Lineweaver Wealth Advisors

Lineweaver Wealth Advisors as of March 31, 2026

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