Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lineweaver Wealth Advisors, LLC (CIK 1797873) reported $741.5M across 168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($65.5M, 8.83%), FBND ($38.5M, 5.19%), SMTH ($37.8M, 5.09%), AGG ($36.5M, 4.92%), QUAL ($29.5M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.5M | 8.83% | 100,233 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $38.5M | 5.19% | 843,285 | Added |
| 3 | SMTH | ALPS ETF TR | $37.8M | 5.09% | 1.5M | Added |
| 4 | AGG | ISHARES TR | $36.5M | 4.92% | 367,543 | Added |
| 5 | QUAL | ISHARES TR | $29.5M | 3.98% | 153,714 | Added |
| 6 | USMV | ISHARES TR | $29.4M | 3.97% | 317,175 | Added |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | $26.9M | 3.63% | 584,811 | Added |
| 8 | BINC | BLACKROCK ETF TRUST II | $26.8M | 3.62% | 517,003 | Added |
| 9 | AAPL | APPLE INC | $23.0M | 3.11% | 90,777 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $18.7M | 2.53% | 322,178 | Added |
| 11 | JIVE | J P MORGAN EXCHANGE TRADED F | $15.9M | 2.14% | 185,180 | Added |
| 12 | EFV | ISHARES TR | $15.1M | 2.04% | 203,486 | Trimmed |
| 13 | IEMG | ISHARES INC | $14.0M | 1.88% | 200,011 | Added |
| 14 | PJUN | INNOVATOR ETFS TRUST | $12.6M | 1.69% | 300,288 | Trimmed |
| 15 | AVGO | BROADCOM INC | $11.3M | 1.53% | 36,639 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $10.5M | 1.41% | 59,971 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $9.9M | 1.34% | 26,829 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.3M | 1.25% | 19,395 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $8.2M | 1.11% | 28,000 | Added |
| 20 | DGRO | ISHARES TR | $8.1M | 1.10% | 115,707 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $8.1M | 1.09% | 91,739 | Trimmed |
| 22 | GSEW | GOLDMAN SACHS ETF TR | $7.6M | 1.03% | 90,043 | Added |
| 23 | MTUM | ISHARES TR | $7.2M | 0.98% | 30,169 | Added |
| 24 | PSTP | INNOVATOR ETFS TRUST | $7.1M | 0.96% | 206,063 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $6.6M | 0.89% | 23,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31