account_balance

Investment manager · 13F filer · SEC CIK 1797873

Lineweaver Wealth Advisors, LLC

Reported value$863Mas of Sep 30, 2026
Positions182 12 new, 11 sold out
Top 10 weight42.3%IVV alone is 9%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 9.0% Held
FBND Fidelity Merrimack STR Tr 4.7% Added +3%
SMTH Alps ETF Tr 4.6% Added +2%
AGG iShares Tr 4.3% Added +3%
QUAL iShares Tr 4.1% Held
USMV iShares Tr 3.8% Held
AAPL Apple Inc. 3.5% Held
JPIE J P Morgan Exchange Traded F 2.9% Added +3%
BINC BlackRock ETF Trust II 2.9% Added +3%
DYNF BlackRock ETF Trust 2.6% Held
JIVE J P Morgan Exchange Traded F 2.2% Held
NVDA NVIDIA Corp 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • WMT +28%
  • PAUG +20%
  • IXUS +18%
  • JMUB +15%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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