Lineweaver Wealth Advisors
Lineweaver Wealth Advisors reported 182 stocks worth $863M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (8.9%), FBND (4.7%) and SMTH (4.6%). Compared with Q2 2026, the fund opened new positions in XOM and SPCX, added to IVV, FBND and SMTH, trimmed AAPL, MSFT and DELL and sold out of XOM, AMT and CLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $77.2M | 8.9% | 101K | +425 (+0%) | 8 of 8 | |
| 2 |  FBND Fidelity Total Bond ETF | $40.5M | 4.7% | 934K | +31K (+3%) | 8 of 8 | |
| 3 |  SMTH Alps ETF TR | $39.7M | 4.6% | 1.6M | +37K (+2%) | 8 of 8 | |
| 4 |  AGG Ishares TR | $37M | 4.3% | 392K | +13K (+3%) | 8 of 8 | |
| 5 |  QUAL Ishares TR | $35.4M | 4.1% | 159K | +2,164 (+1%) | 8 of 8 | |
| 6 |  USMV Ishares TR | $32.6M | 3.8% | 335K | +3,773 (+1%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $30.5M | 3.5% | 92K | −1,361 (−1%) | 8 of 8 | |
| 8 |  JPIE J P Morgan Exchange Traded F | $25M | 2.9% | 556K | +19K (+3%) | 8 of 8 | |
| 9 |  BINC Blackrock ETF Trust II | $24.6M | 2.9% | 484K | +12K (+3%) | 8 of 8 | |
| 10 |  DYNF Blackrock ETF Trust | $22.7M | 2.6% | 328K | +2,030 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.1M | 38K |
 AMT American Tower Corp New | $1.2M | 7,470 |
 CLX Clorox Co Del | $1.1M | 12K |
 RACE Ferrari N V | $834K | 2,241 |
 VNLA Janus Henderson Shrt | $242K | 4,961 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lineweaver Wealth Advisors 13F FAQ
What does Lineweaver Wealth Advisors own?
Lineweaver Wealth Advisors reported 182 stocks worth $863M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (8.9%), FBND (4.7%) and SMTH (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Lineweaver Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 106 added to, 38 trimmed and 12 sold out. New positions include XOM and SPCX. It sold all of XOM, AMT and CLX.
When will Lineweaver Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lineweaver Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $863M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.