DOSSIER · 13F-HR · Q2 2026

Kinetic Wealth Investment Advisors LLC

$212M in tracked AUM across 64 positions as of Q2 2026.

KW
CIK 0002146839 · last filed Jun 30, 2026
Total AUM
$212M
as of Q2 2026
Holdings
64
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kinetic Wealth Investment Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VONG
VANGUARD SCOTTSDALE FDS
$52M410K24.7%
02
DGRO
ISHARES TR
$51M668K23.9%
03
QQQM
INVESCO EXCH TRADED FD TR II
$18M59K8.5%
04
IQLT
ISHARES TR
$11M228K5.3%
05
VBR
VANGUARD INDEX FDS
$9M35K4.0%
06
XSMO
INVESCO EXCHANGE TRADED FD T
$7M70K3.1%
07
BSJS
INVESCO EXCH TRD SLF IDX FD
$4M183K1.9%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$3M171K1.6%
09
BSCU
INVESCO EXCH TRD SLF IDX FD
$3M206K1.6%
10
IVW
ISHARES TR
$3M25K1.6%

Filing history

2026Q2Jun 30
$212M
64 positionsView →