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: $632.9M149 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$219K	0.0%	1,611 SH	New
ABBVIE INC	COM	$3.0M	0.5%Prev: 0.5%	16,049 SH	Decreased-190 SH
ADOBE INC	COM	$201K	0.0%	519 SH	New
AGILENT TECHNOLOGIES INC	COM	$448K	0.1%Prev: 0.1%	3,795 SH	Decreased-1,670 SH
AIR PRODS & CHEMS INC	COM	$1.9M	0.3%	6,708 SH	New
ALPHABET INC	CAP STK CL A	$4.9M	0.8%Prev: 0.9%	27,620 SH	Decreased+4,582 SH
ALPHABET INC	CAP STK CL C	$821K	0.1%Prev: 0.2%	4,629 SH	Decreased+167 SH
ALPS ETF TR	SMITH CORE PLUS	$29.3M	4.6%Prev: 5.1%	1,132,470 SH	Decreased-333,304 SH
AMAZON COM INC	COM	$5.8M	0.9%Prev: 0.8%	26,448 SH	Increased-934 SH
AMERICAN EXPRESS CO	COM	$331K	0.1%Prev: 0.0%	1,039 SH	Increased+288 SH
AMERICAN TOWER CORP NEW	COM	$1.1M	0.2%	5,142 SH	New
AMGEN INC	COM	$1.8M	0.3%Prev: 0.4%	6,331 SH	Decreased-1,421 SH
APPLE INC	COM	$19.5M	3.1%Prev: 3.1%	94,963 SH	Decreased+4,186 SH
ASML HOLDING N V	N Y REGISTRY SHS	$545K	0.1%	680 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$568K	0.1%	8,124 SH	New
AT&T INC	COM	$248K	0.0%Prev: 0.0%	8,574 SH	Increased+848 SH
BANK AMERICA CORP	COM	$2.6M	0.4%Prev: 0.4%	54,907 SH	Decreased-4,234 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	1.3%Prev: 1.3%	16,673 SH	Decreased-2,722 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.6M	1.4%Prev: 2.5%	157,730 SH	Decreased-164,448 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$23.2M	3.7%Prev: 3.6%	439,262 SH	Decreased-77,741 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$496K	0.1%Prev: 0.1%	10,205 SH	Decreased-4,036 SH
BLACKROCK INC	COM	$4.2M	0.7%Prev: 0.6%	4,023 SH	Increased-286 SH
BOOKING HOLDINGS INC	COM	$297K	0.0%	51 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.2%Prev: 0.3%	29,326 SH	Decreased-5,102 SH
BROADCOM INC	COM	$8.7M	1.4%Prev: 1.5%	31,423 SH	Decreased-5,216 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$200K	0.0%	3,622 SH	New
CATERPILLAR INC	COM	$1.0M	0.2%Prev: 0.2%	2,669 SH	Decreased+109 SH
CHEVRON CORP NEW	COM	$2.9M	0.5%	19,955 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$226K	0.0%	4,028 SH	New
CINTAS CORP	COM	$4.5M	0.7%Prev: 0.6%	20,160 SH	Increased-4,969 SH
CISCO SYS INC	COM	$1.6M	0.3%Prev: 0.2%	23,685 SH	Increased+8,237 SH
CITIGROUP INC	COM NEW	$3.2M	0.5%Prev: 0.4%	37,021 SH	Decreased+7,659 SH
CONSTELLATION ENERGY CORP	COM	$645K	0.1%Prev: 0.0%	1,998 SH	Increased+696 SH
CORNING INC	COM	$1.4M	0.2%Prev: 0.4%	26,298 SH	Decreased+7,193 SH
COSTCO WHSL CORP NEW	COM	$1.9M	0.3%	1,964 SH	New
CRH PLC	ORD	$211K	0.0%	2,300 SH	New
DEERE & CO	COM	$1.7M	0.3%Prev: 0.3%	3,399 SH	Decreased-583 SH
DELL TECHNOLOGIES INC	CL C	$2.2M	0.3%Prev: 0.7%	17,723 SH	Decreased-12,250 SH
DISNEY WALT CO	COM	$923K	0.1%Prev: 0.1%	7,442 SH	Increased-1,405 SH
DUKE ENERGY CORP NEW	COM NEW	$1.9M	0.3%Prev: 0.4%	16,113 SH	Decreased-4,685 SH
EATON CORP PLC	SHS	$869K	0.1%Prev: 0.1%	2,434 SH	Increased+31 SH
ELI LILLY & CO	COM	$2.1M	0.3%Prev: 0.3%	2,752 SH	Decreased+388 SH
EQT CORP	COM	$218K	0.0%Prev: 0.0%	3,730 SH	Decreased-168 SH
EXELON CORP	COM	$243K	0.0%	5,595 SH	New
EXXON MOBIL CORP	COM	$3.4M	0.5%Prev: 0.8%	31,600 SH	Decreased-4,786 SH
FEDEX CORP	COM	$1.9M	0.3%Prev: 0.2%	8,292 SH	Increased+3,593 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.9M	0.8%Prev: 0.7%	61,015 SH	Decreased+1,736 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.9M	0.9%Prev: 0.8%	114,122 SH	Decreased+5,674 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$310K	0.0%Prev: 0.0%	1,570 SH	Decreased+13 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$30.1M	4.8%Prev: 5.2%	658,428 SH	Decreased-184,857 SH
FIGS INC	CL A	$73K	0.0%Prev: 0.0%	13,000 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.9M	0.8%Prev: 0.7%	78,119 SH	Decreased+4,224 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$732K	0.1%Prev: 0.1%	2,717 SH	Increased+41 SH
FORD MTR CO	COM	$320K	0.1%Prev: 0.0%	29,501 SH	Decreased+100 SH
FORTINET INC	COM	$224K	0.0%	2,121 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$592K	0.1%	7,988 SH	New
GENERAL DYNAMICS CORP	COM	$226K	0.0%Prev: 0.0%	774 SH	Increased+140 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$6.9M	1.1%Prev: 1.0%	84,961 SH	Decreased-5,082 SH
GOLDMAN SACHS GROUP INC	COM	$3.0M	0.5%Prev: 0.4%	4,254 SH	Decreased+556 SH
HOME DEPOT INC	COM	$4.0M	0.6%Prev: 0.6%	10,895 SH	Decreased-1,746 SH
HONEYWELL INTL INC	COM	$2.3M	0.4%Prev: 0.4%	9,879 SH	Decreased-1,818 SH
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$628K	0.1%Prev: 0.2%	23,860 SH	Decreased-17,243 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$998K	0.2%Prev: 0.2%	40,928 SH	Decreased-24,383 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$530K	0.1%Prev: 0.1%	19,425 SH	Decreased+950 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$2.4M	0.4%Prev: 1.5%	92,593 SH	Decreased-317,902 SH
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$1.0M	0.2%Prev: 0.1%	38,786 SH	Decreased
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$1.9M	0.3%Prev: 0.3%	40,821 SH	Decreased+904 SH
INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.0M	1.1%Prev: 1.0%	211,093 SH	Decreased+5,030 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$892K	0.1%Prev: 0.1%	23,920 SH	Decreased+985 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.0M	0.5%Prev: 0.4%	74,853 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$18.3M	2.9%Prev: 2.8%	458,165 SH	Decreased-41,952 SH
INTERNATIONAL BUSINESS MACHS	COM	$673K	0.1%Prev: 0.3%	2,281 SH	Decreased-7,277 SH
ISHARES GOLD TR	ISHARES NEW	$5.8M	0.9%Prev: 1.1%	92,692 SH	Decreased+953 SH
ISHARES TR	CORE 1 5 YR USD	$12.1M	1.9%Prev: 0.4%	249,026 SH	Increased+190,563 SH
ISHARES TR	CORE DIV GRWTH	$7.2M	1.1%Prev: 1.1%	112,496 SH	Decreased-3,211 SH
ISHARES TR	CORE MSCI EAFE	$2.6M	0.4%Prev: 0.4%	31,718 SH	Decreased-855 SH
ISHARES TR	CORE MSCI TOTAL	$11.8M	1.9%Prev: 0.5%	152,085 SH	Increased+107,537 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.2%Prev: 0.2%	12,413 SH	Decreased-523 SH
ISHARES TR	CORE S&P500 ETF	$60.0M	9.5%Prev: 8.8%	96,608 SH	Decreased-3,625 SH
ISHARES TR	CORE US AGGBD ET	$27.6M	4.4%Prev: 4.9%	278,026 SH	Decreased-89,517 SH
ISHARES TR	EAFE GRWTH ETF	$8.8M	1.4%	78,304 SH	New
ISHARES TR	EAFE VALUE ETF	$11.2M	1.8%Prev: 2.0%	175,949 SH	Decreased-27,537 SH
ISHARES TR	FALN ANGLS USD	$516K	0.1%	19,023 SH	New
ISHARES TR	ISHS 5-10YR INVT	$554K	0.1%	10,399 SH	New
ISHARES TR	MSCI USA MIN VOL	$28.8M	4.6%Prev: 4.0%	306,980 SH	Decreased-10,195 SH
ISHARES TR	MSCI USA MMENTM	$7.1M	1.1%Prev: 1.0%	29,420 SH	Decreased-749 SH
ISHARES TR	MSCI USA QLT FCT	$39.5M	6.2%Prev: 4.0%	216,023 SH	Increased+62,309 SH
ISHARES TR	NATIONAL MUN ETF	$1.8M	0.3%Prev: 0.3%	17,144 SH	Decreased-4,057 SH
ISHARES TR	PFD AND INCM SEC	$623K	0.1%	20,293 SH	New
ISHARES TR	RUS 1000 GRW ETF	$225K	0.0%	530 SH	New
ISHARES TR	S&P 100 ETF	$224K	0.0%Prev: 0.0%	736 SH	Increased+91 SH
ISHARES TR	SHRT NAT MUN ETF	$554K	0.1%	5,208 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$894K	0.1%Prev: 0.1%	15,733 SH	Increased+5,506 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$23.3M	3.7%Prev: 3.6%	502,695 SH	Decreased-82,116 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$9.7M	1.5%Prev: 2.1%	140,401 SH	Decreased-44,779 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.0M	0.3%Prev: 0.4%	39,967 SH	Decreased-14,678 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	0.2%Prev: 0.1%	20,850 SH	Increased+8,292 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$964K	0.2%Prev: 0.0%	18,934 SH	Increased+13,073 SH
JOHNSON & JOHNSON	COM	$3.7M	0.6%Prev: 0.8%	24,161 SH	Decreased+972 SH
JOHNSON CTLS INTL PLC	SHS	$2.4M	0.4%	22,474 SH	New
JPMORGAN CHASE & CO.	COM	$7.7M	1.2%	26,688 SH	New
LINCOLN ELEC HLDGS INC	COM	$854K	0.1%Prev: 0.1%	4,117 SH	Decreased
LOCKHEED MARTIN CORP	COM	$2.3M	0.4%Prev: 0.3%	4,951 SH	Decreased+794 SH
LULULEMON ATHLETICA INC	COM	$334K	0.1%	1,406 SH	New
MASTERCARD INCORPORATED	CL A	$533K	0.1%Prev: 0.0%	948 SH	Increased+249 SH
MCDONALDS CORP	COM	$3.5M	0.6%Prev: 0.6%	11,961 SH	Decreased-2,634 SH
MCKESSON CORP	COM	$1.8M	0.3%Prev: 0.3%	2,489 SH	Decreased+5 SH
MEDTRONIC PLC	SHS	$2.0M	0.3%Prev: 0.3%	22,465 SH	Decreased-739 SH
MERCADOLIBRE INC	COM	$261K	0.0%	100 SH	New
MERCK & CO INC	COM	$2.1M	0.3%Prev: 0.5%	26,741 SH	Decreased-6,903 SH
META PLATFORMS INC	CL A	$2.9M	0.5%Prev: 0.4%	3,966 SH	Increased-699 SH
MICROSOFT CORP	COM	$12.2M	1.9%Prev: 1.3%	24,606 SH	Increased-2,223 SH
MONDELEZ INTL INC	CL A	$2.3M	0.4%Prev: 0.3%	34,218 SH	Decreased-8,142 SH
MOODYS CORP	COM	$804K	0.1%Prev: 0.1%	1,602 SH	Increased+14 SH
NETFLIX INC	COM	$1.8M	0.3%	1,309 SH	New
NEXTERA ENERGY INC	COM	$3.3M	0.5%Prev: 0.6%	48,038 SH	Decreased+255 SH
NIKE INC	CL B	$852K	0.1%Prev: 0.1%	11,990 SH	Increased+1,594 SH
NORFOLK SOUTHN CORP	COM	$1.5M	0.2%Prev: 0.2%	5,735 SH	Decreased-556 SH
NVIDIA CORPORATION	COM	$9.6M	1.5%Prev: 1.4%	61,039 SH	Decreased+1,068 SH
ORACLE CORP	COM	$216K	0.0%Prev: 0.0%	987 SH	Increased-439 SH
PALO ALTO NETWORKS INC	COM	$768K	0.1%Prev: 0.2%	3,755 SH	Decreased-3,617 SH
PARKER-HANNIFIN CORP	COM	$248K	0.0%Prev: 0.0%	355 SH	Decreased-4 SH
PEPSICO INC	COM	$2.5M	0.4%Prev: 0.4%	19,007 SH	Decreased
PROCTER AND GAMBLE CO	COM	$3.3M	0.5%	20,757 SH	New
PROGRESSIVE CORP	COM	$2.3M	0.4%Prev: 0.3%	8,567 SH	Increased-1,430 SH
QUALCOMM INC	COM	$955K	0.2%Prev: 0.1%	5,998 SH	Decreased-1,573 SH
RITHM CAPITAL CORP	COM NEW	$649K	0.1%Prev: 0.1%	57,453 SH	Increased+5,163 SH
RTX CORPORATION	COM	$344K	0.1%Prev: 0.1%	2,353 SH	Decreased-37 SH
SALESFORCE INC	COM	$1.8M	0.3%Prev: 0.1%	6,438 SH	Increased+1,816 SH
SCHLUMBERGER LTD	COM STK	$572K	0.1%	16,920 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.1M	0.2%	25,427 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.1M	0.2%	12,065 SH	New
SERVICENOW INC	COM	$1.8M	0.3%Prev: 0.2%	1,749 SH	Increased-11,313 SH
SHERWIN WILLIAMS CO	COM	$289K	0.0%Prev: 0.0%	843 SH	Increased-1 SH
SOUTHERN CO	COM	$1.9M	0.3%Prev: 0.3%	20,154 SH	Decreased-4,101 SH
SPROTT PHYSICAL GOLD TR	UNIT	$472K	0.1%	18,615 SH	New
SSGA ACTIVE TR	SPDR DBLELN SHRT	$2.0M	0.3%	43,074 SH	New
STARBUCKS CORP	COM	$242K	0.0%Prev: 0.0%	2,637 SH	Increased+101 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$707K	0.1%	3,122 SH	New
TESLA INC	COM	$4.8M	0.8%Prev: 0.8%	15,034 SH	Decreased-381 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.3M	0.2%Prev: 0.2%	3,085 SH	Decreased+163 SH
UBER TECHNOLOGIES INC	COM	$1.2M	0.2%Prev: 0.0%	12,488 SH	Increased+8,640 SH
UNILEVER PLC	SPON ADR NEW	$1.7M	0.3%Prev: 0.2%	27,186 SH	Decreased-3,358 SH
UNION PAC CORP	COM	$614K	0.1%Prev: 0.1%	2,668 SH	Decreased-1,701 SH
UNITEDHEALTH GROUP INC	COM	$1.9M	0.3%	6,109 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$564K	0.1%	6,804 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$335K	0.1%Prev: 0.0%	1,638 SH	Decreased-2 SH
VISA INC	COM CL A	$2.9M	0.5%Prev: 0.4%	8,073 SH	Increased-637 SH
WALMART INC	COM	$2.3M	0.4%Prev: 0.4%	23,839 SH	Decreased-2,119 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.4M
AIR PRODUCTS AND CHEMICALS I — $2.5M
AMERICAN TOWER CORP — $1.2M
AMPHENOL CORP — $799K
AQUESTIVE THERAPEUTICS INC — $42K
ARISTA NETWORKS INC — $429K
ASML HLDG NV — $1.5M
BLACKROCK ETF TRUST — $6.6M
BOEING CO — $977K
BOSTON SCIENTIFIC CORP — $640K
CAPITAL GROUP INTERNATIONAL — $3.5M
CAPITAL GROUP NEW GEOGRAPHY — $1.9M
CAPITAL GRP FIXED INCM ETF T — $861K
CHEVRON CORPORATION — $4.6M
CLOROX CO DEL — $1.1M
COSTCO WHOLESALE CORPORATION — $2.0M
CREATIVE MEDIA & CMNTY TR — $10K
GE AEROSPACE — $291K
GE VERNOVA INC — $468K
INNOVATOR ETFS TRUST — $871K
… and 18 more

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