Lineweaver Wealth Advisors, LLC

CIK

1797873

Location

VALLEY VIEW, OH

Portfolio Value

Small $254,243,961

Diversification

Diversified

Filing Date

Global Rank

#3,405 / 8,232 ▲ 77

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed Apr 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+65.0%

SPY

+74.2%

Annualised alpha

-2.1%

Max drawdown

−17.3%

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

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

Top Position

9.1%

−0.4 pts

Top 5

25.2%

−2.5 pts

Top 10

38.9%

−2.9 pts

HHI

256

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$75,897,833	20
Financial Services	14.8%	$37,704,901	13
Healthcare	11.9%	$30,206,588	14
Industrials	10.1%	$25,633,652	17
Consumer Cyclical	8.4%	$21,434,466	8
Consumer Defensive	6.6%	$16,696,436	7
Communication Services	4.5%	$11,432,034	5
Energy	4.4%	$11,252,462	4
Utilities	3.9%	$9,866,050	4
Unclassified	3.3%	$8,464,907	2
Basic Materials	1.5%	$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
XOM	Exxon Mobil Corp	−1,604	36,386	$6,173,248
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	$1,673,689
PEP	Pepsico Inc	−887	19,007	$2,951,597
GLW	Corning Inc /Ny	−830	19,105	$2,597,706
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
BKNG	Booking Holdings Inc.	42	$224,923
MELI	Mercadolibre Inc	100	$201,426
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 positions · $254,243,961 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 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AQST	Aquestive Therapeutics, Inc. Healthcare	Held	10,000	0	$41,500	−35.8%	0.02%
TFSL	TFS Financial CORP Financial Services	Added	10,361	+168	$145,572	+6.7%	0.06%
FIGS	FIGS, Inc. Consumer Cyclical	Held	13,000	0	$192,010	+30.0%	0.08%
ORCL	Oracle Corp Technology	Reduced	1,426	-10	$209,778	−25.0%	0.08%
TPL	Texas Pacific Land Corp Energy	NEW	450	NEW	$213,552	NEW	0.08%
GD	General Dynamics Corp Industrials	Reduced	634	-43	$217,601	−4.5%	0.09%
T	At&T Inc. Communication Services	NEW	7,726	NEW	$223,976	NEW	0.09%
AXP	American Express Co Financial Services	Reduced	751	-138	$227,162	−30.9%	0.09%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,536	-99	$227,200	+2.4%	0.09%
EQT	EQT Corp Energy	NEW	3,898	NEW	$248,068	NEW	0.10%
SHW	Sherwin Williams Co Basic Materials	Reduced	844	-6	$270,544	−1.8%	0.11%
UBER	Uber Technologies, Inc Technology	Reduced	3,848	-9,087	$276,786	−73.8%	0.11%
GE	General Electric Co Industrials	Added	1,025	+16	$290,864	−6.4%	0.11%
PH	Parker-Hannifin Corp Industrials	Reduced	359	-6	$321,391	+0.2%	0.13%
F	Ford Motor Co Consumer Cyclical	Added	29,401	+583	$339,287	−10.3%	0.13%
MA	Mastercard Inc Financial Services	Reduced	699	-224	$349,262	−33.7%	0.14%
MU	Micron Technology Inc Technology	Reduced	1,059	-41	$357,772	+14.0%	0.14%
CEG	Constellation Energy Corp Utilities	Reduced	1,302	-2	$363,583	−21.1%	0.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	580	-2,300	$377,197	−80.8%	0.15%
LRCX	Lam Research Corp Technology	Reduced	1,997	-22	$426,679	+23.5%	0.17%
ANET	Arista Networks, Inc. Technology	NEW	3,492	NEW	$428,747	NEW	0.17%
RTX	RTX Corp Industrials	Reduced	2,390	-246	$461,031	−4.6%	0.18%
GEV	GE Vernova Inc. Industrials	Added	536	+7	$467,874	+35.3%	0.18%
RITM	Rithm Capital Corp. Real Estate	Reduced	52,290	-1,072	$495,709	−14.8%	0.19%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	10,396	-2,366	$549,116	−32.5%	0.22%
A	Agilent Technologies, Inc. Healthcare	Added	5,465	+49	$622,900	−15.5%	0.25%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,387	-348	$639,393	−34.9%	0.25%
BSX	Boston Scientific Corp Healthcare	NEW	10,194	NEW	$639,673	NEW	0.25%
PHYS	Sprott Physical Gold Trust Financial Services	Held	18,615	0	$659,715	+7.3%	0.26%
MCO	Moodys Corp /De/ Financial Services	Reduced	1,588	-14	$692,765	−15.3%	0.27%
APH	Amphenol Corp /De/ Technology	NEW	6,320	NEW	$798,532	NEW	0.31%
DIS	Walt Disney Co Communication Services	Reduced	8,847	-507	$852,673	−19.9%	0.34%
ETN	Eaton Corp plc Industrials	Reduced	2,403	-144	$859,481	+5.9%	0.34%
CRM	Salesforce, Inc. Technology	Reduced	4,622	-2,257	$862,788	−52.7%	0.34%
QCOM	Qualcomm Inc/De Technology	Added	7,571	+836	$974,993	−15.4%	0.38%
BA	Boeing Co Industrials	Added	4,908	+1,037	$976,839	+16.2%	0.38%
LECO	Lincoln Electric Holdings Inc Industrials	Held	4,117	0	$1,025,462	+3.9%	0.40%
UNP	Union Pacific Corp Industrials	Reduced	4,369	-484	$1,060,006	−5.6%	0.42%
CLX	Clorox Co /De/ Consumer Defensive	Added	10,238	+2,780	$1,060,963	+41.1%	0.42%
NFLX	Netflix Inc Communication Services	Reduced	11,041	-1,459	$1,061,592	−9.4%	0.42%
PANW	Palo Alto Networks Inc Technology	Added	7,372	+953	$1,181,879	−0.0%	0.46%
LIN	Linde PLC Basic Materials	Reduced	2,398	-55	$1,188,832	+13.7%	0.47%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,448	-11,173	$1,198,610	−41.5%	0.47%
AMT	American Tower Corp /Ma/ Real Estate	Added	7,094	+1,498	$1,224,282	+24.6%	0.48%
NOW	ServiceNow, Inc. Technology	Added	13,062	+2,194	$1,365,632	−18.0%	0.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,922	-108	$1,436,250	−18.2%	0.56%
ASML	Asml Holding NV Technology	Added	1,141	+134	$1,507,067	+39.9%	0.59%
FDX	Fedex Corp Industrials	Reduced	4,699	-946	$1,673,689	+2.6%	0.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,048	+110	$1,705,971	+13.7%	0.67%
UL	Unilever PLC Consumer Defensive	Added	30,544	+2,377	$1,740,091	−5.5%	0.68%