Lineweaver Wealth Advisors, LLC ETF holdings
Valley View, OH
Reported $549.6M in 80 ETFs in its Form 13F for June 30, 2026.
ETF value
$549.6M
ETFs held
80
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
65.3%
of $841.2M
Top 10 of 80 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $75.2M | 100,377 | +144 shares |
| FBND | Fidelity Total Bond ETF | $41.1M | 903,819 | +60,534 shares |
| SMTH | ALPS Smith Core Plus Bond ETF | $40.7M | 1,579,639 | +113,865 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $37.5M | 378,591 | +11,048 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $34.5M | 157,256 | +3,542 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $31.9M | 330,997 | +13,822 shares |
| JPIE | JPMorgan Income ETF | $24.7M | 537,386 | −47,425 shares |
| BINC | iShares Flexible Income Active ETF | $24.7M | 471,845 | −45,158 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $22.2M | 326,119 | +3,941 shares |
| JIVE | Jpmorgan International Value ETF | $17.7M | 192,301 | +7,121 shares |
70 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001797873. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lineweaver Wealth Advisors, LLC own?
Lineweaver Wealth Advisors, LLC reported 80 ETF positions worth $549.6M in its Form 13F for June 30, 2026. The largest was IVV, at $75.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.