StockDriftsStockDriftsTop 50 Lineweaver Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.83% | 100.2K | $65.5M | +1.60%(+1.58K) | $388.01(+92.89%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.19% | 843.3K | $38.5M | +5.90%(+46.98K) | $45.90(-0.93%) | 2026-03-31 | |
| SMTH | ALPS ETF TR | 5.09% | 1.47M | $37.8M | +5.92%(+81.87K) | $25.74(-0.04%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.92% | 367.5K | $36.5M | +5.83%(+20.26K) | $98.34(+0.27%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.98% | 153.7K | $29.5M | +1.68%(+2.54K) | $128.29(+70.26%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.97% | 317.2K | $29.4M | +1.66%(+5.19K) | $78.99(+23.92%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.63% | 584.8K | $26.9M | +6.30%(+34.64K) | $45.94(-0.10%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 3.62% | 517.0K | $26.8M | +5.98%(+29.16K) | $52.43(-0.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.11% | 90.8K | $23.0M | -2.05%(-1.90K) | $103.64(+197.78%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.53% | 322.2K | $18.7M | +2.38%(+7.50K) | $51.64(+29.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.19% |
| Top 20 Holdings Unweighted | +12.16% | +41.10% |
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