Kinetic Wealth Investment Advisors LLC has filed its quarterly holdings report with the SEC, revealing a diverse investment portfolio as of September 30, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and positions within the market.

Based in Westlake, Ohio, Kinetic Wealth Investment Advisors LLC is classified under the investment advisory sector. The firm is known for managing assets and providing financial advisory services to clients. Recent filings include a 13F-HR report dated November 10, 2026, which details the firm’s investments and holdings.

The latest filing indicates that Kinetic Wealth Investment Advisors holds a total of 59 positions, valued at approximately $218.5 million. Notable investments include significant stakes in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The filing states, “Kinetic Wealth Investment Advisors LLC has exercised sole investment discretion over its holdings.”

This update may impact various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s investment philosophy and potential growth strategies. Competitors in the investment advisory industry may analyze Kinetic's portfolio to understand market trends and investment preferences.

Looking ahead, it remains to be seen how Kinetic Wealth Investment Advisors will adjust its portfolio in response to market conditions. The filing does not specify any upcoming votes or additional filings, leaving stakeholders to anticipate future developments.