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: $844.8M172 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.7M	0.3%	30,076 SH	New
ABBVIE INC	COM	$4.4M	0.5%Prev: 0.5%	17,367 SH	Increased+1,318 SH
ADVANCED MICRO DEVICES INC	COM	$357K	0.0%	614 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$2.6M	0.3%	8,908 SH	New
ALLSTATE CORP	COM	$210K	0.0%	881 SH	New
ALPHABET INC	CAP STK CL A	$8.6M	1.0%Prev: 0.8%	24,035 SH	Increased-3,585 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.2%Prev: 0.1%	4,542 SH	Increased-87 SH
ALPS ETF TR	SMITH CORE PLUS	$40.7M	4.8%Prev: 4.6%	1,579,639 SH	Increased+447,169 SH
AMAZON COM INC	COM	$6.9M	0.8%Prev: 0.9%	28,934 SH	Increased+2,486 SH
AMERICAN EXPRESS CO	COM	$288K	0.0%Prev: 0.1%	850 SH	Decreased-189 SH
AMERICAN TOWER CORP	COM	$1.2M	0.1%	7,470 SH	New
AMGEN INC	COM	$3.0M	0.3%Prev: 0.3%	8,159 SH	Increased+1,828 SH
AMPHENOL CORP	CL A	$2.1M	0.2%	11,716 SH	New
APPLE INC	COM	$26.9M	3.2%Prev: 3.1%	93,087 SH	Increased-1,876 SH
AQUESTIVE THERAPEUTICS INC	COM	$42K	0.0%	10,000 SH	New
ARISTA NETWORKS INC	COM SHS	$1.5M	0.2%	8,904 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$2.8M	0.3%	1,389 SH	New
BANK OF AMER CORP	COM	$3.5M	0.4%	61,243 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.6M	1.3%Prev: 1.3%	21,117 SH	Increased+4,444 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$8.1M	1.0%	152,978 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$22.2M	2.6%Prev: 1.4%	326,119 SH	Increased+168,389 SH
BLACKROCK ETF TRUST II	ISH HIG MUN ETF	$1.2M	0.1%	23,917 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$24.7M	2.9%	471,845 SH	New
BLACKROCK INC	COM	$3.9M	0.5%Prev: 0.7%	4,068 SH	Decreased+45 SH
BOEING CO	COM	$1.2M	0.1%	5,526 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.1M	0.2%Prev: 0.2%	36,357 SH	Increased+7,031 SH
BROADCOM INC	COM	$13.9M	1.7%Prev: 1.4%	36,920 SH	Increased+5,497 SH
CAPITAL GROUP INTERNATIONAL	SHS	$4.7M	0.6%	129,851 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$2.8M	0.3%	73,574 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN HIGH ETF	$417K	0.0%	16,130 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$992K	0.1%	36,097 SH	New
CATERPILLAR INC	COM	$2.8M	0.3%Prev: 0.2%	2,617 SH	Increased-52 SH
CHEVRON CORPORATION	COM	$3.9M	0.5%	23,676 SH	New
CINTAS CORP	COM	$4.3M	0.5%Prev: 0.7%	25,353 SH	Decreased+5,193 SH
CISCO SYS INC	COM	$1.4M	0.2%Prev: 0.3%	11,561 SH	Decreased-12,124 SH
CITIGROUP INC	COM NEW	$4.1M	0.5%Prev: 0.5%	29,497 SH	Increased-7,524 SH
CLOROX CO DEL	COM	$1.1M	0.1%	11,958 SH	New
CONSTELLATION ENERGY CORP	COM	$306K	0.0%Prev: 0.1%	1,233 SH	Decreased-765 SH
CORNING INC	COM	$4.6M	0.5%Prev: 0.2%	17,937 SH	Increased-8,361 SH
COSTCO WHOLESALE CORPORATION	COM	$2.1M	0.2%	2,237 SH	New
CRH PLC	ORD	$203K	0.0%Prev: 0.0%	1,896 SH	Decreased-404 SH
DANAHER CORP DEL	COM	$786K	0.1%	4,127 SH	New
DATADOG INC	CL A COM	$206K	0.0%	792 SH	New
DEERE & CO	COM	$2.8M	0.3%Prev: 0.3%	4,358 SH	Increased+959 SH
DELL TECHNOLOGIES INC	CL C	$14.7M	1.7%Prev: 0.3%	34,082 SH	Increased+16,359 SH
DISNEY WALT CO	COM	$973K	0.1%Prev: 0.1%	10,104 SH	Increased+2,662 SH
DUKE ENERGY CORP NEW	COM NEW	$2.8M	0.3%Prev: 0.3%	21,997 SH	Increased+5,884 SH
EATON CORP PLC	SHS	$1.1M	0.1%Prev: 0.1%	2,549 SH	Increased+115 SH
ELI LILLY & CO	COM	$3.1M	0.4%Prev: 0.3%	2,569 SH	Increased-183 SH
EMERSON ELEC CO	COM	$282K	0.0%	1,971 SH	New
EXELON CORP	COM	$226K	0.0%Prev: 0.0%	4,854 SH	Decreased-741 SH
EXXON MOBIL CORP	COM	$5.1M	0.6%Prev: 0.5%	37,595 SH	Increased+5,995 SH
FEDEX CORP	COM	$1.5M	0.2%Prev: 0.3%	4,843 SH	Decreased-3,449 SH
FERRARI N V	COM	$834K	0.1%	2,241 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$6.0M	0.7%Prev: 0.8%	58,588 SH	Increased-2,427 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.5M	0.8%Prev: 0.9%	108,055 SH	Increased-6,067 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$445K	0.1%Prev: 0.0%	1,559 SH	Increased-11 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$41.1M	4.9%Prev: 4.8%	903,819 SH	Increased+245,391 SH
FIGS INC	CL A	$133K	0.0%Prev: 0.0%	13,000 SH	Increased
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$416K	0.0%	8,584 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.9M	0.7%Prev: 0.8%	72,903 SH	Increased-5,216 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$708K	0.1%Prev: 0.1%	2,676 SH	Decreased-41 SH
FORD MTR CO	COM	$416K	0.0%Prev: 0.1%	29,933 SH	Increased+432 SH
GE AEROSPACE	COM NEW	$412K	0.0%	1,102 SH	New
GE VERNOVA INC	COM	$1.8M	0.2%	1,514 SH	New
GENERAL DYNAMICS CORP	COM	$256K	0.0%Prev: 0.0%	722 SH	Increased-52 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$12.0M	1.4%Prev: 1.1%	126,937 SH	Increased+41,976 SH
GOLDMAN SACHS GROUP INC	COM	$3.7M	0.4%Prev: 0.5%	3,621 SH	Increased-633 SH
HOME DEPOT INC	COM	$4.9M	0.6%Prev: 0.6%	13,871 SH	Increased+2,976 SH
INNOVATOR ETFS TRUST	EQUI DEFI 1 APRI	$2.3M	0.3%	87,756 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 AUG	$938K	0.1%	34,071 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 DECE	$2.1M	0.2%	79,556 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 JULY	$564K	0.1%	18,820 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 MARC	$2.4M	0.3%	84,609 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 NOVE	$1.8M	0.2%	64,701 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$735K	0.1%	26,677 SH	New
INNOVATOR ETFS TRUST	EQUIT PROTN MAY	$1.7M	0.2%	65,645 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$1.2M	0.1%Prev: 0.1%	41,103 SH	Increased+17,243 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$1.6M	0.2%Prev: 0.2%	60,931 SH	Increased+20,003 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$899K	0.1%	32,543 SH	New
INNOVATOR ETFS TRUST	EQUITY DEFINED	$545K	0.1%Prev: 0.1%	18,475 SH	Increased-950 SH
INNOVATOR ETFS TRUST	EQUITY DEFND 1YR	$1.2M	0.1%Prev: 0.2%	44,743 SH	Increased+5,957 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$2.1M	0.2%Prev: 0.3%	39,917 SH	Increased-904 SH
INNOVATOR ETFS TRUST	POWER BUFFER SET	$7.6M	0.9%Prev: 1.1%	206,063 SH	Increased-5,030 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.3M	0.2%Prev: 0.1%	30,475 SH	Increased+6,555 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.4M	0.4%Prev: 0.5%	74,853 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$22.9M	2.7%Prev: 2.9%	522,020 SH	Increased+63,855 SH
INTEL CORP	COM	$492K	0.1%	3,526 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$3.0M	0.4%Prev: 0.1%	10,563 SH	Increased+8,282 SH
INTUITIVE SURGICAL INC	COM NEW	$636K	0.1%	1,600 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$227K	0.0%	4,524 SH	New
ISHARES GOLD TR	ISHARES NEW	$4.2M	0.5%Prev: 0.9%	55,546 SH	Decreased-37,146 SH
ISHARES INC	CORE MSCI EMKT	$12.8M	1.5%	154,417 SH	New
ISHARES TR	CORE 1 5 YR USD	$2.9M	0.3%Prev: 1.9%	60,474 SH	Decreased-188,552 SH
ISHARES TR	CORE DIV GRWTH	$8.8M	1.0%Prev: 1.1%	115,466 SH	Increased+2,970 SH
ISHARES TR	CORE MSCI EAFE	$3.1M	0.4%Prev: 0.4%	32,354 SH	Increased+636 SH
ISHARES TR	CORE MSCI TOTAL	$5.2M	0.6%Prev: 1.9%	54,491 SH	Decreased-97,594 SH
ISHARES TR	CORE S&P SCP ETF	$1.9M	0.2%Prev: 0.2%	12,617 SH	Increased+204 SH
ISHARES TR	CORE S&P500 ETF	$75.2M	8.9%Prev: 9.5%	100,377 SH	Increased+3,769 SH
ISHARES TR	CORE US AGGBD ET	$37.5M	4.4%Prev: 4.4%	378,591 SH	Increased+100,565 SH
ISHARES TR	EAFE GRWTH ETF	$10.9M	1.3%Prev: 1.4%	87,532 SH	Increased+9,228 SH
ISHARES TR	EAFE VALUE ETF	$6.0M	0.7%Prev: 1.8%	77,965 SH	Decreased-97,984 SH
ISHARES TR	MSCI USA MIN ETF	$31.9M	3.8%	330,997 SH	New
ISHARES TR	MSCI USA MMENTM	$5.6M	0.7%Prev: 1.1%	16,367 SH	Decreased-13,053 SH
ISHARES TR	MSCI USA QLT FCT	$34.5M	4.1%Prev: 6.2%	157,256 SH	Decreased-58,767 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.2%Prev: 0.3%	18,275 SH	Increased+1,131 SH
ISHARES TR	RUS 1000 GRW ETF	$218K	0.0%Prev: 0.0%	1,756 SH	Decreased+1,226 SH
ISHARES TR	S&P 100 ETF	$236K	0.0%Prev: 0.0%	644 SH	Increased-92 SH
ISHARES TR	US AER DEF ETF	$6.3M	0.7%	25,782 SH	New
ISHARES TR	US TREAS BD ETF	$13.6M	1.6%	598,663 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$628K	0.1%Prev: 0.1%	11,124 SH	Decreased-4,609 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$24.7M	2.9%Prev: 3.7%	537,386 SH	Increased+34,691 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$17.7M	2.1%Prev: 1.5%	192,301 SH	Increased+51,900 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.3M	0.3%Prev: 0.3%	46,065 SH	Increased+6,098 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$673K	0.1%Prev: 0.2%	13,302 SH	Decreased-7,548 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$300K	0.0%Prev: 0.2%	5,891 SH	Decreased-13,043 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$242K	0.0%	4,961 SH	New
JOHNSON & JOHNSON	COM	$6.2M	0.7%Prev: 0.6%	24,534 SH	Increased+373 SH
JOHNSON CONTROLS INTERNATION	SHS	$3.5M	0.4%	24,000 SH	New
JPMORGAN CHASE & CO	COM	$9.7M	1.1%	29,625 SH	New
KEYCORP	COM	$211K	0.0%	9,172 SH	New
LAM RESEARCH CORP	COM NEW	$1.1M	0.1%	2,591 SH	New
LINCOLN ELEC HLDGS INC	COM	$1.1M	0.1%Prev: 0.1%	4,117 SH	Increased
LINDE PLC	SHS	$1.4M	0.2%	2,724 SH	New
LOCKHEED MARTIN CORP	COM	$2.5M	0.3%Prev: 0.4%	4,936 SH	Increased-15 SH
MASTERCARD INCORPORATED	CL A	$330K	0.0%Prev: 0.1%	642 SH	Decreased-306 SH
MCDONALDS CORP	COM	$4.3M	0.5%Prev: 0.6%	16,078 SH	Increased+4,117 SH
MCKESSON CORP	COM	$1.9M	0.2%Prev: 0.3%	2,498 SH	Increased+9 SH
MEDTRONIC PLC	SHS	$2.2M	0.3%Prev: 0.3%	28,604 SH	Increased+6,139 SH
MERCK & CO INC	COM	$4.6M	0.5%Prev: 0.3%	35,950 SH	Increased+9,209 SH
META PLATFORMS INC	CL A	$3.1M	0.4%Prev: 0.5%	5,474 SH	Increased+1,508 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.2%	1,321 SH	New
MICROSOFT CORP	COM	$11.2M	1.3%Prev: 1.9%	30,002 SH	Decreased+5,396 SH
MONDELEZ INTL INC	CL A	$2.6M	0.3%Prev: 0.4%	44,676 SH	Increased+10,458 SH
MOODYS CORP	COM	$728K	0.1%Prev: 0.1%	1,608 SH	Decreased+6 SH
MORGAN STANLEY	COM NEW	$236K	0.0%	1,131 SH	New
NETFLIX INC.	COM	$840K	0.1%	11,763 SH	New
NEXTERA ENERGY INC	COM	$4.5M	0.5%Prev: 0.5%	50,864 SH	Increased+2,826 SH
NORFOLK SOUTHN CORP	COM	$2.1M	0.2%Prev: 0.2%	6,548 SH	Increased+813 SH
NVIDIA CORPORATION	COM	$13.0M	1.5%Prev: 1.5%	64,884 SH	Increased+3,845 SH
ORACLE CORP	COM	$230K	0.0%Prev: 0.0%	1,572 SH	Increased+585 SH
PALO ALTO NETWORKS INC	COM	$1.8M	0.2%Prev: 0.1%	5,233 SH	Increased+1,478 SH
PARKER-HANNIFIN CORP	COM	$372K	0.0%Prev: 0.0%	380 SH	Increased+25 SH
PEPSICO INC	COM	$2.7M	0.3%Prev: 0.4%	20,121 SH	Increased+1,114 SH
PGIM ETF TR	PGIM ULTRA SH BD	$236K	0.0%	4,767 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$227K	0.0%	2,255 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$415K	0.0%	7,886 SH	New
PIMCO ETF TR	MUNI INCOME OPP	$942K	0.1%	20,580 SH	New
PROCTER & GAMBLE CO	COM	$3.6M	0.4%	24,523 SH	New
PROGRESSIVE CORP	COM	$5.6M	0.7%Prev: 0.4%	25,837 SH	Increased+17,270 SH
QUALCOMM INC	COM	$988K	0.1%Prev: 0.2%	5,347 SH	Increased-651 SH
RITHM CAPITAL CORP	COM NEW	$451K	0.1%Prev: 0.1%	48,046 SH	Decreased-9,407 SH
RTX CORPORATION	COM	$478K	0.1%Prev: 0.1%	2,522 SH	Increased+169 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$262K	0.0%	1,376 SH	New
SHERWIN WILLIAMS CO	COM	$291K	0.0%Prev: 0.0%	844 SH	Increased+1 SH
SOUTHERN CO	COM	$2.5M	0.3%Prev: 0.3%	25,615 SH	Increased+5,461 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$562K	0.1%	18,615 SH	New
SSGA ACTIVE TR	ST STR TOTAL ETF	$2.8M	0.3%	60,381 SH	New
STARBUCKS CORP	COM	$272K	0.0%Prev: 0.0%	2,659 SH	Increased+22 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$433K	0.1%	580 SH	New
STRYKER CORPORATION	COM	$796K	0.1%	2,528 SH	New
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$227K	0.0%	4,556 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.6M	0.3%	5,496 SH	New
TESLA INC	COM	$7.1M	0.8%Prev: 0.8%	16,858 SH	Increased+1,824 SH
TEXAS PACIFIC LAND CORPORATI	COM	$201K	0.0%	459 SH	New
TFS FINL CORP	COM	$191K	0.0%	10,806 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.5M	0.2%Prev: 0.2%	3,048 SH	Increased-37 SH
UBER TECHNOLOGIES INC	COM	$284K	0.0%Prev: 0.2%	3,935 SH	Decreased-8,553 SH
UNILEVER PLC	SPON ADR NEW	$2.2M	0.3%Prev: 0.3%	36,226 SH	Increased+9,040 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$388K	0.0%Prev: 0.1%	1,641 SH	Increased+3 SH
VISA INC	COM CL A	$3.2M	0.4%Prev: 0.5%	9,451 SH	Increased+1,378 SH
WALMART INC	COM	$3.1M	0.4%Prev: 0.4%	27,527 SH	Increased+3,688 SH

Sold (vs prior filing)

ABBOTT LABS — $219K
ADOBE INC — $201K
AGILENT TECHNOLOGIES INC — $448K
AIR PRODS & CHEMS INC — $1.9M
AMERICAN TOWER CORP NEW — $1.1M
ASML HOLDING N V — $545K
ASTRAZENECA PLC — $568K
AT&T INC — $248K
BANK AMERICA CORP — $2.6M
BLACKROCK ETF TRUST II — $23.2M
BLACKROCK ETF TRUST II — $496K
BOOKING HOLDINGS INC — $297K
BROOKFIELD ASSET MANAGMT LTD — $200K
CHEVRON CORP NEW — $2.9M
CHIPOTLE MEXICAN GRILL INC — $226K
COSTCO WHSL CORP NEW — $1.9M
EQT CORP — $218K
FORTINET INC — $224K
GE HEALTHCARE TECHNOLOGIES I — $592K
HONEYWELL INTL INC — $2.3M
… and 24 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