Lineweaver Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Valley View, OH
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$741,546
Net value change ($000)
+2,773 (0.4%)
New positions
12
Sold out positions
20
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JIVE 4,091 34.8%
IXUS 3,860 NEW
CGIC 3,505 NEW
ABT 2,226 1091.2%
CGNG 1,901 NEW
FBND 1,809 4.9%
AGG 1,799 5.2%
SMTH 1,673 4.6%
XOM 1,601 35.0%
JPIE 1,474 5.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,416 -19.6%
AAPL -2,157 -8.6%
IVV -2,099 -3.1%
CTAS -1,874 -30.6%
UNH -1,778 -100.0%
AVGO -1,611 -12.4%
NVDA -1,349 -11.4%
TSLA -1,094 -16.0%
GOOGL -1,087 -14.1%
CRM -959 -52.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type