Lineweaver Wealth Advisors

Lineweaver Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Lineweaver Wealth Advisors

Lineweaver Wealth Advisors holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.1 $68M 99k 684.94
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $37M 796k 46.04
Alps Etf Tr Smith Core Plus (SMTH) 4.9 $36M 1.4M 26.07
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $35M 347k 99.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.1 $30M 151k 198.62
Ishares Tr Msci Usa Min Vol (USMV) 4.0 $29M 312k 94.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.5 $26M 488k 52.77
J P Morgan Exchange Traded F Income Etf (JPIE) 3.4 $26M 550k 46.29
Apple (AAPL) 3.4 $25M 93k 271.86
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.6 $19M 315k 60.81
Broadcom (AVGO) 2.0 $15M 43k 346.10
Ishares Tr Eafe Value Etf (EFV) 2.0 $15M 205k 71.41
Ishares Core Msci Emkt (IEMG) 1.8 $13M 197k 67.22
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 1.7 $13M 301k 41.88
Microsoft Corporation (MSFT) 1.7 $12M 26k 483.63
NVIDIA Corporation (NVDA) 1.6 $12M 63k 186.50
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 1.6 $12M 147k 80.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $9.7M 19k 502.65
JPMorgan Chase & Co. (JPM) 1.2 $8.8M 27k 322.22
Ishares Tr Core Div Grwth (DGRO) 1.2 $8.7M 126k 69.42
Alphabet Cap Stk Cl A (GOOGL) 1.0 $7.7M 25k 313.01
Ishares Gold Tr Ishares New (IAU) 1.0 $7.7M 95k 81.17
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.0 $7.5M 89k 85.12
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $7.4M 30k 250.31
Innovator Etfs Trust Power Buffer Set (PSTP) 1.0 $7.3M 206k 35.35
Tesla Motors (TSLA) 0.9 $6.8M 15k 449.72
Amazon (AMZN) 0.9 $6.6M 29k 230.82
Blackrock Etf Trust Ishares A I Inno (BAI) 0.9 $6.5M 196k 33.30
Fidelity Covington Trust High Divid Etf (FDVV) 0.8 $6.3M 111k 56.69
Cintas Corporation (CTAS) 0.8 $6.1M 33k 188.07
Dell Technologies CL C (DELL) 0.8 $6.0M 48k 125.88
Ishares Tr Us Aer Def Etf (ITA) 0.7 $5.4M 25k 214.69
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.7 $5.4M 59k 91.40
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $5.2M 76k 69.47
Johnson & Johnson (JNJ) 0.7 $5.0M 24k 206.95
Exxon Mobil Corporation (XOM) 0.6 $4.6M 38k 120.34
Blackrock (BLK) 0.6 $4.4M 4.2k 1070.27
McDonald's Corporation (MCD) 0.6 $4.4M 14k 305.64
Nextera Energy (NEE) 0.6 $4.1M 51k 80.28
Home Depot (HD) 0.5 $4.1M 12k 344.10
Merck & Co (MRK) 0.5 $4.0M 38k 105.26
Citigroup Com New (C) 0.5 $3.6M 31k 116.69
Abbvie (ABBV) 0.5 $3.5M 15k 228.48
Goldman Sachs (GS) 0.5 $3.5M 4.0k 879.04
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.4 $3.2M 75k 43.25
Chevron Corporation (CVX) 0.4 $3.2M 21k 152.41
Bank of America Corporation (BAC) 0.4 $3.2M 58k 55.00
Procter & Gamble Company (PG) 0.4 $3.1M 22k 143.31
Visa Com Cl A (V) 0.4 $3.1M 8.8k 350.70
Meta Platforms Cl A (META) 0.4 $3.1M 4.6k 660.06
Johnson Ctls Intl SHS (JCI) 0.4 $2.9M 24k 119.75
Pepsi (PEP) 0.4 $2.9M 20k 143.52
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.9M 32k 89.46
Wal-Mart Stores (WMT) 0.4 $2.8M 25k 111.41
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $2.6M 52k 50.50
Eli Lilly & Co. (LLY) 0.4 $2.6M 2.4k 1074.82
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $2.5M 52k 48.75
Amgen (AMGN) 0.3 $2.5M 7.6k 327.31
Medtronic SHS (MDT) 0.3 $2.4M 25k 96.06
Ssga Active Tr State Street Dou (STOT) 0.3 $2.4M 50k 47.28
Duke Energy Corp Com New (DUK) 0.3 $2.4M 20k 117.21
Lockheed Martin Corporation (LMT) 0.3 $2.3M 4.8k 483.66
Honeywell International (HON) 0.3 $2.3M 12k 195.10
Ishares Tr National Mun Etf (MUB) 0.3 $2.2M 21k 107.11
McKesson Corporation (MCK) 0.3 $2.1M 2.5k 820.21
Innovator Etfs Trust Equity Defined P (ZDEK) 0.3 $2.1M 80k 25.74
Cisco Systems (CSCO) 0.3 $2.1M 27k 77.03
International Business Machines (IBM) 0.3 $2.0M 6.9k 296.19
Progressive Corporation (PGR) 0.3 $2.0M 8.9k 227.73
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.3 $2.0M 40k 49.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.0M 2.9k 681.96
Southern Company (SO) 0.3 $2.0M 23k 87.20
Costco Wholesale Corporation (COST) 0.3 $2.0M 2.3k 862.28
Deere & Company (DE) 0.3 $1.9M 4.1k 465.54
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.3 $1.9M 48k 39.59
Mondelez Intl Cl A (MDLZ) 0.3 $1.9M 35k 53.83
Unilever Spon Adr New (UL) 0.2 $1.8M 28k 65.40
salesforce (CRM) 0.2 $1.8M 6.9k 264.92
UnitedHealth (UNH) 0.2 $1.8M 5.4k 330.08
Thermo Fisher Scientific (TMO) 0.2 $1.8M 3.0k 579.53
Norfolk Southern (NSC) 0.2 $1.8M 6.1k 288.72
Bristol Myers Squibb (BMY) 0.2 $1.7M 32k 53.94
Corning Incorporated (GLW) 0.2 $1.7M 20k 87.56
Innovator Etfs Trust Equity Defined P (ZAPR) 0.2 $1.7M 67k 25.78
Innovator Etfs Trust Equity Defined P (ZNOV) 0.2 $1.7M 65k 26.67
Caterpillar (CAT) 0.2 $1.7M 3.0k 572.80
Servicenow (NOW) 0.2 $1.7M 11k 153.19
FedEx Corporation (FDX) 0.2 $1.6M 5.6k 288.86
Innovator Etfs Trust Equity Defined P (ZMAR) 0.2 $1.6M 57k 27.49
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.6M 13k 120.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.5M 4.9k 303.92
Air Products & Chemicals (APD) 0.2 $1.5M 5.9k 247.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.4M 4.6k 313.80
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $1.4M 35k 40.72
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $1.3M 27k 47.02
Palo Alto Networks (PANW) 0.2 $1.2M 6.4k 184.20
Netflix (NFLX) 0.2 $1.2M 13k 93.76
Qualcomm (QCOM) 0.2 $1.2M 6.7k 171.06
Union Pacific Corporation (UNP) 0.2 $1.1M 4.9k 231.30
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.1M 1.0k 1070.02
Walt Disney Company (DIS) 0.1 $1.1M 9.4k 113.77
Uber Technologies (UBER) 0.1 $1.1M 13k 81.71
Linde SHS (LIN) 0.1 $1.0M 2.5k 426.42
Innovator Etfs Trust Equity Defnd 1yr (ZJUN) 0.1 $1.0M 39k 26.84
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.1 $1.0M 41k 25.38
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $1.0M 20k 50.59
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $998k 20k 50.94
Lincoln Electric Holdings (LECO) 0.1 $987k 4.1k 239.64
Intuitive Surgical Com New (ISRG) 0.1 $983k 1.7k 566.36
American Tower Reit (AMT) 0.1 $983k 5.6k 175.58
Innovator Etfs Trust Equity Defined P (ZAUG) 0.1 $910k 34k 26.71
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $897k 23k 39.12
Innovator Etfs Trust Equity Defined P (ZMAY) 0.1 $885k 35k 25.43
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $874k 33k 26.84
Astrazeneca Sponsored Adr 0.1 $855k 9.3k 91.93
Boeing Company (BA) 0.1 $841k 3.9k 217.12
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $825k 18k 44.94
Moody's Corporation (MCO) 0.1 $818k 1.6k 510.85
Nike CL B (NKE) 0.1 $813k 13k 63.71
Eaton Corp SHS (ETN) 0.1 $811k 2.5k 318.53
Biogen Idec (BIIB) 0.1 $763k 4.3k 175.99
Clorox Company (CLX) 0.1 $752k 7.5k 100.83
Agilent Technologies Inc C ommon (A) 0.1 $737k 5.4k 136.06
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $731k 2.7k 269.18
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $714k 27k 26.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $695k 8.3k 83.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $665k 6.2k 106.70
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $653k 24k 27.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $649k 11k 57.24
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $641k 2.9k 224.67
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $619k 32k 19.58
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $615k 19k 33.02
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $589k 13k 46.43
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $583k 12k 48.68
Rithm Capital Corp Com New (RITM) 0.1 $582k 53k 10.90
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $563k 13k 43.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $563k 10k 53.88
Innovator Etfs Trust Equity Defined P (ZJUL) 0.1 $547k 19k 29.06
Mastercard Incorporated Cl A (MA) 0.1 $527k 923.00 570.58
Innovator Etfs Trust Equity Defined (AAPR) 0.1 $525k 19k 28.41
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $506k 12k 41.78
Raytheon Technologies Corp (RTX) 0.1 $484k 2.6k 183.43
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $482k 11k 43.92
Ishares Tr Faln Angls Usd (FALN) 0.1 $473k 17k 27.30
Constellation Energy (CEG) 0.1 $461k 1.3k 353.15
Ford Motor Company (F) 0.1 $378k 29k 13.12
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $360k 1.6k 219.72
Ge Vernova (GEV) 0.0 $346k 529.00 653.70
Lam Research Corp Com New (LRCX) 0.0 $346k 2.0k 171.20
American Express Company (AXP) 0.0 $329k 889.00 370.00
Parker-Hannifin Corporation (PH) 0.0 $321k 365.00 879.07
Micron Technology (MU) 0.0 $314k 1.1k 285.46
Ge Aerospace Com New (GE) 0.0 $311k 1.0k 308.15
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $288k 5.9k 49.14
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $281k 5.7k 49.59
Oracle Corporation (ORCL) 0.0 $280k 1.4k 194.97
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $278k 5.5k 50.25
Sherwin-Williams Company (SHW) 0.0 $275k 850.00 323.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $269k 2.7k 100.33
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.0 $268k 5.4k 49.85
Morgan Stanley Com New (MS) 0.0 $257k 1.4k 177.54
FirstEnergy (FE) 0.0 $255k 5.7k 44.77
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $242k 1.7k 144.00
Lululemon Athletica (LULU) 0.0 $237k 1.1k 207.81
General Dynamics Corporation (GD) 0.0 $228k 677.00 336.84
Booking Holdings (BKNG) 0.0 $227k 42.00 5400.86
CRH Ord (CRH) 0.0 $225k 1.8k 124.78
Starbucks Corporation (SBUX) 0.0 $222k 2.6k 84.20
Ishares Tr S&p 100 Etf (OEF) 0.0 $221k 644.00 343.05
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $221k 5.0k 43.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $208k 439.00 473.30
Abbott Laboratories (ABT) 0.0 $204k 1.6k 125.32
MercadoLibre (MELI) 0.0 $201k 100.00 2014.26
Figs Cl A (FIGS) 0.0 $148k 13k 11.36
TFS Financial Corporation (TFSL) 0.0 $136k 10k 13.38
Aquestive Therapeutics (AQST) 0.0 $65k 10k 6.46