account_balance

Investment manager · 13F filer · SEC CIK 2146839

Kinetic Wealth Investment Advisors LLC

Reported value$219Mas of Sep 30, 2026
Positions59
Top 10 weight76.3%VONG alone is 25%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VONG Vanguard Scottsdale FDS 25.1%
DGRO iShares Tr 24.0%
QQQM Invesco Exch Traded Fd Tr II 8.7%
IDMO Invesco Exch Traded Fd Tr II 5.4%
VBR Vanguard Index FDS 3.4%
XSMO Invesco Exchange Traded Fd T 2.2%
PXH Invesco Exch Traded Fd Tr II 2.1%
BSJS Invesco Exch TRD SLF Idx Fd 2.0%
IQLT iShares Tr 1.7%
BSCU Invesco Exch TRD SLF Idx Fd 1.7%
BSCS Invesco Exch TRD SLF Idx Fd 1.7%
BSJT Invesco Exch TRD SLF Idx Fd 1.7%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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