Kickstand Ventures, LLC.
- SEC CIK
- 0002000355
- Latest filing
- Jul 30, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 154
- +24 vs. Q1 2026
- Portfolio value
- $550.3M
- +$75.3M (+15.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 15,159 | $446.1K | 0.1% | +1,053+7.5% | Added | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 4,358 | $441.2K | 0.1% | −1,150−20.9% | Reduced | – |
| T Rowe Price Exchange-Traded87283Q800 | TOTAL RETURN ETF | 10,669 | $427.5K | 0.1% | +10,669 | New | – |
| GOOGLAlphabet Inc. | Stock | 1,148 | $410.3K | 0.1% | +1,148 | New | History |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 8,557 | $391.5K | 0.1% | −207,965−96.0% | Reduced | – |
| iShares Tr464287515 | EXPANDED TECH | 4,031 | $365.2K | 0.1% | +4,031 | New | – |
| ROKRockwell Automation, Inc | Stock | 712 | $352.5K | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 3,054 | $348.7K | 0.1% | +3,054 | New | History |
| EMEEMCOR Group, Inc. | Stock | 406 | $336.9K | 0.1% | 00.0% | Unchanged | History |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 2,347 | $336.5K | 0.1% | −109−4.4% | Reduced | – |
| ANETArista Networks, Inc. | Stock | 1,937 | $329.1K | 0.1% | +3+0.2% | Added | History |
| WisdomTree Tr97717Y295 | QUANTUM COMPUTIN | 8,561 | $323.7K | 0.1% | −16,356−65.6% | Reduced | – |
| VSTVistra Corp. | Stock | 2,029 | $321.9K | 0.1% | +577+39.7% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,120 | $317.8K | 0.1% | +1,120 | New | – |
| DELLDell Technologies Inc. | Stock | 721 | $311.1K | 0.1% | +721 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 833 | $308.2K | 0.1% | +122+17.2% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 6,131 | $303.8K | 0.1% | +552+9.9% | Added | – |
| BlackRock ETF Trust II092528835 | ISHA GLO USD ETF | 5,989 | $301.2K | 0.1% | +5,989 | New | – |
| PLMRPalomar Holdings, Inc. | Stock | 2,335 | $295.1K | 0.1% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 737 | $290.7K | 0.1% | +737 | New | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,994 | $288.7K | 0.1% | −403−11.9% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,904 | $280.1K | 0.1% | +217+8.1% | Added | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 43,048 | $278.5K | 0.1% | −53−0.1% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,538 | $273.1K | <0.1% | 00.0% | Unchanged | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 5,985 | $272.3K | <0.1% | −369,808−98.4% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,712 | $271.6K | <0.1% | −378−18.1% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 16,217 | $269.9K | <0.1% | −173−1.1% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,877 | $265.2K | <0.1% | −78−2.0% | Reduced | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,989 | $258.7K | <0.1% | −924−15.6% | Reduced | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 4,238 | $253.1K | <0.1% | −12,139−74.1% | Reduced | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,357 | $251.4K | <0.1% | −14−1.0% | Reduced | – |
| MOAltria Group, Inc. | Stock | 3,482 | $250.5K | <0.1% | +36+1.0% | Added | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,484 | $249.3K | <0.1% | −865−25.8% | Reduced | – |
| LAMRLamar Advertising Co | REIT | 1,591 | $248.2K | <0.1% | +1,591 | New | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,860 | $246.4K | <0.1% | +2,860 | New | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,400 | $245.2K | <0.1% | +2,400 | New | – |
| BMYBristol Myers Squibb Co | Stock | 4,240 | $244.3K | <0.1% | +65+1.6% | Added | History |
| MUMicron Technology Inc | Stock | 204 | $235.0K | <0.1% | +204 | New | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,783 | $230.0K | <0.1% | +2,783 | New | – |
| EXPEExpedia Group, Inc. | Stock | 886 | $226.7K | <0.1% | +12+1.4% | Added | History |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 2,169 | $225.2K | <0.1% | −783−26.5% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4,258 | $220.5K | <0.1% | −35−0.8% | Reduced | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,212 | $214.3K | <0.1% | −56−2.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,414 | $209.6K | <0.1% | +1,414 | New | – |
| ETNEaton Corp plc | Stock | 484 | $206.2K | <0.1% | +484 | New | History |
| DYDycom Industries Inc | COM | 407 | $205.8K | <0.1% | +407 | New | History |
| CRMSalesforce, Inc. | Stock | 1,304 | $204.2K | <0.1% | +154+13.4% | Added | History |
| LRCXLam Research Corp | Stock | 471 | $204.1K | <0.1% | −1,186−71.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 406 | $203.6K | <0.1% | +406 | New | History |
| SMCISuper Micro Computer, Inc. | Stock | 6,891 | $202.1K | <0.1% | +6,891 | New | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 3,566 | $201.6K | <0.1% | +3,566 | New | – |
| FTITechnipFMC plc | COM | 3,028 | $200.8K | <0.1% | +3,028 | New | History |
| AMZNAmazon Com Inc | Stock | 839 | $200.0K | <0.1% | +839 | New | History |
| VODVodafone Group Public Ltd Co | ADR | 14,091 | $186.4K | <0.1% | +14,091 | New | History |
Sold out since Q1 2026 (9)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 115,564 | $5.05M | 1.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 120,601 | $3.46M | 0.7% | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 147,273 | $3.19M | 0.7% | – |
| Bondbloxx ETF Trust09789C879 | JP MOR USD 1 ETF | 50,894 | $2.24M | 0.5% | – |
| XOMExxonMobil Holdings Corp | COM | 8,792 | $1.49M | 0.3% | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,426 | $501.0K | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 15,456 | $468.6K | 0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,671 | $206.0K | <0.1% | – |
| KDKyndryl Holdings, Inc. | Stock | 12,390 | $162.6K | <0.1% | History |