Lineweaver Wealth Advisors, LLC
Lineweaver Wealth Advisors, LLC reported 182 positions worth $844.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $75.2M | 8.90% | 100,377 | — | — | |
| ▸ 2 | FBND | SH | $41.1M | 4.87% | 903,819 | — | — | |
| ▸ 3 | SMTH | SH | $40.7M | 4.81% | 1,579,639 | — | — | |
| ▸ 4 | AGG | SH | $37.5M | 4.44% | 378,591 | — | — | |
| ▸ 5 | QUAL | SH | $34.5M | 4.08% | 157,256 | — | — | |
| ▸ 6 | USMV | SH | $31.9M | 3.78% | 330,997 | — | — | |
| ▸ 7 | AAPL | SH | $26.9M | 3.19% | 93,087 | — | — | |
| ▸ 8 | JPIE | SH | $24.7M | 2.93% | 537,386 | — | — | |
| ▸ 9 | BINC | SH | $24.7M | 2.92% | 471,845 | — | — | |
| ▸ 10 | DYNF | SH | $22.2M | 2.63% | 326,119 | — | — |
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Frequently Asked Questions
What stocks does Lineweaver Wealth Advisors, LLC hold as of Q2 2026?
Lineweaver Wealth Advisors, LLC reported 182 positions worth $844.8M in its Q2 2026 13F filing. Largest positions: IVV (8.9%), FBND (4.9%), SMTH (4.8%), AGG (4.4%) and QUAL (4.1%).
What did Lineweaver Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lineweaver Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.