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CIK: 0001797873
Total reported value
$844.8M
$844.8M
168 檔
24.6%
According to the latest 13F quarterly dataset, Lineweaver Wealth Advisors, LLC managed an equity portfolio of $844.8M at the end of Q1 2026, spanning 168 distinct U.S. exchange-listed positions.
Lineweaver Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 20 holdings and trimming 69 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.83% | +0.07% | +1.60% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.19% | -0.32% | +5.90% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 5.09% | -0.28% | +5.92% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.92% | -0.48% | +5.83% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.98% | +0.10% | +1.68% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.97% | -0.19% | +1.66% | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.63% | -0.70% | +6.30% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.62% | -0.70% | +5.98% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.08% | -2.05% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.53% | +0.10% | +2.38% | |
| 11 | JIVE | JPM Interntl Value ETF | ETF-Other | 2.14% | -0.05% | +26.32% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.04% | -1.33% | -0.53% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | -0.37% | +1.71% | |
| 14 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.69% | -0.09% | -0.19% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.12% | -15.62% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.13% | -5.28% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.02% | +5.09% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | — | +0.37% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.04% | +2.43% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.06% | -8.07% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.09% | -0.59% | -3.37% | |
| 22 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.03% | +0.39% | +1.69% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.98% | -0.32% | +2.35% | |
| 24 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.96% | -0.06% | -0.06% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.13% | -6.50% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.89% | +0.06% | +2.09% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.22% | -4.22% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.81% | -0.04% | -1.97% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.07% | +1.58% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.05% | -3.83% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.02% | -3.94% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.74% | — | -0.45% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.68% | +0.02% | -2.18% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.68% | +0.04% | +1.03% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.66% | +1.08% | -37.56% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.16% | +5.82% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.10% | +2.19% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.07% | -6.52% | |
| 39 | CTAS | Cintas CORP | Stock-Industrials | 0.57% | -0.06% | -22.82% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.02% | +7.18% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.10% | +3.68% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | — | -11.18% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | +0.10% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.04% | +5.52% | |
| 45 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.47% | +0.09% | — | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.45% | +0.04% | -5.61% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.01% | +3.71% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.07% | +2.02% | |
| 49 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.03% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.01% | -7.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JIVE | JPM Interntl Value ETF | +0.6% | +26.32% | Add |
| 2 | ABT | Abbott Laboratories | +0.3% | +1353.56% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.2% | +5.90% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +5.83% | Add |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +5.92% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -4.22% | Trim |
| 7 | JPIE | Jpmorgan Income ETF | +0.2% | +6.30% | Add |
| 8 | CVX | Chevron CORP | +0.2% | +5.82% | Add |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +5.98% | Add |
| 10 | APD | Air Products & Chemicals Inc | +0.1% | +45.14% | Add |
| 11 | GLW | Corning Inc | +0.1% | -4.16% | Trim |
| 12 | ZMAR | Inovatr E D Prct ETF - 1 Mar | +0.1% | +47.59% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.71% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -3.94% | Trim |
| 15 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | +0.1% | +59.58% | Add |
| 16 | MDLZ | Mondelez International Inc-a | +0.1% | +21.65% | Add |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -0.53% | Trim |
| 18 | ZJAN | Innovator Edp ETF - 1y Jan | +0.1% | +72.27% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +2.02% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | +13.31% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | -3.37% | Trim |
| 22 | SO | Southern Co/the | +0.1% | +7.91% | Add |
| 23 | DUK | Duke Energy CORP | +0.1% | +3.41% | Add |
| 24 | STOT | Ss Dl St Dur Tr Tact ETF | +0.1% | +15.65% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | -0.51% | Trim |
| 26 | PJAN | Innovator U.s. Equity Power | +0.1% | +29.77% | Add |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +6.35% | Add |
| 28 | DE | Deere & Co | 0% | -2.66% | Trim |
| 29 | NEE | Nextera Energy Inc | 0% | -6.52% | Trim |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +13.61% | Add |
| 31 | CLX | Clorox Company | 0% | +37.28% | Add |
| 32 | AMT | American Tower CORP | 0% | +26.77% | Add |
| 33 | IBM | Intl Business Machines CORP | 0% | +39.03% | Add |
| 34 | PMAR | Innovator U.s. Equity Power | 0% | +29.54% | Add |
| 35 | AMGN | Amgen Inc | 0% | +1.41% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | -12.54% | Trim |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.23% | Add |
| 38 | MCD | Mcdonald's CORP | 0% | +2.19% | Add |
| 39 | PFEB | Innovator U.s. Equity Power | 0% | +13.75% | Add |
| 40 | LIN | Linde plc | 0% | -2.24% | Trim |
| 41 | PG | Procter & Gamble Co/the | 0% | +3.71% | Add |
| 42 | BA | Boeing Co/the | 0% | +26.79% | Add |
| 43 | JNJ | Johnson & Johnson | 0% | -5.06% | Trim |
| 44 | GEV | GE Vernova Inc | 0% | +1.32% | Add |
| 45 | HIMU | Ishares High Yild Muni A ETF | 0% | +18.97% | Add |
| 46 | HD | Home Depot Inc | 0% | +7.18% | Add |
| 47 | JMUB | Jpmorgan Municipal ETF | 0% | +4.80% | Add |
| 48 | CAT | Caterpillar Inc | 0% | -14.58% | Trim |
| 49 | PEP | Pepsico Inc | 0% | -4.46% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.13% | Add |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $844.8M across 168 disclosed positions in Q1 2026.
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 24.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IXUS
市值: $3.9M
Top Position Liquidated / Trimmed
UNH
前期市值: $1.8M
During Q1 2026, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (8.8%)、FBND (5.2%)、SMTH (5.1%). The largest single position, IVV, represented 8.8% of total portfolio value.
In Q1 2026, Lineweaver Wealth Advisors, LLC made 166 total portfolio adjustments, initiating 12 new buys, adding to 65 positions, trimming 69 holdings, and fully liquidating 20 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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