# EDGAR Filing Document

**Accession Number:** 0001797873
**File Stem:** 0001172661-23-000296
**Filing Date:** 2023-1
**Character Count:** 15931
**Document Hash:** 0a1dfe2e79c7a3e65413eca2fc4190d2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000296.hdr.sgml**: 20230126

**ACCESSION NUMBER**: 0001172661-23-000296

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230126

**DATE AS OF CHANGE**: 20230126

**EFFECTIVENESS DATE**: 20230126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lineweaver Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001797873
- **IRS NUMBER:** 471966492
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19659
- **FILM NUMBER:** 23556903

**BUSINESS ADDRESS:**
- **STREET 1:** 9035 SWEET VALLEY DRIVE
- **CITY:** VALLEY VIEW
- **STATE:** OH
- **ZIP:** 44125
- **BUSINESS PHONE:** 216-520-1711

**MAIL ADDRESS:**
- **STREET 1:** 9035 SWEET VALLEY DRIVE
- **CITY:** VALLEY VIEW
- **STATE:** OH
- **ZIP:** 44125

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lineweaver Wealth Advisors LLC<br>**Address:** 9035 Sweet Valley Drive<br>Valley View, OH 44125

**Form 13F File Number:** 028-19659

**CRD Number (if applicable):** 000173310

**SEC File Number (if applicable):** 801-80580

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James S. Lineweaver<br>**Title:** President<br>**Phone:** 216-520-1711

**Signature, Place, and Date of Signing:**

/s/ James S. Lineweaver  Valley View, OH  01-26-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 125

**Form 13F Information Table Value Total:** $330028725

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 360845 | 2232 | SH |  | SOLE |  | 2232 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1012706 | 11478 | SH |  | SOLE |  | 11478 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 376215 | 4240 | SH |  | SOLE |  | 4240 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 647650 | 14172 | SH |  | SOLE |  | 14172 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 168000 | 2000 | SH | Call | SOLE |  | 2000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1241604 | 14781 | SH |  | SOLE |  | 14781 | 0 | 0 |
| AMERICAN EQTY INVT LIFE HLD | COM | 025676206 |  | 332544 | 7289 | SH |  | SOLE |  | 7289 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 214769 | 1454 | SH |  | SOLE |  | 1454 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 374125 | 1427 | SH |  | SOLE |  | 1427 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 90951 | 700 | SH | Put | SOLE |  | 700 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 10787589 | 83023 | SH |  | SOLE |  | 83023 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 377785 | 20521 | SH |  | SOLE |  | 20521 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 607909 | 248 | SH |  | SOLE |  | 248 | 0 | 0 |
| BAKKT HOLDINGS INC | COM CL A | 05759B107 |  | 15672 | 13170 | SH |  | SOLE |  | 13170 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 505405 | 15260 | SH |  | SOLE |  | 15260 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3100060 | 10036 | SH |  | SOLE |  | 10036 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 |  | 1450497 | 2036 | SH |  | SOLE |  | 2036 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 2292595 | 31865 | SH |  | SOLE |  | 31865 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1120922 | 6245 | SH |  | SOLE |  | 6245 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 2028620 | 4491 | SH |  | SOLE |  | 4491 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1105233 | 23197 | SH |  | SOLE |  | 23197 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1462095 | 22980 | SH |  | SOLE |  | 22980 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1016214 | 8607 | SH |  | SOLE |  | 8607 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 998106 | 2182 | SH |  | SOLE |  | 2182 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 898222 | 36564 | SH |  | SOLE |  | 36564 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 2608486 | 27986 | SH |  | SOLE |  | 27986 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 229403 | 535 | SH |  | SOLE |  | 535 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 215863 | 2483 | SH |  | SOLE |  | 2483 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 708464 | 5009 | SH |  | SOLE |  | 5009 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 820908 | 7966 | SH |  | SOLE |  | 7966 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 822470 | 7455 | SH |  | SOLE |  | 7455 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 3582172 | 87430 | SH |  | SOLE |  | 87430 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 5636438 | 151115 | SH |  | SOLE |  | 151115 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 261748 | 2770 | SH |  | SOLE |  | 2770 | 0 | 0 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 |  | 2594885 | 54094 | SH |  | SOLE |  | 54094 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 383862 | 3117 | SH |  | SOLE |  | 3117 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 3068548 | 69864 | SH |  | SOLE |  | 69864 | 0 | 0 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 293492 | 8028 | SH |  | SOLE |  | 8028 | 0 | 0 |
| FLOWERS FOODS INC | COM | 343498101 |  | 1251881 | 43560 | SH |  | SOLE |  | 43560 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 989396 | 3979 | SH |  | SOLE |  | 3979 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1564112 | 4946 | SH |  | SOLE |  | 4946 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 476445 | 2223 | SH |  | SOLE |  | 2223 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C318 |  | 936497 | 33339 | SH |  | SOLE |  | 33339 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C748 |  | 1288212 | 43332 | SH |  | SOLE |  | 43332 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C573 |  | 1261096 | 41772 | SH |  | SOLE |  | 41772 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C508 |  | 2061479 | 65423 | SH |  | SOLE |  | 65423 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 |  | 3145819 | 107540 | SH |  | SOLE |  | 107540 | 0 | 0 |
| INNOVATOR ETFS TR | US EQT PWR BUF | 45782C870 |  | 874397 | 31148 | SH |  | SOLE |  | 31148 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C383 |  | 929140 | 30245 | SH |  | SOLE |  | 30245 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 45782C680 |  | 2044149 | 72104 | SH |  | SOLE |  | 72104 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C417 |  | 1463849 | 51544 | SH |  | SOLE |  | 51544 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C540 |  | 6495852 | 217325 | SH |  | SOLE |  | 217325 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2172748 | 15423 | SH |  | SOLE |  | 15423 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 201953 | 10632 | SH |  | SOLE |  | 10632 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 218376 | 11540 | SH |  | SOLE |  | 11540 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 46138J841 |  | 301824 | 14733 | SH |  | SOLE |  | 14733 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 259712 | 12895 | SH |  | SOLE |  | 12895 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 729652 | 23900 | SH |  | SOLE |  | 23900 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1608882 | 32496 | SH |  | SOLE |  | 32496 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 29037323 | 342615 | SH |  | SOLE |  | 342615 | 0 | 0 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 251517 | 2692 | SH |  | SOLE |  | 2692 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 43366033 | 112840 | SH |  | SOLE |  | 112840 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 7423652 | 148472 | SH |  | SOLE |  | 148472 | 0 | 0 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 1086330 | 44136 | SH |  | SOLE |  | 44136 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 13011018 | 283586 | SH |  | SOLE |  | 283586 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 406241 | 8154 | SH |  | SOLE |  | 8154 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 7077470 | 87193 | SH |  | SOLE |  | 87193 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 23912402 | 331625 | SH |  | SOLE |  | 331625 | 0 | 0 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 3993189 | 85882 | SH |  | SOLE |  | 85882 | 0 | 0 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 15462451 | 344132 | SH |  | SOLE |  | 344132 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 318681 | 3758 | SH |  | SOLE |  | 3758 | 0 | 0 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 3666704 | 89643 | SH |  | SOLE |  | 89643 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7315570 | 77264 | SH |  | SOLE |  | 77264 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 582006 | 4826 | SH |  | SOLE |  | 4826 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 9040906 | 85683 | SH |  | SOLE |  | 85683 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1988037 | 32255 | SH |  | SOLE |  | 32255 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 11531309 | 507504 | SH |  | SOLE |  | 507504 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 3026732 | 32632 | SH |  | SOLE |  | 32632 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 4747239 | 44564 | SH |  | SOLE |  | 44564 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 6791618 | 65142 | SH |  | SOLE |  | 65142 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2742881 | 15526 | SH |  | SOLE |  | 15526 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2223359 | 16579 | SH |  | SOLE |  | 16579 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 688837 | 4766 | SH |  | SOLE |  | 4766 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 363312 | 1134 | SH |  | SOLE |  | 1134 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 363118 | 1042 | SH |  | SOLE |  | 1042 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1984993 | 7522 | SH |  | SOLE |  | 7522 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 924671 | 2465 | SH |  | SOLE |  | 2465 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 2155498 | 19427 | SH |  | SOLE |  | 19427 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 303318 | 2521 | SH |  | SOLE |  | 2521 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4240401 | 17673 | SH |  | SOLE |  | 17673 | 0 | 0 |
| MIDDLEFIELD BANC CORP | COM NEW | 596304204 |  | 1079615 | 39402 | SH |  | SOLE |  | 39402 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 2180450 | 32716 | SH |  | SOLE |  | 32716 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 1379726 | 4952 | SH |  | SOLE |  | 4952 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 390125 | 1323 | SH |  | SOLE |  | 1323 | 0 | 0 |
| NEW YORK CMNTY BANCORP INC | COM | 649445103 |  | 116870 | 13590 | SH |  | SOLE |  | 13590 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 213925 | 1828 | SH |  | SOLE |  | 1828 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 350674 | 2399 | SH |  | SOLE |  | 2399 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1594671 | 8821 | SH |  | SOLE |  | 8821 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2793988 | 54531 | SH |  | SOLE |  | 54531 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 331631 | 3274 | SH |  | SOLE |  | 3274 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 401114 | 2535 | SH |  | SOLE |  | 2535 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3930789 | 25932 | SH |  | SOLE |  | 25932 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1489008 | 11481 | SH |  | SOLE |  | 11481 | 0 | 0 |
| PROSPECT CAP CORP | NOTE 6.375% 3/0 | 74348TAT9 |  | 34871 | 35000 | PRN |  | SOLE |  | 35000 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 965287 | 7483 | SH |  | SOLE |  | 7483 | 0 | 0 |
| RITHM CAPITAL CORP | COM NEW | 64828T201 |  | 967533 | 118425 | SH |  | SOLE |  | 118425 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 265576 | 2003 | SH |  | SOLE |  | 2003 | 0 | 0 |
| SANOFI | SPONSORED ADR | 80105N105 |  | 1403371 | 28977 | SH |  | SOLE |  | 28977 | 0 | 0 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 370668 | 4051 | SH |  | SOLE |  | 4051 | 0 | 0 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 262472 | 18615 | SH |  | SOLE |  | 18615 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 302267 | 3049 | SH |  | SOLE |  | 3049 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 49272 | 400 | SH | Call | SOLE |  | 400 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 798823 | 6485 | SH |  | SOLE |  | 6485 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 931212 | 1691 | SH |  | SOLE |  | 1691 | 0 | 0 |
| TIDAL ETF TR | SOUND EQUITY INM | 886364793 |  | 731903 | 28508 | SH |  | SOLE |  | 28508 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 453000 | 8998 | SH |  | SOLE |  | 8998 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1388786 | 7981 | SH |  | SOLE |  | 7981 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2832784 | 5337 | SH |  | SOLE |  | 5337 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 654799 | 8448 | SH |  | SOLE |  | 8448 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1872166 | 47514 | SH |  | SOLE |  | 47514 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1374155 | 6614 | SH |  | SOLE |  | 6614 | 0 | 0 |
| VMWARE INC | CL A COM | 928563402 |  | 220728 | 1798 | SH |  | SOLE |  | 1798 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2012433 | 14188 | SH |  | SOLE |  | 14188 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 657101 | 4957 | SH |  | SOLE |  | 4957 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1111573 | 7084 | SH |  | SOLE |  | 7084 | 0 | 0 |

---