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Lineweaver Wealth Advisors

Latest statistics and disclosures from Lineweaver Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FBND, SMTH, AGG, QUAL, and represent 26.64% of Lineweaver Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$6.2M), SPCX, HON, FMUB, HONA, FBND, AGG, APH, IXUS, SMTH.
Started 13 new stock positions in HON, TJX, FMNB, CRWD, SPCX, NOW, Exxon Mobil Corp, BOXX, FMUB, FDXF. HONA, FTNT, T.
Reduced shares in these 10 stocks: DELL (-$6.5M), , AMGN, , CLX, RACE, PANW, IBM, META, AAPL.
Sold out of its positions in ALL, AMT, CLX, XOM, GSY, VNLA, PULS, MINT, TBUX, TPL. CRH, RACE.
Lineweaver Wealth Advisors was a net buyer of stock by $17M.
Lineweaver Wealth Advisors has $863M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0001797873

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Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 182 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.0	$77M		101k	765.85	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.7	$41M	+3%	935k	43.30	View chart
Alps Etf Tr Smith Core Plus (SMTH)	4.6	$40M	+2%	1.6M	24.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.3	$37M	+3%	392k	94.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.1	$35M		159k	222.24	View chart
Ishares Tr Msci Usa Min Etf (USMV)	3.8	$33M		335k	97.44	View chart
Apple (AAPL)	3.5	$31M		92k	333.02	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.9	$25M	+3%	556k	44.89	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.9	$25M	+2%	484k	50.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$23M		328k	69.26	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.2	$19M		196k	95.22	View chart
NVIDIA Corporation (NVDA)	1.7	$15M		66k	228.38	View chart
Microsoft Corporation (MSFT)	1.7	$15M	-2%	29k	512.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	1.6	$14M		314k	43.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$13M	+2%	612k	21.87	View chart
Broadcom (AVGO)	1.5	$13M	+2%	38k	351.19	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$13M	+2%	158k	81.16	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.5	$13M	+7%	136k	93.08	View chart
Dell Technologies CL C (DELL)	1.4	$12M	-35%	22k	537.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$11M	+3%	22k	497.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$11M	+2%	89k	119.83	View chart
JPMorgan Chase & Co. (JPM)	1.2	$10M	+2%	30k	330.83	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$8.7M		115k	75.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.6M	+4%	25k	344.08	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.9	$7.6M		204k	37.45	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.9	$7.5M	+3%	158k	47.19	View chart
Amazon (AMZN)	0.9	$7.4M	+2%	30k	249.15	View chart
Johnson & Johnson (JNJ)	0.8	$6.5M		25k	264.74	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.8	$6.5M		107k	60.73	View chart
Exxonmobil Holdings Corp Com Shs	0.7	$6.2M	NEW	38k	162.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$6.2M		78k	79.14	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$6.2M		59k	105.84	View chart
Tesla Motors (TSLA)	0.7	$6.1M	+2%	17k	354.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$6.1M	+17%	64k	94.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.7M		73k	78.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$5.4M		26k	207.18	View chart
Merck & Co (MRK)	0.6	$5.3M	+2%	37k	145.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$5.3M	+2%	17k	317.33	View chart
Progressive Corporation (PGR)	0.6	$5.1M	-3%	25k	207.31	View chart
Capital Group International SHS (CGIC)	0.6	$5.1M	+8%	141k	35.98	View chart
Chevron Corporation (CVX)	0.6	$5.1M	+4%	25k	204.21	View chart
Abbvie (ABBV)	0.5	$4.7M	+3%	18k	261.59	View chart
Cintas Corporation (CTAS)	0.5	$4.7M	-5%	24k	195.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$4.4M		57k	78.10	View chart
Blackrock (BLK)	0.5	$4.2M		4.0k	1058.35	View chart
Nextera Energy (NEE)	0.5	$4.2M	+9%	56k	75.74	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$4.2M	+19%	90k	46.65	View chart
Citigroup Com New (C)	0.5	$4.0M	+4%	31k	129.48	View chart
Home Depot (HD)	0.5	$4.0M		14k	284.48	View chart
McDonald's Corporation (MCD)	0.4	$3.8M	+2%	16k	230.94	View chart
Procter & Gamble Company (PG)	0.4	$3.7M	+3%	25k	145.28	View chart
Wal-Mart Stores (WMT)	0.4	$3.7M	+28%	35k	103.92	View chart
Johnson Controls Internation SHS (JCI)	0.4	$3.7M	+2%	25k	148.65	View chart
Bank of America Corporation (BAC)	0.4	$3.5M	+3%	64k	54.43	View chart
Goldman Sachs (GS)	0.4	$3.4M	+4%	3.8k	900.38	View chart
Meta Platforms Cl A (META)	0.4	$3.4M	-14%	4.7k	725.17	View chart
Abbott Laboratories (ABT)	0.4	$3.3M	+10%	33k	98.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.1M		32k	96.88	View chart
Visa Com Cl A (V)	0.4	$3.1M	-9%	8.6k	359.33	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$3.0M	+5%	64k	47.25	View chart
Eli Lilly & Co. (LLY)	0.3	$3.0M		2.6k	1157.07	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.3	$2.9M	+5%	64k	46.34	View chart
Capital Group New Geography SHS (CGNG)	0.3	$2.9M	+7%	79k	36.45	View chart
Corning Incorporated (GLW)	0.3	$2.9M	+4%	19k	153.76	View chart
Pepsi (PEP)	0.3	$2.8M	+11%	22k	126.72	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$2.8M	+8%	49k	57.82	View chart
Duke Energy Corp Com New (DUK)	0.3	$2.7M	+8%	24k	114.01	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.7M	+8%	6.0k	456.19	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.7M	+7%	1.5k	1811.16	View chart
Deere & Company (DE)	0.3	$2.7M	-8%	4.0k	671.47	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.6M	+3%	5.1k	509.21	View chart
Air Products & Chemicals (APD)	0.3	$2.6M	+5%	9.4k	278.24	View chart
Medtronic SHS (MDT)	0.3	$2.6M	+5%	30k	86.29	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$2.5M	+14%	53k	47.58	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.3	$2.4M		85k	28.63	View chart
Southern Company (SO)	0.3	$2.4M	+13%	29k	82.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$2.4M		57k	42.26	View chart
Bristol Myers Squibb (BMY)	0.3	$2.4M	+5%	38k	62.40	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.3	$2.4M		88k	27.04	View chart
Unilever Spon Adr New (UL)	0.3	$2.3M	+5%	38k	60.73	View chart
Amgen (AMGN)	0.3	$2.2M	-36%	5.2k	421.51	View chart
Caterpillar (CAT)	0.3	$2.2M	+2%	2.7k	810.71	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$2.2M		40k	53.88	View chart
McKesson Corporation (MCK)	0.2	$2.1M		2.5k	853.74	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$2.1M		78k	26.85	View chart
Costco Wholesale Corporation (COST)	0.2	$2.1M	+2%	2.3k	910.33	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.1M		3.1k	675.13	View chart
Norfolk Southern (NSC)	0.2	$2.1M	+2%	6.7k	309.02	View chart
Amphenol Corp Cl A (APH)	0.2	$2.1M	+108%	25k	84.30	View chart
Arista Networks Com Shs (ANET)	0.2	$1.9M	+3%	9.2k	203.58	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.2	$1.8M		64k	27.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.8M		35k	50.72	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.2	$1.7M		66k	26.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M		13k	136.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.7M	-2%	39k	44.05	View chart
Micron Technology (MU)	0.2	$1.6M	+17%	1.5k	1065.16	View chart
International Business Machines (IBM)	0.2	$1.6M	-30%	7.4k	219.93	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.2	$1.6M		61k	26.37	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$1.6M	NEW	11k	150.86	View chart
FedEx Corporation (FDX)	0.2	$1.6M	+12%	5.5k	285.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M		4.5k	340.75	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.5M	+63%	59k	25.94	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$1.5M	+74%	36k	42.59	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.5M	-19%	15k	101.10	View chart
Honeywell International (HON)	0.2	$1.4M	NEW	6.8k	210.95	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$1.4M	NEW	30k	48.23	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.2	$1.4M	+29%	31k	45.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.4M	+123%	28k	49.68	View chart
Ge Vernova (GEV)	0.2	$1.4M	-3%	1.5k	950.18	View chart
Linde SHS (LIN)	0.2	$1.4M	+5%	2.9k	474.58	View chart
Honeywell Aerospace (HONA)	0.2	$1.4M	NEW	8.8k	154.97	View chart
Palo Alto Networks (PANW)	0.2	$1.3M	-36%	3.3k	397.28	View chart
Cisco Systems (CSCO)	0.2	$1.3M	+6%	12k	107.63	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.3M		31k	43.18	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$1.2M		45k	27.73	View chart
Eaton Corp SHS (ETN)	0.1	$1.2M	+7%	2.7k	429.73	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$1.2M		41k	28.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$1.2M		24k	48.96	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$1.1M	+18%	40k	27.88	View chart
Boeing Company (BA)	0.1	$1.1M	+6%	5.9k	186.04	View chart
Walt Disney Company (DIS)	0.1	$982k	-7%	9.4k	104.89	View chart
Danaher Corporation (DHR)	0.1	$972k	+6%	4.4k	221.57	View chart
Lincoln Electric Holdings (LECO)	0.1	$965k	-11%	3.6k	264.58	View chart
Lam Research Corp Com New (LRCX)	0.1	$938k	+10%	2.9k	328.47	View chart
TJX Companies (TJX)	0.1	$904k	NEW	6.8k	132.31	View chart
Netflix (NFLX)	0.1	$900k	+9%	13k	69.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$890k	+276%	19k	46.86	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$881k	-3%	31k	28.12	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$840k	+13%	30k	27.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$772k		2.7k	288.45	View chart
Intuitive Surgical Com New (ISRG)	0.1	$751k	+15%	1.8k	406.63	View chart
Moody's Corporation (MCO)	0.1	$731k		1.6k	454.13	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$693k	+21%	23k	30.25	View chart
Advanced Micro Devices (AMD)	0.1	$693k	+84%	1.1k	611.76	View chart
Stryker Corporation (SYK)	0.1	$663k	-4%	2.4k	275.40	View chart
Qualcomm (QCOM)	0.1	$641k	-34%	3.5k	184.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$635k		11k	56.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$612k		13k	47.11	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$582k		19k	31.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$564k	-15%	11k	50.37	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$557k	+43%	23k	24.07	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$553k	+43%	12k	44.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$553k		12k	45.62	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$550k		19k	29.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$526k		11k	47.89	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$514k	+31%	10k	49.69	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$473k		1.6k	300.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$469k		2.5k	185.66	View chart
Intel Corporation (INTC)	0.1	$467k	+10%	3.9k	120.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$442k		580.00	762.79	View chart
Rithm Capital Corp Com New (RITM)	0.1	$440k	+2%	49k	8.93	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$388k	NEW	3.5k	109.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$383k		1.6k	233.33	View chart
Parker-Hannifin Corporation (PH)	0.0	$364k		381.00	955.86	View chart
Ford Motor Company (F)	0.0	$361k		30k	12.06	View chart
Ge Aerospace Com New (GE)	0.0	$348k		1.1k	312.26	View chart
Mastercard Incorporated Cl A (MA)	0.0	$346k	-2%	627.00	551.58	View chart
Farmers Natl Banc Corp (FMNB)	0.0	$334k	NEW	22k	15.03	View chart
Emerson Electric (EMR)	0.0	$312k	+2%	2.0k	155.10	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$299k		5.9k	50.56	View chart
American Express Company (AXP)	0.0	$292k	+13%	961.00	304.22	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$289k	NEW	2.4k	118.39	View chart
Uber Technologies (UBER)	0.0	$276k	+2%	4.0k	68.51	View chart
Sherwin-Williams Company (SHW)	0.0	$274k		848.00	323.12	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$269k		1.4k	195.79	View chart
Starbucks Corporation (SBUX)	0.0	$257k	+2%	2.7k	93.96	View chart
Exelon Corporation (EXC)	0.0	$255k	+30%	6.3k	40.40	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$245k		642.00	381.90	View chart
Servicenow (NOW)	0.0	$236k	NEW	1.8k	134.01	View chart
At&t (T)	0.0	$228k	NEW	9.3k	24.40	View chart
General Dynamics Corporation (GD)	0.0	$225k	-6%	678.00	331.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$220k		1.8k	125.26	View chart
Datadog Cl A Com (DDOG)	0.0	$218k		796.00	273.85	View chart
Constellation Energy (CEG)	0.0	$216k	-30%	852.00	253.95	View chart
Key (KEY)	0.0	$216k	+17%	11k	20.07	View chart
Morgan Stanley Com New (MS)	0.0	$212k		1.1k	188.05	View chart
Oracle Corporation (ORCL)	0.0	$212k		1.5k	137.29	View chart
Fortinet (FTNT)	0.0	$210k	NEW	1.2k	178.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$203k	NEW	766.00	264.75	View chart
Figs Cl A (FIGS)	0.0	$180k		13k	13.86	View chart
TFS Financial Corporation (TFSL)	0.0	$178k		11k	16.20	View chart
Aquestive Therapeutics (AQST)	0.0	$46k		10k	4.63	View chart

Past Filings by Lineweaver Wealth Advisors

SEC 13F filings are viewable for Lineweaver Wealth Advisors going back to 2019

Lineweaver Wealth Advisors 2026 Q3 filed Oct. 13, 2026
Lineweaver Wealth Advisors 2026 Q2 filed July 9, 2026
Lineweaver Wealth Advisors 2026 Q1 filed April 8, 2026
Lineweaver Wealth Advisors 2025 Q4 filed Jan. 14, 2026
Lineweaver Wealth Advisors 2025 Q3 filed Oct. 10, 2025
Lineweaver Wealth Advisors 2025 Q2 filed July 9, 2025
Lineweaver Wealth Advisors 2025 Q1 filed May 2, 2025
Lineweaver Wealth Advisors 2024 Q4 filed Feb. 5, 2025
Lineweaver Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Lineweaver Wealth Advisors 2024 Q2 filed Aug. 2, 2024
Lineweaver Wealth Advisors 2024 Q1 filed April 30, 2024
Lineweaver Wealth Advisors 2023 Q4 filed Jan. 19, 2024
Lineweaver Wealth Advisors 2023 Q3 filed Oct. 19, 2023
Lineweaver Wealth Advisors 2023 Q2 filed July 27, 2023
Lineweaver Wealth Advisors 2023 Q1 filed May 2, 2023
Lineweaver Wealth Advisors 2022 Q4 filed Jan. 26, 2023

View all past filings

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