1y return+15.3%S&P 500 +20.9%
3y return+46.7%S&P 500 +68.5%
5y return+42.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $177 against $232 in the S&P 500.2
Lineweaver Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $75.2M | 8.9% | |
| FBNDFidelity Merrimack Str Tr | $41.1M | 4.9% | +7.2% |
| SMTHAlps Etf Tr | $40.7M | 4.8% | +7.8% |
| AGGIshares Tr | $37.5M | 4.5% | +3.0% |
| QUALIshares Tr | $34.5M | 4.1% | +2.3% |
| USMVIshares Tr | $31.9M | 3.8% | +4.4% |
| AAPLApple Inc | $26.9M | 3.2% | +2.5% |
| JPIEJ P Morgan Exchange Traded F | $24.7M | 2.9% | −8.1% |
| BINCBlackrock Etf Trust II | $24.7M | 2.9% | −8.7% |
| DYNFBlackrock Etf Trust | $22.2M | 2.6% | +1.2% |
| JIVEJ P Morgan Exchange Traded F | $17.7M | 2.1% | +3.8% |
| AVGOBroadcom Inc | $13.9M | 1.7% | |
| GOVTIshares Tr | $13.6M | 1.6% | New |
| PJUNInnovator Etfs Trust | $13.6M | 1.6% | +4.4% |
| NVDANvidia Corporation | $13.0M | 1.5% | +8.2% |
| IEMGIshares Inc | $12.8M | 1.5% | −22.8% |
| GSEWGoldman Sachs Etf Tr | $12.0M | 1.4% | +41.0% |
| MSFTMicrosoft Corp | $11.2M | 1.3% | +11.8% |
| DELLDell Technologies Inc | $11.0M | 1.3% | −14.6% |
| EFGIshares Tr | $10.9M | 1.3% | New |
| BRK/BBerkshire Hathaway Inc Del | $10.6M | 1.3% | +8.9% |
| JPMJpmorgan Chase & Co | $9.7M | 1.2% | +5.8% |
| DGROIshares Tr | $8.8M | 1.0% | |
| GOOGLAlphabet Inc | $8.6M | 1.0% | +4.3% |
| BAIBlackrock Etf Trust | $8.1M | 1.0% | −23.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $13.0M |
| DELLDell Technologies Inc | September 30, 2023 | +526.2% | $11.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $8.6M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $13.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $26.9M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $10.6M |
| PGRProgressive Corp | June 30, 2020 | +172.7% | $5.6M |
| ONEQFidelity Comwlth Tr | June 30, 2020 | +163.8% | $6.0M |
| Exxon Mobil CorpCUSIP 30231G102 | March 31, 2021 | +144.9% | $5.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.6M
- NOWServicenow Inc was $1.4M
- UNPUnion Pac Corp was $1.1M
- CRMSalesforce Inc was $863K
- BSXBoston Scientific Corp was $640K
- AAgilent Technologies Inc was $623K
- NKENike Inc was $549K
- EQTEqt Corp was $248K
- TAt&t Inc was $224K
- Creative Media & Cmnty TrCUSIP 12564W227 was $10K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lineweaver Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1797873&type=13F-HR&dateb=&owner=include&count=40CIK 1797873
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1797873/000179787326000005/Filed July 9, 2026 · accession 0001797873-26-000005