Lineweaver Wealth Advisors, LLC

CIK

1797873

Location

VALLEY VIEW, OH

Portfolio Value

Small $247,874,622

Diversification

Diversified

Filing Date

Global Rank

#3,757 / 8,603 ▼ 16 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.9%

SPY

+76.5%

Annualised alpha

-1.5%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

−0.3 pts

Top 5

25.8%

−2.4 pts

Top 10

39.7%

−2.9 pts

HHI

263

Diversified−22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$75,897,833	20
Financial Services	15.2%	$37,704,901	13
Healthcare	12.2%	$30,206,588	14
Industrials	10.3%	$25,437,561	17
Consumer Cyclical	8.6%	$21,434,466	8
Consumer Defensive	6.7%	$16,696,436	7
Communication Services	4.6%	$11,432,034	5
Utilities	4.0%	$9,866,050	4
Unclassified	3.4%	$8,464,907	2
Energy	2.0%	$5,079,214	3
Basic Materials	1.6%	$3,934,641	3
Real Estate	0.7%	$1,719,991	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+22,036	23,664	$2,429,582
MDLZ	Mondelez International, Inc.	+7,538	42,360	$2,441,630
CLX	Clorox Co /De/	+2,780	10,238	$1,060,963
IBM	International Business Machines Corp	+2,683	9,558	$2,316,763
APD	Air Products & Chemicals, Inc.	+2,650	8,521	$2,475,265
UL	Unilever PLC	+2,377	30,544	$1,740,091
NOW	ServiceNow, Inc.	+2,194	13,062	$1,365,632
BMY	Bristol Myers Squibb Co	+2,056	34,428	$2,088,058
SO	Southern Co	+1,777	24,255	$2,341,092
AMT	American Tower Corp /Ma/	+1,498	7,094	$1,224,282
MSFT	Microsoft Corp	+1,299	26,829	$9,931,290
CVX	Chevron Corp	+1,228	22,318	$4,617,594
PGR	Progressive Corp/Oh/	+1,133	9,997	$1,981,805
BAC	Bank Of America Corp /De/	+1,100	59,141	$2,883,123
BA	Boeing Co	+1,037	4,908	$976,839
PANW	Palo Alto Networks Inc	+953	7,372	$1,181,879
ABBV	AbbVie Inc.	+849	16,239	$3,531,820
HD	Home Depot, Inc.	+847	12,641	$4,157,498
QCOM	Qualcomm Inc/De	+836	7,571	$974,993
PG	PROCTER & GAMBLE Co	+812	22,717	$3,281,243
DUK	Duke Energy CORP	+686	20,798	$2,723,290
JPM	Jpmorgan Chase & Co	+664	28,000	$8,236,480
F	Ford Motor Co	+583	29,401	$339,287
WMT	Walmart Inc.	+515	25,958	$3,226,060
MCD	Mcdonalds Corp	+313	14,595	$4,535,980
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−18,027	29,973	$4,919,468
CSCO	Cisco Systems, Inc.	−11,173	15,448	$1,198,610
UBER	Uber Technologies, Inc	−9,087	3,848	$276,786
CTAS	Cintas Corp	−7,431	25,129	$4,250,319
AVGO	Broadcom Inc.	−6,781	36,639	$11,340,136
MRK	Merck & Co., Inc.	−4,236	33,644	$4,047,036
NVDA	Nvidia Corp	−3,343	59,971	$10,458,942
NEE	Nextera Energy Inc	−3,332	47,783	$4,438,085
IAU	Ishares Gold Trust	−3,200	91,739	$8,087,710
NKE	NIKE, Inc.	−2,366	10,396	$549,116
SPY	Spdr S&P 500 ETF Trust	−2,300	580	$377,197
CRM	Salesforce, Inc.	−2,257	4,622	$862,788
MDT	Medtronic plc	−2,190	23,204	$2,010,626
AAPL	Apple Inc.	−1,899	90,777	$23,038,294
C	Citigroup Inc	−1,744	29,362	$3,329,944
GOOGL	Alphabet Inc.	−1,602	23,038	$6,624,807
NFLX	Netflix Inc	−1,459	11,041	$1,061,592
JCI	Johnson Controls International plc	−1,226	22,990	$3,010,540
AMZN	Amazon Com Inc	−1,090	27,382	$5,702,849
RITM	Rithm Capital Corp.	−1,072	52,290	$495,709
JNJ	Johnson & Johnson	−952	23,189	$5,668,319
FDX	Fedex Corp	−946	4,699	$1,348,662
PEP	Pepsico Inc	−887	19,007	$2,951,597
GLW	Corning Inc /Ny	−830	19,105	$2,597,706
LMT	Lockheed Martin Corp	−596	4,157	$2,512,449
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	6,320	$798,532
BSX	Boston Scientific Corp	10,194	$639,673
ANET	Arista Networks, Inc.	3,492	$428,747
EQT	EQT Corp	3,898	$248,068
T	At&T Inc.	7,726	$223,976
TPL	Texas Pacific Land Corp	450	$213,552
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	5,386	$1,777,972
BIIB	Biogen Inc.	4,338	$763,444
MS	Morgan Stanley	1,446	$256,708
FE	Firstenergy Corp	5,696	$255,009
LULU	lululemon athletica inc.	1,140	$236,903
CRH	Crh Public Ltd Co	1,805	$225,264
MELI	Mercadolibre Inc	100	$201,426
BKNG	Booking Holdings Inc.	42	$8,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $247,874,622 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	90,777	-1,899	$23,038,294	−8.6%	9.29%
AVGO	Broadcom Inc. Technology	Reduced	36,639	-6,781	$11,340,136	−24.5%	4.57%
NVDA	Nvidia Corp Technology	Reduced	59,971	-3,343	$10,458,942	−11.4%	4.22%
MSFT	Microsoft Corp Technology	Added	26,829	+1,299	$9,931,290	−19.6%	4.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,395	+72	$9,294,084	−4.3%	3.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,000	+664	$8,236,480	−6.5%	3.32%
IAU	Ishares Gold Trust	Reduced	91,739	-3,200	$8,087,710	+5.0%	3.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,038	-1,602	$6,624,807	−14.1%	2.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,415	+240	$5,730,526	−16.0%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,382	-1,090	$5,702,849	−13.2%	2.30%
JNJ	Johnson & Johnson Healthcare	Reduced	23,189	-952	$5,668,319	+13.5%	2.29%
DELL	Dell Technologies Inc. Technology	Reduced	29,973	-18,027	$4,919,468	−18.6%	1.98%
CVX	Chevron Corp Energy	Added	22,318	+1,228	$4,617,594	+43.7%	1.86%
MCD	Mcdonalds Corp Consumer Cyclical	Added	14,595	+313	$4,535,980	+3.9%	1.83%
NEE	Nextera Energy Inc Utilities	Reduced	47,783	-3,332	$4,438,085	+8.2%	1.79%
CTAS	Cintas Corp Industrials	Reduced	25,129	-7,431	$4,250,319	−30.6%	1.71%
HD	Home Depot, Inc. Consumer Cyclical	Added	12,641	+847	$4,157,498	+2.4%	1.68%
BLK	BlackRock, Inc. Financial Services	Added	4,309	+153	$4,144,008	−6.8%	1.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	33,644	-4,236	$4,047,036	+1.5%	1.63%
ABBV	AbbVie Inc. Healthcare	Added	16,239	+849	$3,531,820	+0.4%	1.42%
C	Citigroup Inc Financial Services	Reduced	29,362	-1,744	$3,329,944	−8.3%	1.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,717	+812	$3,281,243	+4.5%	1.32%
WMT	Walmart Inc. Consumer Defensive	Added	25,958	+515	$3,226,060	+13.8%	1.30%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,698	-301	$3,128,471	−11.0%	1.26%
JCI	Johnson Controls International plc Industrials	Reduced	22,990	-1,226	$3,010,540	+3.8%	1.21%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,007	-887	$2,951,597	+3.4%	1.19%
BAC	Bank Of America Corp /De/ Financial Services	Added	59,141	+1,100	$2,883,123	−9.7%	1.16%
HON	Honeywell International Inc Industrials	Reduced	11,697	-60	$2,772,808	+15.3%	1.12%
AMGN	Amgen Inc Healthcare	Added	7,752	+108	$2,727,541	+9.0%	1.10%
DUK	Duke Energy CORP Utilities	Added	20,798	+686	$2,723,290	+15.5%	1.10%
META	Meta Platforms, Inc. Communication Services	Added	4,665	+25	$2,668,986	−12.9%	1.08%
V	Visa Inc. Financial Services	Reduced	8,710	-99	$2,632,510	−14.8%	1.06%
GLW	Corning Inc /Ny Technology	Reduced	19,105	-830	$2,597,706	+48.8%	1.05%
LMT	Lockheed Martin Corp Industrials	Reduced	4,157	-596	$2,512,449	+9.3%	1.01%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,521	+2,650	$2,475,265	+70.7%	1.00%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	42,360	+7,538	$2,441,630	+30.3%	0.99%
ABT	Abbott Laboratories Healthcare	Added	23,664	+22,036	$2,429,582	+1091.1%	0.98%
SO	Southern Co Utilities	Added	24,255	+1,777	$2,341,092	+19.4%	0.94%
IBM	International Business Machines Corp Technology	Added	9,558	+2,683	$2,316,763	+13.8%	0.93%
DE	Deere & Co Industrials	Reduced	3,982	-109	$2,243,060	+17.8%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	2,364	-54	$2,174,336	−16.3%	0.88%
MCK	Mckesson Corp Healthcare	Reduced	2,484	-39	$2,149,554	+3.9%	0.87%
BMY	Bristol Myers Squibb Co Healthcare	Added	34,428	+2,056	$2,088,058	+19.6%	0.84%
MDT	Medtronic plc Healthcare	Reduced	23,204	-2,190	$2,010,626	−17.6%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,002	-263	$1,994,852	+2.1%	0.80%
PGR	Progressive Corp/Oh/ Financial Services	Added	9,997	+1,133	$1,981,805	−1.8%	0.80%
CAT	Caterpillar Inc Industrials	Reduced	2,560	-437	$1,813,657	+5.6%	0.73%
NSC	Norfolk Southern Corp Industrials	Added	6,291	+224	$1,805,517	+3.1%	0.73%
UL	Unilever PLC Consumer Defensive	Added	30,544	+2,377	$1,740,091	−5.5%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,048	+110	$1,705,971	+13.7%	0.69%