StreetAlpha
13F holdings · Q2 2026

Kickstand Ventures, Llc.

Pittsford, NY · files as Kickstand Ventures, Llc.
Holdings as of Jun 30, 2026Filed Jul 30, 2026Next filing due Nov 16, 2026CIK 2000355

Kickstand Ventures, Llc. reported 154 stocks worth $550M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SPYM (9.8%), TSPA (6.6%) and VOO (5.1%). Compared with Q1 2026, the fund opened new positions in TSPA, TAGG and VONV, added to SCHG, IEMG and IAGG, trimmed SPYM, VOO and JCPB and sold out of OUSM, ANGL and BSJS.

Reported value$550M+15.9% vs last quarter
Stocks held15433 new · 9 sold out
Top 5 weight29.7%spread out
Turnover57%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPYM
Spdr Series Trust
$53.7M9.8%611K−217K (−26%)8 of 8
2
TSPA
T Rowe Price ETF Inc
$36.3M6.6%763KNew position1 of 8
3
VOO
Vanguard S&P 500 ETF
$27.8M5.1%41K−36K (−47%)8 of 8
4
TAGG
T Rowe Price ETF Inc
$23.9M4.3%563KNew position1 of 8
5
JCPB
J P Morgan Exchange Traded F
$21.6M3.9%460K−51K (−10%)8 of 8
6
VONV
Vanguard Russell 1000 Value ETF
$19.5M3.5%184KNew position4 of 8
7
SCHG
Schwab Strategic TR
$19.1M3.5%564K+271K (+93%)8 of 8
8
SCHF
Schwab International
$16.9M3.1%609K−136K (−18%)8 of 8
9
IEMG
Ishares Inc
$14.9M2.7%180K+67K (+59%)8 of 8
10
TMSL
T Rowe Price ETF Inc
$14.5M2.6%330KNew position1 of 8
🔒 144 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
OUSM
Alps Oshares
$5.1M116K
ANGL
Vaneck Fallen Angel High Yield Bond ETF
$3.5M121K
BSJS
Invesco Bulletshares 2028 High Yield Corporate Bond ETF
$3.2M147K
XEMD
Bondbloxx ETF Trust
$2.2M51K
XOM
Exxon Mobil Corp
$1.5M8,792

🔒 Free account: see all 9.

Reported value

last 8 quarters
$392MQ3 '24
$392MQ4 '24
$388MQ1 '25
$428MQ2 '25
$454MQ3 '25
$475MQ4 '25
$475MQ1 '26
$550MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 30, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Kickstand Ventures, Llc. 13F FAQ

What does Kickstand Ventures, Llc. own?

Kickstand Ventures, Llc. reported 154 stocks worth $550M in its 13F filing for Q2 2026, filed Jul 30, 2026. The table above lists every position in the filing (the top 10 without an account).

What did Kickstand Ventures, Llc. buy and sell in Q2 2026?

Compared with Q1 2026: 33 new positions, 41 added to, 65 trimmed and 9 sold out. New positions include TSPA, TAGG and VONV. It sold all of OUSM, ANGL and BSJS.

When will Kickstand Ventures, Llc. file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Kickstand Ventures, Llc.'s portfolio worth?

The Q2 2026 filing reports $550M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.