Long-term investor
Lineweaver Wealth Advisors, LLC @lineweaverwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001797873).
Record
- Tracked since 2025-06-30 (434 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +7.3% · 1 year +13.7% · all +13.7%
- Max drawdown -1.4% · Sharpe 1.00 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 8.9% · long · since 2025-06-30
- FBND · 4.9% · long · since 2025-06-30
- SMTH · 4.8% · long · since 2025-06-30
- AGG · 4.4% · long · since 2025-06-30
- QUAL · 4.1% · long · since 2025-06-30
- USMV · 3.8% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- JPIE · 2.9% · long · since 2025-06-30
- BINC · 2.9% · long · since 2025-06-30
- DYNF · 2.6% · long · since 2025-06-30
- JIVE · 2.1% · long · since 2025-06-30
- DELL · 1.7% · long · since 2025-06-30