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CIK: 0001797873
Total reported value
$844.8M
$844.8M
156 檔
22.2%
As reported in its official Q2 2025 Form 13F filing, Lineweaver Wealth Advisors, LLC's tracked investment portfolio stood at $844.8M with 156 total positions.
In Q2 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 25 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 | 9.48% | +0.07% | -14.31% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.24% | +0.10% | -10.84% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.76% | -0.32% | +9.74% | |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.63% | -0.28% | +12.02% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.55% | -0.19% | +67.23% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.36% | -0.48% | +7.52% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.68% | -0.70% | +7.36% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.67% | -0.70% | +5.70% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.08% | +3.97% | |
| 10 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.95% | -0.09% | -0.96% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.02% | -2.97% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.91% | -0.03% | +23.52% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.86% | +0.10% | — | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.76% | -1.33% | -37.62% | |
| 15 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.54% | -0.05% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.13% | -3.32% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.39% | +1.29% | NEW | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.12% | +0.47% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.36% | +0.10% | +2.20% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | — | +9.45% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.04% | +5.94% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.14% | -0.06% | +0.05% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.12% | -0.32% | +1.78% | |
| 24 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.11% | -0.06% | +0.28% | |
| 25 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.09% | +0.39% | +2.70% | |
| 26 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.94% | -0.04% | -0.60% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.05% | +2.85% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.91% | -0.59% | +7.50% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.77% | +0.02% | +0.66% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.77% | +0.04% | +1.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.13% | +2.67% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.07% | +9.87% | |
| 33 | CTAS | Cintas CORP | Stock-Industrials | 0.71% | -0.06% | -16.78% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.67% | -0.10% | +9.56% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | +0.02% | +1.78% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.02% | +13.78% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.10% | -2.23% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.22% | -0.21% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.07% | +9.50% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.01% | +12.68% | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.50% | +0.04% | +8.13% | |
| 42 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.48% | -0.03% | -2.24% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.01% | +12.36% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.04% | +7.31% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +1.64% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.02% | +2.61% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.16% | -4.36% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.03% | +1.60% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.02% | +9.36% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.08% | +27.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +1.9% | NEW | New buy |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1.6% | +67.23% | Add |
| 3 | JIVE | JPM Interntl Value ETF | +1.5% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.5% | +0.47% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | -3.32% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | -2.97% | Trim |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | +23.52% | Add |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +12.02% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +5.94% | Add |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.2% | NEW | New buy |
| 11 | ZJUN | Innova Eqty Def Prot 1yr Jun | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.2% | +9.87% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +12.36% | Add |
| 14 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 15 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +1.78% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 18 | DELL | Dell Technologies -c | +0.1% | +15.23% | Add |
| 19 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 20 | FBND | Fidelity Total Bond ETF | +0.1% | +9.74% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +2.85% | Add |
| 22 | C | Citigroup Inc | +0.1% | +8.13% | Add |
| 23 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 24 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 25 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | New buy |
| 26 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +2.20% | Add |
| 28 | BLK | Blackrock Inc | +0.1% | +9.56% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +1.64% | Add |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +1.26% | Add |
| 31 | WMT | Walmart Inc | +0.1% | +20.12% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.67% | Add |
| 33 | IAU | Ishares Gold Trust | 0% | +7.50% | Add |
| 34 | GSEW | Goldman Sachs Eql Wght Large | 0% | +2.70% | Add |
| 35 | JPIE | Jpmorgan Income ETF | 0% | +7.36% | Add |
| 36 | AGG | Ishares Core U.s. Aggregate | — | +7.52% | Add |
| 37 | PJUN | Innovator U.s. Equity Power | 0% | -0.96% | Trim |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +5.70% | Add |
| 39 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.1% | -34.31% | Trim |
| 41 | CVX | Chevron CORP | -0.1% | -4.36% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | +21.96% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -14.49% | Trim |
| 44 | MBCN | Middlefield Banc CORP | -0.2% | EXIT | Sold out |
| 45 | AAPL | Apple Inc | -0.4% | +3.97% | Add |
| 46 | QUAL | Ishares Msci USA Quality Fac | -0.8% | -10.84% | Trim |
| 47 | EFV | Ishares Msci Eafe Value ETF | -1.1% | -37.62% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -1.3% | -14.31% | Trim |
| 49 | EFG | Ishares Msci Eafe Growth ETF | -2.1% | -61.32% | Trim |
| 50 | OEF | Ishares S&p 100 ETF | -2.1% | -98.43% | Trim |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M across 156 disclosed positions in Q2 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 22.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
IXUS
市值: $11.8M
Top Position Liquidated / Trimmed
MBCN
前期市值: $1.0M
During Q2 2025, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (9.5%)、QUAL (6.2%)、FBND (4.8%). The largest single position, IVV, represented 9.5% of total portfolio value.
In Q2 2025, Lineweaver Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 25 positions, trimming 11 holdings, and fully liquidating 2 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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