Kinetic Wealth Investment Advisors
Kinetic Wealth Investment Advisors reported 59 stocks worth $219M in its 13F filing for Q3 2026, filed Nov 10, 2026. Its largest holdings are VONG (25.1%), DGRO (24.0%) and QQQM (8.7%).
Latest filing from Kinetic Wealth Investment Advisors
Q3 2026This is the first quarter on file for this fund, so there is nothing to compare it with yet.
Portfolio at a glance
share of reported value · Q3 2026Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONG Vanguard Russell 1000 | $54.9M | 25.1% | 426K | – | 1 of 1 | |
| 2 |  DGRO Ishares TR | $52.5M | 24.0% | 697K | – | 1 of 1 | |
| 3 |  QQQM Invesco Nasdaq | $19M | 8.7% | 62K | – | 1 of 1 | |
| 4 |  IDMO Invesco Exch Traded FD TR II | $11.7M | 5.4% | 192K | – | 1 of 1 | |
| 5 |  VBR Vanguard Index Fds | $7.5M | 3.5% | 33K | – | 1 of 1 | |
| 6 |  XSMO Invesco Exchange Traded FD T | $4.8M | 2.2% | 59K | – | 1 of 1 | |
| 7 |  PXH Invesco Exch Traded FD TR II | $4.6M | 2.1% | 158K | – | 1 of 1 | |
| 8 |  BSJS Invesco Bulletshares 2028 High Yield Corporate Bond ETF | $4.3M | 2.0% | 200K | – | 1 of 1 | |
| 9 |  IQLT Ishares Msci Intl Quality Factor ETF | $3.8M | 1.7% | 76K | – | 1 of 1 | |
| 10 |  BSCU Invesco Exch Trd Slf Idx FD | $3.7M | 1.7% | 229K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 10, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Kinetic Wealth Investment Advisors 13F FAQ
What does Kinetic Wealth Investment Advisors own?
Kinetic Wealth Investment Advisors reported 59 stocks worth $219M in its 13F filing for Q3 2026, filed Nov 10, 2026. Its largest holdings are VONG (25.1%), DGRO (24.0%) and QQQM (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Kinetic Wealth Investment Advisors buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Kinetic Wealth Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kinetic Wealth Investment Advisors's portfolio worth?
The Q3 2026 filing reports $219M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.