• 13F History

Lineweaver Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$541M
Signature - Title
James S. Lineweaver - President
Location
Valley View, OH
Summary
This page shows a list of all the recent 13F filings made by Lineweaver Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lineweaver Wealth Advisors, LLC reported 134 stock holdings with total value $541M as of Q4 2024. Top holdings included IVV, QUAL, FBND, AAPL, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 134 $541M +$48.8M -$31.9M +$16.9M IVV, QUAL, FBND, AAPL, AGG 13F-HR 2/4/2025, 07:20 PM
Q3 2024 126 $525M +$32.9M -$9.89M +$23M IVV, QUAL, AGG, FBND, USMV 13F-HR 10/24/2024, 06:04 PM
Q2 2024 126 $483M +$101M -$46.3M +$54.3M IVV, QUAL, AGG, FBND, USMV 13F-HR 8/1/2024, 06:07 PM
Q1 2024 123 $421M +$15.6M -$6.55M +$9.08M IVV, QUAL, USMV, AAPL, MBB 13F-HR 4/30/2024, 03:10 PM
Q4 2023 126 $386M +$56.5M -$45.7M +$10.8M IVV, QUAL, USMV, AAPL, MBB 13F-HR 1/19/2024, 04:27 PM
Q3 2023 134 $344M +$25.1M -$13.1M +$12M IVV, QUAL, USMV, AAPL, EFG 13F-HR 10/19/2023, 11:40 AM
Q2 2023 121 $351M +$28.2M -$12.8M +$15.5M IVV, QUAL, USMV, AAPL, EFG 13F-HR 7/26/2023, 08:31 PM
Q1 2023 131 $326M +$73.8M -$80.1M -$6.35M IVV, QUAL, USMV, EFG, AAPL 13F-HR 5/2/2023, 02:32 PM
Q4 2022 125 $330M +$24.5M -$11.3M +$13.2M IVV, ESGU, USMV, IUSB, EFV 13F-HR 1/26/2023, 01:06 PM
Q3 2022 125 $308M +$49.2M -$12.4M +$36.8M IVV, ESGU, USMV, IUSB, GOVT 13F-HR 11/1/2022, 04:28 PM
Q2 2022 126 $303M +$45.7M -$4.84M +$40.9M IVV, ESGU, USMV, IUSB, EFV 13F-HR 7/26/2022, 04:44 PM
Q1 2022 140 $350M +$35.8M -$14.7M +$21.1M IVV, ESGU, USMV, IUSB, AAPL 13F-HR 5/9/2022, 02:02 PM
Q4 2021 133 $347M +$44M -$40M +$3.95M IVV, ESGU, USMV, IUSB, FALN 13F-HR 1/31/2022, 11:49 AM
Q3 2021 138 $328M +$43.5M -$16.2M +$27.2M IVV, ESGU, GOVT, EFG, USMV 13F-HR 10/22/2021, 02:07 PM
Q2 2021 123 $305M +$60.8M -$48.6M +$12.1M IVV, ESGU, GOVT, EFV, USMV 13F-HR 7/26/2021, 04:50 PM
Q1 2021 114 $282M +$67.4M -$44.3M +$23.2M IVV, ESGU, FCOR, GOVT, USMV 13F-HR 4/29/2021, 07:23 PM
Q4 2020 96 $255M +$25.5M -$10.5M +$15M ESGU, IVV, FCOR, USMV, GOVT 13F-HR 2/11/2021, 12:19 PM
Q3 2020 86 $223M +$23.2M -$818K +$22.4M FCOR, IVV, ESGU, USMV, GOVT 13F-HR 10/20/2020, 09:15 AM
Q2 2020 81 $197M +$61.1M -$28.2M +$32.9M FCOR, IVV, USMV, ESGU, GOVT 13F-HR 8/10/2020, 09:38 AM
Q1 2020 67 $159M +$25.4M -$17.4M +$8.06M GOVT, IVV, USMV, IEFA, FQAL 13F-HR 5/5/2020, 12:31 PM
Q4 2019 64 $177M USMV, IVV, GOVT, IEFA, ITOT 13F-HR 1/16/2020, 01:53 PM