Kinetic Wealth Investment Advisors LLC reported 10 positions worth $3.73M for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 25.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 3,341 | $966.75K | 25.9% | – | – | – | 0% |
| 2 | GE General Electric Co | Industrials | 1,838 | $686.97K | 18.4% | – | – | – | 0% |
| 3 | GEV GE Vernova Inc. | Industrials | 427 | $502.12K | 13.45% | – | – | – | 0% |
| 4 | ABBV AbbVie Inc. | Healthcare | 1,184 | $298.06K | 7.98% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1,077 | $256.69K | 6.88% | – | – | – | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 695 | $245.55K | 6.58% | – | – | – | 0% |
| 7 | PG PROCTER & GAMBLE Co | Consumer Staples | 1,643 | $240.92K | 6.45% | – | – | – | 0% |
| 8 | DE Deere & Co | Industrials | 347 | $220.14K | 5.9% | – | – | – | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 553 | $209.05K | 5.6% | – | – | – | 0% |
| 10 | MBC MasterBrand, Inc. | Consumer Discretionary | 10.4K | $106.88K | 2.86% | – | – | – | 0.01% |
Tip. Select a row to see that position’s full history at Kinetic Wealth Investment Advisors.
As of its Q2 2026 13F filing, Kinetic Wealth Investment Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 25.9%, General Electric Co (GE) at 18.4%, GE Vernova Inc. (GEV) at 13.5%, AbbVie Inc. (ABBV) at 8.0%, Amazon Com Inc (AMZN) at 6.9% of the reported portfolio.
Kinetic Wealth Investment Advisors LLC reported a 13F portfolio worth $3.73M across 10 positions for Q2 2026.
From the Form 13F-HR reports Kinetic Wealth Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.