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:
51.07%
Gain -0.14%
Monthly
1.15%
Yearly
14.71%
Drawdown
13.5%
$546.99M
Equity
Holdings
$546.99M
Investment
$458.32M
$156.73M
Profit -$705,994.37
Realized
$68.07M
Unrealized
$88.66M
Dividends
$27.7M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$705,994.37
Win %
69%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$6.98M
Win %
69%
This Month
Compared to last month
Gain
-0.19%
Profit
-$1.03M
Win %
69%
This Year
Compared to last year
Gain
-0.65%
Profit
-$3.59M
Win %
69%
C Citigroup Inc.
+2.62%
+$10,904.48 
FTI TechnipFMC plc
+2.55%
+$5,268.72 
ROK Rockwell Automation, Inc.
+2.53%
+$7,611.28 
SHLD Global X Defense Tech ETF
+2%
+$5,127.98 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.92%
+$4,297.76 
BAC Bank of America Corporation
+1.66%
+$15,824 
XAR SPDR S&P Aerospace & Defense ETF
+1.37%
+$3,460.8 
MO Altria Group, Inc.
+1.27%
+$3,273.08 
IEV iShares Europe ETF
+1.15%
+$21,315.08 
LAMR Lamar Advertising Company
+1.11%
+$2,609.23 
IFRA iShares U.S. Infrastructure
+1.1%
+$8,641.25 
MMM 3M Company
+1.04%
+$4,805.68 
IVLU iShares MSCI International Value Factor ETF
+1.02%
+$36,911.83 
EFV iShares MSCI EAFE Value ETF
+1%
+$65,803.84 
PLMR Palomar Holdings Inc.
+1%
+$3,198.95 
PAVE Global X U.S. Infrastructure Development ETF
+0.91%
+$13,084.32 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.89%
+$62,658.4 
IQLT iShares MSCI International Quality Factor ETF
+0.89%
+$2,728.3 
XLI Industrial Select Sector SPDR Fund
+0.86%
+$1,967.65 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$5,890.5 
TOUS T. Rowe Price International Equity ETF
+0.77%
+$35,304.12 
SCHF Schwab International Equity ETF
+0.74%
+$121,712.6 
DON WisdomTree U.S. MidCap Dividend Fund
+0.74%
+$1,462.06 
AAPL Apple Inc.
+0.68%
+$4,028.64 
MGV Vanguard Mega Cap Value ETF
+0.65%
+$4,249.8 
EXPE Expedia Group, Inc.
+0.64%
+$1,655.58 
EFG iShares MSCI EAFE Growth ETF
+0.63%
+$29,418 
GLIN VanEck India Growth Leaders ETF
+0.59%
+$25,025.54 
GLDM SPDR Gold MiniShares Trust
+0.55%
+$11,230.2 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$23,047.57 
XOM Exxon Mobil Corporation
+0.46%
+$6,930.1 
VONV Vanguard Russell 1000 Value Index Fund
+0.45%
+$91,863 
AMLP Alerian MLP ETF
+0.44%
+$1,147.47 
T AT&T Inc.
+0.43%
+$2,398 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.4%
+$26,153.14 
CORO Ishares International Country Rotational Active ETF
+0.38%
+$2,911.28 
BMY Bristol-Myers Squibb Company
+0.35%
+$890.4 
EME EMCOR Group, Inc.
+0.34%
+$1,002.82 
GBF iShares Government/Credit Bond ETF
+0.34%
+$726.62 
PRU Prudential Financial, Inc.
+0.32%
+$3,073.5 
IJR iShares Core S&P Small-Cap ETF
+0.32%
+$622.16 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.3%
+$1,442.7 
ILCV iShares Morningstar Value ETF
+0.28%
+$1,329.19 
VST Vistra Corp
+0.21%
+$649.28 
SOUN SoundHound AI Inc.
+0.2%
+$430.48 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$17,818.24 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.17%
+$1,547.55 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.17%
+$994.64 
TLH iShares 10-20 Year Treasury Bond ETF
+0.17%
+$397.45 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$7,409.7 
NVDA NVIDIA Corporation
+0.16%
+$1,915.58 
GNMA iShares GNMA Bond ETF
+0.15%
+$3,046.74 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$336 
VGLT Vanguard Long-Term Treasury Fund
+0.14%
+$738.15 
TAGG T. Rowe Price QM U.S. Bond ETF
+0.13%
+$30,938.22 
BINC iShares Flexible Income Active ETF
+0.13%
+$3,372.59 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.13%
+$6,423.34 
MBB iShares MBS ETF
+0.13%
+$2,531.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$278.3 
JCPB JPMorgan Core Plus Bond ETF
+0.12%
+$25,280.64 
JPIE JPMorgan Income ETF
+0.12%
+$7,722.66 
FBND Fidelity Total Bond ETF
+0.11%
+$299.25 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$510.57 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$823.18 
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$1,128.88 
TOTR T. Rowe Price Total Return ETF
+0.1%
+$428.89 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$3,189.9 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$9,408.69 
AOA iShares Core Aggressive Allocation ETF
+0.09%
+$788.4 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$243.25 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.09%
+$489.04 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.08%
+$164.57 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$8,164.53 
DY Dycom Industries Inc.
+0.07%
+$69.19 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$159.72 
XLV Health Care Select Sector SPDR Fund
+0.05%
+$154.08 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$2,817.2 
IAGG iShares International Aggregate Bond Fund
+0.04%
+$4,562.86 
CLOA iShares AAA CLO ETF
+0.03%
+$1,921.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$392.87 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.02%
+$1,031.29 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$183.68 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.02%
+$59.89 BPRE
BPRE
0%
$0 
STX Seagate Technology Holdings plc
-5.56%
-$24,678.48 
COHR Coherent Corp.
-5.5%
-$10,148.5 
SMCI Super Micro Computer Inc
-5.09%
-$12,300.43 
WDC Western Digital Corporation
-4.68%
-$19,187.18 
MU Micron Technology, Inc.
-3.62%
-$6,882.96 
LITE Lumentum Holdings Inc.
-3.56%
-$87,537.06 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.19%
-$31,326.9 
MRVL Marvell Technology, Inc.
-3.07%
-$12,085.73 
IGV iShares Expanded Tech-Software Sector ETF
-2.99%
-$13,221.68 
BAI iShares A.I. Innovation and Tech Active ETF
-2.98%
-$34,145.01 
CRM Salesforce Inc
-2.81%
-$9,036.73 
DELL Dell Technologies Inc.
-2.78%
-$9,481.16 
LRCX Lam Research Corporation
-2.7%
-$3,523.08 
KLAC KLA Corporation
-2.67%
-$11,622.06 
AMAT Applied Materials, Inc.
-2.15%
-$8,806.27 
AVGO Broadcom Inc.
-1.99%
-$19,448.07 
ANET Arista Networks, Inc.
-1.93%
-$6,953.83 
IGM iShares Expanded Tech Sector ETF
-1.81%
-$15,065.4 
ARKK ARK Innovation ETF Fund
-1.74%
-$24,996.24 
SMH VanEck Semiconductor ETF
-1.53%
-$134,492.98 
IYW iShares U.S. Technology ETF
-1.44%
-$158,688.37 
VGT Vanguard Information Technology ETF
-1.37%
-$10,560.48 
MPWR Monolithic Power Systems, Inc.
-1.35%
-$8,102.38 
SPMO Invesco S&P 500 Momentum ETF
-1.13%
-$26,334.12 
GOOGL Alphabet Inc
-1.08%
-$4,350.92 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$107,972.55 
TMO Thermo Fisher Scientific Inc.
-0.99%
-$2,789.22 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.87%
-$19,775.07 
AVEM Avantis Emerging Markets Equity ETF
-0.83%
-$6,995.07 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.83%
-$11,546.49 
EEM iShares MSCI Emerging Markets ETF
-0.83%
-$2,054.81 
IEMG iShares Core MSCI Emerging Markets ETF
-0.77%
-$108,224.88 
WQTM WisdomTree Quantum Computing Fund
-0.76%
-$1,883.42 
MSFT Microsoft Corp.
-0.75%
-$14,939.92 
VUG Vanguard Growth ETF
-0.71%
-$1,830.4 
JMOM JPMorgan U.S. Momentum Factor ETF
-0.71%
-$5,797.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.7%
-$140,964.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.66%
-$38,890.39 
SPEM SPDR Portfolio Emerging Markets ETF
-0.65%
-$1,426.43 
AMZN Amazon.com Inc
-0.59%
-$1,266.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$43,259.2 
SHOP Shopify Inc.
-0.49%
-$2,687.52 
BLCR iShares Large Cap Core ACT ETF
-0.44%
-$2,797.52 
XLG Invesco S&P 500 Top 50 ETF
-0.3%
-$1,454.7 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.28%
-$103,027.27 
ETN Eaton Corporation plc
-0.26%
-$503.36 
IALT iShares Systematic Alternatives Active ETF
-0.25%
-$18,569.4 
OEF iShares S&P 100 ETF
-0.23%
-$25,861.62 
IWM iShares Russell 2000 ETF
-0.21%
-$19,446.96 
THRO iShares U.S. Thematic Rotation Active ETF
-0.19%
-$1,604.46 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.18%
-$633.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$1,102.62 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.17%
-$12,236.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.15%
-$483.14 
ESGU iShares ESG Aware MSCI USA ETF
-0.15%
-$2,461.73 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$606.36 
VOO Vanguard S&P 500 ETF
-0.12%
-$35,245.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$67,243.88 
IVV iShares Core S&P 500 ETF
-0.12%
-$705.47 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.1%
-$13,205.56 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.07%
-$304.11 
SUSL iShares ESG MSCI USA Leaders ETF
-0.07%
-$1,636.41 
VFLO VictoryShares Free Cash Flow ETF
-0.07%
-$299.48 
QUAL iShares MSCI USA Quality Factor ETF
-0.05%
-$4,945.38 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.04%
-$217.81 
THYF T. Rowe Price U.S. High Yield ETF
-0.04%
-$2,936.04 
IWB iShares Russell 1000 ETF
-0.04%
-$470.42 
HGER Harbor Commodity All-Weather Fund
-0.03%
-$1,269.08 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$74.85 
MUB iShares National Muni Bond ETF
-0.01%
-$25.38 Events
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Dividends
Dividend Analysis
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| Trades 1191 | Longs Won 887/1191 74% | Profit Factor 17.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,006.64 |
| Average Win $187,530.91 | Best Trade (Jun 30) $10.64M | Sharpe Ratio -109.83 |
| Average Loss -$30,691.37 | Worst Trade (Oct 14) -$1.16M | Z-Score 3.48 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $131,599.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,744 | $344,166.13 | $600,476.64 | - | $256,310.51 | 74.47% | +0.675% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 6,412 | $439,029.85 | $480,034.38 | - | $41,004.53 | 9.34% | +0.301% |
| AMAT Applied Materials, Inc. | 951 | $174,044.39 | $400,133.25 | - | $226,088.86 | 129.9% | -2.153% |
| AMLP Alerian MLP ETF | 4,989 | $262,620.69 | $260,126.46 | - | -$2,494.23 | -0.95% | +0.443% |
| AMZN Amazon.com Inc | 839 | $199,967 | $212,476.75 | - | $12,509.75 | 6.26% | -0.593% |
| ANET Arista Networks, Inc. | 1,937 | $278,414.28 | $352,514.63 | - | $74,100.35 | 26.62% | -1.934% |
| AOA iShares Core Aggressive Allocation ETF | 8,760 | $733,913.67 | $854,450.4 | - | $120,536.73 | 16.42% | +0.092% |
| ARKK ARK Innovation ETF Fund | 16,776 | $957,664.78 | $1.41M | - | $454,874.42 | 47.5% | -1.739% |
| AVEM Avantis Emerging Markets Equity ETF | 9,265 | $717,071.4 | $830,560.92 | - | $113,489.52 | 15.83% | -0.835% |
| AVGO Broadcom Inc. | 2,835 | $429,356.65 | $956,727.45 | - | $527,370.8 | 122.83% | -1.992% |
| BAC Bank of America Corporation | 18,400 | $872,608 | $967,104 | - | $94,496 | 10.83% | +1.663% |
| BAI iShares A.I. Innovation and Tech Active ETF | 26,469 | $857,302.22 | $1.11M | - | $255,454.54 | 29.8% | -2.977% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 19,742 | $1.81M | $1.81M | - | -$389.52 | -0.02% | +0.022% |
| BINC iShares Flexible Income Active ETF | 51,886 | $2.74M | $2.63M | - | -$103,722.05 | -3.79% | +0.128% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 42,532 | $3.12M | $3.13M | - | $7,071.99 | 0.23% | +0.102% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 7,041 | $259,104.72 | $346,698.84 | - | $87,594.12 | 33.81% | -0.182% |
| BLCR iShares Large Cap Core ACT ETF | 12,716 | $522,119.08 | $627,534.6 | - | $105,415.52 | 20.19% | -0.444% |
| BMY Bristol-Myers Squibb Company | 4,240 | $230,998.22 | $257,707.2 | - | $26,708.98 | 11.56% | +0.347% |
| 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 | $4.69M | - | -$3,058.49 | -0.07% | +0.022% |
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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 - $16.38M, State Street SPDR Portfolio S&P 500 ETF - $10.71M, Vanguard Mega Cap Value ETF - $4.15M, iShares MSCI USA Quality Factor ETF - $3.32M, 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 $27.7M earned over time. The largest contributors to dividend income include JPMorgan Core Plus Bond ETF - $2.73M, Vanguard S&P 500 ETF - $1.74M, Fidelity Total Bond ETF - $1.69M, Invesco BulletShares 2026 Corporate Bond ETF - $1.68M, and iShares Core Universal USD Bond ETF - $1.19M. 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.
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