Lineweaver Wealth Advisors, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$741.5M
Holdings
168
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 97.1k shares)
8.8%
02
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 763.5k shares)
5.2%
03
$SMTH
ALPS ETF TR
Q4 2025: Exited (was 1.32M shares)
5.1%
04
$AGG
ISHARES TR
Q4 2025: Exited (was 332.0k shares)
4.9%
05
$QUAL
ISHARES TR
Q4 2025: Exited (was 148.1k shares)
4.0%
06
$USMV
ISHARES TR
Q4 2025: Exited (was 307.5k shares)
4.0%
07
$JPIE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 530.1k shares)
3.6%
08
$BINC
BLACKROCK ETF TRUST II
Q4 2025: Exited (was 461.7k shares)
3.6%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 92.6k shares)
3.1%
10
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 307.8k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:57 UTC.