Lineweaver Wealth Advisors, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $587 Million distributed in 166 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 $65M, Fidelity Merrimack Str Tr Tota with a value of $35.3M, Ishares Core U.S. Aggregate Bo with a value of $33.3M, Ishares Msci Usa Min Vol Facto with a value of $29.3M, and Ishares Msci Usa Quality Facto with a value of $28.8M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $559M to 587M.
Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$587 Million
ETFs: $336 Million
Technology: $71.2 Million
Financial Services: $33 Million
Healthcare: $27.4 Million
Consumer Cyclical: $23.1 Million
Industrials: $20.3 Million
Consumer Defensive: $18.2 Million
Communication Services: $12.5 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
