Kinetic Wealth Investment Advisors LLC Top Holdings and 13F Report (2026) About Kinetic Wealth Investment Advisors LLCInvestment ActivityKinetic Wealth Investment Advisors LLC has $212.11 million in total holdings as of June 30, 2026.Kinetic Wealth Investment Advisors LLC owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Russell 1000 Growth ETF $52,357,917iShares Core Dividend Growth ETF $50,634,545Invesco NASDAQ 100 ETF $17,986,337iShares MSCI Intl Quality Factor ETF $11,286,921Vanguard Small-Cap Value ETF $8,563,256 Sector AllocationMap of 500 Largest Holdings ofKinetic Wealth Investment Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$52,357,917409,65424.7%ETFDGROiShares Core Dividend Growth ETF$50,634,545668,09023.9%ETFQQQMInvesco NASDAQ 100 ETF$17,986,33759,3678.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$11,286,921227,7895.3%ETFVBRVanguard Small-Cap Value ETF$8,563,25635,2414.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$6,577,17170,2473.1%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$3,974,258182,7671.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,477,842170,7761.6%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3,429,090206,0131.6%ETFIVWiShares S&P 500 Growth ETF$3,403,40324,7471.6%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,274,829176,3031.5%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$3,233,137153,0111.5%ETFBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$3,107,995120,4131.5%ETFIDMOInvesco S&P International Developed Momentum ETF$2,477,27141,0891.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,399,70720,1441.1%ETFVTIVanguard Total Stock Market ETF$2,374,2416,4161.1%ETFIVViShares Core S&P 500 ETF$2,251,7683,0071.1%ETFRWLInvesco S&P 500 Revenue ETF$2,239,60217,5301.1%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$2,121,48690,5071.0%ETFQQQInvesco QQQ$2,067,5572,8081.0%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$1,851,73080,4050.9%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$1,515,00564,0870.7%ETFMOATVanEck Morningstar Wide Moat ETF$1,290,97612,4180.6%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,289,16478,6800.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,211,84814,9500.6%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$1,178,62953,7730.6%ETFAAPLApple$966,7493,3410.5%TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$957,6968,5440.5%ETFSPYSPDR S&P 500 ETF Trust$852,0431,1410.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$844,19824,9470.4%ETFPXHInvesco RAFI Emerging Markets ETF$843,24030,2460.4%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$790,95835,3970.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$748,04917,3400.4%ETFGEGE Aerospace$686,9691,8380.3%IndustrialsMORGAN STANLEY ETF TRUST$570,87411,2260.3%EATO VA DURA ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$540,94527,5780.3%ETFIJRiShares Core S&P Small-Cap ETF$502,5423,3880.2%ETFGE VERNOVA INC$502,1224270.2%COMVYMVanguard High Dividend Yield ETF$479,8353,0360.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$460,1679,2440.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$454,45210,7160.2%ETFSDYSPDR S&P Dividend ETF$441,5542,9020.2%ETFDFACDimensional U.S. Core Equity 2 ETF$395,9678,9260.2%ETFBSMVInvesco BulletShares 2031 Municipal Bond ETF$379,49318,0840.2%ETFANGLVanEck Fallen Angel High Yield Bond ETF$377,92612,9250.2%ETFDFUSDimensional U.S. Equity ETF$356,4684,3500.2%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$346,8632,2610.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$302,4967,3600.1%ETFABBVAbbVie$298,0621,1840.1%HealthcareVOOVanguard S&P 500 ETF$295,5254300.1%ETFVBVanguard Small-Cap ETF$261,9048640.1%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$258,41910,2790.1%ETFAMZNAmazon.com$256,6921,0770.1%Consumer DiscretionaryFTSLFirst Trust Senior Loan ETF$248,5905,5550.1%ETFGOOGAlphabet$245,5546950.1%Communication ServicesSMOTVanEck Morningstar SMID Moat ETF$244,6256,2950.1%ETFPGProcter & Gamble$240,9161,6430.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$229,7531,8500.1%ETFDEDeere & Company$220,1403470.1%IndustrialsVTVVanguard Value ETF$212,6289760.1%ETFAVGOBroadcom$209,0485530.1%TechnologyIWYiShares Russell Top 200 Growth ETF$203,2596990.1%ETFIGROiShares International Dividend Growth ETF$202,9582,3080.1%ETFMBCMasterBrand$106,88210,3870.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
