Lineweaver Wealth Advisors, LLC

13F filer · CIK 0001797873

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$845MU.S. long equity reported on 13F

Positions10713 new · 11 closed

Net flow last quarter+$14.3MBuys minus sells

Top 10 positions weight15.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026107 positions
AAPLApple Inc.	$26.9M	3.19%	0.00%	+2.5%	Q4 2019
JIVEJive Software, Inc.	$17.7M	2.09%	0.24%	+3.9%	Q2 2025
AVGOBroadcom Inc.	$13.9M	1.65%	0.00%	+0.8%	Q3 2023
NVDANvidia Corp	$13M	1.54%	0.00%	+8.2%	Q3 2020
MSFTMicrosoft Corp	$11.2M	1.32%	0.00%	+11.8%	Q4 2019
DELLDell Technologies Inc.	$11M	1.31%	0.00%	-14.7%	Q3 2023
BRK.BBerkshire Hathaway Inc	$10.6M	1.25%	Not reported	+8.9%	Q4 2019
JPMJPMorgan Chase & Co	$9.7M	1.15%	0.00%	+5.8%	Q4 2019
GOOGLAlphabet Inc.	$8.59M	1.02%	0.00%	+4.3%	Q4 2019
TSLATesla, Inc.	$7.09M	0.84%	0.00%	+9.4%	Q4 2019
AMZNAmazon Com Inc	$6.9M	0.82%	0.00%	+5.7%	Q4 2019
JNJJohnson & Johnson	$6.23M	0.74%	0.00%	+5.8%	Q4 2019
PGRProgressive Corp	$5.64M	0.67%	0.00%	+158.5%	Q4 2019
XOMExxonMobil Holdings Corp	$5.14M	0.61%	0.00%	+3.3%	Q1 2021
HDHome Depot, Inc.	$4.89M	0.58%	0.00%	+9.7%	Q1 2020
MRKMerck & Co., Inc.	$4.62M	0.55%	0.00%	+6.9%	Q4 2019
GLWCorning Inc	$4.58M	0.54%	0.00%	-6.1%	Q3 2023
NEENextera Energy Inc	$4.46M	0.53%	0.00%	+6.5%	Q4 2021
ABBVAbbVie Inc.	$4.37M	0.52%	0.00%	+7.0%	Q1 2022
MCDMcdonalds Corp	$4.35M	0.51%	0.00%	+10.2%	Q4 2019
CTASCintas Corp	$4.31M	0.51%	0.01%	+0.9%	Q4 2019
IAUIshares Gold Trust	$4.19M	0.50%	0.01%	-39.5%	Q4 2024
CCitigroup Inc	$4.13M	0.49%	0.00%	+0.5%	Q3 2023
CVXChevron Corp	$3.92M	0.46%	0.00%	+6.1%	Q2 2020
BLKBlackRock, Inc.	$3.91M	0.46%	0.00%	-5.6%	Q4 2020
GSGoldman Sachs Group Inc	$3.66M	0.43%	0.00%	-2.1%	Q3 2023
PGPROCTER & GAMBLE Co	$3.6M	0.43%	0.00%	+8.0%	Q4 2019
JCIJohnson Controls International plc	$3.51M	0.42%	0.00%	+4.4%	Q3 2023
BACBank of America Corp	$3.49M	0.41%	0.00%	+3.6%	Q1 2020
VVisa Inc.	$3.24M	0.38%	0.00%	+8.5%	Q4 2019
WMTWalmart Inc.	$3.12M	0.37%	0.00%	+6.0%	Q1 2020
METAMeta Platforms, Inc.	$3.08M	0.36%	Not reported	+17.3%	Q4 2019
LLYELI LILLY & Co	$3.08M	0.36%	0.00%	+8.7%	Q3 2023
IBMInternational Business Machines Corp	$2.97M	0.35%	0.00%	+10.5%	Q2 2022
AMGNAmgen Inc	$2.95M	0.35%	0.00%	+5.3%	Q2 2020
CATCaterpillar Inc	$2.79M	0.33%	0.00%	+2.2%	Q1 2025
DUKDuke Energy CORP	$2.78M	0.33%	0.00%	+5.8%	Q1 2022
DEDeere & Co	$2.76M	0.33%	0.00%	+9.4%	Q4 2022
ASMLAsml Holding NV	$2.76M	0.33%	0.00%	+21.7%	Q2 2025
ABTAbbott Laboratories	$2.73M	0.32%	0.00%	+27.1%	Q1 2021
PEPPepsico Inc	$2.72M	0.32%	0.00%	+5.9%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.62M	0.31%	0.00%	+8.9%	Q2 2025
APDAir Products & Chemicals, Inc.	$2.61M	0.31%	0.00%	+4.5%	Q3 2023
MDLZMondelez International, Inc.	$2.58M	0.31%	0.00%	+5.5%	Q4 2020
LMTLockheed Martin Corp	$2.51M	0.30%	0.00%	+18.7%	Q2 2023
SOSouthern Co	$2.45M	0.29%	0.00%	+5.6%	Q3 2023
MDTMedtronic plc	$2.24M	0.26%	0.00%	+23.3%	Q2 2020
ULUnilever PLC	$2.18M	0.26%	0.00%	+18.6%	Q2 2022
BUFFBlue Buffalo Pet Products, Inc.	$2.1M	0.25%	0.02%	Not reported	Q3 2023
BMYBristol Myers Squibb Co	$2.09M	0.25%	0.00%	+5.6%	Q2 2021

Q1 2026Reported Apr 8, 2026104 positions
AAPLApple Inc.	$23M	3.11%	0.00%	-2.1%	Q4 2019
JIVEJive Software, Inc.	$15.9M	2.14%	0.23%	+26.3%	Q2 2025
AVGOBroadcom Inc.	$11.3M	1.53%	0.00%	-2.1%	Q3 2023
NVDANvidia Corp	$10.5M	1.41%	0.00%	-5.3%	Q3 2020
MSFTMicrosoft Corp	$9.93M	1.34%	0.00%	+5.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$9.29M	1.25%	Not reported	+0.4%	Q4 2019
JPMJPMorgan Chase & Co	$8.24M	1.11%	0.00%	+2.4%	Q4 2019
IAUIshares Gold Trust	$8.09M	1.09%	0.01%	-3.4%	Q4 2024
GOOGLAlphabet Inc.	$6.62M	0.89%	0.00%	-6.5%	Q4 2019
XOMExxonMobil Holdings Corp	$6.17M	0.83%	0.00%	-4.2%	Q1 2021
TSLATesla, Inc.	$5.73M	0.77%	0.00%	+1.6%	Q4 2019
AMZNAmazon Com Inc	$5.7M	0.77%	0.00%	-3.8%	Q4 2019
JNJJohnson & Johnson	$5.67M	0.76%	0.00%	-3.9%	Q4 2019
DELLDell Technologies Inc.	$4.92M	0.66%	0.00%	-6.9%	Q3 2023
CVXChevron Corp	$4.62M	0.62%	0.00%	+5.8%	Q2 2020
MCDMcdonalds Corp	$4.54M	0.61%	0.00%	+2.2%	Q4 2019
NEENextera Energy Inc	$4.44M	0.60%	0.00%	-6.5%	Q4 2021
CTASCintas Corp	$4.25M	0.57%	0.01%	-22.8%	Q4 2019
HDHome Depot, Inc.	$4.16M	0.56%	0.00%	+7.2%	Q1 2020
BLKBlackRock, Inc.	$4.14M	0.56%	0.00%	+3.7%	Q4 2020
MRKMerck & Co., Inc.	$4.05M	0.55%	0.00%	-11.2%	Q4 2019
ABBVAbbVie Inc.	$3.53M	0.48%	0.00%	+5.5%	Q1 2022
CCitigroup Inc	$3.33M	0.45%	0.00%	-5.6%	Q3 2023
PGPROCTER & GAMBLE Co	$3.28M	0.44%	0.00%	+3.7%	Q4 2019
WMTWalmart Inc.	$3.23M	0.44%	0.00%	+2.0%	Q1 2020
GSGoldman Sachs Group Inc	$3.13M	0.42%	0.00%	-7.5%	Q3 2023
JCIJohnson Controls International plc	$3.01M	0.41%	0.00%	-5.1%	Q3 2023
PEPPepsico Inc	$2.95M	0.40%	0.00%	-4.5%	Q3 2020
BACBank of America Corp	$2.88M	0.39%	0.00%	+1.9%	Q1 2020
AMGNAmgen Inc	$2.73M	0.37%	0.00%	+1.4%	Q2 2020
DUKDuke Energy CORP	$2.72M	0.37%	0.00%	+3.4%	Q1 2022
METAMeta Platforms, Inc.	$2.67M	0.36%	Not reported	+0.5%	Q4 2019
HONHoneywell International Inc	$2.64M	0.36%	0.00%	-0.5%	Q1 2021
VVisa Inc.	$2.63M	0.36%	0.00%	-1.1%	Q4 2019
GLWCorning Inc	$2.6M	0.35%	0.00%	-4.2%	Q3 2023
LMTLockheed Martin Corp	$2.51M	0.34%	0.00%	-12.5%	Q2 2023
APDAir Products & Chemicals, Inc.	$2.48M	0.33%	0.00%	+45.1%	Q3 2023
MDLZMondelez International, Inc.	$2.44M	0.33%	0.00%	+21.7%	Q4 2020
ABTAbbott Laboratories	$2.43M	0.33%	0.00%	+1353.6%	Q1 2021
SOSouthern Co	$2.34M	0.32%	0.00%	+7.9%	Q3 2023
IBMInternational Business Machines Corp	$2.32M	0.31%	0.00%	+39.0%	Q2 2022
DEDeere & Co	$2.24M	0.30%	0.00%	-2.7%	Q4 2022
LLYELI LILLY & Co	$2.17M	0.29%	0.00%	-2.2%	Q3 2023
MCKMckesson Corp	$2.15M	0.29%	0.00%	-1.6%	Q3 2021
BMYBristol Myers Squibb Co	$2.09M	0.28%	0.00%	+6.4%	Q2 2021
MDTMedtronic plc	$2.01M	0.27%	0.00%	-8.6%	Q2 2020
COSTCostco Wholesale Corp	$2M	0.27%	0.00%	-11.6%	Q1 2020
PGRProgressive Corp	$1.98M	0.27%	0.00%	+12.8%	Q4 2019
BUFFBlue Buffalo Pet Products, Inc.	$1.97M	0.27%	0.02%	Not reported	Q3 2023
CATCaterpillar Inc	$1.81M	0.24%	0.00%	-14.6%	Q1 2025

Q4 2025Reported Jan 14, 2026107 positions
AAPLApple Inc.	$25.2M	3.41%	0.00%	+0.1%	Q4 2019
AVGOBroadcom Inc.	$13M	1.75%	0.00%	+35.8%	Q3 2023
MSFTMicrosoft Corp	$12.3M	1.67%	0.00%	+10.1%	Q4 2019
NVDANvidia Corp	$11.8M	1.60%	0.00%	+11.3%	Q3 2020
JIVEJive Software, Inc.	$11.8M	1.59%	0.18%	+2.3%	Q2 2025
BRK.BBerkshire Hathaway Inc	$9.71M	1.31%	Not reported	+8.6%	Q4 2019
JPMJPMorgan Chase & Co	$8.81M	1.19%	0.00%	+6.6%	Q4 2019
GOOGLAlphabet Inc.	$7.71M	1.04%	0.00%	+1.3%	Q4 2019
IAUIshares Gold Trust	$7.71M	1.04%	0.01%	-0.2%	Q4 2024
TSLATesla, Inc.	$6.82M	0.92%	0.00%	+2.8%	Q4 2019
AMZNAmazon Com Inc	$6.57M	0.89%	0.00%	+7.5%	Q4 2019
CTASCintas Corp	$6.12M	0.83%	0.01%	+104.2%	Q4 2019
JNJJohnson & Johnson	$5M	0.68%	0.00%	+2.4%	Q4 2019
XOMExxonMobil Holdings Corp	$4.57M	0.62%	0.00%	+15.0%	Q1 2021
BLKBlackRock, Inc.	$4.45M	0.60%	0.00%	+6.5%	Q4 2020
MCDMcdonalds Corp	$4.37M	0.59%	0.00%	+10.3%	Q4 2019
NEENextera Energy Inc	$4.1M	0.56%	0.00%	+9.3%	Q4 2021
HDHome Depot, Inc.	$4.06M	0.55%	0.00%	+6.0%	Q1 2020
DELLDell Technologies Inc.	$4.05M	0.55%	0.00%	+125.0%	Q3 2023
MRKMerck & Co., Inc.	$3.99M	0.54%	0.00%	0.0%	Q4 2019
CCitigroup Inc	$3.63M	0.49%	0.00%	+2.1%	Q3 2023
ABBVAbbVie Inc.	$3.52M	0.48%	0.00%	+5.2%	Q1 2022
GSGoldman Sachs Group Inc	$3.52M	0.48%	0.00%	+8.8%	Q3 2023
CVXChevron Corp	$3.21M	0.44%	0.00%	+2.8%	Q2 2020
BACBank of America Corp	$3.19M	0.43%	0.00%	+5.6%	Q1 2020
PGPROCTER & GAMBLE Co	$3.14M	0.42%	0.00%	0.0%	Q4 2019
VVisa Inc.	$3.09M	0.42%	0.00%	+6.0%	Q4 2019
METAMeta Platforms, Inc.	$3.06M	0.41%	Not reported	+21.5%	Q4 2019
JCIJohnson Controls International plc	$2.9M	0.39%	0.00%	+6.4%	Q3 2023
PEPPepsico Inc	$2.86M	0.39%	0.00%	+5.5%	Q3 2020
WMTWalmart Inc.	$2.83M	0.38%	0.00%	+4.6%	Q1 2020
LLYELI LILLY & Co	$2.6M	0.35%	0.00%	+3.2%	Q3 2023
AMGNAmgen Inc	$2.5M	0.34%	0.00%	+6.9%	Q2 2020
MDTMedtronic plc	$2.44M	0.33%	0.00%	+7.8%	Q2 2020
DUKDuke Energy CORP	$2.36M	0.32%	0.00%	+7.0%	Q1 2022
LMTLockheed Martin Corp	$2.3M	0.31%	0.00%	+6.1%	Q2 2023
HONHoneywell International Inc	$2.29M	0.31%	0.00%	+10.4%	Q1 2021
MCKMckesson Corp	$2.07M	0.28%	0.00%	+1.1%	Q3 2021
CSCOCisco Systems, Inc.	$2.05M	0.28%	0.00%	+2.3%	Q3 2020
IBMInternational Business Machines Corp	$2.04M	0.28%	0.00%	+4.1%	Q2 2022
PGRProgressive Corp	$2.02M	0.27%	0.00%	+4.8%	Q4 2019
BUFFBlue Buffalo Pet Products, Inc.	$1.99M	0.27%	0.02%	Not reported	Q3 2023
SOSouthern Co	$1.96M	0.27%	0.00%	+7.9%	Q3 2023
COSTCostco Wholesale Corp	$1.95M	0.26%	0.00%	+12.1%	Q1 2020
DEDeere & Co	$1.9M	0.26%	0.00%	+9.0%	Q4 2022
MDLZMondelez International, Inc.	$1.87M	0.25%	0.00%	-6.2%	Q4 2020
ULUnilever PLC	$1.84M	0.25%	0.00%	+8.4%	Q2 2022
CRMSalesforce, Inc.	$1.82M	0.25%	0.00%	+8.8%	Q2 2020
UNHUnitedhealth Group Inc	$1.78M	0.24%	0.00%	-15.1%	Q4 2019
TMOThermo Fisher Scientific Inc.	$1.76M	0.24%	0.00%	+1.3%	Q1 2020

Q3 2025Reported Oct 10, 2025104 positions
AAPLApple Inc.	$23.6M	3.45%	0.00%	-2.5%	Q4 2019
MSFTMicrosoft Corp	$12M	1.76%	0.00%	-5.8%	Q4 2019
JIVEJive Software, Inc.	$10.8M	1.58%	0.18%	+2.1%	Q2 2025
NVDANvidia Corp	$10.6M	1.56%	0.00%	-6.8%	Q3 2020
AVGOBroadcom Inc.	$9.09M	1.33%	0.00%	-12.3%	Q3 2023
BRK.BBerkshire Hathaway Inc	$8.94M	1.31%	Not reported	+6.7%	Q4 2019
JPMJPMorgan Chase & Co	$8.09M	1.19%	0.00%	-3.9%	Q4 2019
IAUIshares Gold Trust	$6.92M	1.01%	0.01%	+2.6%	Q4 2024
TSLATesla, Inc.	$6.57M	0.96%	0.00%	-1.8%	Q4 2019
GOOGLAlphabet Inc.	$5.92M	0.87%	0.00%	-11.9%	Q4 2019
AMZNAmazon Com Inc	$5.82M	0.85%	0.00%	+0.2%	Q4 2019
BLKBlackRock, Inc.	$4.55M	0.67%	0.00%	-3.0%	Q4 2020
HDHome Depot, Inc.	$4.51M	0.66%	0.00%	+2.1%	Q1 2020
JNJJohnson & Johnson	$4.37M	0.64%	0.00%	-2.4%	Q4 2019
MCDMcdonalds Corp	$3.93M	0.58%	0.00%	+8.3%	Q4 2019
XOMExxonMobil Holdings Corp	$3.72M	0.55%	0.00%	+4.5%	Q1 2021
NEENextera Energy Inc	$3.53M	0.52%	0.00%	-2.7%	Q4 2021
ABBVAbbVie Inc.	$3.39M	0.50%	0.00%	-8.8%	Q1 2022
PGPROCTER & GAMBLE Co	$3.37M	0.49%	0.00%	+5.6%	Q4 2019
CTASCintas Corp	$3.27M	0.48%	0.00%	-20.9%	Q4 2019
CVXChevron Corp	$3.19M	0.47%	0.00%	+2.8%	Q2 2020
MRKMerck & Co., Inc.	$3.18M	0.47%	0.00%	+41.6%	Q4 2019
CCitigroup Inc	$3.09M	0.45%	0.00%	-17.7%	Q3 2023
GSGoldman Sachs Group Inc	$2.93M	0.43%	0.00%	-13.6%	Q3 2023
VVisa Inc.	$2.84M	0.42%	0.00%	+3.0%	Q4 2019
BACBank of America Corp	$2.84M	0.42%	0.00%	+0.1%	Q1 2020
METAMeta Platforms, Inc.	$2.8M	0.41%	Not reported	-3.7%	Q4 2019
PEPPepsico Inc	$2.65M	0.39%	0.00%	-0.8%	Q3 2020
WMTWalmart Inc.	$2.51M	0.37%	0.00%	+2.1%	Q1 2020
JCIJohnson Controls International plc	$2.5M	0.37%	0.00%	+1.3%	Q3 2023
DUKDuke Energy CORP	$2.33M	0.34%	0.00%	+16.7%	Q1 2022
MDLZMondelez International, Inc.	$2.32M	0.34%	0.00%	+8.5%	Q4 2020
MDTMedtronic plc	$2.24M	0.33%	0.00%	+4.9%	Q2 2020
HONHoneywell International Inc	$2.24M	0.33%	0.00%	+7.8%	Q1 2021
LMTLockheed Martin Corp	$2.24M	0.33%	0.00%	-9.5%	Q2 2023
UNHUnitedhealth Group Inc	$2.19M	0.32%	0.00%	+3.8%	Q4 2019
PGRProgressive Corp	$2.09M	0.31%	0.00%	-1.2%	Q4 2019
DELLDell Technologies Inc.	$2.03M	0.30%	0.00%	-19.2%	Q3 2023
AMGNAmgen Inc	$2.02M	0.30%	0.00%	+13.0%	Q2 2020
SOSouthern Co	$1.97M	0.29%	0.00%	+3.4%	Q3 2023
BUFFBlue Buffalo Pet Products, Inc.	$1.95M	0.29%	0.02%	-2.2%	Q3 2023
APDAir Products & Chemicals, Inc.	$1.93M	0.28%	0.00%	+5.6%	Q3 2023
MCKMckesson Corp	$1.93M	0.28%	0.00%	+0.2%	Q3 2021
COSTCostco Wholesale Corp	$1.87M	0.27%	0.00%	+2.9%	Q1 2020
IBMInternational Business Machines Corp	$1.86M	0.27%	0.00%	+189.6%	Q2 2022
NOWServiceNow, Inc.	$1.81M	0.27%	0.00%	+12.8%	Q3 2023
LLYELI LILLY & Co	$1.79M	0.26%	0.00%	-14.8%	Q3 2023
CSCOCisco Systems, Inc.	$1.78M	0.26%	0.00%	+9.9%	Q3 2020
ULUnilever PLC	$1.74M	0.25%	0.00%	+7.7%	Q2 2022
DEDeere & Co	$1.72M	0.25%	0.00%	+10.4%	Q4 2022

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