StockDriftsStockDriftsTop 50 Kinetic Wealth Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 24.68% | 409.7K | $52.4M | new | $116.76(+7.82%) | 2026-06-30 | |
| DGRO | ISHARES TR | 23.87% | 668.1K | $50.6M | new | $72.39(+8.09%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.48% | 59.4K | $18.0M | new | $266.42(+10.50%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.32% | 227.8K | $11.3M | new | $47.18(+6.98%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 4.04% | 35.2K | $8.6M | new | $227.64(+6.35%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3.1% | 70.2K | $6.6M | new | $83.56(+0.23%) | 2026-06-30 | |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 1.87% | 182.8K | $4.0M | new | $21.64(+0.15%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 1.64% | 170.8K | $3.5M | new | $20.38(-0.66%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 1.62% | 206.0K | $3.4M | new | $16.65(-1.88%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.6% | 24.7K | $3.4M | new | $123.12(+13.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kinetic Wealth Investment Advisors LLC reports $212.11M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are VONG (24.7%), DGRO (23.9%) and QQQM (8.5%). The top 20 holdings account for 88.26% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Kinetic Wealth Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2146839). View Kinetic Wealth Investment Advisors LLC’s 13F filings on SEC