Lineweaver Wealth Advisors

Lineweaver Wealth Advisors as of June 30, 2026

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