Kinetic Wealth Investment Advisors LLC
CIK 2146839 · Holdings on Jun 30, 2026 · First reported Sep 2, 2026
Top ten holdings
Q2 2026- VONG24.68%
- DGRO23.87%
- QQQM8.48%
- IQLT5.32%
- VBR4.04%
- XSMO3.10%
- BSJS1.87%
- BSCS1.64%
- BSCU1.62%
- IVW1.60%
Share classes counted separately76.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $52.36M | 24.68% | 409.65K shares | Prior unavailable — | — | ▾ |
| 02 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $50.63M | 23.87% | 668.09K shares | Prior unavailable — | — | ▾ |
| 03 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $17.99M | 8.48% | 59.37K shares | Prior unavailable — | — | ▾ |
| 04 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $11.29M | 5.32% | 227.79K shares | Prior unavailable — | — | ▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $8.56M | 4.04% | 35.24K shares | Prior unavailable — | — | ▾ |
| 06 | XSMOINVESCO S&P SMALLCAP MOMENTUS&P SMLCP MOMENT View history and evidence | $6.58M | 3.10% | 70.25K shares | Prior unavailable — | — | ▾ |
| 07 | BSJSINVESCO BULLETSHARES 2028 HYINVSCO 28 HYCORP View history and evidence | $3.97M | 1.87% | 182.77K shares | Prior unavailable — | — | ▾ |
| 08 | BSCSINVESCO BULLETSHARES 2028 CBINVSCO BLSH 28 View history and evidence | $3.48M | 1.64% | 170.78K shares | Prior unavailable — | — | ▾ |
| 09 | BSCUINVESCO BULLETSHARES 2030 CBINVSCO 30 CORP View history and evidence | $3.43M | 1.62% | 206.01K shares | Prior unavailable — | — | ▾ |
| 10 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $3.40M | 1.60% | 24.75K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2146839 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-09-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 212112246
}Research all 64 reported holdings.
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