Lineweaver Wealth Advisors, LLC

Est. AUM

$741.5M

13F long equity, this entity only

Positions

168

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$65.5M	100233	8.83%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$38.5M	843285	5.19%	SOLE
3	ALPS ETF TR	SMITH CORE PLUS	$37.8M	1465774	5.09%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$36.5M	367543	4.92%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$29.5M	153714	3.98%	SOLE
6	ISHARES TR	MSCI USA MIN VOL	$29.4M	317175	3.97%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$26.9M	584811	3.63%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$26.8M	517003	3.62%	SOLE
9	APPLE INC	COM	$23.0M	90777	3.11%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.7M	322178	2.53%	SOLE
11	J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$15.9M	185180	2.14%	SOLE
12	ISHARES TR	EAFE VALUE ETF	$15.1M	203486	2.04%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$13.9M	200011	1.88%	SOLE
14	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$12.6M	300288	1.69%	SOLE
15	BROADCOM INC	COM	$11.3M	36639	1.53%	SOLE
16	NVIDIA CORPORATION	COM	$10.5M	59971	1.41%	SOLE
17	MICROSOFT CORP	COM	$9.9M	26829	1.34%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.3M	19395	1.25%	SOLE
19	JPMORGAN CHASE & CO	COM	$8.2M	28000	1.11%	SOLE
20	ISHARES TR	CORE DIV GRWTH	$8.1M	115707	1.10%	SOLE
21	ISHARES GOLD TR	ISHARES NEW	$8.1M	91739	1.09%	SOLE
22	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$7.6M	90043	1.03%	SOLE
23	ISHARES TR	MSCI USA MMENTM	$7.2M	30169	0.98%	SOLE
24	INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.1M	206063	0.96%	SOLE
25	ALPHABET INC	CAP STK CL A	$6.6M	23038	0.89%	SOLE
26	BLACKROCK ETF TRUST	ISHARES A I INNO	$6.6M	199750	0.89%	SOLE
27	EXXON MOBIL CORP	COM	$6.2M	36386	0.83%	SOLE
28	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.0M	108448	0.81%	SOLE
29	TESLA INC	COM	$5.7M	15415	0.77%	SOLE
30	AMAZON COM INC	COM	$5.7M	27382	0.77%	SOLE
31	JOHNSON & JOHNSON	COM	$5.7M	23189	0.76%	SOLE
32	ISHARES TR	US AER DEF ETF	$5.5M	25016	0.74%	SOLE
33	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.0M	73895	0.68%	SOLE
34	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.0M	59279	0.68%	SOLE
35	DELL TECHNOLOGIES INC	CL C	$4.9M	29973	0.66%	SOLE
36	CHEVRON CORPORATION	COM	$4.6M	22318	0.62%	SOLE
37	MCDONALDS CORP	COM	$4.5M	14595	0.61%	SOLE
38	NEXTERA ENERGY INC	COM	$4.4M	47783	0.60%	SOLE
39	CINTAS CORP	COM	$4.3M	25129	0.57%	SOLE
40	HOME DEPOT INC	COM	$4.2M	12641	0.56%	SOLE
41	BLACKROCK INC	COM	$4.1M	4309	0.56%	SOLE
42	MERCK & CO INC	COM	$4.0M	33644	0.55%	SOLE
43	ISHARES TR	CORE MSCI TOTAL	$3.9M	44548	0.52%	SOLE
44	ABBVIE INC	COM	$3.5M	16239	0.48%	SOLE
45	CAPITAL GROUP INTERNATIONAL	SHS	$3.5M	105872	0.47%	SOLE
46	CITIGROUP INC	COM NEW	$3.3M	29362	0.45%	SOLE
47	PROCTER & GAMBLE CO	COM	$3.3M	22717	0.44%	SOLE
48	WALMART INC	COM	$3.2M	25958	0.44%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.2M	74853	0.43%	SOLE
50	GOLDMAN SACHS GROUP INC	COM	$3.1M	3698	0.42%	SOLE

1–50 of 168

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.