Lineweaver Wealth Advisors, LLC holds a diversified book of 181 stocks worth $841.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ishares US Treasury Bond ETF and trimmed JPMorgan Income ETF. Their largest long position is Ishares Core S&P 500 ETF at 9% of the equity book. They also disclosed $3.7M in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1797873/holdings"
Use Arkolith to show Lineweaver Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $75.2M | 100.4K | 8.9% | ▲+0.1% Added · +144 sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $41.1M | 903.8K | 4.9% | ▲+7.2% Added · +61K sh | |
| 3 | ALPS ETF TR SMITH CORE PLUS | $40.7M | 1.58M | 4.8% | ▲+7.8% Added · +114K sh | |
| 4 | Ishares TR CORE US AGGBD ET | $37.5M | 378.6K | 4.5% | ▲+3.0% Added · +11K sh | |
| 5 | Ishares TR MSCI USA QLT FCT | $34.5M | 157.3K | 4.1% | ▲+2.3% Added · +4K sh | |
| 6 | Ishares TR MSCI USA MIN ETF | $31.9M | 331.0K | 3.8% | ▲+4.3% Added · +14K sh | |
| 7 | Apple Inc COM | $26.9M | 93.1K | 3.2% | ▲+2.5% Added · +2K sh | |
| 8 | J P Morgan Exchange Traded F INCOME ETF | $24.7M | 537.4K | 2.9% | ▼−8.1% Reduced · −47K sh | |
| 9 | BlackRock ETF Trust II ISHA FLEX IN ETF | $24.7M | 471.8K | 2.9% | ▼−8.7% Reduced · −45K sh | |
| 10 | BlackRock ETF Trust ISHARES US EQUIT | $22.2M | 326.1K | 2.6% | ▲+1.2% Added · +4K sh | |
| 11 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $17.7M | 192.3K | 2.1% | ▲+3.8% Added · +7K sh | |
| 12 | Broadcom Inc COM | $13.9M | 36.9K | 1.7% | ▲+0.8% Added · +281 sh | |
| 13 | Ishares TR US TREAS BD ETF | $13.6M | 598.7K | 1.6% | ▲New New position | |
| 14 | Innovator Etfs Trust US EQTY PWR BUF | $13.6M | 313.6K | 1.6% | ▲+4.4% Added · +13K sh | |
| 15 | Nvidia Corporation COM | $13.0M | 64.9K | 1.5% | ▲+8.2% Added · +5K sh | |
| 16 | Ishares Inc CORE MSCI EMKT | $12.8M | 154.4K | 1.5% | ▼−23% Reduced · −46K sh | |
| 17 | Goldman Sachs ETF TR EQUAL WEIGHT US | $12.0M | 126.9K | 1.4% | ▲+41% Added · +37K sh | |
| 18 | Microsoft Corp COM | $11.2M | 30.0K | 1.3% | ▲+12% Added · +3K sh | |
| 19 | Dell Technologies Inc CL C | $11.0M | 25.6K | 1.3% | ▼−15% Reduced · −4K sh | |
| 20 | Ishares TR EAFE GRWTH ETF | $10.9M | 87.5K | 1.3% | ▲New New position | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $10.6M | 21.1K | 1.3% | ▲+8.9% Added · +2K sh | |
| 22 | JPMorgan Chase & Co COM | $9.7M | 29.6K | 1.2% | ▲+5.8% Added · +2K sh | |
| 23 | Ishares TR CORE DIV GRWTH | $8.8M | 115.5K | 1.0% | ▼−0.2% Reduced · −241 sh | |
| 24 | Alphabet Inc CAP STK CL A | $8.6M | 24.0K | 1.0% | ▲+4.3% Added · +997 sh | |
| 25 | BlackRock ETF Trust ISHA I IN TE ETF | $8.1M | 153.0K | 1.0% | ▼−23% Reduced · −47K sh | |
| 26 | Innovator Etfs Trust POWER BUFFER SET | $7.6M | 206.1K | 0.9% | —Held | |
| 27 | Tesla Inc COM | $7.1M | 16.9K | 0.8% | ▲+9.4% Added · +1K sh | |
| 28 | Amazon Com Inc COM | $6.9M | 28.9K | 0.8% | ▲+5.7% Added · +2K sh | |
| 29 | Fidelity Covington Trust HIGH DIVID ETF | $6.5M | 108.1K | 0.8% | ▼−0.4% Reduced · −393 sh | |
| 30 | Ishares TR US AER DEF ETF | $6.3M | 25.8K | 0.7% | ▲+3.1% Added · +766 sh | |
| 31 | Johnson & Johnson COM | $6.2M | 24.5K | 0.7% | ▲+5.8% Added · +1K sh | |
| 32 | Fidelity Comwlth TR NASDAQ COMPSIT | $6.0M | 58.6K | 0.7% | ▼−1.2% Reduced · −691 sh | |
| 33 | Ishares TR EAFE VALUE ETF | $6.0M | 78.0K | 0.7% | ▼−62% Reduced · −126K sh | |
| 34 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.9M | 72.9K | 0.7% | ▼−1.3% Reduced · −992 sh | |
| 35 | Progressive Corp COM | $5.6M | 25.8K | 0.7% | ▲+158% Added · +16K sh | |
| 36 | Ishares TR MSCI USA MMENTM | $5.6M | 16.4K | 0.7% | ▼−46% Reduced · −14K sh | |
| 37 | Ishares TR CORE MSCI TOTAL | $5.2M | 54.5K | 0.6% | ▲+22% Added · +10K sh | |
| 38 | Exxon Mobil Corp COM | $5.1M | 37.6K | 0.6% | ▲+3.3% Added · +1K sh | |
| 39 | Home Depot Inc COM | $4.9M | 13.9K | 0.6% | ▲+9.7% Added · +1K sh | |
| 40 | Capital Group International SHS | $4.7M | 129.9K | 0.6% | ▲+23% Added · +24K sh | |
| 41 | Merck & Co Inc COM | $4.6M | 36.0K | 0.5% | ▲+6.8% Added · +2K sh | |
| 42 | Corning Inc COM | $4.6M | 17.9K | 0.5% | ▼−6.1% Reduced · −1K sh | |
| 43 | NextEra Energy Inc COM | $4.5M | 50.9K | 0.5% | ▲+6.4% Added · +3K sh | |
| 44 | Abbvie Inc COM | $4.4M | 17.4K | 0.5% | ▲+6.9% Added · +1K sh | |
| 45 | McDonalds Corp COM | $4.3M | 16.1K | 0.5% | ▲+10% Added · +1K sh | |
| 46 | Cintas Corp COM | $4.3M | 25.4K | 0.5% | ▲+0.9% Added · +224 sh | |
| 47 | Ishares Gold TR ISHARES NEW | $4.2M | 55.5K | 0.5% | ▼−39% Reduced · −36K sh | |
| 48 | Citigroup Inc COM NEW | $4.1M | 29.5K | 0.5% | ▲+0.5% Added · +135 sh | |
| 49 | Chevron Corporation COM | $3.9M | 23.7K | 0.5% | ▲+6.1% Added · +1K sh | |
| 50 | BlackRock Inc COM | $3.9M | 4.1K | 0.5% | ▼−5.6% Reduced · −241 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | DELL TECHNOLOGIES -CDELL | $3.7M | 9K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.