Lineweaver Wealth Advisors, LLC AGG — ISHARES TR

Ownership history in Lineweaver Wealth Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Lineweaver Wealth Advisors, LLC reported ISHARES TR (AGG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.91% in 2024 Q3. The latest visible filing shows AGG at 4.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lineweaver Wealth Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGG was reported at 4.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.91% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGG stock page Lineweaver Wealth Advisors, LLC fund profile Lineweaver Wealth Advisors, LLC full holdings
How Lineweaver Wealth Advisors, LLC held AGG — position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 367,543 +20,260 +5.8% 4.92% $36.5M 2026-04-08 $99.43
2025 Q4 ADDED — — — 347,283 +15,244 +4.6% 4.70% $34.7M 2026-01-14 $99.37
2025 Q3 ADDED — — — 332,039 +54,013 +19.4% 4.88% $33.3M 2025-10-10 $98.48
2025 Q2 ADDED — — — 278,026 +19,446 +7.5% 4.36% $27.6M 2025-07-09 $95.63
2025 Q1 ADDED — — — 258,580 +21,974 +9.3% 4.36% $25.6M 2025-05-02 $94.49
2024 Q4 REDUCED 33.9% +2.7% ❌ 236,606 -121,537 -33.9% 4.24% $22.9M 2025-02-05 $93.51
2024 Q3 ADDED — — — 358,143 +96,835 +37.1% 6.91% $36.3M 2024-10-25 $92.99
2024 Q2 ADDED — — — 261,308 +190,914 +271.2% 5.26% $25.4M 2024-08-02 $94.05
2024 Q1 ADDED — — — 70,394 +2,399 +3.5% 1.64% $6.9M 2024-04-30 $88.17
2023 Q4 INITIATED — — — 67,995 — — 1.75% $6.8M 2024-01-19 $89.95

🏢 Other funds also holding AGG

As of 2026 Q1 — sorted by position size

Arizona PSPRS Trust 41.66% WHI TRUST Co LLC 30.27% Gridiron Partners, LLC 28.27% GoalFusion Wealth Management, LLC 3Y 23.58% Constellation Investments, Inc. 3Y 7Y 19.51% Kopp Family Office, LLC 3Y 18.8% Fort Henry Capital, LLC 3Y 18.3% eCIO, Inc. 17.45% BayBridge Capital Group, LLC 16.14% CULTIVAR CAPITAL, INC. 15.76%

FAQ About Lineweaver Wealth Advisors, LLC and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lineweaver Wealth Advisors, LLC reported owning AGG?

Lineweaver Wealth Advisors, LLC reported AGG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AGG position in Lineweaver Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for AGG was 6.91% in 2024 Q3.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2026 Q1, when Lineweaver Wealth Advisors, LLC reported 367,543 shares, equal to 4.92% of portfolio, with an estimated market value of $36.5M.

What does the chart on this AGG ownership page compare?

The chart compares Lineweaver Wealth Advisors, LLC's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lineweaver Wealth Advisors, LLC time their AGG position?

Based on 13F filing dates vs. subsequent AGG price moves, Lineweaver Wealth Advisors, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AGG relative to SPY over the holding period was -12.4%.

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