Kickstand Ventures LLC Portfolio
Invests via KICKSTAND VENTURES, LLC. | Managed by Chad W. Goodchild, Jacob W. Schlicht
Invests via KICKSTAND VENTURES, LLC.
Managed by Chad W. Goodchild, Jacob W. Schlicht
Automatically Tracked
Company Profile
Early-stage venture firm focused on consumer brands, mobility and digital marketplaces, providing seed-to-Series A capital and operator support to growth-oriented founders. KICKSTAND VENTURES, LLC. deploys ticket sizes typically suited to syndicate-led rounds and emphasizes product-market fit, go-to-market execution and unit-economics-driven scaling. Portfolio management blends board-level governance with hands-on operational resources; positioning is sector-agnostic but biased toward revenue-generating tech-enabled consumer businesses.
Early-stage venture firm focused on consumer brands, mobility and digital marketplaces, providing seed-to-Series A capital and operator support to growth-oriented founders. KICKSTAND VENTURES, LLC. deploys ticket sizes typically suited to syndicate-led rounds and emphasizes product-market fit, go-to-market execution and unit-economics-driven scaling. Portfolio management blends board-level governance with hands-on operational resources; positioning is sector-agnostic but biased toward revenue-generating tech-enabled consumer businesses.
Investment Philosophy & Strategy
Focuses on early-stage, operator-driven capital for consumer brands, mobility and digital marketplaces, deploying seed-to-Series A checks that complement syndicates. Investment decisions prioritize demonstrable product-market fit, repeatable go-to-market channels and unit-economics-first scaling; capital allocation favors revenue-generating, tech-enabled consumer businesses while remaining sector-flexible. Portfolio strategy combines board governance with hands-on operational support and KPI-driven milestones, emphasizing efficient cash deployment, follow-on reserve discipline and pathway-to-profitable growth.
Focuses on early-stage, operator-driven capital for consumer brands, mobility and digital marketplaces, deploying seed-to-Series A checks that complement syndicates. Investment decisions prioritize demonstrable product-market fit, repeatable go-to-market channels and unit-economics-first scaling; capital allocation favors revenue-generating, tech-enabled consumer businesses while remaining sector-flexible. Portfolio strategy combines board governance with hands-on operational support and KPI-driven milestones, emphasizing efficient cash deployment, follow-on reserve discipline and pathway-to-profitable growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
53.11%
Gain -0.75%
Monthly
1.22%
Yearly
15.7%
Drawdown
13.5%
$550.39M
Equity
Holdings
$550.39M
Investment
$458.32M
$160.41M
Profit -$3.3M
Realized
$68.35M
Unrealized
$92.07M
Dividends
$26.45M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$3.3M
Win %
72%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$864,981.84
Win %
72%
This Month
Compared to last month
Gain
-0.6%
Profit
-$3.3M
Win %
72%
This Year
Compared to last year
Gain
0.02%
Profit
$94,018.21
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$30,271.11 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$52,727.99 
ETN Eaton Corporation plc
+7.32%
+$13,702.04 
GOOGL Alphabet Inc
+6.73%
+$25,795.56 
COHR Coherent Corp.
+5.55%
+$10,192.72 
ANET Arista Networks, Inc.
+5.46%
+$18,072.22 
FTI TechnipFMC plc
+3.98%
+$8,296.72 
MSFT Microsoft Corp.
+3.02%
+$50,366.72 
LITE Lumentum Holdings Inc.
+2.99%
+$58,622.43 
NVDA NVIDIA Corporation
+2.93%
+$30,811.2 
SMCI Super Micro Computer Inc
+2.42%
+$4,616.97 
MRVL Marvell Technology, Inc.
+2.32%
+$6,948.06 
WDC Western Digital Corporation
+2.21%
+$13,581.86 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$17,182.36 
ROK Rockwell Automation, Inc.
+1.93%
+$6,457.82 
CRM Salesforce Inc
+1.83%
+$4,316.23 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$79,124.16 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$33,759.67 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$109,286.4 
KLAC KLA Corporation
+1.38%
+$6,210.08 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$5,119.37 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$8,138.26 
AMAT Applied Materials, Inc.
+1.18%
+$5,610.92 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$214,266.42 
VUG Vanguard Growth ETF
+1.1%
+$2,659.8 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$4,774.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$22,669.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$56,567.84 
OEF iShares S&P 100 ETF
+0.95%
+$100,540.36 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$7,172.88 
AMLP Alerian MLP ETF
+0.89%
+$2,444.61 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.85%
+$62,365.18 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$11,343.98 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,967.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$56,394.12 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,938.48 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,660.62 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,273.6 
SHLD Global X Defense Tech ETF
+0.77%
+$2,034.24 
GLIN VanEck India Growth Leaders ETF
+0.73%
+$31,163.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$101,010.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$196,889.94 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$11,319.35 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$2,323.53 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,908 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,947.52 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$244,212.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$360,671.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$63,496.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,880.21 
IWB iShares Russell 1000 ETF
+0.64%
+$7,138.89 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$6,881.89 
EXPE Expedia Group, Inc.
+0.62%
+$1,603.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,780.52 
MO Altria Group, Inc.
+0.57%
+$1,357.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,616.02 
STX Seagate Technology Holdings plc
+0.52%
+$2,856.91 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$7,087.39 
IYW iShares U.S. Technology ETF
+0.46%
+$46,102.31 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$3,139.63 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$77,164.92 
AVGO Broadcom Inc.
+0.37%
+$4,082.4 
BAC Bank of America Corporation
+0.36%
+$4,048 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$2,598.96 
SMH VanEck Semiconductor ETF
+0.3%
+$25,700.37 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$2,540.4 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,350.98 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$6,623.96 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$1,026.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$17,983.65 
T AT&T Inc.
+0.17%
+$959.2 
WQTM WisdomTree Quantum Computing Fund
+0.16%
+$428.05 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$9,903.68 
DELL Dell Technologies Inc.
+0.14%
+$403.76 
MMM 3M Company
+0.12%
+$586.72 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$833.85 
C Citigroup Inc.
+0.1%
+$438.85 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$261.36 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$326.71 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$248.66 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$592.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$183.68 
CLOA iShares AAA CLO ETF
+0.02%
+$1,280.98 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$42,762.88 
MU Micron Technology, Inc.
-5.9%
-$10,532.51 
SHOP Shopify Inc.
-4.29%
-$16,033.5 
DY Dycom Industries Inc.
-3.85%
-$6,544.55 
ARKK ARK Innovation ETF Fund
-2.28%
-$27,848.16 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$5,072.76 
PLMR Palomar Holdings Inc.
-1.84%
-$5,860.87 
LRCX Lam Research Corporation
-1.58%
-$2,213.71 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$29,697.64 
XOM Exxon Mobil Corporation
-0.97%
-$13,337.01 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,513.71 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$36,478.32 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$51,693.18 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$5,391.25 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$3,479.83 
EME EMCOR Group, Inc.
-0.62%
-$2,005.64 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,660.64 
SCHF Schwab International Equity ETF
-0.58%
-$97,370.08 
TOUS T. Rowe Price International Equity ETF
-0.58%
-$27,166.22 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,366.19 
PRU Prudential Financial, Inc.
-0.56%
-$5,655.22 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$20,487.6 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$35,817.28 
IWM iShares Russell 2000 ETF
-0.47%
-$46,606.36 
IEV iShares Europe ETF
-0.44%
-$8,578.02 
LAMR Lamar Advertising Company
-0.43%
-$1,097.76 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,002.83 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$3,920.46 
MBB iShares MBS ETF
-0.4%
-$8,143.7 
TOTR T. Rowe Price Total Return ETF
-0.38%
-$1,600.35 
VGT Vanguard Information Technology ETF
-0.38%
-$2,702.98 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$46,219.46 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$27,717.27 
VST Vistra Corp
-0.29%
-$872.47 
TAGG T. Rowe Price QM U.S. Bond ETF
-0.28%
-$66,376.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$3,089.58 
FBND Fidelity Total Bond ETF
-0.27%
-$718.2 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,225.38 
GBF iShares Government/Credit Bond ETF
-0.24%
-$542.25 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$50,561.28 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,495.3 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$20,908.2 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$420.28 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$6,379.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$9,558.69 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,439.87 
THYF T. Rowe Price U.S. High Yield ETF
-0.18%
-$13,033.81 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$833.56 
SOUN SoundHound AI Inc.
-0.16%
-$430.48 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$18,251.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$333.96 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$389.22 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$324.34 
GNMA iShares GNMA Bond ETF
-0.12%
-$2,465 
MUB iShares National Muni Bond ETF
-0.11%
-$304.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,939.76 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$178.3 
JPIE JPMorgan Income ETF
-0.09%
-$5,616.48 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,075.39 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$411.59 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,817.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$120 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$202.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$56.55 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$122.26 Events
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Dividends
Dividend Analysis
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| Trades 1191 | Longs Won 900/1191 75% | Profit Factor 23.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $573,864.4 |
| Average Win $186,115.74 | Best Trade (Jun 30) $10.64M | Sharpe Ratio -109.86 |
| Average Loss -$24,362.06 | Worst Trade (Mar 30) -$787,089.27 | Z-Score 8.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $134,689.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,744 | $344,166.13 | $538,739.04 | - | $194,572.91 | 56.53% | -7.354% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,412 | $439,029.85 | $482,503 | - | $43,473.15 | 9.9% | -0.172% |
| AMAT Applied Materials, Inc. | 951 | $174,044.39 | $482,794.18 | - | $308,749.79 | 177.4% | +1.176% |
| AMLP Alerian MLP ETF | 4,989 | $262,620.69 | $275,991.48 | - | $13,370.79 | 5.09% | +0.894% |
| AMZN Amazon.com Inc | 839 | $199,967 | $227,855.61 | - | $27,888.61 | 13.95% | +15.321% |
| ANET Arista Networks, Inc. | 1,937 | $278,414.28 | $349,337.97 | - | $70,923.69 | 25.47% | +5.456% |
| AOA iShares Core Aggressive Allocation ETF | 8,760 | $733,913.67 | $847,530 | - | $113,616.33 | 15.48% | +0.301% |
| ARKK ARK Innovation ETF Fund | 16,776 | $957,664.78 | $1.2M | - | $237,457.46 | 24.8% | -2.277% |
| AVEM Avantis Emerging Markets Equity ETF | 9,265 | $717,071.4 | $829,310.15 | - | $112,238.75 | 15.65% | +0.101% |
| AVGO Broadcom Inc. | 2,835 | $429,356.65 | $1.1M | - | $674,252.15 | 157.04% | +0.371% |
| BAC Bank of America Corporation | 18,400 | $872,608 | $1.14M | - | $267,272 | 30.63% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 26,469 | $857,302.22 | $1.09M | - | $236,926.24 | 27.64% | +0.633% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 19,742 | $1.81M | $1.81M | - | $1,981.49 | 0.11% | +0.033% |
| BINC iShares Flexible Income Active ETF | 51,886 | $2.74M | $2.7M | - | -$39,642.84 | -1.45% | -0.077% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 42,532 | $3.12M | $3.21M | - | $88,946.09 | 2.85% | -0.198% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 7,041 | $259,104.72 | $335,362.83 | - | $76,258.11 | 29.43% | +0.698% |
| BLCR iShares Large Cap Core ACT ETF | 12,716 | $522,119.08 | $618,633.4 | - | $96,514.32 | 18.49% | +1.333% |
| BMY Bristol-Myers Squibb Company | 4,240 | $230,998.22 | $276,914.4 | - | $45,916.18 | 19.88% | +0.694% |
| BPRE BPRE | 138,138 | $2.06M | $2.07M | - | $11,265.57 | 0.55% | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 239,834 | $4.69M | $4.68M | - | -$10,085.63 | -0.21% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Kickstand Ventures LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $16.3M, State Street SPDR Portfolio S&P 500 ETF - $10.57M, Vanguard Mega Cap Value ETF - $4.14M, iShares MSCI USA Quality Factor ETF - $3.3M, and VanEck Semiconductor ETF - $3.28M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Paycom Software, Inc - $835,178.39, Aon plc - $470,658.06, Vanguard Real Estate ETF - $222,707.16, First Trust RBA American Industrial Renaissance ETF - $217,351.59, and Kyndryl Holdings Inc - $195,609.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kickstand Ventures LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.45M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $2.64M, Fidelity Total Bond ETF - $1.69M, Vanguard S&P 500 ETF - $1.66M, Invesco BulletShares 2026 Corporate Bond ETF - $1.66M, and Invesco BulletShares 2025 Corporate Bond ETF - $1.16M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kickstand Ventures LLC's monthly returns?
Kickstand Ventures LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kickstand Ventures LLC's strategy be considered aggressive or moderate?
Kickstand Ventures LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kickstand Ventures LLC's strategy?
Kickstand Ventures LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
