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CIK: 0001797873
Total reported value
$844.8M
$844.8M
166 檔
23.4%
At the close of Q3 2025, Lineweaver Wealth Advisors, LLC disclosed equity holdings valued at approximately $844.8M, spread across 166 reported holdings.
In Q3 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 19 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% | +0.07% | +0.54% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.17% | -0.32% | +15.95% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 5.07% | -0.28% | +16.87% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.88% | -0.48% | +19.43% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.29% | -0.19% | +0.18% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.22% | +0.10% | -31.46% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.60% | -0.70% | +5.45% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.60% | -0.70% | +5.11% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.08% | -2.49% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.67% | +0.10% | +95.13% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.98% | -1.33% | +13.09% | |
| 12 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.82% | -0.09% | -2.60% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.81% | -0.37% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.02% | -5.77% | |
| 15 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.58% | -0.05% | +2.05% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.13% | -6.78% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.12% | -12.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | — | +6.70% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.04% | -3.89% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | -0.06% | -1.07% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.09% | -0.32% | -1.71% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.08% | +0.39% | +1.58% | |
| 23 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.07% | -0.06% | -0.83% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.01% | -0.59% | +2.63% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.07% | -1.76% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.95% | +0.06% | — | |
| 27 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.92% | -0.04% | -1.67% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.13% | -11.90% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.05% | +0.17% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.77% | +0.04% | -3.64% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.76% | +0.02% | -1.51% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.76% | — | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.67% | -0.10% | -3.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | +0.02% | +2.09% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.02% | -2.44% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.10% | +8.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.22% | +4.54% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.07% | -2.68% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.04% | -8.81% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.01% | +5.56% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.48% | -0.06% | -20.92% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.16% | +2.83% | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.03% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | +41.59% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.45% | +0.04% | -17.68% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.01% | -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% | +0.02% | +0.14% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | — | -3.73% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.03% | -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 | JNJ | Johnson & Johnson | 0% | -2.44% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +0.17% | Add |
| 21 | GSEW | Goldman Sachs Eql Wght Large | 0% | +1.58% | Add |
| 22 | AAPL | Apple Inc | 0% | -2.49% | Add |
| 23 | JPIE | Jpmorgan Income ETF | -0.1% | +5.45% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +6.70% | Add |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +5.11% | Add |
| 26 | PJUN | Innovator U.s. Equity Power | -0.2% | -2.60% | Trim |
| 27 | CTAS | Cintas CORP | -0.4% | -20.92% | Trim |
| 28 | EFV | Ishares Msci Eafe Value ETF | -0.9% | +13.09% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -1.3% | +0.54% | Trim |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | -1.3% | -80.84% | Trim |
| 31 | OEF | Ishares S&p 100 ETF | -2.1% | -12.64% | Trim |
| 32 | QUAL | Ishares Msci USA Quality Fac | -2.8% | -31.46% | Trim |
| 33 | EFG | Ishares Msci Eafe Growth ETF | — | EXIT | Sold out |
| 34 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 35 | JIVE | JPM Interntl Value ETF | — | NEW | New buy |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 37 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
| 38 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | — | NEW | New buy |
| 39 | MBCN | Middlefield Banc CORP | — | EXIT | Sold out |
| 40 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 41 | ZJUN | Innova Eqty Def Prot 1yr Jun | — | NEW | New buy |
| 42 | CLX | Clorox Company | — | NEW | New buy |
| 43 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | UNP | Union Pacific CORP | — | NEW | New buy |
| 46 | ZAUG | Innov Eq Protect ETF - 1 Aug | — | NEW | New buy |
| 47 | ZMAY | Innovator Edp ETF -1 Yr May | — | NEW | New buy |
| 48 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 49 | DHR | Danaher CORP | — | EXIT | Sold out |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M 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 23.4% 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 50 total portfolio adjustments, initiating 15 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 3 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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