Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $587 Million
  • Q3 2025

Lineweaver Wealth Advisors, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $587 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $65M, Fidelity Merrimack Str Tr Tota with a value of $35.3M, Ishares Core U.S. Aggregate Bo with a value of $33.3M, Ishares Msci Usa Min Vol Facto with a value of $29.3M, and Ishares Msci Usa Quality Facto with a value of $28.8M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $559M to 587M.

Below you can find more details about Lineweaver Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $587 Million
ETFs: $336 Million
Technology: $71.2 Million
Financial Services: $33 Million
Healthcare: $27.4 Million
Consumer Cyclical: $23.1 Million
Industrials: $20.3 Million
Consumer Defensive: $18.2 Million
Communication Services: $12.5 Million
Other: $20.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$23.6 Million 4.02% of portfolio
92,596
Q3 2025 Reduced 2.49%
$3.78T
$12 Million 2.05% of portfolio
23,187
Q3 2025 Reduced 5.77%
$465B
$10.6 Million 1.81% of portfolio
56,903
Q3 2025 Reduced 6.78%
$139B
$9.09 Million 1.55% of portfolio
27,557
Q3 2025 Reduced 12.3%
$662B
$8.94 Million 1.52% of portfolio
17,790
Q3 2025 Added 6.7%
$881B
$8.09 Million 1.38% of portfolio
25,649
Q3 2025 Reduced 3.89%
$1.29T
$6.57 Million 1.12% of portfolio
14,769
Q3 2025 Reduced 1.76%
$1.65T
$5.92 Million 1.01% of portfolio
24,334
Q3 2025 Reduced 11.9%
$2.39T
$5.82 Million 0.99% of portfolio
26,494
Q3 2025 Added 0.17%
$367B
$4.51 Million 0.77% of portfolio
11,123
Q3 2025 Added 2.09%
$522B
$4.37 Million 0.74% of portfolio
23,572
Q3 2025 Reduced 2.44%
$224B
$3.93 Million 0.67% of portfolio
12,948
Q3 2025 Added 8.25%
$490B
$3.72 Million 0.63% of portfolio
33,036
Q3 2025 Added 4.54%
$168B
$3.53 Million 0.6% of portfolio
46,751
Q3 2025 Reduced 2.68%
$414B
$3.39 Million 0.58% of portfolio
14,635
Q3 2025 Reduced 8.81%
$346B
$3.37 Million 0.57% of portfolio
21,912
Q3 2025 Added 5.56%
$303B
$3.19 Million 0.54% of portfolio
20,520
Q3 2025 Added 2.83%
$235B
$3.18 Million 0.54% of portfolio
37,863
Q3 2025 Added 41.59%
$190B
$3.09 Million 0.53% of portfolio
30,477
Q3 2025 Reduced 17.68%
$265B
$2.93 Million 0.5% of portfolio
3,675
Q3 2025 Reduced 13.61%
$413B
$2.84 Million 0.48% of portfolio
54,984
Q3 2025 Added 0.14%
$1.37T
$2.8 Million 0.48% of portfolio
3,818
Q3 2025 Reduced 3.73%
$533B
$2.84 Million 0.48% of portfolio
8,314
Q3 2025 Added 2.99%
$204B
$2.65 Million 0.45% of portfolio
18,862
Q3 2025 Reduced 0.76%
$81.8B
$2.5 Million 0.43% of portfolio
22,756
Q3 2025 Added 1.25%
$279B
$2.51 Million 0.43% of portfolio
24,334
Q3 2025 Added 2.08%
$76.2B
$2.32 Million 0.4% of portfolio
37,125
Q3 2025 Added 8.5%
$96.4B
$2.33 Million 0.4% of portfolio
18,804
Q3 2025 Added 16.7%
$123B
$2.24 Million 0.38% of portfolio
4,482
Q3 2025 Reduced 9.47%
$132B
$2.24 Million 0.38% of portfolio
10,647
Q3 2025 Added 7.77%
$128B
$2.24 Million 0.38% of portfolio
23,567
Q3 2025 Added 4.91%
$300B
$2.19 Million 0.37% of portfolio
6,340
Q3 2025 Added 3.78%
$132B
$2.09 Million 0.36% of portfolio
8,462
Q3 2025 Reduced 1.23%
$34.7B
$2.03 Million 0.35% of portfolio
14,313
Q3 2025 Reduced 19.24%
$183B
$2.02 Million 0.34% of portfolio
7,153
Q3 2025 Added 12.98%
$98.6B
$1.97 Million 0.34% of portfolio
20,830
Q3 2025 Added 3.35%
$57.5B
$1.93 Million 0.33% of portfolio
7,086
Q3 2025 Added 5.64%
$0
$1.95 Million 0.33% of portfolio
39,917
Q3 2025 Reduced 2.21%
$121B
$1.93 Million 0.33% of portfolio
2,495
Q3 2025 Added 0.24%
$266B
$1.86 Million 0.32% of portfolio
6,606
Q3 2025 Added 189.61%
$404B
$1.87 Million 0.32% of portfolio
2,020
Q3 2025 Added 2.85%
$169B
$1.81 Million 0.31% of portfolio
1,972
Q3 2025 Added 12.75%
$319B
$1.78 Million 0.3% of portfolio
26,026
Q3 2025 Added 9.88%
$150B
$1.74 Million 0.3% of portfolio
29,271
Q3 2025 Added 7.67%
$971B
$1.79 Million 0.3% of portfolio
2,344
Q3 2025 Reduced 14.83%
$144B
$1.72 Million 0.29% of portfolio
3,753
Q3 2025 Added 10.41%
$65.7B
$1.67 Million 0.28% of portfolio
5,559
Q3 2025 Reduced 3.07%
$68.9B
$1.65 Million 0.28% of portfolio
7,014
Q3 2025 Reduced 15.41%
$69.4B
$1.57 Million 0.27% of portfolio
19,180
Q3 2025 Reduced 27.07%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $587 Million
  • Prior Value $559 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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