Kinetic Wealth Investment Advisors LLC holds a concentrated book of 64 stocks worth $212.1M as of Q2 2026 (disclosed Sep 2, 2026, a ~64-day 13F lag). Their largest long position is Vanguard Russell 1000 Growth at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Kinetic Wealth Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 64 / 64 | $284.6B |
| ROYAL BANK OF CANADA | 64 / 64 | $78.1B |
| LPL Financial LLC | 64 / 64 | $71.1B |
| RAYMOND JAMES FINANCIAL INC | 64 / 64 | $65.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 64 / 64 | $15.9B |
| OSAIC HOLDINGS, INC. | 64 / 64 | $13.4B |
| BANK OF AMERICA CORP /DE/ | 63 / 64 | $226.4B |
| ENVESTNET ASSET MANAGEMENT INC | 63 / 64 | $70.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Kinetic Wealth Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $52.4M | 409.7K | 24.7% | ▲New New position | |
| 2 | Ishares TR CORE DIV GRWTH | $50.6M | 668.1K | 23.9% | ▲New New position | |
| 3 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $18.0M | 59.4K | 8.5% | ▲New New position | |
| 4 | Ishares TR MSCI INTL QUALTY | $11.3M | 227.8K | 5.3% | ▲New New position | |
| 5 | Vanguard Index FDS SM CP VAL ETF | $8.6M | 35.2K | 4.0% | ▲New New position | |
| 6 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $6.6M | 70.2K | 3.1% | ▲New New position | |
| 7 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $4.0M | 182.8K | 1.9% | ▲New New position | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $3.5M | 170.8K | 1.6% | ▲New New position | |
| 9 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $3.4M | 206.0K | 1.6% | ▲New New position | |
| 10 | Ishares TR S&P 500 GRWT ETF | $3.4M | 24.7K | 1.6% | ▲New New position | |
| 11 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $3.3M | 176.3K | 1.5% | ▲New New position | |
| 12 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $3.2M | 153.0K | 1.5% | ▲New New position | |
| 13 | Invesco Exch TRD SLF Idx FD BULLETSHS 2030 | $3.1M | 120.4K | 1.5% | ▲New New position | |
| 14 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $2.5M | 41.1K | 1.2% | ▲New New position | |
| 15 | SPDR Series Trust ST STR SP600GRWO | $2.4M | 20.1K | 1.1% | ▲New New position | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.4K | 1.1% | ▲New New position | |
| 17 | Ishares TR CORE S&P500 ETF | $2.3M | 3.0K | 1.1% | ▲New New position | |
| 18 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $2.2M | 17.5K | 1.1% | ▲New New position | |
| 19 | Invesco Exch TRD SLF Idx FD BULSHS 2028 MUNI | $2.1M | 90.5K | 1.0% | ▲New New position | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.8K | 1.0% | ▲New New position | |
| 21 | Invesco Exch TRD SLF Idx FD BULSHS 2029 MUNI | $1.9M | 80.4K | 0.9% | ▲New New position | |
| 22 | Invesco Exch TRD SLF Idx FD BULSHS 2027 MUNI | $1.5M | 64.1K | 0.7% | ▲New New position | |
| 23 | Vaneck ETF Trust MRNGSTR WDE MOAT | $1.3M | 12.4K | 0.6% | ▲New New position | |
| 24 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $1.3M | 78.7K | 0.6% | ▲New New position | |
| 25 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.2M | 14.9K | 0.6% | ▲New New position | |
| 26 | Invesco Exch TRD SLF Idx FD INVSC 30 MUNI BD | $1.2M | 53.8K | 0.6% | ▲New New position | |
| 27 | Apple Inc COM | $967K | 3.3K | 0.5% | ▲New New position | |
| 28 | SPDR Series Trust ST STR SP400GRW | $958K | 8.5K | 0.5% | ▲New New position | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $852K | 1.1K | 0.4% | ▲New New position | |
| 30 | Schwab Strategic TR US LCAP GR ETF | $844K | 24.9K | 0.4% | ▲New New position | |
| 31 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $843K | 30.2K | 0.4% | ▲New New position | |
| 32 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $791K | 35.4K | 0.4% | ▲New New position | |
| 33 | First TR Exchange Traded FD SMID RISNG ETF | $748K | 17.3K | 0.4% | ▲New New position | |
| 34 | Ge Aerospace COM NEW | $687K | 1.8K | 0.3% | ▲New New position | |
| 35 | Morgan Stanley ETF Trust EATO VA DURA ETF | $571K | 11.2K | 0.3% | ▲New New position | |
| 36 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $541K | 27.6K | 0.3% | ▲New New position | |
| 37 | Ishares TR CORE S&P SCP ETF | $503K | 3.4K | 0.2% | ▲New New position | |
| 38 | Ge Vernova Inc COM | $502K | 427 | 0.2% | ▲New New position | |
| 39 | Vanguard Whitehall FDS HIGH DIV YLD | $480K | 3.0K | 0.2% | ▲New New position | |
| 40 | First TR Exchange-Traded FD FST LOW OPPT EFT | $460K | 9.2K | 0.2% | ▲New New position | |
| 41 | Ishares TR 0-5YR HI YL CP | $454K | 10.7K | 0.2% | ▲New New position | |
| 42 | SPDR Series Trust ST STR SP DIV | $442K | 2.9K | 0.2% | ▲New New position | |
| 43 | Dimensional ETF Trust US COR EQU 2 ETF | $396K | 8.9K | 0.2% | ▲New New position | |
| 44 | Invesco Exch TRD SLF Idx FD BULLETSHS 31 MUN | $379K | 18.1K | 0.2% | ▲New New position | |
| 45 | Vaneck ETF Trust FALLEN ANGEL HG | $378K | 12.9K | 0.2% | ▲New New position | |
| 46 | Dimensional ETF Trust US EQUI MARK ETF | $356K | 4.3K | 0.2% | ▲New New position | |
| 47 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $347K | 2.3K | 0.2% | ▲New New position | |
| 48 | T Rowe Price Exchange-Traded CAP APPRECIATION | $302K | 7.4K | 0.1% | ▲New New position | |
| 49 | Abbvie Inc COM | $298K | 1.2K | 0.1% | ▲New New position | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $296K | 430 | 0.1% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2146839/holdings"
Use Arkolith to show Kinetic Wealth Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Sep 2, 2026 | 64 | $212.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.