Lineweaver Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Lineweaver Wealth Advisors, LLC held in its portfolio 160 assets valued at $738,773,121 (i.e. $738.77M).
The most valuable assets in the portfolio included: ISHARES TR ($67.57M), FIDELITY MERRIMACK STR TR ($36.66M), and ALPS ETF TR ($36.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 160 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lineweaver Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 98653 | 67571723 | CORE S&P500 ETF |
| FIDELITY MERRIMACK STR TR | 796309 | 36662065 | TOTAL BD ETF |
| ALPS ETF TR | 1383903 | 36078352 | SMITH CORE PLUS |
| ISHARES TR | 347283 | 34686616 | CORE US AGGBD ET |
| ISHARES TR | 151174 | 30026210 | MSCI USA QLT FCT |
| ISHARES TR | 311983 | 29376326 | MSCI USA MIN VOL |
| BLACKROCK ETF TRUST II | 487846 | 25743615 | ISHARES FLEXIBLE |
| J P MORGAN EXCHANGE TRADED F | 550174 | 25467572 | INCOME ETF |
| APPLE INC | 92676 | 25194918 | COM |
| INNOVATOR ETFS TRUST | 482536 | 20359328 | US EQTY PWR BUF |
| BLACKROCK ETF TRUST | 314681 | 19135776 | ISHARES US EQUIT |
| BROADCOM INC | 43420 | 15027603 | COM |
| ISHARES TR | 204577 | 14608821 | EAFE VALUE ETF |
| ISHARES INC | 196644 | 13218420 | CORE MSCI EMKT |
| MICROSOFT CORP | 25530 | 12346956 | COM |
| NVIDIA CORPORATION | 63314 | 11807977 | COM |
| J P MORGAN EXCHANGE TRADED F | 146594 | 11768358 | JPMORGAN INTL VL |
| INNOVATOR ETFS TRUST | 383366 | 10144065 | EQUITY DEFINED P |
| BERKSHIRE HATHAWAY INC DEL | 19323 | 9712761 | CL B NEW |
| JPMORGAN CHASE & CO. | 27336 | 8808292 | COM |
| ISHARES TR | 125870 | 8737927 | CORE DIV GRWTH |
| ALPHABET INC | 24640 | 7712446 | CAP STK CL A |
| ISHARES GOLD TR | 94939 | 7706220 | ISHARES NEW |
| GOLDMAN SACHS ETF TR | 88550 | 7537352 | EQUAL WEIGHT US |
| ISHARES TR | 29477 | 7378284 | MSCI USA MMENTM |
| INNOVATOR ETFS TRUST | 206195 | 7288670 | POWER BUFFER SET |
| TESLA INC | 15175 | 6824501 | COM |
| AMAZON COM INC | 28472 | 6571907 | COM |
| BLACKROCK ETF TRUST | 195654 | 6515275 | ISHARES A I INNO |
| FIDELITY COVINGTON TRUST | 110625 | 6271324 | HIGH DIVID ETF |
| CINTAS CORP | 32560 | 6123614 | COM |
| DELL TECHNOLOGIES INC | 48000 | 6042286 | CL C |
| ISHARES TR | 25129 | 5394945 | US AER DEF ETF |
| FIDELITY COMWLTH TR | 58675 | 5362940 | NASDAQ COMPSIT |
| FIRST TR EXCHANGE TRADED FD | 75542 | 5247876 | RISNG DIVD ACHIV |
| JOHNSON & JOHNSON | 24141 | 4995893 | COM |
| EXXON MOBIL CORP | 37990 | 4571735 | COM |
| BLACKROCK INC | 4156 | 4448057 | COM |
| MCDONALDS CORP | 14282 | 4365152 | COM |
| NEXTERA ENERGY INC | 51115 | 4103541 | COM |
| HOME DEPOT INC | 11794 | 4058334 | COM |
| MERCK & CO INC | 37880 | 3987216 | COM |
| CITIGROUP INC | 31106 | 3629780 | COM NEW |
| ABBVIE INC | 15390 | 3516349 | COM |
| GOLDMAN SACHS GROUP INC | 3999 | 3515297 | COM |
| INNOVATOR ETFS TRUST | 74853 | 3237392 | US EQTY PWR BF |
| CHEVRON CORP NEW | 21090 | 3214337 | COM |
| BANK AMERICA CORP | 58041 | 3192275 | COM |
| PROCTER AND GAMBLE CO | 21905 | 3139181 | COM |
| VISA INC | 8809 | 3089339 | COM CL A |
| META PLATFORMS INC | 4640 | 3062675 | CL A |
| JOHNSON CTLS INTL PLC | 24216 | 2899889 | SHS |
| PEPSICO INC | 19894 | 2855226 | COM |
| ISHARES TR | 31893 | 2853185 | CORE MSCI EAFE |
| WALMART INC | 25443 | 2834562 | COM |
| J P MORGAN EXCHANGE TRADED F | 52142 | 2633177 | MUNICIPAL ETF |
| ELI LILLY & CO | 2418 | 2598924 | COM |
| ISHARES TR | 51461 | 2508703 | CORE 1 5 YR USD |
| AMGEN INC | 7644 | 2501946 | COM |
| MEDTRONIC PLC | 25394 | 2439353 | SHS |
| SSGA ACTIVE TR | 50065 | 2367069 | STATE STREET DOU |
| DUKE ENERGY CORP NEW | 20112 | 2357361 | COM NEW |
| LOCKHEED MARTIN CORP | 4753 | 2298858 | COM |
| HONEYWELL INTL INC | 11757 | 2293764 | COM |
| ISHARES TR | 20775 | 2225214 | NATIONAL MUN ETF |
| MCKESSON CORP | 2523 | 2069402 | COM |
| CISCO SYS INC | 26621 | 2050613 | COM |
| INTERNATIONAL BUSINESS MACHS | 6875 | 2036310 | COM |
| PROGRESSIVE CORP | 8864 | 2018561 | COM |
| INNOVATOR ETFS TRUST | 39917 | 1990239 | LADERD ALCTN PWR |
| SPDR S&P 500 ETF TR | 2880 | 1963967 | TR UNIT |
| SOUTHERN CO | 22478 | 1960112 | COM |
| COSTCO WHSL CORP NEW | 2265 | 1953056 | COM |
| DEERE & CO | 4091 | 1904535 | COM |
| MONDELEZ INTL INC | 34822 | 1874444 | CL A |
| UNILEVER PLC | 28167 | 1842122 | SPON ADR NEW |
| SALESFORCE INC | 6879 | 1822381 | COM |
| UNITEDHEALTH GROUP INC | 5386 | 1777834 | COM |
| THERMO FISHER SCIENTIFIC INC | 3030 | 1755987 | COM |
| NORFOLK SOUTHN CORP | 6067 | 1751681 | COM |
| BRISTOL-MYERS SQUIBB CO | 32372 | 1746128 | COM |
| CORNING INC | 19935 | 1745522 | COM |
| CATERPILLAR INC | 2997 | 1716696 | COM |
| SERVICENOW INC | 10868 | 1664869 | COM |
| FEDEX CORP | 5645 | 1630596 | COM |
| ISHARES TR | 13063 | 1569912 | CORE S&P SCP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 4938 | 1500759 | SPONSORED ADS |
| AIR PRODS & CHEMS INC | 5871 | 1450323 | COM |
| ALPHABET INC | 4593 | 1441278 | CAP STK CL C |
| PALO ALTO NETWORKS INC | 6419 | 1182380 | COM |
| NETFLIX INC | 12500 | 1172000 | COM |
| QUALCOMM INC | 6735 | 1152106 | COM |
| UNION PAC CORP | 4853 | 1122519 | COM |
| ASML HOLDING N V | 1007 | 1077514 | N Y REGISTRY SHS |
| DISNEY WALT CO | 9354 | 1064241 | COM |
| UBER TECHNOLOGIES INC | 12935 | 1056919 | COM |
| LINDE PLC | 2453 | 1046000 | SHS |
| INNOVATOR ETFS TRUST | 38786 | 1040993 | EQUITY DEFND 1YR |
| INNOVATOR ETFS TRUST | 40928 | 1038753 | EQUITY DEF PROTN |
| J P MORGAN EXCHANGE TRADED F | 20408 | 1032443 | ULTRA SHRT ETF |
| J P MORGAN EXCHANGE TRADED F | 19595 | 998169 | ULTRA SHT MUNCPL |
| LINCOLN ELEC HLDGS INC | 4117 | 986598 | COM |
| INTUITIVE SURGICAL INC | 1735 | 982635 | COM NEW |
| AMERICAN TOWER CORP NEW | 5596 | 982527 | COM |
| INNOVATOR ETFS TRUST | 22935 | 897215 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 32563 | 873851 | EQUITY DEFIN 1YR |
| ASTRAZENECA PLC | 9297 | 854691 | SPONSORED ADR |
| BOEING CO | 3871 | 840472 | COM |
| MOODYS CORP | 1602 | 818389 | COM |
| NIKE INC | 12762 | 813073 | CL B |
| EATON CORP PLC | 2547 | 811306 | SHS |
| BIOGEN INC | 4338 | 763445 | COM |
| CLOROX CO DEL | 7458 | 751980 | COM |
| AGILENT TECHNOLOGIES INC | 5416 | 736894 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2717 | 731362 | DJ INTERNT IDX |
| VANGUARD SCOTTSDALE FDS | 8302 | 695315 | INT-TERM CORP |
| ISHARES TR | 6231 | 664859 | SHRT NAT MUN ETF |
| INNOVATOR ETFS TRUST | 23860 | 652810 | EQUITY 1YR JANUA |
| J P MORGAN EXCHANGE TRADED F | 11344 | 649359 | EQUITY PREMIUM |
| FIDELITY COVINGTON TRUST | 2852 | 640750 | MSCI INFO TECH I |
| INVESCO EXCH TRD SLF IDX FD | 31631 | 619184 | BULSHS 2026 CB |
| SPROTT ASSET MANAGEMENT LP | 18615 | 614667 | PHYSICAL GOLD TR |
| BLACKROCK ETF TRUST II | 11970 | 582724 | ISHARES HIGH YIE |
| RITHM CAPITAL CORP | 53362 | 581643 | COM NEW |
| ISHARES TR | 10447 | 562904 | ISHS 5-10YR INVT |
| MASTERCARD INCORPORATED | 923 | 526644 | CL A |
| INNOVATOR ETFS TRUST | 18475 | 524954 | EQUITY DEFINED |
| RTX CORPORATION | 2636 | 483534 | COM |
| ISHARES TR | 17323 | 472923 | FALN ANGLS USD |
| CONSTELLATION ENERGY CORP | 1304 | 460509 | COM |
| FORD MTR CO | 28818 | 378096 | COM |
| VANGUARD SPECIALIZED FUNDS | 1640 | 360338 | DIV APP ETF |
| GE VERNOVA INC | 529 | 345808 | COM |
| LAM RESEARCH CORP | 2019 | 345648 | COM NEW |
| AMERICAN EXPRESS CO | 889 | 328926 | COM |
| PARKER-HANNIFIN CORP | 365 | 320859 | COM |
| MICRON TECHNOLOGY INC | 1100 | 314008 | COM |
| GE AEROSPACE | 1009 | 310928 | COM NEW |
| JANUS DETROIT STR TR | 5870 | 288431 | HENDRSN SHRT ETF |
| PGIM ETF TR | 5661 | 280725 | PGIM ULTRA SH BD |
| ORACLE CORP | 1436 | 279981 | COM |
| INVESCO ACTIVELY MANAGED EXC | 5530 | 277864 | ULTRA SHRT DUR |
| SHERWIN WILLIAMS CO | 850 | 275268 | COM |
| PIMCO ETF TR | 2683 | 269196 | ENHAN SHRT MA AC |
| T ROWE PRICE ETF INC | 5371 | 267735 | ULTRA SHRT TRM |
| MORGAN STANLEY | 1446 | 256728 | COM NEW |
| FIRSTENERGY CORP | 5696 | 254998 | COM |
| SELECT SECTOR SPDR TR | 1682 | 242200 | STATE STREET TEC |
| LULULEMON ATHLETICA INC | 1140 | 236903 | COM |
| GENERAL DYNAMICS CORP | 677 | 228039 | COM |
| BOOKING HOLDINGS INC | 42 | 226836 | COM |
| CRH PLC | 1805 | 225223 | ORD |
| STARBUCKS CORP | 2635 | 221878 | COM |
| ISHARES TR | 644 | 220923 | S&P 100 ETF |
| ISHARES TR | 439 | 207779 | RUS 1000 GRW ETF |
| ABBOTT LABS | 1628 | 204022 | COM |
| MERCADOLIBRE INC | 100 | 201426 | COM |
| FIGS INC | 13000 | 147680 | CL A |
| TFS FINL CORP | 10193 | 136389 | COM |
| AQUESTIVE THERAPEUTICS INC | 10000 | 64600 | COM |
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