUB VTG SHS	Stock	$207K	0.0%Prev: 0.1%	1,285 SH	Decreased-1,396 SH
SOUNDHOUND AI INC CLASS A COM	Stock	$230K	0.0%Prev: 0.1%	23,072 SH	Decreased+2,897 SH
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$2.8M	0.6%Prev: 0.5%	32,510 SH	Increased+2,732 SH
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$274K	0.1%	2,291 SH	New
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	ETF	$307K	0.1%	1,982 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$213K	0.0%	1,372 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	ETF	$1.4M	0.3%Prev: 0.2%	14,815 SH	Increased+3,278 SH
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$65.0M	13.7%Prev: 14.0%	810,575 SH	Increased-1,098 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$235K	0.0%Prev: 0.1%	406 SH	Increased-71 SH
VANECK INDIA GROWTH LEADERS ETF	ETF	$4.1M	0.9%Prev: 0.8%	88,434 SH	Increased+2,092 SH
VANECK SEMICONDUCTOR ETF	ETF	$8.3M	1.7%Prev: 1.9%	22,975 SH	Decreased-2,889 SH
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	ETF	$500K	0.1%Prev: 0.1%	7,420 SH	Increased-51 SH
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$5.4M	1.1%Prev: 1.2%	101,165 SH	Increased+3,185 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$591K	0.1%Prev: 0.1%	784 SH	Increased
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$3.3M	0.7%Prev: 0.7%	42,519 SH	Decreased-76 SH
VANGUARD LONG-TERM TREASURY ETF	ETF	$1.3M	0.3%Prev: 0.3%	23,262 SH	Decreased-111 SH
VANGUARD MEGA CAP VALUE ETF	ETF	$17.0M	3.6%Prev: 3.6%	120,495 SH	Increased+2,987 SH
VANGUARD S&P 500 ETF	ETF	$47.7M	10.0%Prev: 10.1%	76,027 SH	Increased+1,099 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$705K	0.1%	14,598 SH	New
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$209K	0.0%Prev: 0.0%	2,775 SH	Decreased-276 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$241K	0.1%Prev: 0.0%	718 SH	Increased+73 SH
VICTORYSHARES FREE CASH FLOW ETF	ETF	$8.4M	1.8%Prev: 1.7%	213,553 SH	Increased+4,771 SH
VISTRA CORP COM	Stock	$214K	0.0%	1,326 SH	New
WESTERN DIGITAL CORP COM	Stock	$386K	0.1%	2,240 SH	New
WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$972K	0.2%Prev: 0.2%	19,310 SH	Increased+248 SH
WISDOMTREE QUANTUM COMPUTING FUND	ETF	$589K	0.1%	22,748 SH	New
XPENG INC ADS	ADR	$202K	0.0%	9,952 SH	New

Sold (vs prior filing)

ALERIAN MLP ETF — $256K
AMAZON COM INC COM — $201K
HEALTH CARE SELECT SECTOR SPDR FUND — $276K
INDUSTRIAL SELECT SECTOR SPDR FUND — $213K
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF — $4.2M
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF — $346K
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF — $237K
ISHARES 20 YEAR TREASURY BOND ETF — $202K
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF — $802K
ISHARES CORE S&P SMALL CAP ETF — $1.1M
ISHARES CORE U.S. AGGREGATE BOND ETF — $245K
ISHARES ESG AWARE US AGGREGATE BOND ETF — $230K
SEA LTD SPONSORD ADS — $234K
STONEX GROUP INC COM — $254K
VISA INC COM CL A — $218K
WISDOMTREE U.S. MIDCAP DIVIDEND FUND — $210K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001765380-26-000057	$474.6M	View
Nov 14, 2025	Q3 2025	13F-HR	0001765380-25-000500	$454.4M	View
Jul 30, 2026	Q2 2026