Lineweaver Wealth Advisors, LLC
All 13F Filings
- Location
- Valley View, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 844,845
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
3.667 K
(0.4% of total reported value)
· QoQ Δ:
+3.667 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 361.8 K | 43.0% | 50.2 K | 0 | 50.2 K |
| ETFs | 479.4 K | 57.0% | 49.43 K | 0 | 49.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
844,845
Holdings
182
QoQ value change ($000)
103,299
(13.9%)
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.