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
$124B
$2.29 Million 0.41% of portfolio
4,951
Q2 2025 Added 11.01%
$143B
$2.29 Million 0.41% of portfolio
8,567
Q2 2025 Reduced 0.9%
$33.8B
$2.17 Million 0.39% of portfolio
17,723
Q2 2025 Added 15.23%
$722B
$2.15 Million 0.38% of portfolio
2,752
Q2 2025 Added 18.67%
$206B
$2.12 Million 0.38% of portfolio
26,741
Q2 2025 Reduced 14.49%
$0
$2.04 Million 0.36% of portfolio
43,074
Q2 2025 Added 1.32%
$126B
$1.96 Million 0.35% of portfolio
22,465
Q2 2025 Added 12.26%
$0
$1.98 Million 0.35% of portfolio
39,967
Q2 2025 Added 9.1%
$426B
$1.94 Million 0.35% of portfolio
1,964
Q2 2025 Added 3.15%
$64.5B
$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%
$320B
$1.91 Million 0.34% of portfolio
6,109
Q2 2025 Added 21.96%
$58.8B
$1.88 Million 0.34% of portfolio
8,292
Q2 2025 Reduced 0.56%
$93.2B
$1.9 Million 0.34% of portfolio
16,113
Q2 2025 Added 7.88%
$99.8B
$1.85 Million 0.33% of portfolio
20,154
Q2 2025 Added 10.1%
$0
$1.86 Million 0.33% of portfolio
49,255
Q4 2024 Reduced 5.27%
$0
$1.79 Million 0.32% of portfolio
17,144
Q2 2025 Added 11.01%
$147B
$1.77 Million 0.32% of portfolio
6,331
Q2 2025 Added 12.19%
$192B
$1.8 Million 0.32% of portfolio
1,749
Q2 2025 Reduced 8.95%
$242B
$1.76 Million 0.31% of portfolio
6,438
Q2 2025 Reduced 0.86%
$547B
$1.75 Million 0.31% of portfolio
1,309
Q2 2025 Reduced 0.3%
$142B
$1.73 Million 0.31% of portfolio
3,399
Q2 2025 Added 6.59%
$158B
$1.66 Million 0.3% of portfolio
27,186
Q2 2025 Reduced 8.49%
$278B
$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%
$0
$1.44 Million 0.26% of portfolio
37,785
Q1 2024 Reduced 1.13%
$65B
$1.38 Million 0.25% of portfolio
26,298
Q2 2025 Reduced 11.58%
$98.1B
$1.36 Million 0.24% of portfolio
29,326
Q2 2025 Added 21.16%
$0
$1.36 Million 0.24% of portfolio
12,413
Q2 2025 Reduced 34.31%
$185B
$1.25 Million 0.22% of portfolio
3,085
Q2 2025 Reduced 5.46%
$184B
$1.17 Million 0.21% of portfolio
12,488
Q2 2025 Reduced 0.49%
$0
$1.18 Million 0.21% of portfolio
26,723
Q2 2025 Reduced 7.37%
$91.8B
$1.14 Million 0.2% of portfolio
5,142
Q2 2025 Added 7.87%
$0
$1.05 Million 0.19% of portfolio
25,427
Q2 2025 Added 0.88%
$238B
$1.04 Million 0.19% of portfolio
2,669
Q2 2025 Added 3.33%
$0
$1.06 Million 0.19% of portfolio
20,850
Q2 2025 New
$0
$1.06 Million 0.19% of portfolio
12,065
Q2 2025 Added 4.76%
$186B
$955,000 0.17% of portfolio
5,998
Q2 2025 Added 16.53%
$0
$964,000 0.17% of portfolio
18,934
Q2 2025 Added 7.46%
$145B
$868,000 0.16% of portfolio
2,434
Q2 2025 Added 19.08%
$0
$892,000 0.16% of portfolio
21,131
Q4 2024 Reduced 6.96%
$0
$894,000 0.16% of portfolio
15,733
Q2 2025 Added 0.63%
$212B
$922,000 0.16% of portfolio
7,442
Q2 2025 Added 18.45%
$0
$891,000 0.16% of portfolio
23,920
Q2 2025 Added 0.0%
$91.1B
$851,000 0.15% of portfolio
11,990
Q2 2025 New
$13.6B
$853,000 0.15% of portfolio
4,117
Q2 2025 Reduced 0.22%
$1.52T
$821,000 0.15% of portfolio
4,629
Q2 2025 Added 11.06%
$93.8B
$803,000 0.14% of portfolio
1,602
Q2 2025 Reduced 21.85%
$60.8B
$768,000 0.14% of portfolio
3,755
Q2 2025 New

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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