StockDriftsStockDriftsTop 50 Lineweaver Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.94% | 100.4K | $75.2M | +0.14%(+144) | $388.45(+100.12%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.89% | 903.8K | $41.1M | +7.18%(+60.53K) | $45.87(-2.06%) | 2026-06-30 | |
| SMTH | ALPS ETF TR | 4.83% | 1.58M | $40.7M | +7.77%(+113.86K) | $25.74(-1.35%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.45% | 378.6K | $37.5M | +3.01%(+11.05K) | $98.36(-0.96%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.1% | 157.3K | $34.5M | +2.30%(+3.54K) | $129.98(+74.08%) | 2026-06-30 | |
| USMV | ISHARES TR | 3.8% | 331.0K | $31.9M | +4.36%(+13.82K) | $79.94(+26.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.2% | 93.1K | $26.9M | +2.54%(+2.31K) | $107.72(+184.69%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.94% | 537.4K | $24.7M | -8.11%(-47.42K) | $45.94(-0.26%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.94% | 471.8K | $24.7M | -8.73%(-45.16K) | $52.43(-0.82%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.64% | 326.1K | $22.2M | +1.22%(+3.94K) | $51.77(+35.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.83% | +6.40% | +36.38% |
| Top 20 Holdings Unweighted | +13.11% | +44.72% | +7.00% | +40.25% |
Lineweaver Wealth Advisors, LLC reports $844.84M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.9%), FBND (4.9%) and SMTH (4.8%). The top 20 holdings account for 58.13% of reported assets. Its disclosed equity book has returned +41.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lineweaver Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1797873). View Lineweaver Wealth Advisors, LLC’s 13F filings on SEC