Lineweaver Wealth Advisors, LLC
All 13F Filings
- Location
- Valley View, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 741,546
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 168 | 741,546 | 13F-HR | Lineweaver Wealth Advisors, LLC |
| Q4 2025 | 1/14/2026 | 180 | 738,773 | 13F-HR | Lineweaver Wealth Advisors, LLC |
| Q3 2025 | 10/10/2025 | 166 | 682,511 | 13F-HR | Lineweaver Wealth Advisors, LLC |
| Q2 2025 | 7/9/2025 | 156 | 632,890 | 13F-HR | Lineweaver Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 311.6 K | 42.0% | 0 | 193.9 K | -193.9 K |
| ETFs | 430 K | 58.0% | 205.1 K | 0 | 205.1 K |
| Other | 0 | 0.0% | 0 | 2.982 K | -2.982 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
741,546
Holdings
168
QoQ value change ($000)
2,773
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.