Lineweaver Wealth Advisors, LLC
CIK 0001797873 · VALLEY VIEW, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$844.8M
2026 Q2
Positions
182
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
8.9%
FBND
FIDELITY MERRIMACK STR TR
4.9%
SMTH
ALPS ETF TR
4.8%
AGG
ISHARES TR
4.4%
QUAL
ISHARES TR
4.1%
USMV
ISHARES TR
3.8%
AAPL
APPLE INC
3.2%
JPIE
J P MORGAN EXCHANGE TRADED F
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.