Lineweaver Wealth Advisors, LLC

CIK

1797873

Location

VALLEY VIEW, OH

Portfolio Value

Micro $30,206,588

Diversification

Diversified

Filing Date

Global Rank

#3,509 / 8,336 ▲ 49

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

14 positions · $30,206,588 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	23,189	-952	$5,668,319	+13.5%	18.77%
MRK	Merck & Co., Inc. Healthcare	Reduced	33,644	-4,236	$4,047,036	+1.5%	13.40%
ABBV	AbbVie Inc. Healthcare	Added	16,239	+849	$3,531,820	+0.4%	11.69%
AMGN	Amgen Inc Healthcare	Added	7,752	+108	$2,727,541	+9.0%	9.03%
ABT	Abbott Laboratories Healthcare	Added	23,664	+22,036	$2,429,582	+1091.1%	8.04%
LLY	ELI LILLY & Co Healthcare	Reduced	2,364	-54	$2,174,336	−16.3%	7.20%
MCK	Mckesson Corp Healthcare	Reduced	2,484	-39	$2,149,554	+3.9%	7.12%
BMY	Bristol Myers Squibb Co Healthcare	Added	34,428	+2,056	$2,088,058	+19.6%	6.91%
MDT	Medtronic plc Healthcare	Reduced	23,204	-2,190	$2,010,626	−17.6%	6.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,922	-108	$1,436,250	−18.2%	4.75%
BSX	Boston Scientific Corp Healthcare	NEW	10,194	NEW	$639,673	NEW	2.12%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,387	-348	$639,393	−34.9%	2.12%
A	Agilent Technologies, Inc. Healthcare	Added	5,465	+49	$622,900	−15.5%	2.06%
AQST	Aquestive Therapeutics, Inc. Healthcare	Held	10,000	0	$41,500	−35.8%	0.14%