13F Filings History of Lineweaver Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$733,343,777
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 176 stock holdings with total value $733,343,777 as of Q4 2025. Top holdings included IVV, FBND, SMTH, AGG, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 176 $733,343,777 +$51,888,771 -$10,122,201 +$41,766,570 IVV, FBND, SMTH, AGG, QUAL 13F-HR 14 Jan 2026, 10:52
Q3 2025 166 $682,510,726 +$70,813,233 -$57,506,261 +$13,306,972 IVV, FBND, SMTH, AGG, USMV 13F-HR 10 Oct 2025, 15:31
Q2 2025 156 $632,890,039 +$67,323,202 -$57,033,055 +$10,290,147 IVV, QUAL, FBND, SMTH, USMV 13F-HR 09 Jul 2025, 17:07
Q1 2025 143 $587,122,672 +$66,914,704 -$11,610,215 +$55,304,489 IVV, QUAL, FBND, SMTH, AGG 13F-HR 02 May 2025, 13:18
Q4 2024 134 $541,050,739 +$48,787,160 -$31,926,436 +$16,860,724 IVV, QUAL, FBND, AAPL, AGG 13F-HR 04 Feb 2025, 19:20
Q3 2024 126 $525,181,387 +$32,897,001 -$9,890,291 +$23,006,710 IVV, QUAL, AGG, FBND, USMV 13F-HR 24 Oct 2024, 18:04
Q2 2024 126 $482,559,129 +$100,544,884 -$46,265,316 +$54,279,568 IVV, QUAL, AGG, FBND, USMV 13F-HR 01 Aug 2024, 18:07
Q1 2024 124 $420,553,787 +$15,635,598 -$6,553,233 +$9,082,365 IVV, QUAL, USMV, AAPL, MBB 13F-HR 30 Apr 2024, 15:10
Q4 2023 126 $385,893,725 +$56,474,026 -$45,654,141 +$10,819,885 IVV, QUAL, USMV, AAPL, MBB 13F-HR 19 Jan 2024, 16:27
Q3 2023 134 $343,844,267 +$25,066,230 -$19,929,627 +$5,136,603 IVV, QUAL, USMV, AAPL, EFG 13F-HR 19 Oct 2023, 11:40
Q2 2023 121 $350,654,983 +$28,249,718 -$19,450,046 +$8,799,672 IVV, QUAL, USMV, AAPL, EFG 13F-HR 26 Jul 2023, 20:31
Q1 2023 127 $324,655,840 +$73,203,707 -$91,525,742 -$18,322,035 IVV, QUAL, USMV, EFG, AAPL 13F-HR 02 May 2023, 14:32
Q4 2022 122 $329,720,502 +$24,234,643 -$23,727,787 +$506,856 IVV, ESGU, USMV, IUSB, EFV 13F-HR 26 Jan 2023, 14:06
Q3 2022 126 $307,767,000 +$49,222,279 -$26,508,401 +$22,713,878 IVV, ESGU, USMV, IUSB, GOVT 13F-HR 01 Nov 2022, 16:28
Q2 2022 126 $302,858,000 +$45,722,206 -$48,848,457 -$3,126,251 IVV, ESGU, USMV, IUSB, EFV 13F-HR 26 Jul 2022, 16:44
Q1 2022 140 $350,002,000 +$35,812,005 -$15,857,743 +$19,954,262 IVV, ESGU, USMV, IUSB, AAPL 13F-HR 09 May 2022, 14:02
Q4 2021 133 $347,006,000 +$43,985,992 -$47,002,414 -$3,016,422 IVV, ESGU, USMV, IUSB, FALN 13F-HR 31 Jan 2022, 12:49
Q3 2021 138 $327,770,000 +$43,458,762 -$16,237,475 +$27,221,287 IVV, ESGU, GOVT, EFG, USMV 13F-HR 22 Oct 2021, 14:07
Q2 2021 123 $304,903,000 +$60,779,762 -$48,634,604 +$12,145,158 IVV, ESGU, GOVT, EFV, USMV 13F-HR 26 Jul 2021, 16:50
Q1 2021 114 $281,902,000 +$67,446,922 -$44,295,858 +$23,151,064 IVV, ESGU, FCOR, GOVT, USMV 13F-HR 29 Apr 2021, 19:23
Q4 2020 96 $254,974,000 +$25,559,182 -$14,517,918 +$11,041,264 ESGU, IVV, FCOR, USMV, GOVT 13F-HR 11 Feb 2021, 13:19
Q3 2020 86 $223,377,000 +$23,184,508 -$1,998,214 +$21,186,294 FCOR, IVV, ESGU, USMV, GOVT 13F-HR 20 Oct 2020, 09:15
Q2 2020 81 $196,731,000 +$61,051,535 -$43,817,306 +$17,234,229 FCOR, IVV, USMV, ESGU, GOVT 13F-HR 10 Aug 2020, 09:38
Q1 2020 67 $159,170,000 +$25,414,565 -$20,661,916 +$4,752,649 GOVT, IVV, USMV, IEFA, FQAL 13F-HR 05 May 2020, 12:31
Q4 2019 64 $177,138,000 $0 $0 $0 USMV, IVV, GOVT, IEFA, ITOT 13F-HR 16 Jan 2020, 14:53