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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 28.00% of Lineweaver Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IXUS, CGIC, JIVE, ABT, FBND, SMTH, AGG, CGNG, JPIE, BINC.
Started 12 new stock positions in BSX, ANET, MINO, IXUS, EQT, CMCT, CGMU, TPL, CGIC, APH. CGNG, T.
Reduced shares in these 10 stocks: DELL, AVGO, , SPY, CTAS, CSCO, AstraZeneca, , DGRO, JMST.
Sold out of its positions in AstraZeneca, BIIB, BKNG, FE, GSY, BSCQ, IWF, SUB, IGIB, FALN. LULU, MELI, MS, PULS, MINT, XLK, TBUX, UNH, VCIT, CRH.
Lineweaver Wealth Advisors was a net buyer of stock by $13M.
Lineweaver Wealth Advisors has $742M in assets under management (AUM), dropping by 0.38%.
Central Index Key (CIK): 0001797873

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Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 168 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.8	$66M		100k	653.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.2	$39M	+5%	843k	45.62	View chart
Alps Etf Tr Smith Core Plus (SMTH)	5.1	$38M	+5%	1.5M	25.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.9	$37M	+5%	368k	99.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.0	$30M		154k	191.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	4.0	$29M		317k	92.74	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.6	$27M	+6%	585k	46.07	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.6	$27M	+5%	517k	51.93	View chart
Apple (AAPL)	3.1	$23M	-2%	91k	253.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.5	$19M	+2%	322k	58.18	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.1	$16M	+26%	185k	85.64	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$15M		204k	74.35	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$14M		200k	69.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	1.7	$13M		300k	41.83	View chart
Broadcom (AVGO)	1.5	$11M	-15%	37k	309.51	View chart
NVIDIA Corporation (NVDA)	1.4	$11M	-5%	60k	174.40	View chart
Microsoft Corporation (MSFT)	1.3	$9.9M	+5%	27k	370.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$9.3M		19k	479.20	View chart
JPMorgan Chase & Co. (JPM)	1.1	$8.2M	+2%	28k	294.16	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$8.1M	-8%	116k	70.18	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$8.1M	-3%	92k	88.16	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.0	$7.6M		90k	84.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$7.2M	+2%	30k	239.99	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	1.0	$7.1M		206k	34.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$6.6M	-6%	23k	287.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$6.6M	+2%	200k	32.95	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.2M	-4%	36k	169.66	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.8	$6.0M		108k	55.24	View chart
Tesla Motors (TSLA)	0.8	$5.7M		15k	371.75	View chart
Amazon (AMZN)	0.8	$5.7M	-3%	27k	208.27	View chart
Johnson & Johnson (JNJ)	0.8	$5.7M	-3%	23k	244.44	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$5.5M		25k	218.75	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.0M	-2%	74k	68.28	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$5.0M		59k	84.91	View chart
Dell Technologies CL C (DELL)	0.7	$4.9M	-37%	30k	164.13	View chart
Chevron Corporation (CVX)	0.6	$4.6M	+5%	22k	206.90	View chart
McDonald's Corporation (MCD)	0.6	$4.5M	+2%	15k	310.80	View chart
Nextera Energy (NEE)	0.6	$4.4M	-6%	48k	92.88	View chart
Cintas Corporation (CTAS)	0.6	$4.3M	-22%	25k	169.14	View chart
Home Depot (HD)	0.6	$4.2M	+7%	13k	328.90	View chart
Blackrock (BLK)	0.6	$4.1M	+3%	4.3k	961.62	View chart
Merck & Co (MRK)	0.5	$4.0M	-11%	34k	120.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$3.9M	NEW	45k	86.64	View chart
Abbvie (ABBV)	0.5	$3.5M	+5%	16k	217.49	View chart
Capital Group International SHS (CGIC)	0.5	$3.5M	NEW	106k	33.11	View chart
Citigroup Com New (C)	0.4	$3.3M	-5%	29k	113.41	View chart
Procter & Gamble Company (PG)	0.4	$3.3M	+3%	23k	144.44	View chart
Wal-Mart Stores (WMT)	0.4	$3.2M	+2%	26k	124.28	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$3.2M		75k	42.72	View chart
Goldman Sachs (GS)	0.4	$3.1M	-7%	3.7k	846.08	View chart
Johnson Controls Internation SHS (JCI)	0.4	$3.0M	-5%	23k	130.95	View chart
Pepsi (PEP)	0.4	$3.0M	-4%	19k	155.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.9M	+2%	33k	90.53	View chart
Bank of America Corporation (BAC)	0.4	$2.9M		59k	48.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$2.8M	+13%	59k	48.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$2.7M	+4%	55k	49.99	View chart
Ssga Active Tr State Street Dou (STOT)	0.4	$2.7M	+15%	58k	47.13	View chart
Amgen (AMGN)	0.4	$2.7M		7.8k	351.85	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.7M	+3%	21k	130.94	View chart
Meta Platforms Cl A (META)	0.4	$2.7M		4.7k	572.16	View chart
Honeywell International (HON)	0.4	$2.6M		12k	226.03	View chart
Visa Com Cl A (V)	0.4	$2.6M		8.7k	302.24	View chart
Corning Incorporated (GLW)	0.4	$2.6M	-4%	19k	135.97	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.5M	-12%	4.2k	604.32	View chart
Air Products & Chemicals (APD)	0.3	$2.5M	+45%	8.5k	290.50	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$2.4M	+21%	42k	57.64	View chart
Abbott Laboratories (ABT)	0.3	$2.4M	+1353%	24k	102.67	View chart
Southern Company (SO)	0.3	$2.3M	+7%	24k	96.52	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.3	$2.3M	+47%	85k	27.59	View chart
International Business Machines (IBM)	0.3	$2.3M	+39%	9.6k	242.38	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.3M	+2%	21k	106.15	View chart
Deere & Company (DE)	0.3	$2.2M	-2%	4.0k	563.35	View chart
Eli Lilly & Co. (LLY)	0.3	$2.2M	-2%	2.4k	919.73	View chart
McKesson Corporation (MCK)	0.3	$2.1M		2.5k	865.28	View chart
Bristol Myers Squibb (BMY)	0.3	$2.1M	+6%	34k	60.65	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.3	$2.0M		80k	25.62	View chart
Medtronic SHS (MDT)	0.3	$2.0M	-8%	23k	86.65	View chart
Costco Wholesale Corporation (COST)	0.3	$2.0M	-11%	2.0k	996.62	View chart
Progressive Corporation (PGR)	0.3	$2.0M	+12%	10k	198.24	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.3	$2.0M		40k	49.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$1.9M		48k	39.94	View chart
Capital Group New Geography SHS (CGNG)	0.3	$1.9M	NEW	60k	31.57	View chart
Caterpillar (CAT)	0.2	$1.8M	-14%	2.6k	708.37	View chart
Norfolk Southern (NSC)	0.2	$1.8M	+3%	6.3k	286.99	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.2	$1.8M		67k	26.10	View chart
Unilever Spon Adr New (UL)	0.2	$1.7M	+8%	31k	56.97	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$1.7M		65k	26.55	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.7M	+2%	5.0k	337.92	View chart
FedEx Corporation (FDX)	0.2	$1.7M	-16%	4.7k	356.16	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.2	$1.7M	+59%	65k	25.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.6M		13k	124.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.6M	+29%	35k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.6M	+13%	40k	40.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.5M	+13%	1.1k	1320.88	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.4M	-3%	2.9k	491.53	View chart
Servicenow (NOW)	0.2	$1.4M	+20%	13k	104.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	-2%	4.5k	286.85	View chart
American Tower Reit (AMT)	0.2	$1.2M	+26%	7.1k	172.58	View chart
Cisco Systems (CSCO)	0.2	$1.2M	-41%	15k	77.59	View chart
Linde SHS (LIN)	0.2	$1.2M	-2%	2.4k	495.73	View chart
Palo Alto Networks (PANW)	0.2	$1.2M	+14%	7.4k	160.32	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.2	$1.1M	+72%	41k	27.26	View chart
Netflix (NFLX)	0.1	$1.1M	-11%	11k	96.15	View chart
Clorox Company (CLX)	0.1	$1.1M	+37%	10k	103.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$1.1M	+29%	24k	44.62	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	-9%	4.4k	242.62	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$1.0M		39k	26.91	View chart
Lincoln Electric Holdings (LECO)	0.1	$1.0M		4.1k	249.08	View chart
Boeing Company (BA)	0.1	$977k	+26%	4.9k	199.03	View chart
Qualcomm (QCOM)	0.1	$975k	+12%	7.6k	128.77	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$913k		23k	39.80	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$907k		34k	26.63	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.1	$892k		35k	25.61	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$871k		33k	26.75	View chart
salesforce (CRM)	0.1	$863k	-32%	4.6k	186.66	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$861k	NEW	32k	27.15	View chart
Eaton Corp SHS (ETN)	0.1	$860k	-5%	2.4k	357.70	View chart
Walt Disney Company (DIS)	0.1	$853k	-5%	8.8k	96.38	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$853k	NEW	19k	45.17	View chart
Amphenol Corp Cl A (APH)	0.1	$799k	NEW	6.3k	126.35	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$713k		27k	26.72	View chart
Moody's Corporation (MCO)	0.1	$693k		1.6k	436.25	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$683k	+18%	14k	47.98	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$660k		19k	35.44	View chart
Boston Scientific Corporation (BSX)	0.1	$640k	NEW	10k	62.75	View chart
Intuitive Surgical Com New (ISRG)	0.1	$639k	-20%	1.4k	460.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$636k	-38%	13k	50.61	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$626k		2.7k	234.03	View chart
Agilent Technologies Inc C ommon (A)	0.1	$623k		5.5k	113.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$583k		13k	45.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$580k	-9%	10k	56.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$552k		13k	42.50	View chart
Nike CL B (NKE)	0.1	$549k	-18%	10k	52.82	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$547k		19k	29.07	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$532k		19k	28.79	View chart
Rithm Capital Corp Com New (RITM)	0.1	$496k	-2%	52k	9.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$495k		12k	40.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$473k		11k	43.11	View chart
Ge Vernova (GEV)	0.1	$468k		536.00	873.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$461k	-9%	2.4k	192.91	View chart
Arista Networks Com Shs (ANET)	0.1	$429k	NEW	3.5k	122.78	View chart
Lam Research Corp Com New (LRCX)	0.1	$427k		2.0k	213.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$377k	-79%	580.00	650.43	View chart
Constellation Energy (CEG)	0.0	$364k		1.3k	279.16	View chart
Micron Technology (MU)	0.0	$358k	-3%	1.1k	337.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$353k		1.6k	215.07	View chart
Mastercard Incorporated Cl A (MA)	0.0	$350k	-24%	699.00	499.97	View chart
Ford Motor Company (F)	0.0	$339k	+2%	29k	11.54	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$324k	-45%	1.6k	208.10	View chart
Parker-Hannifin Corporation (PH)	0.0	$321k		359.00	895.40	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$299k	-70%	5.9k	50.98	View chart
Ge Aerospace Com New (GE)	0.0	$291k		1.0k	283.78	View chart
Uber Technologies (UBER)	0.0	$277k	-70%	3.8k	71.93	View chart
Sherwin-Williams Company (SHW)	0.0	$271k		844.00	320.49	View chart
EQT Corporation (EQT)	0.0	$248k	NEW	3.9k	63.63	View chart
Starbucks Corporation (SBUX)	0.0	$227k	-3%	2.5k	89.60	View chart
American Express Company (AXP)	0.0	$227k	-15%	751.00	302.53	View chart
At&t (T)	0.0	$224k	NEW	7.7k	28.99	View chart
General Dynamics Corporation (GD)	0.0	$218k	-6%	634.00	343.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$217k		5.0k	43.06	View chart
Texas Pacific Land Corp (TPL)	0.0	$214k	NEW	450.00	474.56	View chart
Oracle Corporation (ORCL)	0.0	$210k		1.4k	147.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$205k		645.00	318.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$205k	-28%	4.2k	48.86	View chart
Figs Cl A (FIGS)	0.0	$192k		13k	14.77	View chart
TFS Financial Corporation (TFSL)	0.0	$146k		10k	14.05	View chart
Aquestive Therapeutics (AQST)	0.0	$42k		10k	4.15	View chart
Creative Media & Cmnty Tr Com New (CMCT)	0.0	$10k	NEW	16k	0.61	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 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
Lineweaver Wealth Advisors 2022 Q3 filed Nov. 1, 2022
Lineweaver Wealth Advisors 2022 Q2 filed July 26, 2022

View all past filings

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