Lineweaver Wealth Advisors, LLC
CIK 1797873
13F filing for Q2 2026・No. 2,862
- Holdings
- US$844.84M
- Quarter change
- +US$103.3M
- Entries
- 182
- Net bought (estimate)
- +US$32.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 10
- Cut 29
- Added 104
- Corporate actions 0
- Unchanged 25
Largest holdings
181 stocks worth US$841.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 100,377 | US$75.17M | 8.94% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 903,819 | US$41.11M | 4.89% |
| ALPS ETF TRSMITH CORE PLUS | Added | 1,579,639 | US$40.66M | 4.83% |
| ISHARES TRCORE US AGGBD ET | Added | 378,591 | US$37.47M | 4.45% |
| ISHARES TRMSCI USA QLT FCT | Added | 157,256 | US$34.51M | 4.10% |
| ISHARES TRMSCI USA MIN ETF | Added | 330,997 | US$31.93M | 3.80% |
| AAPLAppleCOM | Added | 93,087 | US$26.94M | 3.20% |
| J P MORGAN EXCHANGE TRADED FINCOME ETF | Cut | 537,386 | US$24.75M | 2.94% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Cut | 471,845 | US$24.7M | 2.94% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 326,119 | US$22.18M | 2.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.