Lineweaver Wealth Advisors, LLC
•CIK: 1797873•Filing: Q4 2025
**Lineweaver Wealth Advisors, LLC** manages $731M across a diversified portfolio of 176 positions. The firm maintains significant exposure to core market indices and fixed income, highlighted by top holdings including IVV at $67.6M and AGG at $34.7M. Notable allocations also feature technology and sector-specific plays, with substantial positions in FBND ($36.7M), SMTH ($36.1M), and AAPL ($25.2M). This structure suggests a disciplined, multi-asset approach targeting stability alongside targeted growth vectors.
Total AUM
$728.7M
+ $2.6M in options
QoQ Performance
+6.8%
Positions
123
+ 2 options
Top 10 Concentration
45.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
FBND
IVV9.2%
FBND5.0%
SMTH4.9%
AGG4.7%
QUAL4.1%
USMV4.0%
BINC3.5%
JPIE3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.0%
Technology11.2%
ETF9.3%
Financial4.6%
Consumer4.0%
Healthcare3.5%
Industrial2.1%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW22 new positions
↑102 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023