Kinetic Wealth Investment Advisors LLC

Q2 2026 13F-HR Holdings

Location
Westlake, OH
Holdings as of
6/30/2026
Date filed
9/2/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$212,112
Net value change ($000)
—
New positions
64
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VONG 52,358 —
DGRO 50,635 —
QQQM 17,986 —
IQLT 11,287 —
VBR 8,563 —
XSMO 6,577 —
BSJS 3,974 —
BSCS 3,478 —
BSCU 3,429 —
IVW 3,403 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type