Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $559 Million
  • Q2 2025

Lineweaver Wealth Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $559 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60M, Ishares Msci Usa Quality Facto with a value of $39.5M, Fidelity Merrimack Str Tr Tota with a value of $30.1M, Ishares Msci Usa Min Vol Facto with a value of $28.8M, and Ishares Core U.S. Aggregate Bo with a value of $27.6M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $529M to 559M.

Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $559 Million
ETFs: $330 Million
Technology: $64.2 Million
Financial Services: $31.9 Million
Healthcare: $22.2 Million
Industrials: $20.7 Million
Consumer Cyclical: $20.7 Million
Consumer Defensive: $16 Million
Communication Services: $11.5 Million
Other: $18.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60 Million 10.73% of portfolio
96,608
Q2 2025 Reduced 14.31%
$0
$39.5 Million 7.06% of portfolio
216,023
Q2 2025 Reduced 10.84%
$0
$30.1 Million 5.39% of portfolio
658,428
Q2 2025 Added 9.74%
$0
$28.8 Million 5.15% of portfolio
306,980
Q2 2025 Added 67.23%
$0
$27.6 Million 4.93% of portfolio
278,026
Q2 2025 Added 7.52%
$0
$23.3 Million 4.17% of portfolio
502,695
Q2 2025 Added 7.36%
$3.43T
$19.5 Million 3.49% of portfolio
94,963
Q2 2025 Added 3.97%
$0
$12.3 Million 2.21% of portfolio
310,594
Q2 2025 Reduced 0.96%
$3.91T
$12.2 Million 2.19% of portfolio
24,606
Q2 2025 Reduced 2.97%
$0
$12.1 Million 2.17% of portfolio
249,026
Q2 2025 Added 23.52%
$0
$11.8 Million 2.1% of portfolio
152,085
Q2 2025 New
$0
$11.2 Million 2.0% of portfolio
175,949
Q2 2025 Reduced 37.62%
$447B
$9.64 Million 1.73% of portfolio
61,039
Q2 2025 Reduced 3.32%
$0
$8.77 Million 1.57% of portfolio
78,304
Q2 2025 Reduced 61.32%
$122B
$8.66 Million 1.55% of portfolio
31,423
Q2 2025 Added 0.47%
$0
$8.59 Million 1.54% of portfolio
157,730
Q2 2025 Added 2.2%
$855B
$7.74 Million 1.38% of portfolio
26,688
Q2 2025 Added 5.94%
$0
$7.19 Million 1.29% of portfolio
112,496
Q2 2025 Added 0.05%
$0
$7.04 Million 1.26% of portfolio
211,093
Q2 2025 Added 0.28%
$0
$7.07 Million 1.26% of portfolio
29,420
Q2 2025 Added 1.78%
$0
$6.93 Million 1.24% of portfolio
84,961
Q2 2025 Added 2.7%
$0
$5.94 Million 1.06% of portfolio
114,122
Q2 2025 Reduced 0.6%
$2.26T
$5.8 Million 1.04% of portfolio
26,448
Q2 2025 Added 2.85%
$54B
$5.78 Million 1.03% of portfolio
92,692
Q2 2025 Added 7.5%
$0
$4.9 Million 0.88% of portfolio
78,119
Q2 2025 Added 0.66%
$1.16T
$4.87 Million 0.87% of portfolio
27,620
Q2 2025 Added 2.67%
$0
$4.89 Million 0.87% of portfolio
61,015
Q2 2025 Added 1.26%
$1.01T
$4.78 Million 0.85% of portfolio
15,034
Q2 2025 Added 9.87%
$22.8B
$4.49 Million 0.8% of portfolio
20,160
Q2 2025 Reduced 16.78%
$396B
$3.99 Million 0.71% of portfolio
10,895
Q2 2025 Added 1.78%
$446B
$3.69 Million 0.66% of portfolio
24,161
Q2 2025 Added 13.78%
$226B
$3.49 Million 0.63% of portfolio
11,961
Q2 2025 Reduced 2.23%
$444B
$3.41 Million 0.61% of portfolio
31,600
Q2 2025 Reduced 0.21%
$139B
$3.33 Million 0.6% of portfolio
48,038
Q2 2025 Added 9.5%
$362B
$3.31 Million 0.59% of portfolio
20,757
Q2 2025 Added 12.68%
$179B
$3.15 Million 0.56% of portfolio
37,021
Q2 2025 Added 8.13%
$0
$3.03 Million 0.54% of portfolio
74,853
Q2 2025 Reduced 2.24%
$247B
$3.01 Million 0.54% of portfolio
4,254
Q2 2025 Added 12.36%
$347B
$2.98 Million 0.53% of portfolio
16,049
Q2 2025 Added 7.31%
$1.72T
$2.93 Million 0.52% of portfolio
3,966
Q2 2025 Added 1.64%
$299B
$2.86 Million 0.51% of portfolio
19,955
Q2 2025 Reduced 4.36%
$555B
$2.87 Million 0.51% of portfolio
8,073
Q2 2025 Added 2.61%
$0
$2.65 Million 0.47% of portfolio
31,718
Q2 2025 Added 1.6%
$364B
$2.6 Million 0.46% of portfolio
54,907
Q2 2025 Added 9.36%
$194B
$2.51 Million 0.45% of portfolio
19,007
Q2 2025 Added 27.53%
$281B
$2.33 Million 0.42% of portfolio
23,839
Q2 2025 Added 20.12%
$72.1B
$2.37 Million 0.42% of portfolio
22,474
Q2 2025 Reduced 12.27%
$147B
$2.3 Million 0.41% of portfolio
9,879
Q2 2025 Added 5.42%
$85.1B
$2.31 Million 0.41% of portfolio
34,218
Q2 2025 Added 5.99%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $559 Million
  • Prior Value $529 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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