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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.6 Million 10.56% of portfolio
98,653
Q4 2025 Added 1.57%
$0
$36.8 Million 5.84% of portfolio
796,309
Q4 2025 Added 4.3%
$0
$34.7 Million 5.5% of portfolio
347,283
Q4 2025 Added 4.59%
$0
$29.4 Million 4.66% of portfolio
151,174
Q4 2025 Added 2.11%
$0
$29.4 Million 4.66% of portfolio
311,983
Q4 2025 Added 1.44%
$0
$25.4 Million 4.03% of portfolio
550,174
Q4 2025 Added 3.79%
$4.3T
$24.8 Million 3.93% of portfolio
92,676
Q4 2025 Added 0.09%
$0
$18.9 Million 2.99% of portfolio
314,681
Q4 2025 Added 2.24%
$0
$14.4 Million 2.28% of portfolio
204,577
Q4 2025 Added 2.81%
$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%
$0
$12.4 Million 1.97% of portfolio
300,857
Q4 2025 Reduced 0.55%
$465B
$11.8 Million 1.87% of portfolio
63,314
Q4 2025 Added 11.27%
$0
$10.5 Million 1.67% of portfolio
196,644
Q4 2025 Added 4.8%
$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%
$0
$7.4 Million 1.17% of portfolio
88,550
Q4 2025 Added 2.61%
$65.3B
$7.31 Million 1.16% of portfolio
94,939
Q4 2025 Reduced 0.2%
$0
$7.25 Million 1.15% of portfolio
29,477
Q4 2025 Added 1.94%
$0
$7.16 Million 1.14% of portfolio
206,195
Q4 2025 Reduced 1.51%
$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%
$0
$6.2 Million 0.98% of portfolio
110,625
Q4 2025 Reduced 1.42%
$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%
$0
$5.28 Million 0.84% of portfolio
58,675
Q4 2025 Reduced 0.2%
$0
$5.18 Million 0.82% of portfolio
25,129
Q4 2025 Added 1.89%
$0
$5.06 Million 0.8% of portfolio
75,542
Q4 2025 Reduced 1.81%
$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%
$367B
$4.22 Million 0.67% of portfolio
11,794
Q4 2025 Added 6.03%
$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%
$0
$3.18 Million 0.5% of portfolio
74,853
Q2 2025 Reduced 2.24%
$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%
$0
$2.83 Million 0.45% of portfolio
31,893
Q4 2025 Added 0.71%
$533B
$2.87 Million 0.45% of portfolio
8,809
Q4 2025 Added 5.95%
$0
$2.64 Million 0.42% of portfolio
52,142
Q4 2025 Added 20.02%

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
Track This Portfolio

Track Lineweaver Wealth Advisors, LLC Portfolio

Follow Lineweaver Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email