Lineweaver Wealth Advisors, LLC

CIK 0001797873 • 6 13F filings • May 2, 2025 – Jul 9, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $587.1M136 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$213K	0.0%	1,604 SH
ABBVIE INC	COM	$3.1M	0.5%	14,956 SH
AIR PRODS & CHEMS INC	COM	$1.7M	0.3%	5,787 SH
ALPHABET INC	CAP STK CL A	$4.2M	0.7%	26,903 SH
ALPHABET INC	CAP STK CL C	$651K	0.1%	4,168 SH
ALPS ETF TR	SMITH CORE PLUS	$26.2M	4.5%	1,010,919 SH
ALTRIA GROUP INC	COM	$204K	0.0%	3,393 SH
AMAZON COM INC	COM	$4.9M	0.8%	25,715 SH
AMERICAN EXPRESS CO	COM	$277K	0.0%	1,029 SH
AMERICAN TOWER CORP NEW	COM	$1.0M	0.2%	4,767 SH
AMGEN INC	COM	$1.8M	0.3%	5,643 SH
APPLE INC	COM	$20.3M	3.5%	91,341 SH
AT&T INC	COM	$257K	0.0%	9,075 SH
BANK AMERICA CORP	COM	$2.1M	0.4%	50,207 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	1.4%	15,234 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.5M	1.3%	154,335 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$21.8M	3.7%	415,580 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$452K	0.1%	9,131 SH
BLACKROCK INC	COM	$3.5M	0.6%	3,672 SH
BOOKING HOLDINGS INC	COM	$236K	0.0%	51 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.3%	24,205 SH
BROADCOM INC	COM	$5.2M	0.9%	31,277 SH
CATERPILLAR INC	COM	$853K	0.1%	2,583 SH
CHEVRON CORP NEW	COM	$3.5M	0.6%	20,865 SH
CINTAS CORP	COM	$5.0M	0.8%	24,226 SH
CISCO SYS INC	COM	$1.4M	0.2%	22,058 SH
CITIGROUP INC	COM NEW	$2.4M	0.4%	34,238 SH
CONSTELLATION ENERGY CORP	COM	$317K	0.1%	1,572 SH
CORNING INC	COM	$1.4M	0.2%	29,741 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.3%	1,904 SH
CRH PLC	ORD	$206K	0.0%	2,339 SH
DANAHER CORPORATION	COM	$772K	0.1%	3,764 SH
DEERE & CO	COM	$1.5M	0.3%	3,189 SH
DELL TECHNOLOGIES INC	CL C	$1.4M	0.2%	15,381 SH
DISNEY WALT CO	COM	$621K	0.1%	6,283 SH
DUKE ENERGY CORP NEW	COM NEW	$1.8M	0.3%	14,936 SH
EATON CORP PLC	SHS	$556K	0.1%	2,044 SH
ELI LILLY & CO	COM	$1.9M	0.3%	2,319 SH
EXELON CORP	COM	$208K	0.0%	4,510 SH
EXXON MOBIL CORP	COM	$3.8M	0.6%	31,665 SH
FEDEX CORP	COM	$2.0M	0.3%	8,339 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.1M	0.7%	60,257 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.7M	1.0%	114,815 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$253K	0.0%	1,567 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$27.4M	4.7%	600,014 SH
FIGS INC	CL A	$60K	0.0%	13,000 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.5M	0.8%	77,607 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$604K	0.1%	2,717 SH
FORD MTR CO	COM	$276K	0.0%	27,555 SH
FORTINET INC	COM	$214K	0.0%	2,221 SH
GENERAL DYNAMICS CORP	COM	$215K	0.0%	787 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$6.3M	1.1%	82,726 SH
GOLDMAN SACHS GROUP INC	COM	$2.1M	0.4%	3,786 SH
HOME DEPOT INC	COM	$3.9M	0.7%	10,704 SH
HONEYWELL INTL INC	COM	$2.0M	0.3%	9,371 SH
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$609K	0.1%	23,860 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$968K	0.2%	40,928 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$508K	0.1%	19,425 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.3M	0.4%	92,552 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$1.7M	0.3%	38,263 SH
INNOVATOR ETFS TRUST	POWER BUFFER SET	$6.6M	1.1%	210,499 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$853K	0.1%	23,919 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.9M	0.5%	76,568 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$17.3M	2.9%	463,289 SH
INTERNATIONAL BUSINESS MACHS	COM	$571K	0.1%	2,295 SH
ISHARES GOLD TR	ISHARES NEW	$5.1M	0.9%	86,227 SH
ISHARES TR	CORE 1 5 YR USD	$9.7M	1.7%	201,600 SH
ISHARES TR	CORE DIV GRWTH	$6.9M	1.2%	112,439 SH
ISHARES TR	CORE MSCI EAFE	$2.4M	0.4%	31,218 SH
ISHARES TR	CORE S&P SCP ETF	$2.0M	0.3%	18,896 SH
ISHARES TR	CORE S&P500 ETF	$63.4M	10.8%	112,745 SH
ISHARES TR	CORE US AGGBD ET	$25.6M	4.4%	258,580 SH
ISHARES TR	EAFE GRWTH ETF	$20.2M	3.4%	202,429 SH
ISHARES TR	EAFE VALUE ETF	$16.6M	2.8%	282,045 SH
ISHARES TR	FALN ANGLS USD	$510K	0.1%	19,025 SH
ISHARES TR	ISHS 5-10YR INVT	$545K	0.1%	10,377 SH
ISHARES TR	MSCI USA MIN VOL	$17.2M	2.9%	183,567 SH
ISHARES TR	MSCI USA MMENTM	$5.9M	1.0%	28,905 SH
ISHARES TR	MSCI USA QLT FCT	$41.4M	7.1%	242,297 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.3%	15,444 SH
ISHARES TR	PFD AND INCM SEC	$624K	0.1%	20,293 SH
ISHARES TR	S&P 100 ETF	$12.7M	2.2%	46,788 SH
ISHARES TR	SHRT NAT MUN ETF	$499K	0.1%	4,725 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$893K	0.2%	15,634 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.6M	3.7%	468,214 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.8M	0.3%	36,634 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$896K	0.2%	17,619 SH
JOHNSON & JOHNSON	COM	$3.5M	0.6%	21,235 SH
JOHNSON CTLS INTL PLC	SHS	$2.1M	0.3%	25,617 SH
JPMORGAN CHASE & CO.	COM	$6.2M	1.1%	25,191 SH
LINCOLN ELEC HLDGS INC	COM	$780K	0.1%	4,126 SH
LOCKHEED MARTIN CORP	COM	$2.0M	0.3%	4,460 SH
LULULEMON ATHLETICA INC	COM	$254K	0.0%	896 SH
MASTERCARD INCORPORATED	CL A	$530K	0.1%	966 SH
MCDONALDS CORP	COM	$3.8M	0.7%	12,234 SH
MCKESSON CORP	COM	$1.7M	0.3%	2,485 SH
MEDTRONIC PLC	SHS	$1.8M	0.3%	20,011 SH
MERCK & CO INC	COM	$2.8M	0.5%	31,273 SH
META PLATFORMS INC	CL A	$2.3M	0.4%	3,902 SH
MICROSOFT CORP	COM	$9.5M	1.6%	25,360 SH
MIDDLEFIELD BANC CORP	COM NEW	$1.0M	0.2%	37,500 SH
MONDELEZ INTL INC	CL A	$2.2M	0.4%	32,283 SH
MOODYS CORP	COM	$955K	0.2%	2,050 SH
NETFLIX INC	COM	$1.2M	0.2%	1,313 SH
NEXTERA ENERGY INC	COM	$3.1M	0.5%	43,870 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.2%	5,107 SH
NVIDIA CORPORATION	COM	$6.8M	1.2%	63,134 SH
PARKER-HANNIFIN CORP	COM	$202K	0.0%	333 SH
PEPSICO INC	COM	$2.2M	0.4%	14,904 SH
PROCTER AND GAMBLE CO	COM	$3.1M	0.5%	18,422 SH
PROGRESSIVE CORP	COM	$2.4M	0.4%	8,645 SH
QUALCOMM INC	COM	$791K	0.1%	5,147 SH
RITHM CAPITAL CORP	COM NEW	$849K	0.1%	74,133 SH
RTX CORPORATION	COM	$313K	0.1%	2,364 SH
SALESFORCE INC	COM	$1.7M	0.3%	6,494 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.1M	0.2%	25,206 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$991K	0.2%	11,517 SH
SERVICENOW INC	COM	$1.5M	0.3%	1,921 SH
SHERWIN WILLIAMS CO	COM	$301K	0.1%	862 SH
SOUTHERN CO	COM	$1.7M	0.3%	18,305 SH
SPROTT PHYSICAL GOLD TR	UNIT	$448K	0.1%	18,615 SH
SSGA ACTIVE TR	SPDR DBLELN SHRT	$2.0M	0.3%	42,511 SH
STARBUCKS CORP	COM	$251K	0.0%	2,558 SH
TESLA INC	COM	$3.5M	0.6%	13,683 SH
TEXAS PACIFIC LAND CORPORATI	COM	$200K	0.0%	151 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.6M	0.3%	3,263 SH
UBER TECHNOLOGIES INC	COM	$914K	0.2%	12,550 SH
UNILEVER PLC	SPON ADR NEW	$1.8M	0.3%	29,707 SH
UNITEDHEALTH GROUP INC	COM	$2.6M	0.4%	5,009 SH
VANGUARD INDEX FDS	GROWTH ETF	$253K	0.0%	681 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$211K	0.0%	822 SH
VANGUARD INDEX FDS	VALUE ETF	$219K	0.0%	1,267 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$556K	0.1%	6,804 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$318K	0.1%	1,638 SH
VISA INC	COM CL A	$2.8M	0.5%	7,868 SH
WALMART INC	COM	$1.7M	0.3%	19,846 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001797873-26-000006	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001797873-26-000001	$738.8M	View
Oct 10, 2025