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: $682.5M153 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$216K	0.0%	1,611 SH	New
ABBVIE INC	COM	$3.4M	0.5%Prev: 0.5%	14,635 SH	Decreased-2,732 SH
AGILENT TECHNOLOGIES INC	COM	$599K	0.1%	4,668 SH	New
AIR PRODS & CHEMS INC	COM	$1.9M	0.3%	7,086 SH	New
ALPHABET INC	CAP STK CL A	$5.9M	0.9%Prev: 1.0%	24,334 SH	Decreased+299 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.2%Prev: 0.2%	4,456 SH	Decreased-86 SH
ALPS ETF TR	SMITH CORE PLUS	$34.6M	5.1%Prev: 4.8%	1,323,478 SH	Decreased-256,161 SH
ALTRIA GROUP INC	COM	$228K	0.0%	3,444 SH	New
AMAZON COM INC	COM	$5.8M	0.9%Prev: 0.8%	26,494 SH	Decreased-2,440 SH
AMERICAN EXPRESS CO	COM	$324K	0.0%Prev: 0.0%	974 SH	Increased+124 SH
AMERICAN TOWER CORP NEW	COM	$1.1M	0.2%	5,494 SH	New
AMGEN INC	COM	$2.0M	0.3%Prev: 0.3%	7,153 SH	Decreased-1,006 SH
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$563K	0.1%	9,453 SH	New
APPLE INC	COM	$23.6M	3.5%Prev: 3.2%	92,596 SH	Decreased-491 SH
ASML HOLDING N V	N Y REGISTRY SHS	$860K	0.1%	888 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$673K	0.1%	8,770 SH	New
AT&T INC	COM	$229K	0.0%	8,102 SH	New
BANK AMERICA CORP	COM	$2.8M	0.4%	54,984 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.9M	1.3%Prev: 1.3%	17,790 SH	Decreased-3,327 SH
BIOGEN INC	COM	$309K	0.0%	2,209 SH	New
BIOMARIN PHARMACEUTICAL INC	COM	$289K	0.0%	5,339 SH	New
BLACKROCK ETF TRUST	ISHARES A I INNO	$6.5M	0.9%	188,983 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.2M	2.7%Prev: 2.6%	307,781 SH	Decreased-18,338 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$24.6M	3.6%	461,707 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$531K	0.1%	10,797 SH	New
BLACKROCK INC	COM	$4.5M	0.7%Prev: 0.5%	3,901 SH	Increased-167 SH
BOOKING HOLDINGS INC	COM	$266K	0.0%	49 SH	New
BOSTON SCIENTIFIC CORP	COM	$646K	0.1%	6,618 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.2%Prev: 0.2%	32,600 SH	Decreased-3,757 SH
BROADCOM INC	COM	$9.1M	1.3%Prev: 1.7%	27,557 SH	Decreased-9,363 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$207K	0.0%	3,644 SH	New
CATERPILLAR INC	COM	$1.3M	0.2%Prev: 0.3%	2,777 SH	Decreased+160 SH
CHEVRON CORP NEW	COM	$3.2M	0.5%	20,520 SH	New
CINTAS CORP	COM	$3.3M	0.5%Prev: 0.5%	15,943 SH	Decreased-9,410 SH
CISCO SYS INC	COM	$1.8M	0.3%Prev: 0.2%	26,026 SH	Increased+14,465 SH
CITIGROUP INC	COM NEW	$3.1M	0.5%Prev: 0.5%	30,477 SH	Decreased+980 SH
CLOROX CO DEL	COM	$994K	0.1%Prev: 0.1%	8,061 SH	Decreased-3,897 SH
CONSTELLATION ENERGY CORP	COM	$647K	0.1%Prev: 0.0%	1,965 SH	Increased+732 SH
CORNING INC	COM	$1.6M	0.2%Prev: 0.5%	19,180 SH	Decreased+1,243 SH
COSTCO WHSL CORP NEW	COM	$1.9M	0.3%	2,020 SH	New
CRH PLC	ORD	$254K	0.0%Prev: 0.0%	2,119 SH	Increased+223 SH
DEERE & CO	COM	$1.7M	0.3%Prev: 0.3%	3,753 SH	Decreased-605 SH
DELL TECHNOLOGIES INC	CL C	$2.0M	0.3%Prev: 1.7%	14,313 SH	Decreased-19,769 SH
DEVON ENERGY CORP NEW	COM	$604K	0.1%	17,231 SH	New
DISNEY WALT CO	COM	$993K	0.1%Prev: 0.1%	8,672 SH	Increased-1,432 SH
DUKE ENERGY CORP NEW	COM NEW	$2.3M	0.3%Prev: 0.3%	18,804 SH	Decreased-3,193 SH
EATON CORP PLC	SHS	$918K	0.1%Prev: 0.1%	2,452 SH	Decreased-97 SH
ELI LILLY & CO	COM	$1.8M	0.3%Prev: 0.4%	2,344 SH	Decreased-225 SH
EXELON CORP	COM	$250K	0.0%Prev: 0.0%	5,555 SH	Increased+701 SH
EXXON MOBIL CORP	COM	$3.7M	0.5%Prev: 0.6%	33,036 SH	Decreased-4,559 SH
FEDEX CORP	COM	$1.7M	0.2%Prev: 0.2%	7,014 SH	Increased+2,171 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.2M	0.8%Prev: 0.7%	58,792 SH	Decreased+204 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.3M	0.9%Prev: 0.8%	112,213 SH	Decreased+4,158 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$349K	0.1%Prev: 0.1%	1,571 SH	Decreased+12 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$35.3M	5.2%Prev: 4.9%	763,455 SH	Decreased-140,364 SH
FIGS INC	CL A	$87K	0.0%Prev: 0.0%	13,000 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.2M	0.8%Prev: 0.7%	76,936 SH	Decreased+4,033 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$760K	0.1%Prev: 0.1%	2,717 SH	Increased+41 SH
FORD MTR CO	COM	$358K	0.1%Prev: 0.0%	29,938 SH	Decreased+5 SH
GENERAL DYNAMICS CORP	COM	$252K	0.0%Prev: 0.0%	738 SH	Decreased+16 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$7.3M	1.1%Prev: 1.4%	86,301 SH	Decreased-40,636 SH
GOLDMAN SACHS GROUP INC	COM	$2.9M	0.4%Prev: 0.4%	3,675 SH	Decreased+54 SH
HOME DEPOT INC	COM	$4.5M	0.7%Prev: 0.6%	11,123 SH	Decreased-2,748 SH
HONEYWELL INTL INC	COM	$2.2M	0.3%	10,647 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$641K	0.1%Prev: 0.1%	23,860 SH	Decreased-17,243 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$1.0M	0.1%Prev: 0.2%	40,928 SH	Decreased-20,003 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED	$516K	0.1%Prev: 0.1%	18,475 SH	Decreased
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$7.2M	1.1%	274,222 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$1.0M	0.2%Prev: 0.1%	38,786 SH	Decreased-5,957 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$2.0M	0.3%Prev: 0.2%	39,917 SH	Decreased
INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.3M	1.1%Prev: 0.9%	209,349 SH	Decreased+3,286 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$880K	0.1%Prev: 0.2%	22,935 SH	Decreased-7,540 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.2M	0.5%Prev: 0.4%	74,853 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$18.5M	2.7%Prev: 2.7%	448,132 SH	Decreased-73,888 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.3%Prev: 0.4%	6,606 SH	Decreased-3,957 SH
INTUITIVE SURGICAL INC	COM NEW	$683K	0.1%Prev: 0.1%	1,527 SH	Increased-73 SH
ISHARES GOLD TR	ISHARES NEW	$6.9M	1.0%Prev: 0.5%	95,134 SH	Increased+39,588 SH
ISHARES INC	CORE MSCI EMKT	$12.4M	1.8%Prev: 1.5%	187,639 SH	Decreased+33,222 SH
ISHARES TR	CORE 1 5 YR USD	$2.3M	0.3%Prev: 0.3%	47,715 SH	Decreased-12,759 SH
ISHARES TR	CORE DIV GRWTH	$7.6M	1.1%Prev: 1.0%	111,297 SH	Decreased-4,169 SH
ISHARES TR	CORE MSCI EAFE	$2.8M	0.4%Prev: 0.4%	31,667 SH	Decreased-687 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.2%Prev: 0.2%	12,356 SH	Decreased-261 SH
ISHARES TR	CORE S&P500 ETF	$65.0M	9.5%Prev: 8.9%	97,127 SH	Decreased-3,250 SH
ISHARES TR	CORE US AGGBD ET	$33.3M	4.9%Prev: 4.4%	332,039 SH	Decreased-46,552 SH
ISHARES TR	EAFE VALUE ETF	$13.5M	2.0%Prev: 0.7%	198,979 SH	Increased+121,014 SH
ISHARES TR	FALN ANGLS USD	$481K	0.1%	17,324 SH	New
ISHARES TR	ISHS 5-10YR INVT	$564K	0.1%	10,421 SH	New
ISHARES TR	MSCI USA MIN VOL	$29.3M	4.3%	307,540 SH	New
ISHARES TR	MSCI USA MMENTM	$7.4M	1.1%Prev: 0.7%	28,916 SH	Increased+12,549 SH
ISHARES TR	MSCI USA QLT FCT	$28.8M	4.2%Prev: 4.1%	148,054 SH	Decreased-9,202 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	0.3%Prev: 0.2%	18,144 SH	Decreased-131 SH
ISHARES TR	RUS 1000 GRW ETF	$206K	0.0%Prev: 0.0%	439 SH	Decreased-1,317 SH
ISHARES TR	S&P 100 ETF	$214K	0.0%Prev: 0.0%	643 SH	Decreased-1 SH
ISHARES TR	SHRT NAT MUN ETF	$635K	0.1%	5,947 SH	New
ISHARES TR	US AER DEF ETF	$5.2M	0.8%Prev: 0.7%	24,663 SH	Decreased-1,119 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$710K	0.1%Prev: 0.1%	12,432 SH	Increased+1,308 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$24.6M	3.6%Prev: 2.9%	530,067 SH	Decreased-7,319 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$10.8M	1.6%Prev: 2.1%	143,273 SH	Decreased-49,028 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.2M	0.3%Prev: 0.3%	43,443 SH	Decreased-2,622 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$753K	0.1%Prev: 0.1%	14,851 SH	Increased+1,549 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.1M	0.2%Prev: 0.0%	21,292 SH	Increased+15,401 SH
JOHNSON & JOHNSON	COM	$4.4M	0.6%Prev: 0.7%	23,572 SH	Decreased-962 SH
JOHNSON CTLS INTL PLC	SHS	$2.5M	0.4%	22,756 SH	New
JPMORGAN CHASE & CO.	COM	$8.1M	1.2%	25,649 SH	New
LAM RESEARCH CORP	COM NEW	$268K	0.0%Prev: 0.1%	2,003 SH	Decreased-588 SH
LINCOLN ELEC HLDGS INC	COM	$971K	0.1%Prev: 0.1%	4,117 SH	Decreased
LOCKHEED MARTIN CORP	COM	$2.2M	0.3%Prev: 0.3%	4,482 SH	Decreased-454 SH
LULULEMON ATHLETICA INC	COM	$212K	0.0%	1,194 SH	New
MASTERCARD INCORPORATED	CL A	$523K	0.1%Prev: 0.0%	919 SH	Increased+277 SH
MCDONALDS CORP	COM	$3.9M	0.6%Prev: 0.5%	12,948 SH	Decreased-3,130 SH
MCKESSON CORP	COM	$1.9M	0.3%Prev: 0.2%	2,495 SH	Increased-3 SH
MEDTRONIC PLC	SHS	$2.2M	0.3%Prev: 0.3%	23,567 SH	Increased-5,037 SH
MERCADOLIBRE INC	COM	$234K	0.0%	100 SH	New
MERCK & CO INC	COM	$3.2M	0.5%Prev: 0.5%	37,863 SH	Decreased+1,913 SH
META PLATFORMS INC	CL A	$2.8M	0.4%Prev: 0.4%	3,818 SH	Decreased-1,656 SH
MICROSOFT CORP	COM	$12.0M	1.8%Prev: 1.3%	23,187 SH	Increased-6,815 SH
MONDELEZ INTL INC	CL A	$2.3M	0.3%Prev: 0.3%	37,125 SH	Decreased-7,551 SH
MOODYS CORP	COM	$763K	0.1%Prev: 0.1%	1,602 SH	Increased-6 SH
NETFLIX INC	COM	$1.5M	0.2%	1,239 SH	New
NEXTERA ENERGY INC	COM	$3.5M	0.5%Prev: 0.5%	46,751 SH	Decreased-4,113 SH
NIKE INC	CL B	$929K	0.1%	13,316 SH	New
NORFOLK SOUTHN CORP	COM	$1.7M	0.2%Prev: 0.2%	5,559 SH	Decreased-989 SH
NVIDIA CORPORATION	COM	$10.6M	1.6%Prev: 1.5%	56,903 SH	Decreased-7,981 SH
ORACLE CORP	COM	$275K	0.0%Prev: 0.0%	977 SH	Increased-595 SH
PALO ALTO NETWORKS INC	COM	$948K	0.1%Prev: 0.2%	4,657 SH	Decreased-576 SH
PARKER-HANNIFIN CORP	COM	$277K	0.0%Prev: 0.0%	365 SH	Decreased-15 SH
PEPSICO INC	COM	$2.6M	0.4%Prev: 0.3%	18,862 SH	Decreased-1,259 SH
PROCTER AND GAMBLE CO	COM	$3.4M	0.5%	21,912 SH	New
PROGRESSIVE CORP	COM	$2.1M	0.3%Prev: 0.7%	8,462 SH	Decreased-17,375 SH
QUALCOMM INC	COM	$1.1M	0.2%Prev: 0.1%	6,312 SH	Increased+965 SH
RITHM CAPITAL CORP	COM NEW	$641K	0.1%Prev: 0.1%	56,255 SH	Increased+8,209 SH
RTX CORPORATION	COM	$370K	0.1%Prev: 0.1%	2,209 SH	Decreased-313 SH
SALESFORCE INC	COM	$1.5M	0.2%	6,324 SH	New
SCHLUMBERGER LTD	COM STK	$628K	0.1%	18,285 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.1M	0.2%	25,274 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.3M	0.2%	14,800 SH	New
SERVICENOW INC	COM	$1.8M	0.3%	1,972 SH	New
SHERWIN WILLIAMS CO	COM	$292K	0.0%Prev: 0.0%	843 SH	Increased-1 SH
SOUTHERN CO	COM	$2.0M	0.3%Prev: 0.3%	20,830 SH	Decreased-4,785 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$551K	0.1%Prev: 0.1%	18,615 SH	Decreased
SSGA ACTIVE TR	SPDR DBLELN SHRT	$2.2M	0.3%	46,112 SH	New
STARBUCKS CORP	COM	$214K	0.0%Prev: 0.0%	2,532 SH	Decreased-127 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.0M	0.2%	3,739 SH	New
TESLA INC	COM	$6.6M	1.0%Prev: 0.8%	14,769 SH	Decreased-2,089 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.5M	0.2%Prev: 0.2%	2,991 SH	Decreased-57 SH
UBER TECHNOLOGIES INC	COM	$1.2M	0.2%Prev: 0.0%	12,342 SH	Increased+8,407 SH
UNILEVER PLC	SPON ADR NEW	$1.7M	0.3%Prev: 0.3%	29,271 SH	Decreased-6,955 SH
UNION PAC CORP	COM	$911K	0.1%	3,854 SH	New
UNITEDHEALTH GROUP INC	COM	$2.2M	0.3%	6,340 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$576K	0.1%	6,852 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$354K	0.1%Prev: 0.0%	1,638 SH	Decreased-3 SH
VISA INC	COM CL A	$2.8M	0.4%Prev: 0.4%	8,314 SH	Decreased-1,137 SH
WALMART INC	COM	$2.5M	0.4%Prev: 0.4%	24,334 SH	Decreased-3,193 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.7M
ADVANCED MICRO DEVICES INC — $357K
AIR PRODUCTS AND CHEMICALS I — $2.6M
ALLSTATE CORP — $210K
AMERICAN TOWER CORP — $1.2M
AMPHENOL CORP — $2.1M
AQUESTIVE THERAPEUTICS INC — $42K
ARISTA NETWORKS INC — $1.5M
ASML HLDG NV — $2.8M
BANK OF AMER CORP — $3.5M
BLACKROCK ETF TRUST — $8.1M
BLACKROCK ETF TRUST II — $1.2M
BLACKROCK ETF TRUST II — $24.7M
BOEING CO — $1.2M
CAPITAL GROUP INTERNATIONAL — $4.7M
CAPITAL GROUP NEW GEOGRAPHY — $2.8M
CAPITAL GRP FIXED INCM ETF T — $417K
CAPITAL GRP FIXED INCM ETF T — $992K
CHEVRON CORPORATION — $3.9M
COSTCO WHOLESALE CORPORATION — $2.1M
… and 43 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