Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $587 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.08B
$407,000 0.07% of portfolio
56,255
Q3 2025 Reduced 2.09%
$9.76B
$289,000 0.05% of portfolio
5,339
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $587 Million
  • Prior Value $559 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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