Lineweaver Wealth Advisors, LLC AGG holdings history
ISHARES CORE U.S. AGGREGATE · CUSIP 464287226 · CIK 1797873
As of 2026-06-30, Lineweaver Wealth Advisors, LLC reported 378.59K AGG (shares), valued at $37.47M, or 4.45% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 3.01%; reported value increased 2.70%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.45% | 378,591 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.92% | 367,543 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 4.73% | 347,283 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 4.88% | 332,039 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 4.36% | 278,026 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 4.36% | 258,580 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 4.24% | 236,606 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 6.91% | 358,143 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 5.26% | 261,308 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.64% | 70,394 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.75% | 67,995 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.75% | 67,995 | $6.75M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 1.64% | 70,394 | $6.90M | Shares increased 3.53%; reported value increased 2.15%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 5.26% | 261,308 | $25.37M | Shares increased 271.21%; reported value increased 267.93%, and weight changed +3.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 6.91% | 358,143 | $36.27M | Shares increased 37.06%; reported value increased 42.97%, and weight changed +1.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 4.24% | 236,606 | $22.94M | Shares decreased 33.94%; reported value decreased 36.77%, and weight changed -2.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 4.36% | 258,580 | $25.58M | Shares increased 9.29%; reported value increased 11.53%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 4.36% | 278,026 | $27.58M | Shares increased 7.52%; reported value increased 7.82%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 4.88% | 332,039 | $33.29M | Shares increased 19.43%; reported value increased 20.69%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 4.73% | 347,283 | $34.69M | Shares increased 4.59%; reported value increased 4.20%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 4.92% | 367,543 | $36.49M | Shares increased 5.83%; reported value increased 5.19%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 4.45% | 378,591 | $37.47M | Shares increased 3.01%; reported value increased 2.70%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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