Lineweaver Wealth Advisors, LLC

CIK 0001797873 · Q1 2026

13F Equity AUM

$741.5M

+0.4% QoQ

Positions

168

-8 QoQ

AUM Rank

#3,394

Top 27%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,180 · Top 51%

vs S&P -6.3%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 28.0%Top 10: 44.9%Top 20: 60.4%

IVV8.8%

FBND5.2%

SMTH5.1%

AGG4.9%

QUAL4.0%

USMV4.0%

JPIE3.6%

BINC3.6%

AAPL3.1%

DYNF2.5%

Others (158)55.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 168Median: 0.24%Avg: 0.60%

0–0.5%

125(22.5%)

0.5–1%

21(15.0%)

1–3%

13(20.1%)

3–5%

6(23.2%)

5%+

3(19.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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