Institutional Manager · CIK 0001797873
Lineweaver Wealth Advisors, LLC
Valley View, OH · File #028-19659
Latest AUM
$738.8M
Positions
180
Top-10 Concentration
55.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025180 pos · $738.8M
- 13F HOLDINGS REPORTQ/E Sep 2025166 pos · $682.5M
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $632.9M
- 13F HOLDINGS REPORTQ/E Mar 2025143 pos · $587.1M
- 13F HOLDINGS REPORTQ/E Dec 2024134 pos · $541.1M
- 13F HOLDINGS REPORTQ/E Sep 2024126 pos · $525.2M
- 13F HOLDINGS REPORTQ/E Jun 2024126 pos · $482.6M
- 13F HOLDINGS REPORTQ/E Mar 2024124 pos · $421.1M
- 13F HOLDINGS REPORTQ/E Dec 2023136 pos · $343.9M
- 13F HOLDINGS REPORTQ/E Sep 2023121 pos · $350.7M
- 13F HOLDINGS REPORTQ/E Jun 2023131 pos · $325.5M
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $330.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 98,653 | $67.6M | 11.33% |
| 2 | FIDELITY MERRIMACK STR TR | 316188309 | 796,309 | $36.7M | 6.14% |
| 3 | ALPS ETF TR | 00162Q346 | 1,383,903 | $36.1M | 6.05% |
| 4 | ISHARES TR | 464287226 | 347,283 | $34.7M | 5.81% |
| 5 | ISHARES TR | 46432F339 | 151,174 | $30.0M | 5.03% |
| 6 | ISHARES TR | 46429B697 | 311,983 | $29.4M | 4.92% |
| 7 | BLACKROCK ETF TRUST II | BLK | 487,846 | $25.7M | 4.31% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 550,174 | $25.5M | 4.27% |
| 9 | APPLE INC | AAPL | 92,676 | $25.2M | 4.22% |
| 10 | BLACKROCK ETF TRUST | BLK | 314,681 | $19.1M | 3.21% |
| 11 | ISHARES TR | 464288877 | 204,577 | $14.6M | 2.45% |
| 12 | ISHARES INC | 46434G103 | 196,644 | $13.2M | 2.22% |
| 13 | BROADCOM INC | AVGO | 37,420 | $13.0M | 2.17% |
| 14 | INNOVATOR ETFS TRUST | INHD | 300,857 | $12.6M | 2.11% |
| 15 | MICROSOFT CORP | MSFT | 25,530 | $12.3M | 2.07% |
| 16 | NVIDIA CORPORATION | NVDA | 63,314 | $11.8M | 1.98% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46654Q757 | 146,594 | $11.8M | 1.97% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,323 | $9.7M | 1.63% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 27,336 | $8.8M | 1.48% |
| 20 | ISHARES TR | 46434V621 | 125,870 | $8.7M | 1.46% |