Kinetic Wealth Investment Advisors

Kinetic Wealth Investment Advisors as of June 30, 2026

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