Kinetic Wealth Investment Advisors LLC
Clone Performance
Aug 2026–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.5% | $185,676,904 |
| Financial Services | 10.7% | $22,703,306 |
| Industrials | 0.7% | $1,408,692 |
| Technology | 0.6% | $1,175,646 |
| Consumer Cyclical | 0.2% | $363,574 |
| Healthcare | 0.1% | $297,941 |
| Communication Services | 0.1% | $245,564 |
| Consumer Defensive | 0.1% | $240,929 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
First | 941,895 | $68,966,446 | 32.51% | |
| BNDW |
Vanguard Total World Bond ETF
|
First | 409,654 | $52,357,877 | 24.68% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
First | 1,468,073 | $30,423,867 | 14.34% | |
| IVZ |
Invesco Ltd.
Financial Services
|
First | 117,986 | $22,703,306 | 10.70% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
First | 43,927 | $11,707,308 | 5.52% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
First | 70,247 | $6,577,226 | 3.10% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
First | 31,590 | $3,799,076 | 1.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 2,808 | $2,067,811 | 0.97% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
First | 32,290 | $1,959,894 | 0.92% | |
| AFK |
VanEck Africa Index ETF
|
First | 31,638 | $1,913,525 | 0.90% | |
| AAPL |
Apple Inc.
Technology
|
First | 3,341 | $966,751 | 0.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,141 | $852,064 | 0.40% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
First | 24,947 | $844,206 | 0.40% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
First | 30,246 | $843,258 | 0.40% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
First | 13,276 | $752,396 | 0.35% | |
| CAAA |
First Trust AAA CMBS ETF
|
First | 14,799 | $708,752 | 0.33% | |
| GE |
General Electric Co
Industrials
|
First | 1,838 | $686,915 | 0.32% | |
| EVSD |
Eaton Vance Short Duration Income ETF
|
First | 11,226 | $570,898 | 0.27% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 427 | $501,665 | 0.24% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
First | 3,036 | $479,779 | 0.23% | |
| IVOG |
Vanguard S&P Mid-Cap 400 Growth ETF
|
First | 2,261 | $346,882 | 0.16% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
First | 7,360 | $302,496 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,184 | $297,941 | 0.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,077 | $256,692 | 0.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 695 | $245,564 | 0.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 1,643 | $240,929 | 0.11% | |
| DE |
Deere & Co
Industrials
|
First | 347 | $220,112 | 0.10% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 553 | $208,895 | 0.10% | |
| ECNS |
iShares MSCI China Small-Cap ETF
|
First | 699 | $203,143 | 0.10% | |
| MBC |
MasterBrand, Inc.
Consumer Cyclical
|
First | 10,387 | $106,882 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.