EdgeMarket › What Lineweaver Wealth Advisors, Llc reported owning
What Lineweaver Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
741.5MPositions
168Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 65.5M | 8.8% | 100.2K | 769.31 | +20.0% |
| FBND Fidelity Total Bond ETF | 38.5M | 5.2% | 843.3K | 44.90 | -2.1% |
| SMTH ALPS Smith Core Plus Bond ETF | 37.8M | 5.1% | 1.5M | 25.27 | -2.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36.5M | 4.9% | 367.5K | 97.35 | -1.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 29.5M | 4.0% | 153.7K | 223.22 | +19.3% |
| USMV iShares MSCI USA Min Vol Factor ETF | 29.4M | 4.0% | 317.2K | 101.23 | +7.0% |
| JPIE JPMorgan Income ETF | 26.9M | 3.6% | 584.8K | 45.85 | -1.1% |
| BINC iShares Flexible Income Active ETF | 26.8M | 3.6% | 517.0K | 52.00 | -1.7% |
| AAPL Apple Inc. | 23.0M | 3.1% | 90.8K | 309.35 | +36.9% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 18.7M | 2.5% | 322.2K | 69.08 | +22.3% |
| JIVE JPMorgan International Value ETF | 15.9M | 2.1% | 185.2K | 98.09 | +33.3% |
| EFV iShares MSCI EAFE Value ETF | 15.1M | 2.0% | 203.5K | 82.23 | +21.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.0M | 1.9% | 200.0K | 81.57 | +31.9% |
| PJUN Innovator U.S. Equity Power Buffer ETF - June | 12.6M | 1.7% | 300.3K | 43.91 | +8.7% |
| AVGO Broadcom Inc. | 11.3M | 1.5% | 36.6K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 10.5M | 1.4% | 60.0K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 9.9M | 1.3% | 26.8K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 9.3M | 1.3% | 19.4K | — | — |
| JPM JPMORGAN CHASE & CO | 8.2M | 1.1% | 28.0K | 351.58 | +20.3% |
| DGRO iShares Core Dividend Growth ETF | 8.1M | 1.1% | 115.7K | 79.61 | +20.0% |
| IAU ISHARES GOLD TRUST | 8.1M | 1.1% | 91.7K | 86.79 | +37.5% |
| GSEW Goldman Sachs Equal Weight U.S. Large Cap Equi | 7.6M | 1.0% | 90.0K | 98.33 | +18.3% |
| MTUM iShares MSCI USA Momentum Factor ETF | 7.2M | 1.0% | 30.2K | 305.17 | +25.7% |
| PSTP Innovator Power Buffer Step-Up Strategy ETF | 7.1M | 1.0% | 206.1K | 37.42 | +9.9% |
| GOOGL Alphabet Inc. | 6.6M | 0.9% | 23.0K | 344.82 | +73.0% |
| BAI iShares A.I. Innovation and Tech Active ETF | 6.6M | 0.9% | 199.8K | 44.30 | +46.6% |
| XOM ExxonMobil Holdings Corp | 6.2M | 0.8% | 36.4K | 165.11 | +52.1% |
| FDVV Fidelity High Dividend ETF | 6.0M | 0.8% | 108.4K | 63.13 | +15.6% |
| TSLA Tesla, Inc. | 5.7M | 0.8% | 15.4K | 362.86 | +12.0% |
| AMZN AMAZON COM INC | 5.7M | 0.8% | 27.4K | 258.63 | +15.6% |
| JNJ JOHNSON & JOHNSON | 5.7M | 0.8% | 23.2K | 270.24 | +51.1% |
| ITA iShares U.S. Aerospace & Defense ETF | 5.5M | 0.7% | 25.0K | 237.34 | +22.1% |
| RDVY First Trust Rising Dividend Achievers ETF | 5.0M | 0.7% | 73.9K | 81.95 | +26.6% |
| ONEQ Fidelity Nasdaq Composite Index ETF | 5.0M | 0.7% | 59.3K | 103.14 | +23.7% |
| DELL Dell Technologies Inc. | 4.9M | 0.7% | 30.0K | 442.08 | +244.1% |
| CVX CHEVRON CORP | 4.6M | 0.6% | 22.3K | 205.27 | +34.0% |
| MCD MCDONALDS CORP | 4.5M | 0.6% | 14.6K | 270.95 | -13.5% |
| NEE NEXTERA ENERGY INC | 4.4M | 0.6% | 47.8K | 83.65 | +9.8% |
| CTAS CINTAS CORP | 4.3M | 0.6% | 25.1K | 203.79 | -6.0% |
| HD HOME DEPOT, INC. | 4.2M | 0.6% | 12.6K | 335.61 | -16.5% |
| BLK BlackRock, Inc. | 4.1M | 0.6% | 4.3K | 1,156.55 | +2.5% |
| MRK Merck & Co., Inc. | 4.0M | 0.5% | 33.6K | 152.55 | +80.2% |
| IXUS iShares Core MSCI Total International Stock ET | 3.9M | 0.5% | 44.5K | 97.94 | +22.5% |
| ABBV AbbVie Inc. | 3.5M | 0.5% | 16.2K | 264.96 | +26.7% |
| CGIC Capital Group International Core Equity ETF | 3.5M | 0.5% | 105.9K | 37.15 | +23.5% |
| C CITIGROUP INC | 3.3M | 0.4% | 29.4K | 131.65 | +41.3% |
| PG PROCTER & GAMBLE Co | 3.3M | 0.4% | 22.7K | 144.68 | -9.3% |
| WMT Walmart Inc. | 3.2M | 0.4% | 26.0K | 103.70 | +1.1% |
| PAUG Innovator U.S. Equity Power Buffer ETF - Augus | 3.2M | 0.4% | 74.9K | 46.61 | +12.2% |
| GS GOLDMAN SACHS GROUP INC | 3.1M | 0.4% | 3.7K | 1,039.28 | +44.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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