KICKSTAND VENTURES, LLC.
RIA/Wealth
KICKSTAND VENTURES, LLC. is a RIA/Wealth based in Pittsford, NY led by Lonny Scott Elfenbein, reporting $528.4M in AUM as of Q3 2025 with 96% ETF concentration, 51% concentrated in top 10 holdings, and minimal technology exposure.
CCOLonny Scott Elfenbein
- Portfolio Value
- $449.4M
- Positions
- 122
- Top Holding
- SPLG at 14.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KICKSTAND VENTURES, LLC.'s portfolio (50.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $63.6M | 14.15% | -$8.0M Sold | — 811.7K shares | |
ETF ETF | $45.9M | 10.21% | +$96.8K Bought | — 74.9K shares | |
ETF ETF | $22.8M | 5.08% | +$1.4M Bought | — 479.7K shares | |
ETF ETF | $16.8M | 3.73% | +$126.9K Bought | — 720.5K shares | |
ETF ETF | $16.3M | 3.63% | +$639.8K Bought | — 353.0K shares | |
ETF ETF | $16.2M | 3.60% | +$460.1K Bought | — 117.5K shares | |
ETF ETF | $14.0M | 3.11% | +$2.5M Bought | — 714.8K shares | |
ETF ETF | $11.5M | 2.56% | -$307.9K Sold | — 59.1K shares | |
ETF ETF | $11.5M | 2.55% | +$555.4K Bought | — 488.3K shares | |
ETF ETF | $10.3M | 2.30% | -$722.3K Sold | — 52.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KICKSTAND VENTURES, LLC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-69.92% | |
-38.82% |
Analytics
Portfolio insights and performance metrics for KICKSTAND VENTURES, LLC.
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