Titelia

Holdings of Lineweaver Wealth Advisors, LLC

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Net assets
-
Positions
142 in 3 countries
Top ten
48.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101iShares High Yield Muni Active ETF 14,241683.3K $
102Boston Scientific Corp 10,194639.7K $
103Intuitive Surgical Inc 1,387639.4K $
104JPMorgan Ultra-Short Income ETF 12,558635.5K $
105Agilent Technologies Inc 5,465622.9K $
106Innovator U.S. Equity Power Bu 12,677582.8K $
107J P Morgan Exchange Traded Fund Trust 10,227579.7K $
108Innovator U.S. Equity Power Bu 12,979551.6K $
109NIKE Inc 10,396549.1K $
110Rithm Capital Corp 52,290495.7K $
111Innovator U.S. Equit 12,119495.2K $
112Innovator U.S. Equity Power Bu 10,981473.4K $
113GE Vernova Inc 536468.1K $
114RTX Corp 2,390461.1K $
115Arista Networks Inc 3,492428.7K $
116Lam Research Corp 1,997426.7K $
117State Street SPDR S&P 500 ETF Trust 580377.2K $
118Constellation Energy Corp. 1,302363.5K $
119Micron Technology Inc 1,059357.6K $
120VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,640352.7K $
121Mastercard Inc 699349.5K $
122Ford Motor Co 29,401339.3K $
123FIDELITY COVINGTON TRUST 1,557324K $
124Parker-Hannifin Corp 359321.4K $
125JPMorgan Ultra-Short Municipal Income ETF 5,861298.8K $
126General Electric Co 1,025290.9K $
127Uber Technologies Inc 3,848276.8K $
128Sherwin-Williams Co/The 844270.5K $
129EQT Corp 3,898248K $
130Starbucks Corp 2,536227.2K $
131American Express Co 751227.2K $
132AT&T Inc 7,726224K $
133General Dynamics Corp 634217.5K $
134Innovator U.S. Equity Power Bu 5,043217.2K $
135Texas Pacific Land Corp 450213.6K $
136Oracle Corp 1,426209.7K $
137Ishares S&p 100 Etf 645205.3K $
138Janus Henderson Short Duration 4,185204.5K $
139Figs Inc 13,000192K $
140TFS Financial Corp 10,361145.6K $
141Aquestive Therapeutics Inc 10,00041.5K $
142Creative Media & Community Trust Corp 16,37610.1K $

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.5 %
  • Taiwan 0.2 %
  • Netherlands 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States140686.1M $99.53 %
2Taiwan11.7M $0.25 %
3Netherlands11.5M $0.22 %
Cite this page

Titelia. "Holdings of Lineweaver Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1797873