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
181 檔
26.5%
The Q2 2026 SEC filing reveals that Lineweaver Wealth Advisors, LLC held a total portfolio value of $862.5M, covering 181 public equity positions.
In Q2 2026, Lineweaver Wealth Advisors, LLC displayed an active expansion posture, initiating 23 new positions and adding to 105 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 | 8.90% | +0.05% | +0.14% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.87% | -0.18% | +7.18% | |
| 3 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 4.81% | -0.21% | +7.77% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.44% | -0.15% | +3.01% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.08% | +0.03% | +2.30% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.78% | — | +4.36% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.35% | +2.54% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.93% | -0.04% | -8.11% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.92% | -0.07% | -8.73% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.63% | +0.01% | +1.22% | |
| 11 | JIVE | JPM Interntl Value ETF | ETF-Other | 2.09% | +0.07% | +3.85% | |
| 12 | DELL | Dell Technologies -c | Stock-Tech | 1.74% | -0.37% | +13.71% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.11% | +0.77% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.61% | -0.06% | — | |
| 15 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.60% | — | +4.44% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.20% | +8.19% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.51% | -0.03% | -22.80% | |
| 18 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.42% | +0.05% | +40.97% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | +0.41% | +11.83% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.29% | -0.05% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.01% | +8.88% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.01% | +5.80% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.04% | -0.04% | -0.21% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | -0.02% | +4.33% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.95% | -0.08% | -23.42% | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.90% | -0.01% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.13% | +9.36% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.04% | +5.67% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.77% | -0.01% | -0.36% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.74% | -0.11% | +3.06% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | +0.02% | +5.80% | |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.72% | — | -1.17% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | +0.01% | -61.69% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.70% | -0.04% | -1.34% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.67% | -0.07% | +158.45% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | -0.04% | -45.75% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.62% | +0.09% | +22.32% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.61% | EXIT | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.12% | +9.73% | |
| 40 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.56% | +0.03% | +22.65% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.07% | +6.85% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.54% | -0.21% | -6.11% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.04% | +6.45% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.02% | +6.95% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.07% | +10.16% | |
| 46 | CTAS | Cintas CORP | Stock-Industrials | 0.51% | +0.03% | +0.89% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | +0.01% | -39.45% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.49% | -0.03% | +0.46% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.13% | +6.08% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.46% | +0.03% | -5.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +1.6% | NEW | New buy |
| 2 | EFG | Ishares Msci Eafe Growth ETF | +1.3% | NEW | New buy |
| 3 | DELL | Dell Technologies -c | +1.1% | +13.71% | Add |
| 4 | PGR | Progressive CORP | +0.4% | +158.45% | Add |
| 5 | GSEW | Goldman Sachs Eql Wght Large | +0.4% | +40.97% | Add |
| 6 | GLW | Corning Inc | +0.2% | -6.11% | Trim |
| 7 | GEV | GE Vernova Inc | +0.2% | +182.46% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +8.19% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.33% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | +85.38% | Add |
| 11 | ASML | ASML Holding N.V. | +0.1% | +21.74% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +24.74% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +0.77% | Add |
| 14 | ANET | Arista Networks Inc | +0.1% | +154.98% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.30% | Add |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +1.22% | Add |
| 17 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +22.32% | Add |
| 18 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 19 | CGIC | Cap Group Intl Core Eq | +0.1% | +22.65% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +2.23% | Add |
| 21 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 22 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 23 | AAPL | Apple Inc | +0.1% | +2.54% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.87% | Add |
| 25 | ZMAY | Innovator Edp ETF -1 Yr May | +0.1% | +88.54% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.14% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | +9.36% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | +8.67% | Add |
| 29 | CGNG | Cap Group New Geography Eq | +0.1% | +22.17% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | +29.74% | Add |
| 31 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -23.42% | Trim |
| 32 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | +0.1% | +5.67% | Add |
| 34 | PANW | Palo Alto Networks Inc | +0.1% | -29.02% | Trim |
| 35 | HIMU | Ishares High Yild Muni A ETF | +0.1% | +67.94% | Add |
| 36 | CGHM | Cap Group Muni High-income | +0.1% | NEW | New buy |
| 37 | FMHI | First Trust Municipal High I | +0.1% | NEW | New buy |
| 38 | MUNI | Pimco Intermediate Municipal | +0.1% | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +5.80% | Add |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -1.17% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | +6.95% | Add |
| 42 | C | Citigroup Inc | 0% | +0.46% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | +10.51% | Add |
| 44 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | 0% | +30.50% | Add |
| 45 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 46 | DE | Deere & Co | 0% | +9.44% | Add |
| 47 | UL | Unilever Plc-sponsored Adr | 0% | +18.60% | Add |
| 48 | PAPR | Innovator U.s. Equity Power | 0% | +32.88% | Add |
| 49 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 50 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
According to official SEC Form 13F filings, Lineweaver Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $862.5M across 181 disclosed positions in Q2 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 26.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
GOVT
市值: $13.6M
Top Position Liquidated / Trimmed
HON
前期市值: $2.6M
During Q2 2026, Lineweaver Wealth Advisors, LLC's top holdings by market value included IVV (8.9%)、FBND (4.9%)、SMTH (4.8%). The largest single position, IVV, represented 8.9% of total portfolio value.
In Q2 2026, Lineweaver Wealth Advisors, LLC made 166 total portfolio adjustments, initiating 23 new buys, adding to 105 positions, trimming 28 holdings, and fully liquidating 10 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.