13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001797873
Total reported value
$862.5M
$862.5M
176 檔
23.8%
As reported in its official Q4 2025 Form 13F filing, Lineweaver Wealth Advisors, LLC's tracked investment portfolio stood at $862.5M with 176 total positions.
In Q4 2025, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 22 new positions and adding to 102 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% | +0.05% | +1.57% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.96% | -0.18% | +4.30% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.88% | -0.21% | +4.57% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.70% | -0.15% | +4.59% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.06% | +0.03% | +2.11% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.98% | — | +1.44% | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.48% | -0.07% | +5.66% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.45% | -0.04% | +3.79% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.35% | +0.09% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.59% | +0.01% | +2.24% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | -0.11% | +57.56% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.98% | +0.01% | +2.81% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.79% | -0.03% | +4.80% | |
| 14 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.71% | — | -0.55% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | +0.41% | +10.10% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.20% | +11.27% | |
| 17 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.59% | +0.07% | +2.32% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.01% | +8.62% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.01% | +6.58% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.18% | -0.04% | +13.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.02% | +1.26% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | +0.01% | -0.20% | |
| 23 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.02% | +0.05% | +2.61% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.00% | -0.04% | +1.94% | |
| 25 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.99% | -0.01% | -1.51% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.13% | +2.75% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.04% | +7.47% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.88% | -0.08% | +3.53% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.85% | -0.01% | -1.42% | |
| 30 | CTAS | Cintas CORP | Stock-Industrials | 0.83% | +0.03% | +104.23% | |
| 31 | DELL | Dell Technologies -c | Stock-Tech | 0.82% | -0.37% | +235.36% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.73% | -0.11% | +1.89% | |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.73% | — | -0.20% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.71% | -0.04% | -1.81% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.02% | +2.41% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.61% | EXIT | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.60% | +0.03% | +6.54% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.07% | +10.30% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.04% | +9.33% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.12% | +6.03% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | +0.07% | +0.04% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.49% | -0.03% | +2.06% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.02% | +5.16% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | -0.04% | +8.82% | |
| 45 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.44% | +0.08% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.44% | +0.13% | +2.78% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.01% | +5.56% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | — | -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% | +0.03% | +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 | BIIB | Biogen Inc | +0.1% | +96.38% | Add |
| 14 | NVDA | Nvidia CORP | 0% | +11.27% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | +7.47% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +2.41% | Add |
| 17 | NEE | Nextera Energy Inc | 0% | +9.33% | Add |
| 18 | C | Citigroup Inc | 0% | +2.06% | Add |
| 19 | AMGN | Amgen Inc | 0% | +6.86% | Add |
| 20 | JMUB | Jpmorgan Municipal ETF | 0% | +20.02% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +7.92% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +3.07% | Add |
| 23 | FTEC | Fidelity Msci Info Tech Indx | 0% | +81.54% | Add |
| 24 | IAU | Ishares Gold Trust | 0% | -0.20% | Trim |
| 25 | CRM | Salesforce Inc | 0% | +8.78% | Add |
| 26 | TMO | Thermo Fisher Scientific Inc | 0% | +1.30% | Add |
| 27 | ISRG | Intuitive Surgical Inc | 0% | +13.62% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | 0% | +37.42% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +6.42% | Add |
| 30 | MUB | Ishares National Muni Bond E | 0% | +14.50% | Add |
| 31 | BMY | Bristol-myers Squibb Co | 0% | -0.70% | Trim |
| 32 | CSCO | Cisco Systems Inc | 0% | +2.29% | Add |
| 33 | PANW | Palo Alto Networks Inc | 0% | +37.84% | Add |
| 34 | ASML | ASML Holding N.V. | 0% | +13.40% | Add |
| 35 | UNP | Union Pacific CORP | 0% | +25.92% | Add |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 0% | +6.01% | Add |
| 37 | RTX | Rtx CORP | 0% | +19.33% | Add |
| 38 | JIVE | JPM Interntl Value ETF | 0% | +2.32% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +10.30% | Add |
| 40 | BAC | Bank Of America CORP | 0% | +5.56% | Add |
| 41 | WMT | Walmart Inc | 0% | +4.56% | Add |
| 42 | DE | Deere & Co | 0% | +9.01% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | +4.07% | Add |
| 44 | GLW | Corning Inc | 0% | +3.94% | Add |
| 45 | A | Agilent Technologies Inc | 0% | +16.02% | Add |
| 46 | VCIT | Vanguard Int-term Corporate | 0% | +21.16% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | +6.70% | Add |
| 48 | LRCX | Lam Research CORP | 0% | +0.80% | Add |
| 49 | FIGS | Figs Inc-class A | 0% | — | Unchanged |
| 50 | EFV | Ishares Msci Eafe Value ETF | — | +2.81% | 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 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 23.8% 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 162 total portfolio adjustments, initiating 22 new buys, adding to 102 positions, trimming 26 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.