§ 13F · FUND PROFILE
Lineweaver Wealth Advisors, LLC.
AUM · $845M (13F)Positions · 182Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100K | $75M | 8.9% | ±0% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 904K | $41M | 4.9% | +7% |
| 3 | SMTH | ALPS ETF TR | 1.58M | $41M | 4.8% | +8% |
| 4 | AGG | ISHARES TR | 379K | $37M | 4.4% | +3% |
| 5 | QUAL | ISHARES TR | 157K | $35M | 4.1% | +2% |
| 6 | USMV | ISHARES TR | 331K | $32M | 3.8% | +4% |
| 7 | AAPL | APPLE INC | 93K | $27M | 3.2% | +3% |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 537K | $25M | 2.9% | −8% |
| 9 | BINC | BLACKROCK ETF TRUST II | 472K | $25M | 2.9% | −9% |
| 10 | DYNF | BLACKROCK ETF TRUST | 326K | $22M | 2.6% | +1% |
§ 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 $845 million in assets. The fund runs a portfolio of 182 positions.
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