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
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.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 140 | 686.1M $ | 99.53 % |
| 2 | TW | 1 | 1.7M $ | 0.25 % |
| 3 | NL | 1 | 1.5M $ | 0.22 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | iShares High Yield Muni Active ETF | 14,241 | 683.3K $ | |
| 102 | Boston Scientific Corp | 10,194 | 639.7K $ | |
| 103 | Intuitive Surgical Inc | 1,387 | 639.4K $ | |
| 104 | JPMorgan Ultra-Short Income ETF | 12,558 | 635.5K $ | |
| 105 | Agilent Technologies Inc | 5,465 | 622.9K $ | |
| 106 | Innovator U.S. Equity Power Bu | 12,677 | 582.8K $ | |
| 107 | J P Morgan Exchange Traded Fund Trust | 10,227 | 579.7K $ | |
| 108 | Innovator U.S. Equity Power Bu | 12,979 | 551.6K $ | |
| 109 | NIKE Inc | 10,396 | 549.1K $ | |
| 110 | Rithm Capital Corp | 52,290 | 495.7K $ | |
| 111 | Innovator U.S. Equit | 12,119 | 495.2K $ | |
| 112 | Innovator U.S. Equity Power Bu | 10,981 | 473.4K $ | |
| 113 | GE Vernova Inc | 536 | 468.1K $ | |
| 114 | RTX Corp | 2,390 | 461.1K $ | |
| 115 | Arista Networks Inc | 3,492 | 428.7K $ | |
| 116 | Lam Research Corp | 1,997 | 426.7K $ | |
| 117 | State Street SPDR S&P 500 ETF Trust | 580 | 377.2K $ | |
| 118 | Constellation Energy Corp. | 1,302 | 363.5K $ | |
| 119 | Micron Technology Inc | 1,059 | 357.6K $ | |
| 120 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 1,640 | 352.7K $ | |
| 121 | Mastercard Inc | 699 | 349.5K $ | |
| 122 | Ford Motor Co | 29,401 | 339.3K $ | |
| 123 | FIDELITY COVINGTON TRUST | 1,557 | 324K $ | |
| 124 | Parker-Hannifin Corp | 359 | 321.4K $ | |
| 125 | JPMorgan Ultra-Short Municipal Income ETF | 5,861 | 298.8K $ | |
| 126 | General Electric Co | 1,025 | 290.9K $ | |
| 127 | Uber Technologies Inc | 3,848 | 276.8K $ | |
| 128 | Sherwin-Williams Co/The | 844 | 270.5K $ | |
| 129 | EQT Corp | 3,898 | 248K $ | |
| 130 | Starbucks Corp | 2,536 | 227.2K $ | |
| 131 | American Express Co | 751 | 227.2K $ | |
| 132 | AT&T Inc | 7,726 | 224K $ | |
| 133 | General Dynamics Corp | 634 | 217.5K $ | |
| 134 | Innovator U.S. Equity Power Bu | 5,043 | 217.2K $ | |
| 135 | Texas Pacific Land Corp | 450 | 213.6K $ | |
| 136 | Oracle Corp | 1,426 | 209.7K $ | |
| 137 | Ishares S&p 100 Etf | 645 | 205.3K $ | |
| 138 | Janus Henderson Short Duration | 4,185 | 204.5K $ | |
| 139 | Figs Inc | 13,000 | 192K $ | |
| 140 | TFS Financial Corp | 10,361 | 145.6K $ | |
| 141 | Aquestive Therapeutics Inc | 10,000 | 41.5K $ | |
| 142 | Creative Media & Community Trust Corp | 16,376 | 10.1K $ | |