§ 13F · FUND PROFILE
Lineweaver Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $683M (13F)Positions · 166Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100K | $65M | 8.8% | +2% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 843K | $38M | 5.2% | +6% |
| 3 | SMTH | ALPS ETF TR | 1.47M | $38M | 5.1% | +6% |
| 4 | AGG | ISHARES TR | 368K | $36M | 4.9% | +6% |
| 5 | QUAL | ISHARES TR | 154K | $29M | 4.0% | +2% |
| 6 | USMV | ISHARES TR | 317K | $29M | 4.0% | +2% |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 585K | $27M | 3.6% | +6% |
| 8 | BINC | BLACKROCK ETF TRUST II | 517K | $27M | 3.6% | +6% |
| 9 | AAPL | APPLE INC | 91K | $23M | 3.1% | −2% |
| 10 | DYNF | BLACKROCK ETF TRUST | 322K | $19M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINEWEAVER SIGNAL
AC read
Lineweaver Wealth Advisors, LLC is a Other fund managing $683 million in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed