Lineweaver Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$525M
Signature - Title
James S. Lineweaver - President
Location
Valley View, OH
Summary
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 126 stock holdings with total value $525M as of Q3 2024. Top holdings included IVV, QUAL, AGG, FBND, and USMV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 126 $525M +$32.9M -$9.89M +$23M IVV, QUAL, AGG, FBND, USMV 13F-HR 10/24/2024, 06:04 PM
Q2 2024 126 $483M +$101M -$46.3M +$54.3M IVV, QUAL, AGG, FBND, USMV 13F-HR 8/1/2024, 06:07 PM
Q1 2024 124 $421M +$15.6M -$6.55M +$9.08M IVV, QUAL, USMV, AAPL, MBB 13F-HR 4/30/2024, 03:10 PM
Q4 2023 126 $386M +$56.5M -$45.7M +$10.8M IVV, QUAL, USMV, AAPL, MBB 13F-HR 1/19/2024, 04:27 PM
Q3 2023 134 $344M +$25.1M -$19.9M +$5.14M IVV, QUAL, USMV, AAPL, EFG 13F-HR 10/19/2023, 11:40 AM
Q2 2023 121 $351M +$28.2M -$19.5M +$8.8M IVV, QUAL, USMV, AAPL, EFG 13F-HR 7/26/2023, 08:31 PM
Q1 2023 127 $325M +$73.2M -$91.5M -$18.3M IVV, QUAL, USMV, EFG, AAPL 13F-HR 5/2/2023, 02:32 PM
Q4 2022 122 $330M +$24.2M -$23.7M +$507K IVV, ESGU, USMV, IUSB, EFV 13F-HR 1/26/2023, 02:06 PM
Q3 2022 126 $308M +$49.2M -$26.5M +$22.7M IVV, ESGU, USMV, IUSB, GOVT 13F-HR 11/1/2022, 04:28 PM
Q2 2022 126 $303M +$45.7M -$48.8M -$3.13M IVV, ESGU, USMV, IUSB, EFV 13F-HR 7/26/2022, 04:44 PM
Q1 2022 140 $350M +$35.8M -$15.9M +$20M IVV, ESGU, USMV, IUSB, AAPL 13F-HR 5/9/2022, 02:02 PM
Q4 2021 133 $347M +$44M -$47M -$3.02M IVV, ESGU, USMV, IUSB, FALN 13F-HR 1/31/2022, 12:49 PM
Q3 2021 138 $328M +$43.5M -$16.2M +$27.2M IVV, ESGU, GOVT, EFG, USMV 13F-HR 10/22/2021, 02:07 PM
Q2 2021 123 $305M +$60.8M -$48.6M +$12.1M IVV, ESGU, GOVT, EFV, USMV 13F-HR 7/26/2021, 04:50 PM
Q1 2021 114 $282M +$67.4M -$44.3M +$23.2M IVV, ESGU, FCOR, GOVT, USMV 13F-HR 4/29/2021, 07:23 PM
Q4 2020 96 $255M +$25.6M -$14.5M +$11M ESGU, IVV, FCOR, USMV, GOVT 13F-HR 2/11/2021, 01:19 PM
Q3 2020 86 $223M +$23.2M -$2M +$21.2M FCOR, IVV, ESGU, USMV, GOVT 13F-HR 10/20/2020, 09:15 AM
Q2 2020 81 $197M +$61.1M -$43.8M +$17.2M FCOR, IVV, USMV, ESGU, GOVT 13F-HR 8/10/2020, 09:38 AM
Q1 2020 67 $159M +$25.4M -$20.7M +$4.75M GOVT, IVV, USMV, IEFA, FQAL 13F-HR 5/5/2020, 12:31 PM
Q4 2019 64 $177M $0 $0 USMV, IVV, GOVT, IEFA, ITOT 13F-HR 1/16/2020, 02:53 PM