Lineweaver Wealth Advisors, LLC
All 13F Filings
- Location
- Valley View, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 862,534
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 182 | 862,534 | 13F-HR | Lineweaver Wealth Advisors, LLC |
| Q2 2026 | 7/9/2026 | 182 | 844,845 | 13F-HR | Lineweaver Wealth Advisors, LLC |
| 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 | 379.8 K | 44.0% | 18.03 K | 0 | 18.03 K |
| ETFs | 482.8 K | 56.0% | 3.322 K | 0 | 3.322 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
862,534
Holdings
182
QoQ value change ($000)
17,689
(2.1%)
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.