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: $738.8M160 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$204K	0.0%Prev: 0.0%	1,628 SH	Decreased+17 SH
ABBVIE INC	COM	$3.5M	0.5%Prev: 0.5%	15,390 SH	Increased+755 SH
AGILENT TECHNOLOGIES INC	COM	$737K	0.1%Prev: 0.1%	5,416 SH	Increased+748 SH
AIR PRODS & CHEMS INC	COM	$1.5M	0.2%Prev: 0.3%	5,871 SH	Decreased-1,215 SH
ALPHABET INC	CAP STK CL A	$7.7M	1.0%Prev: 0.9%	24,640 SH	Increased+306 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.2%Prev: 0.2%	4,593 SH	Increased+137 SH
ALPS ETF TR	SMITH CORE PLUS	$36.1M	4.9%Prev: 5.1%	1,383,903 SH	Increased+60,425 SH
AMAZON COM INC	COM	$6.6M	0.9%Prev: 0.9%	28,472 SH	Increased+1,978 SH
AMERICAN EXPRESS CO	COM	$329K	0.0%Prev: 0.0%	889 SH	Increased-85 SH
AMERICAN TOWER CORP NEW	COM	$983K	0.1%Prev: 0.2%	5,596 SH	Decreased+102 SH
AMGEN INC	COM	$2.5M	0.3%Prev: 0.3%	7,644 SH	Increased+491 SH
APPLE INC	COM	$25.2M	3.4%Prev: 3.5%	92,676 SH	Increased+80 SH
AQUESTIVE THERAPEUTICS INC	COM	$65K	0.0%	10,000 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.1M	0.1%Prev: 0.1%	1,007 SH	Increased+119 SH
ASTRAZENECA PLC	SPONSORED ADR	$855K	0.1%Prev: 0.1%	9,297 SH	Increased+527 SH
BANK AMERICA CORP	COM	$3.2M	0.4%Prev: 0.4%	58,041 SH	Increased+3,057 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.7M	1.3%Prev: 1.3%	19,323 SH	Increased+1,533 SH
BIOGEN INC	COM	$763K	0.1%Prev: 0.0%	4,338 SH	Increased+2,129 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$6.5M	0.9%Prev: 0.9%	195,654 SH	Increased+6,671 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$19.1M	2.6%Prev: 2.7%	314,681 SH	Increased+6,900 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$25.7M	3.5%Prev: 3.6%	487,846 SH	Increased+26,139 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$583K	0.1%Prev: 0.1%	11,970 SH	Increased+1,173 SH
BLACKROCK INC	COM	$4.4M	0.6%Prev: 0.7%	4,156 SH	Decreased+255 SH
BOEING CO	COM	$840K	0.1%	3,871 SH	New
BOOKING HOLDINGS INC	COM	$227K	0.0%Prev: 0.0%	42 SH	Decreased-7 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.7M	0.2%Prev: 0.2%	32,372 SH	Increased-228 SH
BROADCOM INC	COM	$15.0M	2.0%Prev: 1.3%	43,420 SH	Increased+15,863 SH
CATERPILLAR INC	COM	$1.7M	0.2%Prev: 0.2%	2,997 SH	Increased+220 SH
CHEVRON CORP NEW	COM	$3.2M	0.4%Prev: 0.5%	21,090 SH	Increased+570 SH
CINTAS CORP	COM	$6.1M	0.8%Prev: 0.5%	32,560 SH	Increased+16,617 SH
CISCO SYS INC	COM	$2.1M	0.3%Prev: 0.3%	26,621 SH	Increased+595 SH
CITIGROUP INC	COM NEW	$3.6M	0.5%Prev: 0.5%	31,106 SH	Increased+629 SH
CLOROX CO DEL	COM	$752K	0.1%Prev: 0.1%	7,458 SH	Decreased-603 SH
CONSTELLATION ENERGY CORP	COM	$461K	0.1%Prev: 0.1%	1,304 SH	Decreased-661 SH
CORNING INC	COM	$1.7M	0.2%Prev: 0.2%	19,935 SH	Increased+755 SH
COSTCO WHSL CORP NEW	COM	$2.0M	0.3%Prev: 0.3%	2,265 SH	Increased+245 SH
CRH PLC	ORD	$225K	0.0%Prev: 0.0%	1,805 SH	Decreased-314 SH
DEERE & CO	COM	$1.9M	0.3%Prev: 0.3%	4,091 SH	Increased+338 SH
DELL TECHNOLOGIES INC	CL C	$6.0M	0.8%Prev: 0.3%	48,000 SH	Increased+33,687 SH
DISNEY WALT CO	COM	$1.1M	0.1%Prev: 0.1%	9,354 SH	Increased+682 SH
DUKE ENERGY CORP NEW	COM NEW	$2.4M	0.3%Prev: 0.3%	20,112 SH	Increased+1,308 SH
EATON CORP PLC	SHS	$811K	0.1%Prev: 0.1%	2,547 SH	Decreased+95 SH
ELI LILLY & CO	COM	$2.6M	0.4%Prev: 0.3%	2,418 SH	Increased+74 SH
EXXON MOBIL CORP	COM	$4.6M	0.6%Prev: 0.5%	37,990 SH	Increased+4,954 SH
FEDEX CORP	COM	$1.6M	0.2%Prev: 0.2%	5,645 SH	Decreased-1,369 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.4M	0.7%Prev: 0.8%	58,675 SH	Increased-117 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.3M	0.8%Prev: 0.9%	110,625 SH	Increased-1,588 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$641K	0.1%Prev: 0.1%	2,852 SH	Increased+1,281 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$36.7M	5.0%Prev: 5.2%	796,309 SH	Increased+32,854 SH
FIGS INC	CL A	$148K	0.0%Prev: 0.0%	13,000 SH	Increased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.2M	0.7%Prev: 0.8%	75,542 SH	Increased-1,394 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$731K	0.1%Prev: 0.1%	2,717 SH	Decreased
FIRSTENERGY CORP	COM	$255K	0.0%	5,696 SH	New
FORD MTR CO	COM	$378K	0.1%Prev: 0.1%	28,818 SH	Increased-1,120 SH
GE AEROSPACE	COM NEW	$311K	0.0%	1,009 SH	New
GE VERNOVA INC	COM	$346K	0.0%	529 SH	New
GENERAL DYNAMICS CORP	COM	$228K	0.0%Prev: 0.0%	677 SH	Decreased-61 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$7.5M	1.0%Prev: 1.1%	88,550 SH	Increased+2,249 SH
GOLDMAN SACHS GROUP INC	COM	$3.5M	0.5%Prev: 0.4%	3,999 SH	Increased+324 SH
HOME DEPOT INC	COM	$4.1M	0.5%Prev: 0.7%	11,794 SH	Decreased+671 SH
HONEYWELL INTL INC	COM	$2.3M	0.3%Prev: 0.3%	11,757 SH	Increased+1,110 SH
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$653K	0.1%Prev: 0.1%	23,860 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$1.0M	0.1%Prev: 0.1%	40,928 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$874K	0.1%	32,563 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED	$525K	0.1%Prev: 0.1%	18,475 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$10.1M	1.4%Prev: 1.1%	383,366 SH	Increased+109,144 SH
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$1.0M	0.1%Prev: 0.2%	38,786 SH	Increased
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$2.0M	0.3%Prev: 0.3%	39,917 SH	Increased
INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.3M	1.0%Prev: 1.1%	206,195 SH	Increased-3,154 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$897K	0.1%Prev: 0.1%	22,935 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.2M	0.4%Prev: 0.5%	74,853 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$20.4M	2.8%Prev: 2.7%	482,536 SH	Increased+34,404 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	0.3%Prev: 0.3%	6,875 SH	Increased+269 SH
INTUITIVE SURGICAL INC	COM NEW	$983K	0.1%Prev: 0.1%	1,735 SH	Increased+208 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$278K	0.0%	5,530 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$619K	0.1%	31,631 SH	New
ISHARES GOLD TR	ISHARES NEW	$7.7M	1.0%Prev: 1.0%	94,939 SH	Increased-195 SH
ISHARES INC	CORE MSCI EMKT	$13.2M	1.8%Prev: 1.8%	196,644 SH	Increased+9,005 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.3%Prev: 0.3%	51,461 SH	Increased+3,746 SH
ISHARES TR	CORE DIV GRWTH	$8.7M	1.2%Prev: 1.1%	125,870 SH	Increased+14,573 SH
ISHARES TR	CORE MSCI EAFE	$2.9M	0.4%Prev: 0.4%	31,893 SH	Increased+226 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.2%Prev: 0.2%	13,063 SH	Increased+707 SH
ISHARES TR	CORE S&P500 ETF	$67.6M	9.1%Prev: 9.5%	98,653 SH	Increased+1,526 SH
ISHARES TR	CORE US AGGBD ET	$34.7M	4.7%Prev: 4.9%	347,283 SH	Increased+15,244 SH
ISHARES TR	EAFE VALUE ETF	$14.6M	2.0%Prev: 2.0%	204,577 SH	Increased+5,598 SH
ISHARES TR	FALN ANGLS USD	$473K	0.1%Prev: 0.1%	17,323 SH	Decreased-1 SH
ISHARES TR	ISHS 5-10YR INVT	$563K	0.1%Prev: 0.1%	10,447 SH	Decreased+26 SH
ISHARES TR	MSCI USA MIN VOL	$29.4M	4.0%Prev: 4.3%	311,983 SH	Increased+4,443 SH
ISHARES TR	MSCI USA MMENTM	$7.4M	1.0%Prev: 1.1%	29,477 SH	Decreased+561 SH
ISHARES TR	MSCI USA QLT FCT	$30.0M	4.1%Prev: 4.2%	151,174 SH	Increased+3,120 SH
ISHARES TR	NATIONAL MUN ETF	$2.2M	0.3%Prev: 0.3%	20,775 SH	Increased+2,631 SH
ISHARES TR	RUS 1000 GRW ETF	$208K	0.0%Prev: 0.0%	439 SH	Increased
ISHARES TR	S&P 100 ETF	$221K	0.0%Prev: 0.0%	644 SH	Increased+1 SH
ISHARES TR	SHRT NAT MUN ETF	$665K	0.1%Prev: 0.1%	6,231 SH	Increased+284 SH
ISHARES TR	US AER DEF ETF	$5.4M	0.7%Prev: 0.8%	25,129 SH	Increased+466 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$649K	0.1%Prev: 0.1%	11,344 SH	Decreased-1,088 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$25.5M	3.4%Prev: 3.6%	550,174 SH	Increased+20,107 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$11.8M	1.6%Prev: 1.6%	146,594 SH	Increased+3,321 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.6M	0.4%Prev: 0.3%	52,142 SH	Increased+8,699 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.0M	0.1%Prev: 0.1%	20,408 SH	Increased+5,557 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$998K	0.1%Prev: 0.2%	19,595 SH	Decreased-1,697 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$288K	0.0%	5,870 SH	New
JOHNSON & JOHNSON	COM	$5.0M	0.7%Prev: 0.6%	24,141 SH	Increased+569 SH
JOHNSON CTLS INTL PLC	SHS	$2.9M	0.4%Prev: 0.4%	24,216 SH	Increased+1,460 SH
JPMORGAN CHASE & CO.	COM	$8.8M	1.2%Prev: 1.2%	27,336 SH	Increased+1,687 SH
LAM RESEARCH CORP	COM NEW	$346K	0.0%Prev: 0.0%	2,019 SH	Increased+16 SH
LINCOLN ELEC HLDGS INC	COM	$987K	0.1%Prev: 0.1%	4,117 SH	Increased
LINDE PLC	SHS	$1.0M	0.1%	2,453 SH	New
LOCKHEED MARTIN CORP	COM	$2.3M	0.3%Prev: 0.3%	4,753 SH	Increased+271 SH
LULULEMON ATHLETICA INC	COM	$237K	0.0%Prev: 0.0%	1,140 SH	Increased-54 SH
MASTERCARD INCORPORATED	CL A	$527K	0.1%Prev: 0.1%	923 SH	Increased+4 SH
MCDONALDS CORP	COM	$4.4M	0.6%Prev: 0.6%	14,282 SH	Increased+1,334 SH
MCKESSON CORP	COM	$2.1M	0.3%Prev: 0.3%	2,523 SH	Increased+28 SH
MEDTRONIC PLC	SHS	$2.4M	0.3%Prev: 0.3%	25,394 SH	Increased+1,827 SH
MERCADOLIBRE INC	COM	$201K	0.0%Prev: 0.0%	100 SH	Decreased
MERCK & CO INC	COM	$4.0M	0.5%Prev: 0.5%	37,880 SH	Increased+17 SH
META PLATFORMS INC	CL A	$3.1M	0.4%Prev: 0.4%	4,640 SH	Increased+822 SH
MICRON TECHNOLOGY INC	COM	$314K	0.0%	1,100 SH	New
MICROSOFT CORP	COM	$12.3M	1.7%Prev: 1.8%	25,530 SH	Increased+2,343 SH
MONDELEZ INTL INC	CL A	$1.9M	0.3%Prev: 0.3%	34,822 SH	Decreased-2,303 SH
MOODYS CORP	COM	$818K	0.1%Prev: 0.1%	1,602 SH	Increased
MORGAN STANLEY	COM NEW	$257K	0.0%	1,446 SH	New
NETFLIX INC	COM	$1.2M	0.2%Prev: 0.2%	12,500 SH	Decreased+11,261 SH
NEXTERA ENERGY INC	COM	$4.1M	0.6%Prev: 0.5%	51,115 SH	Increased+4,364 SH
NIKE INC	CL B	$813K	0.1%Prev: 0.1%	12,762 SH	Decreased-554 SH
NORFOLK SOUTHN CORP	COM	$1.8M	0.2%Prev: 0.2%	6,067 SH	Increased+508 SH
NVIDIA CORPORATION	COM	$11.8M	1.6%Prev: 1.6%	63,314 SH	Increased+6,411 SH
ORACLE CORP	COM	$280K	0.0%Prev: 0.0%	1,436 SH	Increased+459 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.2%Prev: 0.1%	6,419 SH	Increased+1,762 SH
PARKER-HANNIFIN CORP	COM	$321K	0.0%Prev: 0.0%	365 SH	Increased
PEPSICO INC	COM	$2.9M	0.4%Prev: 0.4%	19,894 SH	Increased+1,032 SH
PGIM ETF TR	PGIM ULTRA SH BD	$281K	0.0%	5,661 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$269K	0.0%	2,683 SH	New
PROCTER AND GAMBLE CO	COM	$3.1M	0.4%Prev: 0.5%	21,905 SH	Decreased-7 SH
PROGRESSIVE CORP	COM	$2.0M	0.3%Prev: 0.3%	8,864 SH	Decreased+402 SH
QUALCOMM INC	COM	$1.2M	0.2%Prev: 0.2%	6,735 SH	Increased+423 SH
RITHM CAPITAL CORP	COM NEW	$582K	0.1%Prev: 0.1%	53,362 SH	Decreased-2,893 SH
RTX CORPORATION	COM	$484K	0.1%Prev: 0.1%	2,636 SH	Increased+427 SH
SALESFORCE INC	COM	$1.8M	0.2%Prev: 0.2%	6,879 SH	Increased+555 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$242K	0.0%	1,682 SH	New
SERVICENOW INC	COM	$1.7M	0.2%Prev: 0.3%	10,868 SH	Decreased+8,896 SH
SHERWIN WILLIAMS CO	COM	$275K	0.0%Prev: 0.0%	850 SH	Decreased+7 SH
SOUTHERN CO	COM	$2.0M	0.3%Prev: 0.3%	22,478 SH	Decreased+1,648 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.3%	2,880 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$615K	0.1%Prev: 0.1%	18,615 SH	Increased
SSGA ACTIVE TR	STATE STREET DOU	$2.4M	0.3%	50,065 SH	New
STARBUCKS CORP	COM	$222K	0.0%Prev: 0.0%	2,635 SH	Increased+103 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$268K	0.0%	5,371 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.5M	0.2%Prev: 0.2%	4,938 SH	Increased+1,199 SH
TESLA INC	COM	$6.8M	0.9%Prev: 1.0%	15,175 SH	Increased+406 SH
TFS FINL CORP	COM	$136K	0.0%	10,193 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.8M	0.2%Prev: 0.2%	3,030 SH	Increased+39 SH
UBER TECHNOLOGIES INC	COM	$1.1M	0.1%Prev: 0.2%	12,935 SH	Decreased+593 SH
UNILEVER PLC	SPON ADR NEW	$1.8M	0.2%Prev: 0.3%	28,167 SH	Increased-1,104 SH
UNION PAC CORP	COM	$1.1M	0.2%Prev: 0.1%	4,853 SH	Increased+999 SH
UNITEDHEALTH GROUP INC	COM	$1.8M	0.2%Prev: 0.3%	5,386 SH	Decreased-954 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$695K	0.1%Prev: 0.1%	8,302 SH	Increased+1,450 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$360K	0.0%Prev: 0.1%	1,640 SH	Increased+2 SH
VISA INC	COM CL A	$3.1M	0.4%Prev: 0.4%	8,809 SH	Increased+495 SH
WALMART INC	COM	$2.8M	0.4%Prev: 0.4%	25,443 SH	Increased+1,109 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $228K
ANHEUSER BUSCH INBEV SA/NV — $563K
AT&T INC — $229K
BIOMARIN PHARMACEUTICAL INC — $289K
BOSTON SCIENTIFIC CORP — $646K
BROOKFIELD ASSET MANAGMT LTD — $207K
DEVON ENERGY CORP NEW — $604K
EXELON CORP — $250K
SCHLUMBERGER LTD — $628K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $1.3M
SSGA ACTIVE TR — $2.2M

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