You're signed outSign in or to get full access.
Lineweaver Wealth Advisors, LLC
Lineweaver Wealth Advisors, LLC (also operating as Lineweaver Financial Group) is an SEC-registered investment adviser headquartered in Valley View, Ohio. Founded in 2014 by James S. Lineweaver, the firm offers comprehensive wealth management services tailored to individuals, high net worth individuals, pension plans, and corporate clients. As of July 2025, Lineweaver manages approximately $908.4 million in assets across over 3,500 client accounts and employs around 19 professionals. The firm is frequently recognized in Crain’s annual list of top registered investment advisers in the Cleveland region.
Investment Strategy
Lineweaver Wealth Advisors focuses on long-term relationships and individualized financial planning. The firm constructs diversified portfolios for clients utilizing a mix of equities, ETFs, and fixed income instruments, with allocations tailored to each client's financial goals, risk profile, and stage in life. The firm serves primarily individuals, including high net worth clients and some pension/profit-sharing plans, offering customized advice and discretionary portfolio management. Lineweaver emphasizes disciplined asset allocation, ongoing monitoring, and financial planning as integral to their investment approach.
Latest 13F Filing Activity
Lineweaver Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 153 equity positions with a total 13F market value of $683M. The fund increased holdings in Ishares Inc., Blackrock Etf Trust, Blackrock Etf Trust among other positions. Lineweaver Wealth Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.52% | $65.0M | 97,127 | $387.25 | $669.30 | +$5.0M |
F FBND | FIDELITY MERRIMACK STR TR | 5.17% | $35.3M | 763,455 | $45.41 | $46.24 | +$5.2M |
S SMTH | ALPS ETF TR | 5.07% | $34.6M | 1,323,478 | $25.77 | $26.16 | +$5.3M |
A AGG | ISHARES TR | 4.88% | $33.3M | 332,039 | $98.63 | $100.25 | +$5.7M |
U USMV | ISHARES TR | 4.29% | $29.3M | 307,540 | $79.08 | $95.14 | +$443.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more