Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kinetic Wealth Investment Advisors

Latest statistics and disclosures from Kinetic Wealth Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002146839

Tip: Access up to 7 years of quarterly data

Positions held by Kinetic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Kinetic Wealth Investment Advisors

Kinetic Wealth Investment Advisors holds 64 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	24.7	$52M	410k	127.81	View chart
Ishares Tr Core Div Grwth (DGRO)	23.9	$51M	668k	75.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	8.5	$18M	59k	302.97	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.3	$11M	228k	49.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.0	$8.6M	35k	242.99	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	3.1	$6.6M	70k	93.63	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.9	$4.0M	183k	21.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.6	$3.5M	171k	20.36	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	1.6	$3.4M	206k	16.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$3.4M	25k	137.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.5	$3.3M	176k	18.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.5	$3.2M	153k	21.13	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	1.5	$3.1M	120k	25.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.2	$2.5M	41k	60.29	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.1	$2.4M	20k	119.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.4M	6.4k	370.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$2.3M	3.0k	748.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.1	$2.2M	18k	127.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	1.0	$2.1M	91k	23.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.1M	2.8k	736.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.9	$1.9M	80k	23.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.7	$1.5M	64k	23.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.3M	12k	103.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.6	$1.3M	79k	16.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.2M	15k	81.06	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.6	$1.2M	54k	21.92	View chart
Apple (AAPL)	0.5	$967k	3.3k	289.36	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.5	$958k	8.5k	112.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$852k	1.1k	746.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$844k	25k	33.84	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.4	$843k	30k	27.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.4	$791k	35k	22.35	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$748k	17k	43.14	View chart
Ge Aerospace Com New (GE)	0.3	$687k	1.8k	373.76	View chart
Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD)	0.3	$571k	11k	50.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$541k	28k	19.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$503k	3.4k	148.33	View chart
Ge Vernova (GEV)	0.2	$502k	427.00	1175.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$480k	3.0k	158.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$460k	9.2k	49.78	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$455k	11k	42.41	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$442k	2.9k	152.16	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$396k	8.9k	44.36	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$380k	18k	20.98	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$378k	13k	29.24	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$357k	4.4k	81.95	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$347k	2.3k	153.41	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$303k	7.4k	41.10	View chart
Abbvie (ABBV)	0.1	$298k	1.2k	251.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$296k	430.00	687.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$262k	864.00	303.13	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$258k	10k	25.14	View chart
Amazon (AMZN)	0.1	$257k	1.1k	238.34	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$249k	5.6k	44.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$246k	695.00	353.32	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.1	$245k	6.3k	38.86	View chart
Procter & Gamble Company (PG)	0.1	$241k	1.6k	146.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k	1.9k	124.19	View chart
Deere & Company (DE)	0.1	$220k	347.00	634.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$213k	976.00	217.86	View chart
Broadcom (AVGO)	0.1	$209k	553.00	378.03	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$203k	699.00	290.79	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$203k	2.3k	87.94	View chart
Masterbrand Common Stock (MBC)	0.1	$107k	10k	10.29	View chart

Past Filings by Kinetic Wealth Investment Advisors

SEC 13F filings are viewable for Kinetic Wealth Investment Advisors going back to 2026

Kinetic Wealth Investment Advisors 2026 Q2 filed Sept. 2, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z