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Value $
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$541M
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Signature - Title
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James S. Lineweaver - President
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Location
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Valley View, OH
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Summary
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This page shows a list of all the recent 13F filings made by Lineweaver Wealth Advisors, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Lineweaver Wealth Advisors, LLC reported 134 stock holdings with total value $541M as of Q4 2024. Top holdings included IVV, QUAL, FBND, AAPL, and AGG.