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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 27.10% of Lineweaver Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$14M), EFG (+$11M), GSEW, PGR, SMTH, FBND, DELL, USMV, MSFT, GEV.
Started 23 new stock positions in EMR, MINT, DHR, INTC, MS, ALL, PULS, EFG, KEY, GSY. AMD, DDOG, EXC, CRH, SYK, IWF, TBUX, RACE, FMHI, MUNI, CGHM, GOVT, XLK.
Reduced shares in these 10 stocks: EFV (-$9.6M), MTUM, IEMG, IAU, Honeywell International, BAI, BINC, JPIE, , UNP.
Sold out of its positions in T, A, BSX, Creative Media &, EQT, Honeywell International, NKE, CRM, NOW, UNP.
Lineweaver Wealth Advisors was a net buyer of stock by $36M.
Lineweaver Wealth Advisors has $845M in assets under management (AUM), dropping by 13.93%.
Central Index Key (CIK): 0001797873

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Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 181 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.9	$75M		100k	748.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.9	$41M	+7%	904k	45.49	View chart
Alps Etf Tr Smith Core Plus (SMTH)	4.8	$41M	+7%	1.6M	25.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.4	$38M	+3%	379k	98.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.1	$35M	+2%	157k	219.43	View chart
Ishares Tr Msci Usa Min Etf (USMV)	3.8	$32M	+4%	331k	96.46	View chart
Apple (AAPL)	3.2	$27M	+2%	93k	289.36	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.9	$25M	-8%	537k	46.05	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.9	$25M	-8%	472k	52.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$22M		326k	68.01	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.1	$18M	+3%	192k	91.95	View chart
Dell Technologies CL C (DELL)	1.7	$15M	+13%	34k	431.45	View chart
Broadcom (AVGO)	1.7	$14M		37k	377.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$14M	NEW	599k	22.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	1.6	$14M	+4%	314k	43.23	View chart
NVIDIA Corporation (NVDA)	1.5	$13M	+8%	65k	200.09	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$13M	-22%	154k	82.84	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	1.4	$12M	+40%	127k	94.42	View chart
Microsoft Corporation (MSFT)	1.3	$11M	+11%	30k	373.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$11M	NEW	88k	124.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$11M	+8%	21k	500.39	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.7M	+5%	30k	327.33	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$8.8M		116k	75.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.6M	+4%	24k	357.38	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.0	$8.1M	-23%	153k	52.72	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.9	$7.6M		206k	36.78	View chart
Tesla Motors (TSLA)	0.8	$7.1M	+9%	17k	420.60	View chart
Amazon (AMZN)	0.8	$6.9M	+5%	29k	238.34	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.8	$6.5M		108k	60.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$6.3M	+3%	26k	242.42	View chart
Johnson & Johnson (JNJ)	0.7	$6.2M	+5%	25k	253.97	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$6.0M		59k	103.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$6.0M	-61%	78k	76.55	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.9M		73k	81.06	View chart
Progressive Corporation (PGR)	0.7	$5.6M	+158%	26k	218.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$5.6M	-45%	16k	342.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$5.2M	+22%	55k	95.44	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.1M	+3%	38k	136.72	View chart
Home Depot (HD)	0.6	$4.9M	+9%	14k	352.69	View chart
Capital Group International SHS (CGIC)	0.6	$4.7M	+22%	130k	36.39	View chart
Merck & Co (MRK)	0.5	$4.6M	+6%	36k	128.50	View chart
Corning Incorporated (GLW)	0.5	$4.6M	-6%	18k	255.44	View chart
Nextera Energy (NEE)	0.5	$4.5M	+6%	51k	87.77	View chart
Abbvie (ABBV)	0.5	$4.4M	+6%	17k	251.65	View chart
McDonald's Corporation (MCD)	0.5	$4.3M	+10%	16k	270.31	View chart
Cintas Corporation (CTAS)	0.5	$4.3M		25k	170.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$4.2M	-39%	56k	75.51	View chart
Citigroup Com New (C)	0.5	$4.1M		30k	139.96	View chart
Chevron Corporation (CVX)	0.5	$3.9M	+6%	24k	165.76	View chart
Blackrock (BLK)	0.5	$3.9M	-5%	4.1k	961.46	View chart
Goldman Sachs (GS)	0.4	$3.7M	-2%	3.6k	1011.41	View chart
Procter & Gamble Company (PG)	0.4	$3.6M	+7%	25k	146.64	View chart
Johnson Controls Internation SHS (JCI)	0.4	$3.5M	+4%	24k	146.11	View chart
Bank of America Corporation (BAC)	0.4	$3.5M	+3%	61k	56.98	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$3.4M		75k	45.64	View chart
Visa Com Cl A (V)	0.4	$3.2M	+8%	9.5k	343.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$3.1M		32k	96.58	View chart
Wal-Mart Stores (WMT)	0.4	$3.1M	+6%	28k	113.26	View chart
Meta Platforms Cl A (META)	0.4	$3.1M	+17%	5.5k	563.32	View chart
Eli Lilly & Co. (LLY)	0.4	$3.1M	+8%	2.6k	1199.38	View chart
International Business Machines (IBM)	0.4	$3.0M	+10%	11k	281.20	View chart
Amgen (AMGN)	0.3	$3.0M	+5%	8.2k	362.12	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.3	$2.9M	+3%	61k	48.25	View chart
Ssga Active Tr St Str Total Etf (STOT)	0.3	$2.8M	+4%	60k	47.06	View chart
Caterpillar (CAT)	0.3	$2.8M	+2%	2.6k	1064.78	View chart
Duke Energy Corp Com New (DUK)	0.3	$2.8M	+5%	22k	126.58	View chart
Deere & Company (DE)	0.3	$2.8M	+9%	4.4k	634.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.8M	+21%	1.4k	1990.01	View chart
Capital Group New Geography SHS (CGNG)	0.3	$2.8M	+22%	74k	37.46	View chart
Abbott Laboratories (ABT)	0.3	$2.7M	+27%	30k	90.74	View chart
Pepsi (PEP)	0.3	$2.7M	+5%	20k	135.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.6M	+8%	5.5k	477.59	View chart
Air Products & Chemicals (APD)	0.3	$2.6M	+4%	8.9k	293.19	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$2.6M	+5%	45k	57.84	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.5M	+18%	4.9k	509.43	View chart
Southern Company (SO)	0.3	$2.5M	+5%	26k	95.71	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.3	$2.4M		85k	28.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$2.3M	+17%	57k	41.30	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.3	$2.3M	+30%	88k	26.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$2.3M	-15%	46k	50.65	View chart
Medtronic SHS (MDT)	0.3	$2.2M	+23%	29k	78.23	View chart
Unilever Spon Adr New (UL)	0.3	$2.2M	+18%	36k	60.12	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$2.1M		40k	52.68	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$2.1M		80k	26.42	View chart
Bristol Myers Squibb (BMY)	0.2	$2.1M	+5%	36k	57.62	View chart
Costco Wholesale Corporation (COST)	0.2	$2.1M	+11%	2.2k	935.64	View chart
Amphenol Corp Cl A (APH)	0.2	$2.1M	+85%	12k	176.32	View chart
Norfolk Southern (NSC)	0.2	$2.1M	+4%	6.5k	314.57	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.0M	-13%	18k	107.62	View chart
McKesson Corporation (MCK)	0.2	$1.9M		2.5k	755.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.9M	-2%	13k	148.32	View chart
Palo Alto Networks (PANW)	0.2	$1.8M	-29%	5.2k	341.02	View chart
Ge Vernova (GEV)	0.2	$1.8M	+182%	1.5k	1175.21	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.2	$1.8M		65k	27.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.7M		35k	49.49	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.2	$1.7M	+88%	66k	25.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.7M		40k	43.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		4.5k	353.36	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.2	$1.6M	-6%	61k	25.98	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.5M	+4%	3.0k	501.32	View chart
Micron Technology (MU)	0.2	$1.5M	+24%	1.3k	1154.19	View chart
FedEx Corporation (FDX)	0.2	$1.5M	+3%	4.8k	313.13	View chart
Arista Networks Com Shs (ANET)	0.2	$1.5M	+154%	8.9k	169.88	View chart
Linde SHS (LIN)	0.2	$1.4M	+13%	2.7k	518.92	View chart
Cisco Systems (CSCO)	0.2	$1.4M	-25%	12k	117.46	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$1.3M	+32%	31k	42.20	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$1.2M	+15%	45k	27.39	View chart
American Tower Reit (AMT)	0.1	$1.2M	+5%	7.5k	163.56	View chart
Boeing Company (BA)	0.1	$1.2M	+12%	5.5k	216.47	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$1.2M	+67%	24k	49.80	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$1.2M		41k	27.99	View chart
Clorox Company (CLX)	0.1	$1.1M	+16%	12k	95.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$1.1M		24k	47.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.1M	+29%	2.6k	433.36	View chart
Lincoln Electric Holdings (LECO)	0.1	$1.1M		4.1k	265.51	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M	+6%	2.5k	426.10	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$992k	+13%	36k	27.47	View chart
Qualcomm (QCOM)	0.1	$988k	-29%	5.3k	184.77	View chart
Walt Disney Company (DIS)	0.1	$973k	+14%	10k	96.25	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$942k	+9%	21k	45.76	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$938k		34k	27.54	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$899k		33k	27.61	View chart
Netflix (NFLX)	0.1	$840k	+6%	12k	71.40	View chart
Ferrari Nv Ord (RACE)	0.1	$834k	NEW	2.2k	372.24	View chart
Stryker Corporation (SYK)	0.1	$796k	NEW	2.5k	314.86	View chart
Danaher Corporation (DHR)	0.1	$786k	NEW	4.1k	190.48	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$735k		27k	27.56	View chart
Moody's Corporation (MCO)	0.1	$728k		1.6k	452.92	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$708k		2.7k	264.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$673k	+5%	13k	50.57	View chart
Intuitive Surgical Com New (ISRG)	0.1	$636k	+15%	1.6k	397.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$628k	+8%	11k	56.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$619k		13k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$596k		13k	45.89	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$564k		19k	29.97	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$562k		19k	30.17	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$545k		19k	29.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$538k		12k	44.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$510k		11k	46.41	View chart
Intel Corporation (INTC)	0.1	$492k	NEW	3.5k	139.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$479k	+5%	2.5k	189.73	View chart
Rithm Capital Corp Com New (RITM)	0.1	$451k	-8%	48k	9.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$445k		1.6k	285.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$433k		580.00	746.90	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.0	$417k	NEW	16k	25.85	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$416k	NEW	8.6k	48.49	View chart
Ford Motor Company (F)	0.0	$416k		30k	13.90	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$415k	NEW	7.9k	52.60	View chart
Ge Aerospace Com New (GE)	0.0	$412k	+7%	1.1k	373.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$388k		1.6k	236.57	View chart
Parker-Hannifin Corporation (PH)	0.0	$372k	+5%	380.00	978.43	View chart
Advanced Micro Devices (AMD)	0.0	$357k	NEW	614.00	580.91	View chart
Mastercard Incorporated Cl A (MA)	0.0	$330k	-8%	642.00	513.92	View chart
Constellation Energy (CEG)	0.0	$306k	-5%	1.2k	248.34	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$300k		5.9k	51.00	View chart
Sherwin-Williams Company (SHW)	0.0	$291k		844.00	344.39	View chart
American Express Company (AXP)	0.0	$288k	+13%	850.00	338.36	View chart
Uber Technologies (UBER)	0.0	$284k	+2%	3.9k	72.16	View chart
Emerson Electric (EMR)	0.0	$282k	NEW	2.0k	143.15	View chart
Starbucks Corporation (SBUX)	0.0	$272k	+4%	2.7k	102.21	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$262k	NEW	1.4k	190.47	View chart
General Dynamics Corporation (GD)	0.0	$256k	+13%	722.00	354.21	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$242k	+18%	5.0k	48.86	View chart
Morgan Stanley Com New (MS)	0.0	$236k	NEW	1.1k	209.03	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$236k	NEW	4.8k	49.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$236k		644.00	365.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$232k		5.0k	46.05	View chart
Oracle Corporation (ORCL)	0.0	$230k	+10%	1.6k	146.54	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$227k	NEW	2.3k	100.80	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$227k	NEW	4.5k	50.15	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.0	$227k	NEW	4.6k	49.77	View chart
Exelon Corporation (EXC)	0.0	$226k	NEW	4.9k	46.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$218k	NEW	1.8k	124.17	View chart
Key (KEY)	0.0	$211k	NEW	9.2k	23.05	View chart
Allstate Corporation (ALL)	0.0	$210k	NEW	881.00	237.83	View chart
Datadog Cl A Com (DDOG)	0.0	$206k	NEW	792.00	260.36	View chart
CRH Ord (CRH)	0.0	$203k	NEW	1.9k	107.00	View chart
Texas Pacific Land Corp (TPL)	0.0	$201k	+2%	459.00	437.64	View chart
TFS Financial Corporation (TFSL)	0.0	$192k	+4%	11k	17.72	View chart
Figs Cl A (FIGS)	0.0	$133k		13k	10.23	View chart
Aquestive Therapeutics (AQST)	0.0	$42k		10k	4.16	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 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
Lineweaver Wealth Advisors 2022 Q3 filed Nov. 1, 2022

View all past filings

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