Managers / Q3 2023 · view latest →
Lineweaver Wealth Advisors, LLC
CIK 0001797873 · 9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125 · 216-520-1711
Reported Value
$344M
Q3 2023
Positions
136
Filings on Record
27
2019–present window
Filed
Oct 19, 2023
original filing
Summary
Lineweaver Wealth Advisors, Llc reported $344M in U.S.-listed holdings across 136 positions for Q3 2023.
Its largest position, IVV, represents 15.0% of the portfolio.
Compared with Q2 2023, the fund opened 23 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $845M | 182 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $742M | 168 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $739M | 180 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $683M | 166 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $633M | 156 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $587M | 143 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $541M | 134 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $525M | 126 | Oct 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $483M | 126 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $421M | 124 | Apr 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $386M | 128 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $344M | 136 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $351M | 121 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $326M | 131 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $330.0B | 125 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $308M | 126 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $303M | 126 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $350M | 140 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $347M | 133 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $328M | 138 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $305M | 123 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $282M | 114 | Apr 30, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $255M | 96 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $224M | 87 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $197M | 81 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $159M | 67 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $177M | 64 | Jan 16, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.