Kinetic Wealth Investment Advisors LLC
Kinetic Wealth Investment Advisors LLC reported 64 positions worth $212.1M as of June 30, 2026 (13F filed September 2, 2026). Largest holding: VONG (24.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VONG | SH | $52.4M | 24.68% | 409,654 | — | — | |
| ▸ 2 | DGRO | SH | $50.6M | 23.87% | 668,090 | — | — | |
| ▸ 3 | QQQM | SH | $18.0M | 8.48% | 59,367 | — | — | |
| ▸ 4 | IQLT | SH | $11.3M | 5.32% | 227,789 | — | — | |
| ▸ 5 | VBR | SH | $8.6M | 4.04% | 35,241 | — | — | |
| ▸ 6 | XSMO | SH | $6.6M | 3.10% | 70,247 | — | — | |
| ▸ 7 | BSJS | SH | $4.0M | 1.87% | 182,767 | — | — | |
| ▸ 8 | BSCS | SH | $3.5M | 1.64% | 170,776 | — | — | |
| ▸ 9 | BSCU | SH | $3.4M | 1.62% | 206,013 | — | — | |
| ▸ 10 | IVW | SH | $3.4M | 1.60% | 24,747 | — | — |
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Frequently Asked Questions
What stocks does Kinetic Wealth Investment Advisors LLC hold as of Q2 2026?
Kinetic Wealth Investment Advisors LLC reported 64 positions worth $212.1M in its Q2 2026 13F filing. Largest positions: VONG (24.7%), DGRO (23.9%), QQQM (8.5%), IQLT (5.3%) and VBR (4.0%).
What did Kinetic Wealth Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kinetic Wealth Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.