Lineweaver Wealth Advisors, LLC - Portfolio Stock Holdings
Lineweaver Wealth Advisors, LLC disclosed 193 stock positions in a recent SEC 13F filing. $862,536,305 of stock holdings were filed, with the largest holdings including IVV, FBND, and SMTH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,084,177,360 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
193Est. Stock Holding Value:
$862,536,305Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lineweaver Wealth Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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