Lineweaver Wealth Advisors, LLC 13F Holdings
CIK 0001797873 · Valley View, OH
As of Sep 30, 2025, Lineweaver Wealth Advisors, LLC reported 166 positions worth $682.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 97,127 | $65.0M | 9.52% |
| FIDELITY TOTAL BOND ETF | FBND | — | 763,455 | $35.3M | 5.17% |
| ALPS SMITH CORE PLUS BOND ETF | SMTH | — | 1,323,478 | $34.6M | 5.07% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 332,039 | $33.3M | 4.88% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 307,540 | $29.3M | 4.29% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 148,054 | $28.8M | 4.22% |
| JPMORGAN INCOME ETF | JPIE | — | 530,067 | $24.6M | 3.60% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 461,707 | $24.6M | 3.60% |
| APPLE INC | AAPL | Technology | 92,596 | $23.6M | 3.45% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 307,781 |