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CIK: 0001797873
Total reported value
$844.8M
$844.8M
143 檔
21.8%
In Q1 2025, Lineweaver Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $844.8M, distributed across 143 disclosed stock positions.
In Q1 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.79% | +0.07% | +2.67% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.05% | +0.10% | +3.50% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.67% | -0.32% | +6.39% | |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.46% | -0.28% | +70.38% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.36% | -0.48% | +9.29% | |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.71% | -0.70% | +57.31% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.67% | -0.70% | +50.58% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.08% | -0.48% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.45% | +1.29% | NEW | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.93% | -0.19% | -21.70% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.83% | -1.33% | +20.65% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.16% | — | +1.66% | |
| 13 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.98% | -0.09% | -0.81% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.66% | -0.03% | -2.48% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.02% | +9.41% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | — | +8.38% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.28% | +0.10% | +1.89% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.18% | -0.06% | -2.25% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.13% | +3.39% | |
| 20 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.13% | -0.06% | +2.54% | |
| 21 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.07% | +0.39% | +2.22% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.04% | +5.45% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.00% | -0.32% | +7.31% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.97% | -0.04% | -3.44% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.12% | +14.19% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.87% | -0.59% | +98.18% | |
| 27 | CTAS | Cintas CORP | Stock-Industrials | 0.85% | -0.06% | +5.19% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.05% | +2.05% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.77% | +0.02% | +3.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.13% | +4.45% | |
| 31 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.70% | +0.04% | -0.11% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | +0.02% | +12.08% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.10% | +9.44% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.22% | +9.41% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.07% | +15.84% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.02% | +6.40% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.59% | -0.10% | +22.56% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.16% | -6.28% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.01% | -10.04% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.04% | -0.29% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.07% | +0.11% | |
| 42 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.03% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | — | +8.35% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.02% | -1.03% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | — | -10.71% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.42% | +0.40% | +4.19% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.41% | +0.04% | +6.56% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | -0.03% | +9.02% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | — | +7.67% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.08% | +33.50% |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M across 143 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, FBND) accounted for 21.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $63.4M
During Q1 2025, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (10.8%)、QUAL (7.0%)、FBND (4.7%). The largest single position, IVV, represented 10.8% of total portfolio value.
In Q1 2025, Lineweaver Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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