Titelia

Holdings of Lineweaver Wealth Advisors, LLC

142 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.3 % of the equity sleeve

Sector breakdown

  • Funds 20.7 %
  • Technology 11.0 %
  • Financials 5.4 %
  • Health care 4.1 %
  • Consumer discretionary 3.1 %
  • Industrials 2.4 %
  • Consumer staples 2.3 %
  • Communication 1.8 %
  • Utilities 1.4 %
  • Energy 0.9 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 46.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.2 %
  • NL 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US140686.1M $99.53 %
2TW11.7M $0.25 %
3NL11.5M $0.22 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 100,23365.5M $
2Fidelity Total Bond ETF 843,28538.5M $
3ALPS/SMITH Core Plus Bond ETF 1,465,77437.8M $
4iShares Core U.S. Aggregate Bond ETF 367,54336.5M $
5iShares Trust 153,71429.5M $
6iShares MSCI USA Min Vol Factor ETF 317,17529.4M $
7JPMorgan Income ETF 584,81126.9M $
8BlackRock ETF Trust II 517,00326.8M $
9Apple Inc 90,77723M $
10BlackRock ETF Trust 322,17818.7M $
11J.P. MORGAN EXCHANGE-TRADED FUND TRUST 185,18015.9M $
12iShares Trust 203,48615.1M $
13iShares Core MSCI Emerging Markets ETF 200,01114M $
14Innovator U.S. Equity Power Bu 300,28812.6M $
15Broadcom Inc 36,63911.3M $
16NVIDIA Corp 59,97110.5M $
17Microsoft Corp 26,8299.9M $
18Berkshire Hathaway Inc 19,3959.3M $
19JPMorgan Chase & Co 28,0008.2M $
20iShares Core Dividend Growth ETF 115,7078.1M $
21Ishares Gold Trust 91,7398.1M $
22Goldman Sachs ETF Trust 90,0437.6M $
23iShares MSCI USA Momentum Factor ETF 30,1697.2M $
24Alphabet Inc 23,0386.6M $
25Exxon Mobil Corp 36,3866.2M $
26Fidelity Covington Trust 108,4486M $
27Tesla Inc 15,4155.7M $
28Amazon.com Inc 27,3825.7M $
29Johnson & Johnson 23,1895.7M $
30iShares Trust 25,0165.5M $
31First Trust Rising Dividend Achievers ETF 73,8955M $
32Dell Technologies Inc 29,9734.9M $
33Chevron Corp 22,3184.6M $
34McDonald's Corp. 14,5954.5M $
35NextEra Energy Inc 47,7834.4M $
36Cintas Corp 25,1294.3M $
37Home Depot Inc/The 12,6414.2M $
38Blackrock Inc 4,3094.1M $
39Merck & Co Inc 33,6444M $
40iShares Core MSCI Total International Stock ETF 44,5483.9M $
41AbbVie Inc 16,2393.5M $
42Citigroup Inc 29,3623.3M $
43Procter & Gamble Co/The 22,7173.3M $
44Walmart Inc 25,9583.2M $
45Innovator U.S. Equity Power Bu 74,8533.2M $
46Goldman Sachs Group Inc/The 3,6983.1M $
47PepsiCo Inc 19,0073M $
48iShares Core MSCI EAFE ETF 32,5732.9M $
49Bank of America Corp 59,1412.9M $
50ISHARES CORE 1-5 YEAR USD BO 58,4632.8M $
51State Street DoubleLine Short 57,9012.7M $
52Amgen Inc 7,7522.7M $
53Duke Energy Corp 20,7982.7M $
54Meta Platforms Inc 4,6652.7M $
55Honeywell International Inc 11,6972.6M $
56Visa Inc 8,7102.6M $
57Corning Inc 19,1052.6M $
58Lockheed Martin Corp 4,1572.5M $
59Air Products and Chemicals Inc 8,5212.5M $
60Mondelez International Inc 42,3602.4M $
61Abbott Laboratories 23,6642.4M $
62Southern Co/The 24,2552.3M $
63International Business Machines Corp. 9,5582.3M $
64iShares National Muni Bond ETF 21,2012.3M $
65Deere & Co 3,9822.2M $
66Eli Lilly & Co 2,3642.2M $
67McKesson Corp 2,4842.1M $
68Bristol-Myers Squibb Co 34,4282.1M $
69Costco Wholesale Corp 2,0022M $
70Progressive Corp/The 9,9972M $
71Innovator U.S. Equity Power Bu 48,0871.9M $
72Capital Group New Geography Equity ETF 60,2241.9M $
73Caterpillar Inc 2,5601.8M $
74Norfolk Southern Corp 6,2911.8M $
75Unilever PLC 30,5441.7M $
76Taiwan Semiconductor Manufacturing Co Ltd 5,0481.7M $
77FedEx Corp 4,6991.7M $
78iShares Core S&P Small-Cap ETF 12,9361.6M $
79Innovator U.S. Equity Power Bu 34,6781.6M $
80Innovator U.S. Equity Power Bu 39,4971.6M $
81ASML Holding NV 1,1411.5M $
82Thermo Fisher Scientific Inc 2,9221.4M $
83ServiceNow Inc 13,0621.4M $
84Alphabet Inc 4,4621.3M $
85American Tower Corp 7,0941.2M $
86Cisco Systems, Inc. 15,4481.2M $
87Palo Alto Networks Inc 7,3721.2M $
88Netflix Inc 11,0411.1M $
89Clorox Co/The 10,2381.1M $
90Innovator U.S. Equity Power Bu 23,7681.1M $
91Union Pacific Corp 4,3691.1M $
92Lincoln Electric Holdings Inc 4,1171M $
93Boeing Co/The 4,908976.8K $
94QUALCOMM Inc 7,571975K $
95Innovator U.S. Equity Power Bu 22,935912.8K $
96Salesforce Inc 4,622862.7K $
97CAPITAL GROUP MUNICIPAL INCOME ETF 31,729861.4K $
98Walt Disney Co/The 8,847852.7K $
99Amphenol Corp 6,320798.6K $
100Moody's Corp 1,588692.8K $