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CIK: 0001797873
Total reported value
$844.8M
$844.8M
176 檔
24.3%
As reported in its official Q4 2025 Form 13F filing, Lineweaver Wealth Advisors, LLC's tracked investment portfolio stood at $844.8M with 176 total positions.
In Q4 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 32 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 | 9.15% | +0.07% | +1.57% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.96% | -0.32% | +4.30% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.88% | -0.28% | +4.57% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.70% | -0.48% | +4.59% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.06% | +0.10% | +2.11% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.98% | -0.19% | +1.44% | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.48% | -0.70% | +5.66% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.45% | -0.70% | +3.79% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.08% | +0.09% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.59% | +0.10% | +2.24% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.12% | +57.56% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.98% | -1.33% | +2.81% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.79% | -0.37% | +4.80% | |
| 14 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.71% | -0.09% | -0.55% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.02% | +10.10% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.13% | +11.27% | |
| 17 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.59% | -0.05% | +2.32% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | — | +8.62% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.04% | +6.58% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.18% | -0.06% | +13.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.13% | +1.26% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.59% | -0.20% | |
| 23 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.02% | +0.39% | +2.61% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.00% | -0.32% | +1.94% | |
| 25 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.99% | -0.06% | -1.51% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | +0.07% | +2.75% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.05% | +7.47% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.88% | +0.06% | +3.53% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.85% | -0.04% | -1.42% | |
| 30 | CTAS | Cintas CORP | Stock-Industrials | 0.83% | -0.06% | +104.23% | |
| 31 | DELL | Dell Technologies -c | Stock-Tech | 0.82% | +1.08% | +235.36% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.73% | — | +1.89% | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.73% | +0.04% | -0.20% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.71% | +0.02% | -1.81% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.02% | +2.41% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.22% | +15.00% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.10% | +6.54% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.10% | +10.30% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.07% | +9.33% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | +0.02% | +6.03% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | — | +0.04% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.04% | +2.06% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.04% | +5.16% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.01% | +8.82% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.03% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.16% | +2.78% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.02% | +5.56% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.01% | -0.03% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.02% | +5.95% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | — | +21.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | +57.56% | Add |
| 2 | DELL | Dell Technologies -c | +0.5% | +235.36% | Add |
| 3 | CTAS | Cintas CORP | +0.4% | +104.23% | Add |
| 4 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.2% | +366.28% | Add |
| 5 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | +0.2% | +399.16% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.26% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +3.16% | Add |
| 8 | DGRO | Ishares Core Dividend Growth | +0.1% | +13.09% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +15.00% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +0.04% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +8.82% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +32.07% | Add |
| 13 | NVDA | Nvidia CORP | 0% | +11.27% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +7.47% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | +2.41% | Add |
| 16 | NEE | Nextera Energy Inc | 0% | +9.33% | Add |
| 17 | C | Citigroup Inc | 0% | +2.06% | Add |
| 18 | AMGN | Amgen Inc | 0% | +6.86% | Add |
| 19 | IAU | Ishares Gold Trust | 0% | -0.20% | Trim |
| 20 | JIVE | JPM Interntl Value ETF | 0% | +2.32% | Add |
| 21 | EFV | Ishares Msci Eafe Value ETF | — | +2.81% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | +8.62% | Add |
| 23 | JPM | Jpmorgan Chase & Co | — | +6.58% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +4.80% | Add |
| 25 | AAPL | Apple Inc | 0% | +0.09% | Add |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.1% | +2.24% | Add |
| 27 | APD | Air Products & Chemicals Inc | -0.1% | -17.15% | Trim |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +5.66% | Add |
| 29 | JPIE | Jpmorgan Income ETF | -0.2% | +3.79% | Add |
| 30 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +2.11% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.2% | +4.59% | Add |
| 32 | SMTH | Alps Smth Cor Bd Plus ETF | -0.2% | +4.57% | Add |
| 33 | FBND | Fidelity Total Bond ETF | -0.2% | +4.30% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.4% | +1.57% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 37 | UL | Unilever PLC | — | EXIT | Sold out |
| 38 | XLB | Ss Materials Select Sector | — | EXIT | Sold out |
| 39 | XLRE | Ss Real Estate Select Sector | — | EXIT | Sold out |
| 40 | LIN | Linde plc | — | NEW | New buy |
| 41 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | — | NEW | New buy |
| 42 | BA | Boeing Co/the | — | NEW | New buy |
| 43 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 44 | SLB | Slb LTD | — | EXIT | Sold out |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | — | NEW | New buy |
| 46 | DVN | Devon Energy CORP | — | EXIT | Sold out |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | — | EXIT | Sold out |
| 48 | PDEC | Innovator U.s. Equity Power | — | NEW | New buy |
| 49 | PNOV | Innovator U.s. Equity Power | — | NEW | New buy |
| 50 | POCT | Innovator U.s. Equity Power | — | 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 176 disclosed positions in Q4 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 24.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $2.0M
Top Position Liquidated / Trimmed
UL
前期市值: $1.7M
During Q4 2025, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (9.2%)、FBND (5.0%)、SMTH (4.9%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q4 2025, Lineweaver Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 7 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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