Lineweaver Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 182 separate positions held by the firm during the quarter.
The report identifies James S. Lineweaver as the President of the firm, which is headquartered in Valley View, Ohio. The filing indicates that all positions are held in a sole voting capacity.
The portfolio includes a diverse mix of large-cap technology, healthcare, and consumer staples companies. Notable holdings include positions in Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A and Class C shares. The firm also holds significant stakes in Johnson & Johnson, Eli Lilly & Co., and Merck & Co.
In addition to individual stocks, the filing reveals substantial allocations to exchange-traded funds (ETFs). These include BlackRock ETF Trust funds such as the iShares Core S&P 500 ETF, the iShares Core MSCI Total International Stock ETF, and the iShares Core U.S. Aggregate Bond ETF. Other ETF holdings include the Goldman Sachs ETF Trust Equal Weight U.S. Equity ETF and various municipal bond and fixed income ETFs managed by Fidelity and PIMCO.
