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CIK: 0001797873
Total reported value
$862.5M
$862.5M
166 檔
22.9%
At the close of Q3 2025, Lineweaver Wealth Advisors, LLC disclosed equity holdings valued at approximately $862.5M, spread across 166 reported holdings.
In Q3 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 32 new positions and adding to 72 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 | 9.52% | +0.05% | +0.54% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.17% | -0.18% | +15.95% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 5.07% | -0.21% | +16.87% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.88% | -0.15% | +19.43% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.29% | — | +0.18% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.22% | +0.03% | -31.46% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.60% | -0.04% | +5.45% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.60% | -0.07% | +5.11% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.35% | -2.49% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.67% | +0.01% | +95.13% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.98% | +0.01% | +13.09% | |
| 12 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.82% | — | -2.60% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.81% | -0.03% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | +0.41% | -5.77% | |
| 15 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.58% | +0.07% | +2.05% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.20% | -6.78% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | -0.11% | -12.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.01% | +6.70% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.01% | -3.89% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | -0.04% | -1.07% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.09% | -0.04% | -1.71% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.08% | +0.05% | +1.58% | |
| 23 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.07% | -0.01% | -0.83% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.01% | +0.01% | +2.63% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.13% | -1.76% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.95% | -0.08% | — | |
| 27 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.92% | -0.01% | -1.67% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.02% | -11.90% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.04% | +0.17% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.77% | — | -3.64% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.76% | -0.04% | -1.51% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.76% | -0.11% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.67% | +0.03% | -3.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.12% | +2.09% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | +0.02% | -2.44% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.07% | +8.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.61% | EXIT | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.04% | -2.68% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.02% | -8.81% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | — | +5.56% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.48% | +0.03% | -20.92% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.47% | +0.13% | +2.83% | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.47% | +0.08% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | +0.07% | +41.59% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.03% | -17.68% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.04% | -13.61% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.02% | +2.99% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.01% | +0.14% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.03% | -3.73% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | -0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.4% | +95.13% | Add |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1.4% | +0.18% | Add |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | +0.6% | +16.87% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.5% | +19.43% | Add |
| 5 | FBND | Fidelity Total Bond ETF | +0.5% | +15.95% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -12.30% | Trim |
| 7 | NVDA | Nvidia CORP | +0.4% | -6.78% | Trim |
| 8 | TSLA | Tesla Inc | +0.4% | -1.76% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +189.61% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -11.90% | Trim |
| 11 | MSFT | Microsoft CORP | +0.1% | -5.77% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -3.89% | Add |
| 13 | IAU | Ishares Gold Trust | +0.1% | +2.63% | Add |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -1.71% | Add |
| 15 | BLK | Blackrock Inc | +0.1% | -3.03% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -13.61% | Trim |
| 17 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | -3.64% | Trim |
| 18 | WMT | Walmart Inc | +0.1% | +2.08% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.14% | Add |
| 20 | DELL | Dell Technologies -c | +0.1% | -19.24% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.74% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -2.44% | Add |
| 23 | C | Citigroup Inc | 0% | -17.68% | Trim |
| 24 | CAT | Caterpillar Inc | 0% | +4.05% | Add |
| 25 | DIS | Walt Disney Co/the | 0% | +16.53% | Add |
| 26 | ETN | Eaton Corporation plc | 0% | +0.74% | Add |
| 27 | CEG | Constellation Energy | 0% | -1.65% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | -3.73% | Trim |
| 29 | DUK | Duke Energy CORP | 0% | +16.70% | Add |
| 30 | NSC | Norfolk Southern CORP | 0% | -3.07% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +9.88% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | +0.17% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +1.25% | Trim |
| 34 | MDT | Medtronic plc | 0% | +4.91% | Add |
| 35 | XLB | Ss Materials Select Sector | 0% | +22.67% | Add |
| 36 | UBER | Uber Technologies Inc | 0% | -1.17% | Trim |
| 37 | QCOM | Qualcomm Inc | 0% | +5.24% | Add |
| 38 | GSEW | Goldman Sachs Eql Wght Large | 0% | +1.58% | Add |
| 39 | PEP | Pepsico Inc | 0% | -0.76% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.16% | Add |
| 41 | JMUB | Jpmorgan Municipal ETF | 0% | +8.70% | Add |
| 42 | NOW | Servicenow Inc | 0% | +12.75% | Add |
| 43 | NFLX | Netflix Inc | 0% | -5.35% | Trim |
| 44 | JMST | JPM Ultra-short Muni Income | 0% | +12.45% | Add |
| 45 | LECO | Lincoln Electric Holdings | 0% | — | Trim |
| 46 | FDN | First Trust Dj Internet Ind | 0% | — | Unchanged |
| 47 | SUB | Ishares Short-term National | 0% | +14.19% | Add |
| 48 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.06% | Add |
| 49 | PH | Parker Hannifin CORP | 0% | +2.82% | Add |
| 50 | MUB | Ishares National Muni Bond E | — | +5.83% | Add |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $862.5M across 166 disclosed positions in Q3 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, FBND, SMTH) accounted for 22.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEMG
市值: $12.4M
Top Position Liquidated / Trimmed
EFG
前期市值: $20.2M
During Q3 2025, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (9.5%)、FBND (5.2%)、SMTH (5.1%). The largest single position, IVV, represented 9.5% of total portfolio value.
In Q3 2025, Lineweaver Wealth Advisors, LLC made 166 total portfolio adjustments, initiating 32 new buys, adding to 72 positions, trimming 53 holdings, and fully liquidating 9 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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