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 Market Cap. of $200 Billions or more
