Lineweaver Wealth Advisors, LLC: 13F holdings

CIK 17978732026Q2

Positions181
Reported value$844.8m
Filed2026-07-09

Change since last quarter

Positions181 (+13 vs prior quarter)
Reported value$844.8m (+13.9%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR100,377$75.2m8.9%
FBND FIDELITY MERRIMACK STR TR903,819$41.1m4.9%
SMTH ALPS ETF TR1,579,639$40.7m4.8%
AGG ISHARES TR378,591$37.5m4.4%
QUAL ISHARES TR157,256$34.5m4.1%
USMV ISHARES TR330,997$31.9m3.8%
AAPL APPLE INC93,087$26.9m3.2%
JPIE J P MORGAN EXCHANGE TRADED F537,386$24.7m2.9%
BINC BLACKROCK ETF TRUST II471,845$24.7m2.9%
DYNF BLACKROCK ETF TRUST326,119$22.2m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1797873")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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