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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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