Lineweaver Wealth Advisors, LLC
182 holdingsFiling period: 2026-06-30Current AUM: $857.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100.4K | $75.2M | $76.2M | 8.88% | +144 | 2026-06-30 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 903.8K | $41.1M | $39.9M | 4.66% | +60.5K | 2026-06-30 |
| 3 | SMTH | ALPS ETF TR | 1.58M | $40.7M | $39.5M | 4.60% | +113.9K | 2026-06-30 |
| 4 | AGG | ISHARES TR | 378.6K | $37.5M | $36.3M | 4.23% | +11.0K | 2026-06-30 |
| 5 | QUAL | ISHARES TR | 157.3K | $34.5M | $34.4M | 4.01% | +3.5K | 2026-06-30 |
| 6 | USMV | ISHARES TR | 331.0K | $31.9M | $32.8M | 3.83% | +13.8K | 2026-06-30 |
| 7 | AAPL | APPLE INC | 93.1K | $26.9M | $30.8M | 3.60% | +2.3K | 2026-06-30 |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 537.4K | $24.7M | $24.3M | 2.84% | -47,425 | 2026-06-30 |
| 9 | BINC | BLACKROCK ETF TRUST II | 471.8K | $24.7M | $24.1M | 2.81% | -45,158 | 2026-06-30 |
| 10 | DYNF | BLACKROCK ETF TRUST | 326.1K | $22.2M | $22.4M | 2.61% | +3.9K | 2026-06-30 |
| 11 | JIVE | J P MORGAN EXCHANGE TRADED F | 192.3K | $17.7M | $18.8M | 2.19% | +7.1K | 2026-06-30 |
| 12 | DELL | DELL TECHNOLOGIES INC | 34.1K | $14.7M | $18.5M | 2.16% | +4.1K | 2026-06-30 |
| 13 | AVGO | BROADCOM INC | 36.9K | $13.9M | $12.5M | 1.46% | +281 | 2026-06-30 |
| 14 | GOVT | ISHARES TR | 598.7K | $13.6M | $13.2M | 1.54% | -- | 2026-06-30 |
| 15 | PJUN | INNOVATOR ETFS TRUST | 313.6K | $13.6M | $13.7M | 1.60% | +13.3K | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 64.9K | $13.0M | $13.8M | 1.60% | +4.9K | 2026-06-30 |
| 17 | IEMG | ISHARES INC | 154.4K | $12.8M | $12.4M | 1.44% | -45,594 | 2026-06-30 |
| 18 | GSEW | GOLDMAN SACHS ETF TR | 126.9K | $12.0M | $12.0M | 1.40% | +36.9K | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 30.0K | $11.2M | $14.9M | 1.74% | +3.2K | 2026-06-30 |
| 20 | EFG | ISHARES TR | 87.5K | $10.9M | $10.5M | 1.22% | -- | 2026-06-30 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.1K | $10.6M | $10.6M | 1.23% | +1.7K | 2026-06-30 |
| 22 | JPM | JPMORGAN CHASE & CO | 29.6K | $9.7M | $10.4M | 1.22% | +1.6K | 2026-06-30 |
| 23 | DGRO | ISHARES TR | 115.5K | $8.8M | $9.0M | 1.04% | -241 | 2026-06-30 |
| 24 | GOOGL | ALPHABET INC | 24.0K | $8.6M | $8.3M | 0.97% | +997 | 2026-06-30 |
| 25 | BAI | BLACKROCK ETF TRUST | 153.0K | $8.1M | $6.5M | 0.76% | -46,772 | 2026-06-30 |
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