Lineweaver Wealth Advisors, LLC Portfolio Holdings

Lineweaver Wealth Advisors, LLC

  • $631 Million
  • Q4 2025

Lineweaver Wealth Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $631 Million distributed in 180 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 $66.6M, Fidelity Merrimack Str Tr Tota with a value of $36.8M, Ishares Core U.S. Aggregate Bo with a value of $34.7M, Ishares Msci Usa Quality Facto with a value of $29.4M, and Ishares Msci Usa Min Vol Facto with a value of $29.4M.

Examining the 13F form we can see an increase of $44M in the current position value, from $587M to 631M.

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

Portfolio value $631 Million
ETFs: $349 Million
Technology: $93.9 Million
Financial Services: $34.6 Million
Healthcare: $30.1 Million
Industrials: $25.3 Million
Consumer Cyclical: $23.6 Million
Consumer Defensive: $15.5 Million
Communication Services: $13.3 Million
Other: $20.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$24.8 Million 3.93% of portfolio
92,676
Q4 2025 Added 0.09%
$3.78T
$13 Million 2.05% of portfolio
25,530
Q4 2025 Added 10.1%
$139B
$12.8 Million 2.03% of portfolio
37,420
Q4 2025 Added 35.79%
$465B
$11.8 Million 1.87% of portfolio
63,314
Q4 2025 Added 11.27%
$662B
$9.83 Million 1.56% of portfolio
19,323
Q4 2025 Added 8.62%
$169B
$9.08 Million 1.44% of portfolio
10,868
Q4 2025 Added 451.12%
$881B
$8.21 Million 1.3% of portfolio
27,336
Q4 2025 Added 6.58%
$1.65T
$6.81 Million 1.08% of portfolio
24,640
Q4 2025 Added 1.26%
$2.39T
$6.68 Million 1.06% of portfolio
28,472
Q4 2025 Added 7.47%
$1.29T
$6.21 Million 0.98% of portfolio
15,175
Q4 2025 Added 2.75%
$19B
$6.08 Million 0.96% of portfolio
32,560
Q4 2025 Added 104.23%
$522B
$4.82 Million 0.76% of portfolio
24,141
Q4 2025 Added 2.41%
$490B
$4.47 Million 0.71% of portfolio
37,990
Q4 2025 Added 15.0%
$224B
$4.35 Million 0.69% of portfolio
14,282
Q4 2025 Added 10.3%
$168B
$4.38 Million 0.69% of portfolio
51,115
Q4 2025 Added 9.33%
$34.7B
$4.31 Million 0.68% of portfolio
32,200
Q4 2025 Added 124.97%
$414B
$3.6 Million 0.57% of portfolio
15,390
Q4 2025 Added 5.16%
$235B
$3.52 Million 0.56% of portfolio
37,880
Q4 2025 Added 0.04%
$303B
$3.27 Million 0.52% of portfolio
21,090
Q4 2025 Added 2.78%
$346B
$3.19 Million 0.51% of portfolio
21,905
Q4 2025 Reduced 0.03%
$265B
$3.1 Million 0.49% of portfolio
3,999
Q4 2025 Added 8.82%
$190B
$3.05 Million 0.48% of portfolio
31,106
Q4 2025 Added 2.06%
$204B
$2.94 Million 0.47% of portfolio
19,894
Q4 2025 Added 5.47%
$413B
$2.99 Million 0.47% of portfolio
58,041
Q4 2025 Added 5.56%
$81.8B
$2.87 Million 0.46% of portfolio
24,216
Q4 2025 Added 6.42%
$1.37T
$2.83 Million 0.45% of portfolio
4,640
Q4 2025 Added 21.53%
$533B
$2.87 Million 0.45% of portfolio
8,809
Q4 2025 Added 5.95%
$279B
$2.62 Million 0.42% of portfolio
25,443
Q4 2025 Added 4.56%
$183B
$2.61 Million 0.41% of portfolio
7,644
Q4 2025 Added 6.86%
$96.4B
$2.52 Million 0.4% of portfolio
20,112
Q4 2025 Added 6.96%
$971B
$2.47 Million 0.39% of portfolio
2,418
Q4 2025 Added 3.16%
$128B
$2.44 Million 0.39% of portfolio
25,394
Q4 2025 Added 7.75%
$132B
$2.31 Million 0.37% of portfolio
11,757
Q4 2025 Added 10.43%
$123B
$2.24 Million 0.35% of portfolio
4,753
Q4 2025 Added 6.05%
$121B
$2.12 Million 0.34% of portfolio
2,523
Q4 2025 Added 1.12%
$404B
$2.07 Million 0.33% of portfolio
2,265
Q4 2025 Added 12.13%
$319B
$2.07 Million 0.33% of portfolio
26,621
Q4 2025 Added 2.29%
$266B
$2.04 Million 0.32% of portfolio
6,875
Q4 2025 Added 4.07%
$98.6B
$2.04 Million 0.32% of portfolio
22,478
Q4 2025 Added 7.91%
$132B
$2 Million 0.32% of portfolio
8,864
Q4 2025 Added 4.75%
$0
$1.96 Million 0.31% of portfolio
39,917
Q3 2025 Reduced 2.21%
$144B
$1.95 Million 0.31% of portfolio
4,091
Q4 2025 Added 9.01%
$76.2B
$1.94 Million 0.31% of portfolio
34,822
Q4 2025 Reduced 6.2%
$222B
$1.72 Million 0.27% of portfolio
3,030
Q4 2025 Added 1.3%
$300B
$1.73 Million 0.27% of portfolio
5,386
Q4 2025 Reduced 15.05%
$65.7B
$1.72 Million 0.27% of portfolio
6,067
Q4 2025 Added 9.14%
$291B
$1.65 Million 0.26% of portfolio
2,997
Q4 2025 Added 7.92%
$237B
$1.63 Million 0.26% of portfolio
6,879
Q4 2025 Added 8.78%
$69.4B
$1.64 Million 0.26% of portfolio
19,935
Q4 2025 Added 3.94%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $631 Million
  • Prior Value $587 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 22 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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