Lineweaver Wealth Advisors, LLC - Portfolio overview

Lineweaver Wealth Advisors, LLC has 188 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.69%
2. FBND - FIDELITY MERRIMACK STR TR, 5.11%
3. SMTH - ALPS ETF TR, 5.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.