Lineweaver Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Valley View, OH
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
182
Total value ($000)
$844,845
Net value change ($000)
+103,299 (13.9%)
New positions
23
Sold out positions
10
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOVT 13,638 NEW
EFG 10,891 NEW
IVV 9,698 14.8%
DELL 6,118 124.4%
QUAL 5,023 17.0%
GSEW 4,362 57.2%
AAPL 3,898 16.9%
PGR 3,662 184.8%
DYNF 3,435 18.3%
SMTH 2,909 7.7%
Top Reduces (Value $000, Stocks/ETFs)
EFV -9,161 -60.6%
IAU -3,894 -48.1%
HON -2,644 -100.0%
JPIE -2,195 -8.1%
BINC -2,152 -8.0%
MTUM -1,629 -22.5%
NOW -1,366 -100.0%
IEMG -1,159 -8.3%
UNP -1,060 -100.0%
XOM -1,033 -16.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,667 (0.4% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type