Kinetic Wealth Investment Advisors LLC
All 13F Filings
- Location
- Westlake, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 212,112
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 9/2/2026 | 64 | 212,112 | 13F-HR | Kinetic Wealth Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.496 K | 2.1% | 4.496 K | 0 | 4.496 K |
| ETFs | 207.4 K | 97.8% | 207.4 K | 0 | 207.4 K |
| Debt | 249 | 0.1% | 249 | 0 | 249 |
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Fund Snapshot
Q2 2026
Latest filed
9/2/2026
Total value ($000)
212,112
Holdings
64
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.