13F Insight
DOSSIER · 13F-HR · Q3 2026

Lineweaver Wealth Advisors, LLC

$863M in tracked AUM across 182 positions as of Q3 2026.

LW
CIK 0001797873 · last filed Sep 30, 2026
Total AUM
$863M
as of Q3 2026
Holdings
182
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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...

2. Key Holdings

The portfolio is dominated by IVV (iShares Core S&P 500), which stands as the single largest holding at $67.57M, representing 9.15% of the total portfolio. This position was newly established in the quarter, signaling a strong commitment to broad U.S. equity market exposure as a foundational anchor.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$77M101K9.0%02
FBND
FIDELITY MERRIMACK STR TR
$40M934K4.7%03
SMTH
ALPS ETF TR
$40M1.6M4.6%04
AGG
ISHARES TR
$37M392K4.3%05
QUAL
ISHARES TR
$35M159K4.1%06
USMV
ISHARES TR
$33M335K3.8%07
AAPL
APPLE INC
$31M92K3.5%08
JPIE
J P MORGAN EXCHANGE TRADED F
$25M556K2.9%09
BINC
BLACKROCK ETF TRUST II
$25M484K2.9%10
DYNF
BLACKROCK ETF TRUST
$23M328K2.6%

Filing history

2026Q3Sep 30
$863M▲ 2.1%
182 positionsView →2026Q2Jun 30
$845M▲ 13.9%
182 positionsView →2026Q1Mar 31
$742M▲ 0.4%
168 positionsView →2025Q4Dec 31
$739M▲ 8.2%
180 positionsView →2025Q3Sep 30
$683M▲ 7.8%
166 positionsLocked2025Q2Jun 30
$633M▲ 7.8%
156 positionsLocked2025Q1Mar 31
$587M▲ 8.5%
143 positionsLocked2024Q4Dec 31
$541M▲ 3.0%
134 positionsLocked2024Q3Sep 30
$525M▲ 8.8%
126 positionsLocked2024Q2Jun 30
$483M▲ 14.6%
126 positionsLocked2024Q1Mar 31
$421M▲ 9.1%
124 positionsLocked2023Q4Dec 31
$386M▲ 12.2%
128 positionsLocked
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