Lineweaver Wealth Advisors, LLC USMV holdings history
ISHARES MSCI USA MIN VOL FAC · CUSIP 46429B697 · CIK 1797873
As of 2026-06-30, Lineweaver Wealth Advisors, LLC reported 331.00K USMV (shares), valued at $31.93M, or 3.80% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.36%; reported value increased 8.54%, and weight changed -0.17 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 | 3.80% | 330,997 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 3.97% | 317,175 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 4.01% | 311,983 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 4.29% | 307,540 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 4.55% | 306,980 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 2.93% | 183,567 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 3.85% | 234,451 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 4.40% | 253,242 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 4.44% | 254,908 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 5.15% | 259,259 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 5.27% | 260,818 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 6.05% | 287,238 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.05% | 287,238 | $20.79M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 5.27% | 260,818 | $20.35M | Shares decreased 9.20%; reported value decreased 2.11%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 5.15% | 259,259 | $21.67M | Shares decreased 0.60%; reported value increased 6.47%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 4.44% | 254,908 | $21.40M | Shares decreased 1.68%; reported value decreased 1.23%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 4.40% | 253,242 | $23.13M | Shares decreased 0.65%; reported value increased 8.05%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 3.85% | 234,451 | $20.81M | Shares decreased 7.42%; reported value decreased 10.01%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 2.93% | 183,567 | $17.20M | Shares decreased 21.70%; reported value decreased 17.37%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 4.55% | 306,980 | $28.82M | Shares increased 67.23%; reported value increased 67.58%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 4.29% | 307,540 | $29.26M | Shares increased 0.18%; reported value increased 1.54%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 4.01% | 311,983 | $29.38M | Shares increased 1.44%; reported value increased 0.40%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 3.97% | 317,175 | $29.41M | Shares increased 1.66%; reported value increased 0.13%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 3.80% | 330,997 | $31.93M | Shares increased 4.36%; reported value increased 8.54%, and weight changed -0.17 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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