Back to funds

Lineweaver Wealth Advisors, LLC

hedge fundUpdated 23 days ago

Managed by Lineweaver Wealth Advisors, Llc • Latest filing Q3 2026

Portfolio value
$862.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$738.8M
Q1 2026$741.5M
Q2 2026$844.8M
Q3 2026$862.5M

Top holdings

182 positions as of Q3 2026

View filing
E

ISHARES TR

+0.4%
Value
$77.2M
Shares
100.8K
% Port
8.95%
F

FIDELITY MERRIMACK STR TR

+3.4%
Value
$40.5M
Shares
934.5K
% Port
4.69%
?
3.N/A

ALPS ETF TR

+2.4%
Value
$39.7M
Shares
1.62M
% Port
4.60%
E

ISHARES TR

+3.5%
Value
$37M
Shares
391.7K
% Port
4.29%
E

ISHARES TR

+1.4%
Value
$35.4M
Shares
159.4K
% Port
4.11%
E

ISHARES TR

+1.1%
Value
$32.6M
Shares
334.8K
% Port
3.78%
A

APPLE INC

-1.5%
Value
$30.5M
Shares
91.7K
% Port
3.54%
J

J P MORGAN EXCHANGE TRADED F

+3.5%
Value
$25M
Shares
555.9K
% Port
2.89%
E

BLACKROCK ETF TRUST II

+2.6%
Value
$24.6M
Shares
484.3K
% Port
2.85%
E

BLACKROCK ETF TRUST

+0.6%
Value
$22.7M
Shares
328.1K
% Port
2.63%
J

J P MORGAN EXCHANGE TRADED F

+2.0%
Value
$18.7M
Shares
196.1K
% Port
2.16%
N

NVIDIA CORPORATION

+1.6%
Value
$15.1M
Shares
65.9K
% Port
1.75%
M

MICROSOFT CORP

-2.9%
Value
$14.9M
Shares
29.1K
% Port
1.73%
?
14.N/A

INNOVATOR ETFS TRUST

0.0%
Value
$13.8M
Shares
313.6K
% Port
1.60%
E

ISHARES TR

+2.3%
Value
$13.4M
Shares
612.4K
% Port
1.55%
A

BROADCOM INC

+2.3%
Value
$13.3M
Shares
37.8K
% Port
1.54%
E

ISHARES INC

+2.1%
Value
$12.8M
Shares
157.7K
% Port
1.48%
G

GOLDMAN SACHS ETF TR

+7.2%
Value
$12.7M
Shares
136.1K
% Port
1.47%
D

DELL TECHNOLOGIES INC

+159.0%
Value
$11.8M
Shares
22.0K
% Port
1.37%
B

BERKSHIRE HATHAWAY INC DEL

+3.5%
Value
$10.9M
Shares
21.9K
% Port
1.26%

Explore