James S. Lineweaver

Lineweaver Wealth Advisors, Llc

Assets Managed

$741.546M

Holdings

168

Last Quarter

2026 - Q1

Filed Date

1mo 18d ago

Growth Rate

0.38%(2Q avg: 4.31%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Lineweaver Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Lineweaver Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 741.546M in assets, with a quarterly growth rate of 0.38% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by James S. Lineweaver, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.61%	8.83%	$65.473M 100,233 shares@ $653.21 avg price	Increased 1.61%
FBND Fidelity Total Bond Etf Recent Activity Increased 5.9%	5.19%	$38.471M 843,285 shares@ $45.63 avg price	Increased 5.9%
SMTH Alps Smth Cor Bd Plus Etf Recent Activity Increased 5.92%	5.1%	$37.751M 1.466M shares@ $25.76 avg price	Increased 5.92%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 5.84%	4.93%	$36.486M 367,543 shares@ $99.28 avg price	Increased 5.84%
QUAL Ishares Msci Usa Quality Fac Recent Activity Increased 1.69%	3.98%	$29.484M 153,714 shares@ $191.81 avg price	Increased 1.69%
USMV Ishares Msci Usa Min Vol Fac Recent Activity Increased 1.67%	3.97%	$29.415M 317,175 shares@ $92.75 avg price	Increased 1.67%
JPIE Jpmorgan Income Etf Recent Activity Increased 6.3%	3.64%	$26.942M 584,811 shares@ $46.08 avg price	Increased 6.3%
BINC Ishares Flex I A Etf-usd Inc Recent Activity Increased 5.98%	3.63%	$26.848M 517,003 shares@ $51.93 avg price	Increased 5.98%
AAPL Apple Inc Recent Activity Decreased -2.04%	3.11%	$23.038M 90,777 shares@ $253.79 avg price	Decreased -2.04%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 2.39%	2.53%	$18.744M 322,178 shares@ $58.18 avg price	Increased 2.39%

1-10 of 168