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Portfolio (Quarterly) Guide ↗

KICKSTAND VENTURES, LLC.

· CIK 0002000355
13F Portfolio $550M AUM 154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 154 New
Page 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 11,883.0 $1.1M 0.20% NEW $94.57 -1.9%
62 NVDA NVIDIA CORPORATION COM Technology 5,396.0 $1.1M 0.20% NEW $200.08 +7.3%
63 AVGO BROADCOM INC COM Technology 2,835.0 $1.1M 0.20% NEW $377.78 -2.5%
64 BAC BANK OF AMER CORP COM Financial Services 18,400.0 $1.0M 0.19% NEW $56.98 +8.3%
65 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 20,634.0 $940K 0.17% NEW $45.58 -2.9%
66 USFR WISDOMTREE FLOATING RATE TREASURY FUND 18,368.0 $925K 0.17% NEW $50.35 +0.3%
67 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 9,265.0 $894K 0.16% NEW $96.49 -2.3%
68 PRU PRUDENTIAL FINL INC COM Financial Services 8,196.0 $885K 0.16% NEW $107.93 +12.2%
69 IFRA ISHARES U.S. INFRASTRUCTURE ETF 13,826.0 $872K 0.16% NEW $63.04 -5.3%
70 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 8,760.0 $855K 0.15% NEW $97.60 +1.4%
71 JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 9,996.0 $854K 0.15% NEW $85.46 -2.9%
72 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 9,493.0 $853K 0.15% NEW $89.85 +5.6%
73 IGM ISHARES EXPANDED TECH SECTOR ETF 5,064.0 $828K 0.15% NEW $163.58 -2.9%
74 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 18,876.0 $814K 0.15% NEW $43.11 +1.2%
75 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 21,565.0 $789K 0.14% NEW $36.60
76 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 41,159.0 $765K 0.14% NEW $18.58 -0.1%
77 KLAC KLA CORP COM NEW Technology 2,494.0 $753K 0.14% NEW $301.76 -39.0%
78 VGT VANGUARD INFORMATION TECHNOLOGY ETF 6,286.0 $751K 0.14% NEW $119.52 -0.9%
79 WDC WESTERN DIGITAL CORP COM Technology 1,151.0 $735K 0.13% NEW $638.72 -28.1%
80 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 13,090.0 $735K 0.13% NEW $56.16 +4.6%
Page 4 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.0%
Technology 39.6%
Industrials 4.8%
Communication Services 3.4%
Healthcare 1.4%
Consumer Cyclical 1.3%
Utilities 1.0%
Consumer Defensive 0.8%
Real Estate 0.8%