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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.3B
$2.33 Million 0.4% of portfolio
18,804
Q3 2025 Added 16.7%
$127B
$2.24 Million 0.38% of portfolio
4,482
Q3 2025 Reduced 9.47%
$132B
$2.24 Million 0.38% of portfolio
10,647
Q3 2025 Added 7.77%
$120B
$2.24 Million 0.38% of portfolio
23,567
Q3 2025 Added 4.91%
$309B
$2.19 Million 0.37% of portfolio
6,340
Q3 2025 Added 3.78%
$0
$2.19 Million 0.37% of portfolio
46,112
Q3 2025 Added 7.05%
$0
$2.19 Million 0.37% of portfolio
43,443
Q3 2025 Added 8.7%
$123B
$2.09 Million 0.36% of portfolio
8,462
Q3 2025 Reduced 1.23%
$40.1B
$2.03 Million 0.35% of portfolio
14,313
Q3 2025 Reduced 19.24%
$159B
$2.02 Million 0.34% of portfolio
7,153
Q3 2025 Added 12.98%
$101B
$1.97 Million 0.34% of portfolio
20,830
Q3 2025 Added 3.35%
$53.4B
$1.93 Million 0.33% of portfolio
7,086
Q3 2025 Added 5.64%
$0
$1.93 Million 0.33% of portfolio
18,144
Q3 2025 Added 5.83%
$0
$1.95 Million 0.33% of portfolio
39,917
Q3 2025 Reduced 2.21%
$121B
$1.93 Million 0.33% of portfolio
2,495
Q3 2025 Added 0.24%
$270B
$1.86 Million 0.32% of portfolio
6,606
Q3 2025 Added 189.61%
$416B
$1.87 Million 0.32% of portfolio
2,020
Q3 2025 Added 2.85%
$179B
$1.81 Million 0.31% of portfolio
1,972
Q3 2025 Added 12.75%
$297B
$1.78 Million 0.3% of portfolio
26,026
Q3 2025 Added 9.88%
$154B
$1.74 Million 0.3% of portfolio
29,271
Q3 2025 Added 7.67%
$862B
$1.79 Million 0.3% of portfolio
2,344
Q3 2025 Reduced 14.83%
$141B
$1.72 Million 0.29% of portfolio
3,753
Q3 2025 Added 10.41%
$65.7B
$1.67 Million 0.28% of portfolio
5,559
Q3 2025 Reduced 3.07%
$65.5B
$1.65 Million 0.28% of portfolio
7,014
Q3 2025 Reduced 15.41%
$72.1B
$1.57 Million 0.27% of portfolio
19,180
Q3 2025 Reduced 27.07%
$254B
$1.5 Million 0.26% of portfolio
6,324
Q3 2025 Reduced 1.77%
$221B
$1.45 Million 0.25% of portfolio
2,991
Q3 2025 Reduced 3.05%
$0
$1.47 Million 0.25% of portfolio
12,356
Q3 2025 Reduced 0.46%
$96.9B
$1.47 Million 0.25% of portfolio
32,600
Q3 2025 Added 11.16%
$486B
$1.49 Million 0.25% of portfolio
1,239
Q3 2025 Reduced 5.35%
$289B
$1.33 Million 0.23% of portfolio
2,777
Q3 2025 Added 4.05%
$0
$1.33 Million 0.23% of portfolio
14,800
Q3 2025 Added 22.67%
$0
$1.38 Million 0.23% of portfolio
34,722
Q3 2025 Reduced 8.11%
$0
$1.22 Million 0.21% of portfolio
26,723
Q2 2025 Reduced 7.37%
$187B
$1.21 Million 0.21% of portfolio
12,342
Q3 2025 Reduced 1.17%
$0
$1.09 Million 0.19% of portfolio
21,292
Q3 2025 Added 12.45%
$1.52T
$1.04 Million 0.18% of portfolio
3,739
Q3 2025 Added 19.76%
$1.69T
$1.09 Million 0.18% of portfolio
4,456
Q3 2025 Reduced 3.74%
$84B
$1.06 Million 0.18% of portfolio
5,494
Q3 2025 Added 6.85%
$0
$1.06 Million 0.18% of portfolio
25,274
Q3 2025 Reduced 0.6%
$194B
$1.05 Million 0.18% of portfolio
6,312
Q3 2025 Added 5.24%
$13B
$970,000 0.17% of portfolio
4,117
Q2 2025 Reduced 0.22%
$203B
$992,000 0.17% of portfolio
8,672
Q3 2025 Added 16.53%
$13.6B
$993,000 0.17% of portfolio
8,061
Q3 2025 New
$150B
$917,000 0.16% of portfolio
2,452
Q3 2025 Added 0.74%
$64.2B
$948,000 0.16% of portfolio
4,657
Q3 2025 Added 24.02%
$77.1B
$928,000 0.16% of portfolio
13,316
Q3 2025 Added 11.06%
$136B
$910,000 0.16% of portfolio
3,854
Q3 2025 Added 44.45%
$0
$879,000 0.15% of portfolio
22,935
Q3 2025 Reduced 4.12%

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
Track This Portfolio

Track Lineweaver Wealth Advisors, LLC Portfolio

Follow Lineweaver Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email