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James S. Lineweaver

Lineweaver Wealth Advisors, Llc

Assets Managed
$844.845M
Holdings
181
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.94%(2Q avg: 7.16%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Lineweaver Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 181 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 844.845M in assets, with a quarterly growth rate of 13.94% and a 2-quarter average growth rate of 7.16%. The portfolio is managed by James S. Lineweaver, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.15%
8.9%
$75.171M
100,377 shares@ $748.9 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 7.18%
4.87%
$41.115M
903,819 shares@ $45.49 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 7.77%
4.82%
$40.66M
1.58M shares@ $25.74 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 3.01%
4.44%
$37.473M
378,591 shares@ $98.99 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.31%
4.09%
$34.507M
157,256 shares@ $219.43 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 4.36%
3.78%
$31.928M
330,997 shares@ $96.47 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.55%
3.19%
$26.936M
93,087 shares@ $289.37 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Decreased -8.1%
2.93%
$24.747M
537,386 shares@ $46.06 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -8.73%
2.93%
$24.696M
471,845 shares@ $52.34 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.23%
2.63%
$22.179M
326,119 shares@ $68.02 avg price

1-10 of 181