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Portfolio (Quarterly) Guide ↗

Lineweaver Wealth Advisors, LLC

· CIK 0001797873
13F Portfolio $845M AUM 182 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 182 New
Page 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INTC INTEL CORP Technology 3,526.0 $492K 0.06% NEW $139.64 -33.5%
142 RTX RTX CORPORATION Industrials 2,522.0 $478K 0.06% NEW $189.73 +16.1%
143 RITM RITHM CAPITAL CORP Real Estate 48,046.0 $451K 0.05% NEW $9.39 +10.5%
144 FTEC FIDELITY COVINGTON TRUST 1,559.0 $445K 0.05% NEW $285.54 -0.7%
145 SPY STATE STR SPDR S&P 500 ETF T Financial Services 580.0 $433K 0.05% NEW $746.90 +3.0%
146 CGHM CAPITAL GRP FIXED INCM ETF T 16,130.0 $417K 0.05% NEW $25.85 -1.5%
147 FMHI FIRST TR EXCH TRADED FD III 8,584.0 $416K 0.05% NEW $48.49 -1.6%
148 F FORD MTR CO Consumer Cyclical 29,933.0 $416K 0.05% NEW $13.90 +4.2%
149 MUNI PIMCO ETF TR 7,886.0 $415K 0.05% NEW $52.60 -1.5%
150 GE GE AEROSPACE Industrials 1,102.0 $412K 0.05% NEW $373.76 -4.7%
151 VIG VANGUARD SPECIALIZED FUNDS 1,641.0 $388K 0.05% NEW $236.57 +3.6%
152 PH PARKER-HANNIFIN CORP Industrials 380.0 $372K 0.04% NEW $978.43 +4.6%
153 AMD ADVANCED MICRO DEVICES INC Technology 614.0 $357K 0.04% NEW $580.91 -19.7%
154 MA MASTERCARD INCORPORATED Financial Services 642.0 $330K 0.04% NEW $513.92 +11.6%
155 CEG CONSTELLATION ENERGY CORP Utilities 1,233.0 $306K 0.04% NEW $248.34 +10.4%
156 JMST J P MORGAN EXCHANGE TRADED F 5,891.0 $300K 0.04% NEW $51.00 -0.1%
157 SHW SHERWIN WILLIAMS CO Basic Materials 844.0 $291K 0.03% NEW $344.39 +2.7%
158 AXP AMERICAN EXPRESS CO Financial Services 850.0 $288K 0.03% NEW $338.36 +0.5%
159 UBER UBER TECHNOLOGIES INC Technology 3,935.0 $284K 0.03% NEW $72.16 +8.1%
160 EMR EMERSON ELEC CO Industrials 1,971.0 $282K 0.03% NEW $143.15 +10.1%
Page 8 of 10  ·  182 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Financial Services 14.5%
Healthcare 12.0%
Consumer Cyclical 8.8%
Industrials 8.7%
Consumer Defensive 5.4%
Communication Services 5.3%
Utilities 4.2%
Energy 3.3%
Basic Materials 1.5%