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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$19.5 Million 3.49% of portfolio
94,963
Q2 2025 Added 3.97%
$3.81T
$12.2 Million 2.19% of portfolio
24,606
Q2 2025 Reduced 2.97%
$433B
$9.64 Million 1.73% of portfolio
61,039
Q2 2025 Reduced 3.32%
$117B
$8.66 Million 1.55% of portfolio
31,423
Q2 2025 Added 0.47%
$622B
$8.1 Million 1.45% of portfolio
16,673
Q2 2025 Added 9.45%
$870B
$7.74 Million 1.38% of portfolio
26,688
Q2 2025 Added 5.94%
$2.37T
$5.8 Million 1.04% of portfolio
26,448
Q2 2025 Added 2.85%
$1.14T
$4.87 Million 0.87% of portfolio
27,620
Q2 2025 Added 2.67%
$964B
$4.78 Million 0.85% of portfolio
15,034
Q2 2025 Added 9.87%
$22.6B
$4.49 Million 0.8% of portfolio
20,160
Q2 2025 Reduced 16.78%
$382B
$3.99 Million 0.71% of portfolio
10,895
Q2 2025 Added 1.78%
$443B
$3.69 Million 0.66% of portfolio
24,161
Q2 2025 Added 13.78%
$217B
$3.49 Million 0.63% of portfolio
11,961
Q2 2025 Reduced 2.23%
$462B
$3.41 Million 0.61% of portfolio
31,600
Q2 2025 Reduced 0.21%
$141B
$3.33 Million 0.6% of portfolio
48,038
Q2 2025 Added 9.5%
$376B
$3.31 Million 0.59% of portfolio
20,757
Q2 2025 Added 12.68%
$245B
$3.01 Million 0.54% of portfolio
4,254
Q2 2025 Added 12.36%
$337B
$2.98 Million 0.53% of portfolio
16,049
Q2 2025 Added 7.31%
$1.58T
$2.93 Million 0.52% of portfolio
3,966
Q2 2025 Added 1.64%
$305B
$2.86 Million 0.51% of portfolio
19,955
Q2 2025 Reduced 4.36%
$579B
$2.87 Million 0.51% of portfolio
8,073
Q2 2025 Added 2.61%
$388B
$2.6 Million 0.46% of portfolio
54,907
Q2 2025 Added 9.36%
$199B
$2.51 Million 0.45% of portfolio
19,007
Q2 2025 Added 27.53%
$262B
$2.33 Million 0.42% of portfolio
23,839
Q2 2025 Added 20.12%
$75.8B
$2.37 Million 0.42% of portfolio
22,474
Q2 2025 Reduced 12.27%
$151B
$2.3 Million 0.41% of portfolio
9,879
Q2 2025 Added 5.42%
$96.2B
$2.31 Million 0.41% of portfolio
34,218
Q2 2025 Added 5.99%
$110B
$2.29 Million 0.41% of portfolio
4,951
Q2 2025 Added 11.01%
$145B
$2.29 Million 0.41% of portfolio
8,567
Q2 2025 Reduced 0.9%
$33.3B
$2.17 Million 0.39% of portfolio
17,723
Q2 2025 Added 15.23%
$765B
$2.15 Million 0.38% of portfolio
2,752
Q2 2025 Added 18.67%
$213B
$2.12 Million 0.38% of portfolio
26,741
Q2 2025 Reduced 14.49%
$123B
$1.96 Million 0.35% of portfolio
22,465
Q2 2025 Added 12.26%
$413B
$1.94 Million 0.35% of portfolio
1,964
Q2 2025 Added 3.15%
$65.9B
$1.89 Million 0.34% of portfolio
6,708
Q2 2025 Added 15.91%
$0
$1.92 Million 0.34% of portfolio
40,821
Q2 2025 Added 6.69%
$261B
$1.91 Million 0.34% of portfolio
6,109
Q2 2025 Added 21.96%
$61.5B
$1.88 Million 0.34% of portfolio
8,292
Q2 2025 Reduced 0.56%
$92.2B
$1.9 Million 0.34% of portfolio
16,113
Q2 2025 Added 7.88%
$103B
$1.85 Million 0.33% of portfolio
20,154
Q2 2025 Added 10.1%
$102B
$1.82 Million 0.33% of portfolio
2,489
Q2 2025 Added 0.16%
$165B
$1.77 Million 0.32% of portfolio
6,331
Q2 2025 Added 12.19%
$201B
$1.8 Million 0.32% of portfolio
1,749
Q2 2025 Reduced 8.95%
$268B
$1.76 Million 0.31% of portfolio
6,438
Q2 2025 Reduced 0.86%
$525B
$1.75 Million 0.31% of portfolio
1,309
Q2 2025 Reduced 0.3%
$155B
$1.73 Million 0.31% of portfolio
3,399
Q2 2025 Added 6.59%
$155B
$1.66 Million 0.3% of portfolio
27,186
Q2 2025 Reduced 8.49%
$280B
$1.64 Million 0.29% of portfolio
23,685
Q2 2025 Added 7.38%
$64.4B
$1.47 Million 0.26% of portfolio
5,735
Q2 2025 Added 12.3%

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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