Kinetic Wealth Investment Advisors LLC

Q3 2026 13F-HR Holdings

Location
Westlake, OH
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$218,529
Net value change ($000)
+6,417 (3.0%)
New positions
1
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IDMO 9,253 373.6%
PXH 3,750 444.8%
VONG 2,566 4.9%
DGRO 1,903 3.8%
QQQM 1,011 5.6%
BSJT 423 13.1%
BSMV 316 83.4%
BSJS 309 7.8%
BSMU 302 25.6%
BSJU 273 8.8%
Top Reduces (Value $000, Stocks/ETFs)
IQLT -7,534 -66.7%
XSMO -1,783 -27.1%
VBR -1,030 -12.0%
RDVY -705 -58.2%
MOAT -595 -46.1%
MDYG -551 -57.5%
VTI -419 -17.6%
SDVY -390 -52.1%
ANGL -378 -100.0%
SLYG -249 -10.4%
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