Lineweaver Wealth Advisors, LLC
169 holdingsFiling period: 2026-03-31Current AUM: $810.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100.2K | $65.5M | $75.2M | 9.28% | +1.6K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 843.3K | $38.5M | $37.7M | 4.65% | +47.0K | 2026-03-31 |
| 3 | SMTH | ALPS ETF TR | 1.47M | $37.8M | $37.1M | 4.57% | +81.9K | 2026-03-31 |
| 4 | AGG | ISHARES TR | 367.5K | $36.5M | $35.8M | 4.42% | +20.3K | 2026-03-31 |
| 5 | QUAL | ISHARES TR | 153.7K | $29.5M | $33.7M | 4.16% | +2.5K | 2026-03-31 |
| 6 | USMV | ISHARES TR | 317.2K | $29.4M | $31.1M | 3.83% | +5.2K | 2026-03-31 |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 584.8K | $26.9M | $26.8M | 3.31% | +34.6K | 2026-03-31 |
| 8 | BINC | BLACKROCK ETF TRUST II | 517.0K | $26.8M | $26.9M | 3.32% | +29.2K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 90.8K | $23.0M | $28.0M | 3.46% | -1,899 | 2026-03-31 |
| 10 | DYNF | BLACKROCK ETF TRUST | 322.2K | $18.7M | $21.7M | 2.68% | +7.5K | 2026-03-31 |
| 11 | JIVE | J P MORGAN EXCHANGE TRADED F | 185.2K | $15.9M | $17.7M | 2.19% | +38.6K | 2026-03-31 |
| 12 | EFV | ISHARES TR | 203.5K | $15.1M | $16.5M | 2.03% | -1,091 | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 200.0K | $13.9M | $15.5M | 1.92% | +3.4K | 2026-03-31 |
| 14 | PJUN | INNOVATOR ETFS TRUST | 300.3K | $12.6M | $13.0M | 1.61% | -569 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 36.6K | $11.3M | $14.3M | 1.76% | -6,781 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 60.0K | $10.5M | $12.0M | 1.49% | -3,343 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 26.8K | $9.9M | $12.5M | 1.54% | +1.3K | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.4K | $9.3M | $9.3M | 1.15% | +72 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 28.0K | $8.2M | $9.8M | 1.22% | +664 | 2026-03-31 |
| 20 | DGRO | ISHARES TR | 115.7K | $8.1M | $9.0M | 1.11% | -10,163 | 2026-03-31 |
| 21 | IAU | ISHARES GOLD TR | 91.7K | $8.1M | $7.0M | 0.86% | -3,200 | 2026-03-31 |
| 22 | GSEW | GOLDMAN SACHS ETF TR | 90.0K | $7.6M | $8.5M | 1.05% | +1.5K | 2026-03-31 |
| 23 | MTUM | ISHARES TR | 30.2K | $7.2M | $9.0M | 1.12% | +692 | 2026-03-31 |
| 24 | PSTP | INNOVATOR ETFS TRUST | 206.1K | $7.1M | $7.6M | 0.94% | -132 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 23.0K | $6.6M | $8.2M | 1.01% | -1,602 | 2026-03-31 |
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