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: $741.5M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.4M	0.3%	23,664 SH	New
ABBVIE INC	COM	$3.5M	0.5%Prev: 0.5%	16,239 SH	Increased+1,283 SH
AGILENT TECHNOLOGIES INC	COM	$623K	0.1%	5,465 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$2.5M	0.3%	8,521 SH	New
ALPHABET INC	CAP STK CL A	$6.6M	0.9%Prev: 0.7%	23,038 SH	Increased-3,865 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.2%Prev: 0.1%	4,462 SH	Increased+294 SH
ALPS ETF TR	SMITH CORE PLUS	$37.8M	5.1%Prev: 4.5%	1,465,774 SH	Increased+454,855 SH
AMAZON COM INC	COM	$5.7M	0.8%Prev: 0.8%	27,382 SH	Increased+1,667 SH
AMERICAN EXPRESS CO	COM	$227K	0.0%Prev: 0.0%	751 SH	Decreased-278 SH
AMERICAN TOWER CORP	COM	$1.2M	0.2%	7,094 SH	New
AMGEN INC	COM	$2.7M	0.4%Prev: 0.3%	7,752 SH	Increased+2,109 SH
AMPHENOL CORP	CL A	$799K	0.1%	6,320 SH	New
APPLE INC	COM	$23.0M	3.1%Prev: 3.5%	90,777 SH	Increased-564 SH
AQUESTIVE THERAPEUTICS INC	COM	$42K	0.0%	10,000 SH	New
ARISTA NETWORKS INC	COM SHS	$429K	0.1%	3,492 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.5M	0.2%	1,141 SH	New
AT&T INC	COM	$224K	0.0%Prev: 0.0%	7,726 SH	Decreased-1,349 SH
BANK AMERICA CORP	COM	$2.9M	0.4%Prev: 0.4%	59,141 SH	Increased+8,934 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.3M	1.3%Prev: 1.4%	19,395 SH	Increased+4,161 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$6.6M	0.9%	199,750 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.7M	2.5%Prev: 1.3%	322,178 SH	Increased+167,843 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$26.8M	3.6%Prev: 3.7%	517,003 SH	Increased+101,423 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$683K	0.1%Prev: 0.1%	14,241 SH	Increased+5,110 SH
BLACKROCK INC	COM	$4.1M	0.6%Prev: 0.6%	4,309 SH	Increased+637 SH
BOEING CO	COM	$977K	0.1%	4,908 SH	New
BOSTON SCIENTIFIC CORP	COM	$640K	0.1%	10,194 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.1M	0.3%Prev: 0.3%	34,428 SH	Increased+10,223 SH
BROADCOM INC	COM	$11.3M	1.5%Prev: 0.9%	36,639 SH	Increased+5,362 SH
CAPITAL GROUP INTERNATIONAL	SHS	$3.5M	0.5%	105,872 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.9M	0.3%	60,224 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$861K	0.1%	31,729 SH	New
CATERPILLAR INC	COM	$1.8M	0.2%Prev: 0.1%	2,560 SH	Increased-23 SH
CHEVRON CORPORATION	COM	$4.6M	0.6%	22,318 SH	New
CINTAS CORP	COM	$4.3M	0.6%Prev: 0.8%	25,129 SH	Decreased+903 SH
CISCO SYS INC	COM	$1.2M	0.2%Prev: 0.2%	15,448 SH	Decreased-6,610 SH
CITIGROUP INC	COM NEW	$3.3M	0.4%Prev: 0.4%	29,362 SH	Increased-4,876 SH
CLOROX CO DEL	COM	$1.1M	0.1%	10,238 SH	New
CONSTELLATION ENERGY CORP	COM	$363K	0.0%Prev: 0.1%	1,302 SH	Increased-270 SH
CORNING INC	COM	$2.6M	0.4%Prev: 0.2%	19,105 SH	Increased-10,636 SH
COSTCO WHOLESALE CORPORATION	COM	$2.0M	0.3%	2,002 SH	New
CREATIVE MEDIA & CMNTY TR	COM NEW	$10K	0.0%	16,376 SH	New
DEERE & CO	COM	$2.2M	0.3%Prev: 0.3%	3,982 SH	Increased+793 SH
DELL TECHNOLOGIES INC	CL C	$4.9M	0.7%Prev: 0.2%	29,973 SH	Increased+14,592 SH
DISNEY WALT CO	COM	$853K	0.1%Prev: 0.1%	8,847 SH	Increased+2,564 SH
DUKE ENERGY CORP NEW	COM NEW	$2.7M	0.4%Prev: 0.3%	20,798 SH	Increased+5,862 SH
EATON CORP PLC	SHS	$860K	0.1%Prev: 0.1%	2,403 SH	Increased+359 SH
ELI LILLY & CO	COM	$2.2M	0.3%Prev: 0.3%	2,364 SH	Increased+45 SH
EQT CORP	COM	$248K	0.0%	3,898 SH	New
EXXON MOBIL CORP	COM	$6.2M	0.8%Prev: 0.6%	36,386 SH	Increased+4,721 SH
FEDEX CORP	COM	$1.7M	0.2%Prev: 0.3%	4,699 SH	Decreased-3,640 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.0M	0.7%Prev: 0.7%	59,279 SH	Increased-978 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.0M	0.8%Prev: 1.0%	108,448 SH	Increased-6,367 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$324K	0.0%Prev: 0.0%	1,557 SH	Increased-10 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$38.5M	5.2%Prev: 4.7%	843,285 SH	Increased+243,271 SH
FIGS INC	CL A	$192K	0.0%Prev: 0.0%	13,000 SH	Increased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.0M	0.7%Prev: 0.8%	73,895 SH	Increased-3,712 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$626K	0.1%Prev: 0.1%	2,676 SH	Increased-41 SH
FORD MTR CO	COM	$339K	0.0%Prev: 0.0%	29,401 SH	Increased+1,846 SH
GE AEROSPACE	COM NEW	$291K	0.0%	1,025 SH	New
GE VERNOVA INC	COM	$468K	0.1%	536 SH	New
GENERAL DYNAMICS CORP	COM	$217K	0.0%Prev: 0.0%	634 SH	Increased-153 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$7.6M	1.0%Prev: 1.1%	90,043 SH	Increased+7,317 SH
GOLDMAN SACHS GROUP INC	COM	$3.1M	0.4%Prev: 0.4%	3,698 SH	Increased-88 SH
HOME DEPOT INC	COM	$4.2M	0.6%Prev: 0.7%	12,641 SH	Increased+1,937 SH
HONEYWELL INTL INC	COM	$2.6M	0.4%Prev: 0.3%	11,697 SH	Increased+2,326 SH
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$1.1M	0.2%Prev: 0.1%	41,103 SH	Increased+17,243 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$1.7M	0.2%Prev: 0.2%	65,311 SH	Increased+24,383 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$871K	0.1%	32,563 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED	$532K	0.1%Prev: 0.1%	18,475 SH	Increased-950 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$10.9M	1.5%Prev: 0.4%	410,495 SH	Increased+317,943 SH
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$1.0M	0.1%	38,786 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$2.0M	0.3%Prev: 0.3%	39,917 SH	Increased+1,654 SH
INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.1M	1.0%Prev: 1.1%	206,063 SH	Increased-4,436 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$913K	0.1%Prev: 0.1%	22,935 SH	Increased-984 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.2M	0.4%Prev: 0.5%	74,853 SH	Increased-1,715 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$21.0M	2.8%Prev: 2.9%	500,117 SH	Increased+36,828 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	0.3%Prev: 0.1%	9,558 SH	Increased+7,263 SH
INTUITIVE SURGICAL INC	COM NEW	$639K	0.1%	1,387 SH	New
ISHARES GOLD TR	ISHARES NEW	$8.1M	1.1%Prev: 0.9%	91,739 SH	Increased+5,512 SH
ISHARES INC	CORE MSCI EMKT	$14.0M	1.9%	200,011 SH	New
ISHARES TR	CORE 1 5 YR USD	$2.8M	0.4%Prev: 1.7%	58,463 SH	Decreased-143,137 SH
ISHARES TR	CORE DIV GRWTH	$8.1M	1.1%Prev: 1.2%	115,707 SH	Increased+3,268 SH
ISHARES TR	CORE MSCI EAFE	$2.9M	0.4%Prev: 0.4%	32,573 SH	Increased+1,355 SH
ISHARES TR	CORE MSCI TOTAL	$3.9M	0.5%	44,548 SH	New
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.2%Prev: 0.3%	12,936 SH	Decreased-5,960 SH
ISHARES TR	CORE S&P500 ETF	$65.5M	8.8%Prev: 10.8%	100,233 SH	Increased-12,512 SH
ISHARES TR	CORE US AGGBD ET	$36.5M	4.9%Prev: 4.4%	367,543 SH	Increased+108,963 SH
ISHARES TR	EAFE VALUE ETF	$15.1M	2.0%Prev: 2.8%	203,486 SH	Decreased-78,559 SH
ISHARES TR	MSCI USA MIN VOL	$29.4M	4.0%Prev: 2.9%	317,175 SH	Increased+133,608 SH
ISHARES TR	MSCI USA MMENTM	$7.2M	1.0%Prev: 1.0%	30,169 SH	Increased+1,264 SH
ISHARES TR	MSCI USA QLT FCT	$29.5M	4.0%Prev: 7.1%	153,714 SH	Decreased-88,583 SH
ISHARES TR	NATIONAL MUN ETF	$2.3M	0.3%Prev: 0.3%	21,201 SH	Increased+5,757 SH
ISHARES TR	S&P 100 ETF	$205K	0.0%Prev: 2.2%	645 SH	Decreased-46,143 SH
ISHARES TR	US AER DEF ETF	$5.5M	0.7%	25,016 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$580K	0.1%Prev: 0.2%	10,227 SH	Decreased-5,407 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$26.9M	3.6%Prev: 3.7%	584,811 SH	Increased+116,597 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$15.9M	2.1%	185,180 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.7M	0.4%Prev: 0.3%	54,645 SH	Increased+18,011 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$636K	0.1%	12,558 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$299K	0.0%Prev: 0.2%	5,861 SH	Decreased-11,758 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$204K	0.0%	4,185 SH	New
JOHNSON & JOHNSON	COM	$5.7M	0.8%Prev: 0.6%	23,189 SH	Increased+1,954 SH
JOHNSON CONTROLS INTERNATION	SHS	$3.0M	0.4%	22,990 SH	New
JPMORGAN CHASE & CO	COM	$8.2M	1.1%	28,000 SH	New
LAM RESEARCH CORP	COM NEW	$427K	0.1%	1,997 SH	New
LINCOLN ELEC HLDGS INC	COM	$1.0M	0.1%Prev: 0.1%	4,117 SH	Increased-9 SH
LINDE PLC	SHS	$1.2M	0.2%	2,398 SH	New
LOCKHEED MARTIN CORP	COM	$2.5M	0.3%Prev: 0.3%	4,157 SH	Increased-303 SH
MASTERCARD INCORPORATED	CL A	$349K	0.0%Prev: 0.1%	699 SH	Decreased-267 SH
MCDONALDS CORP	COM	$4.5M	0.6%Prev: 0.7%	14,595 SH	Increased+2,361 SH
MCKESSON CORP	COM	$2.1M	0.3%Prev: 0.3%	2,484 SH	Increased-1 SH
MEDTRONIC PLC	SHS	$2.0M	0.3%Prev: 0.3%	23,204 SH	Increased+3,193 SH
MERCK & CO INC	COM	$4.0M	0.5%Prev: 0.5%	33,644 SH	Increased+2,371 SH
META PLATFORMS INC	CL A	$2.7M	0.4%Prev: 0.4%	4,665 SH	Increased+763 SH
MICRON TECHNOLOGY INC	COM	$358K	0.0%	1,059 SH	New
MICROSOFT CORP	COM	$9.9M	1.3%Prev: 1.6%	26,829 SH	Increased+1,469 SH
MONDELEZ INTL INC	CL A	$2.4M	0.3%Prev: 0.4%	42,360 SH	Increased+10,077 SH
MOODYS CORP	COM	$693K	0.1%Prev: 0.2%	1,588 SH	Decreased-462 SH
NETFLIX INC.	COM	$1.1M	0.1%	11,041 SH	New
NEXTERA ENERGY INC	COM	$4.4M	0.6%Prev: 0.5%	47,783 SH	Increased+3,913 SH
NIKE INC	CL B	$549K	0.1%	10,396 SH	New
NORFOLK SOUTHN CORP	COM	$1.8M	0.2%Prev: 0.2%	6,291 SH	Increased+1,184 SH
NVIDIA CORPORATION	COM	$10.5M	1.4%Prev: 1.2%	59,971 SH	Increased-3,163 SH
ORACLE CORP	COM	$210K	0.0%	1,426 SH	New
PALO ALTO NETWORKS INC	COM	$1.2M	0.2%	7,372 SH	New
PARKER-HANNIFIN CORP	COM	$321K	0.0%Prev: 0.0%	359 SH	Increased+26 SH
PEPSICO INC	COM	$3.0M	0.4%Prev: 0.4%	19,007 SH	Increased+4,103 SH
PIMCO ETF TR	MUNI INCOME OPP	$852K	0.1%	18,872 SH	New
PROCTER & GAMBLE CO	COM	$3.3M	0.4%	22,717 SH	New
PROGRESSIVE CORP	COM	$2.0M	0.3%Prev: 0.4%	9,997 SH	Decreased+1,352 SH
QUALCOMM INC	COM	$975K	0.1%Prev: 0.1%	7,571 SH	Increased+2,424 SH
RITHM CAPITAL CORP	COM NEW	$496K	0.1%Prev: 0.1%	52,290 SH	Decreased-21,843 SH
RTX CORPORATION	COM	$461K	0.1%Prev: 0.1%	2,390 SH	Increased+26 SH
SALESFORCE INC	COM	$863K	0.1%Prev: 0.3%	4,622 SH	Decreased-1,872 SH
SERVICENOW INC	COM	$1.4M	0.2%Prev: 0.3%	13,062 SH	Decreased+11,141 SH
SHERWIN WILLIAMS CO	COM	$270K	0.0%Prev: 0.1%	844 SH	Decreased-18 SH
SOUTHERN CO	COM	$2.3M	0.3%Prev: 0.3%	24,255 SH	Increased+5,950 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$660K	0.1%	18,615 SH	New
SSGA ACTIVE TR	STATE STREET DOU	$2.7M	0.4%	57,901 SH	New
STARBUCKS CORP	COM	$227K	0.0%Prev: 0.0%	2,536 SH	Decreased-22 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$377K	0.1%	580 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	0.2%	5,048 SH	New
TESLA INC	COM	$5.7M	0.8%Prev: 0.6%	15,415 SH	Increased+1,732 SH
TEXAS PACIFIC LAND CORPORATI	COM	$214K	0.0%Prev: 0.0%	450 SH	Increased+299 SH
TFS FINL CORP	COM	$146K	0.0%	10,361 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.2%Prev: 0.3%	2,922 SH	Decreased-341 SH
UBER TECHNOLOGIES INC	COM	$277K	0.0%Prev: 0.2%	3,848 SH	Decreased-8,702 SH
UNILEVER PLC	SPON ADR NEW	$1.7M	0.2%Prev: 0.3%	30,544 SH	Decreased+837 SH
UNION PAC CORP	COM	$1.1M	0.1%	4,369 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$353K	0.0%Prev: 0.1%	1,640 SH	Increased+2 SH
VISA INC	COM CL A	$2.6M	0.4%Prev: 0.5%	8,710 SH	Decreased+842 SH
WALMART INC	COM	$3.2M	0.4%Prev: 0.3%	25,958 SH	Increased+6,112 SH

Sold (vs prior filing)

ABBOTT LABS — $213K
AIR PRODS & CHEMS INC — $1.7M
ALTRIA GROUP INC — $204K
AMERICAN TOWER CORP NEW — $1.0M
BOOKING HOLDINGS INC — $236K
CHEVRON CORP NEW — $3.5M
COSTCO WHSL CORP NEW — $1.8M
CRH PLC — $206K
DANAHER CORPORATION — $772K
EXELON CORP — $208K
FORTINET INC — $214K
ISHARES TR — $20.2M
ISHARES TR — $510K
ISHARES TR — $545K
ISHARES TR — $624K
ISHARES TR — $499K
JOHNSON CTLS INTL PLC — $2.1M
JPMORGAN CHASE & CO. — $6.2M
LULULEMON ATHLETICA INC — $254K
MIDDLEFIELD BANC CORP — $1.0M
… and 11 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