DOSSIER · 13F-HR · Q1 2026
Lineweaver Wealth Advisors, LLC
Lineweaver Wealth's holding co. based in Stamford, CT — $742M in tracked AUM across 168 positions as of Q1 2026.
LW
Lineweaver Wealth·Stamford, CT·Holding Co.
CIK 0001797873 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Lineweaver Wealth Advisors, LLC 13F Filing
1. Portfolio Overview
Lineweaver Wealth Advisors, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 114.0% from approximately $345.21M to $738.77M during the quarter ended December 31, 2025. This doubling in assets suggests significant capital inflows or strong market performance, necessitating a broad restructuring of the portfolio.
The firm...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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