LiftPoint Family Wealth Advisors
Latest statistics and disclosures from LiftPoint Family Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DYNF, IVW, IEMG, IVE, and represent 46.20% of LiftPoint Family Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$7.9M), CORO, NVDA, AAPL, PWR, IUSB, MSFT, AMD, BLCR, HD.
- Started 15 new stock positions in IALT, PG, GGOV, AMD, BRK.B, MU, PEG, V, CAT, C. PWR, URI, HD, CORO, KO.
- Reduced shares in these 10 stocks: QUAL, EFV, IEMG, IVE, THRO, MTUM, BAI, IAGG, TLH, TPL.
- Sold out of its positions in IAGG, TPL.
- LiftPoint Family Wealth Advisors was a net buyer of stock by $11M.
- LiftPoint Family Wealth Advisors has $148M in assets under management (AUM), dropping by 22.19%.
- Central Index Key (CIK): 0002110810
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Portfolio Holdings for LiftPoint Family Wealth Advisors
LiftPoint Family Wealth Advisors holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.8 | $28M | +39% | 37k | 748.90 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 8.6 | $13M | 187k | 68.01 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.4 | $11M | 80k | 137.53 |
|
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| Ishares Core Msci Emkt (IEMG) | 6.0 | $8.8M | -15% | 107k | 82.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 5.4 | $8.0M | -14% | 35k | 227.06 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.5 | $6.6M | +5% | 53k | 124.42 |
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| Ishares Tr Eafe Value Etf (EFV) | 4.2 | $6.3M | -28% | 82k | 76.55 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 3.4 | $5.1M | -9% | 97k | 52.72 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 3.3 | $4.9M | -16% | 113k | 43.11 |
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 2.7 | $3.9M | +12% | 78k | 50.37 |
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| Apple (AAPL) | 2.7 | $3.9M | +21% | 14k | 289.36 |
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| Ishares Tr Long Term Muni (LMUB) | 2.5 | $3.7M | +8% | 71k | 51.22 |
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| Ishares Tr National Mun Etf (MUB) | 2.2 | $3.2M | 30k | 107.62 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $2.8M | -48% | 13k | 219.43 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.6 | $2.4M | -25% | 7.1k | 342.84 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 1.5 | $2.2M | NEW | 61k | 36.60 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 1.4 | $2.1M | +21% | 66k | 31.78 |
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| NVIDIA Corporation (NVDA) | 1.4 | $2.0M | +58% | 10k | 200.09 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $1.8M | 13k | 136.72 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.2 | $1.8M | +4% | 34k | 52.60 |
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| Eli Lilly & Co. (LLY) | 1.1 | $1.6M | +18% | 1.3k | 1199.43 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.1 | $1.6M | +43% | 34k | 46.15 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.9 | $1.3M | +6% | 29k | 45.76 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.2M | +57% | 3.1k | 373.02 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $1.1M | +3% | 4.5k | 242.42 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.1M | -11% | 4.3k | 252.23 |
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| Wal-Mart Stores (WMT) | 0.7 | $988k | +13% | 8.7k | 113.26 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.6 | $887k | +4% | 9.2k | 96.46 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.6 | $841k | +76% | 8.4k | 100.67 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $797k | -16% | 2.2k | 365.87 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $718k | +93% | 2.2k | 327.33 |
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| Ishares Msci Emrg Chn (EMXC) | 0.5 | $691k | -2% | 6.8k | 102.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $687k | +93% | 1.9k | 357.37 |
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| Amazon (AMZN) | 0.5 | $677k | +106% | 2.8k | 238.34 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $643k | 4.1k | 158.03 |
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| Broadcom (AVGO) | 0.4 | $615k | +77% | 1.6k | 377.75 |
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| Quanta Services (PWR) | 0.4 | $606k | NEW | 841.00 | 720.04 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $599k | +4% | 23k | 26.52 |
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| Abbvie (ABBV) | 0.4 | $536k | +11% | 2.1k | 251.64 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $524k | +7% | 5.7k | 92.21 |
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| Chevron Corporation (CVX) | 0.4 | $518k | +57% | 3.1k | 165.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $510k | +71% | 1.4k | 353.33 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $479k | 6.3k | 75.51 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $460k | +119% | 9.0k | 51.00 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $443k | -36% | 4.4k | 100.35 |
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| Advanced Micro Devices (AMD) | 0.3 | $425k | NEW | 732.00 | 580.91 |
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| Home Depot (HD) | 0.3 | $398k | NEW | 1.1k | 352.68 |
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| Meta Platforms Cl A (META) | 0.3 | $386k | +89% | 685.00 | 563.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $367k | 993.00 | 369.86 |
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| Tesla Motors (TSLA) | 0.2 | $364k | +58% | 866.00 | 420.60 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.2 | $357k | NEW | 13k | 28.05 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $308k | +11% | 14k | 22.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $299k | NEW | 597.00 | 500.39 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.2 | $294k | +8% | 6.0k | 49.38 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $268k | 2.7k | 98.20 |
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| American Electric Power Company (AEP) | 0.2 | $268k | -7% | 2.0k | 136.81 |
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| Wells Fargo & Company (WFC) | 0.2 | $257k | +12% | 3.1k | 82.64 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $256k | +13% | 2.7k | 94.52 |
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| United Rentals (URI) | 0.2 | $255k | NEW | 225.00 | 1132.89 |
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| Visa Com Cl A (V) | 0.2 | $253k | NEW | 738.00 | 343.09 |
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| Micron Technology (MU) | 0.2 | $248k | NEW | 215.00 | 1154.29 |
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| Constellation Energy (CEG) | 0.2 | $247k | +11% | 995.00 | 248.37 |
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| Procter & Gamble Company (PG) | 0.2 | $240k | NEW | 1.6k | 146.64 |
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| Coca-Cola Company (KO) | 0.2 | $237k | NEW | 2.9k | 81.27 |
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| Caterpillar (CAT) | 0.2 | $230k | NEW | 216.00 | 1064.90 |
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| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.1 | $213k | NEW | 4.2k | 50.29 |
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| Public Service Enterprise (PEG) | 0.1 | $205k | NEW | 2.5k | 81.16 |
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| Citigroup Com New (C) | 0.1 | $204k | NEW | 1.5k | 139.96 |
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| Apple Put Put Option | 0.0 | $6.3k | 20.00 | 315.00 |
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Past Filings by LiftPoint Family Wealth Advisors
SEC 13F filings are viewable for LiftPoint Family Wealth Advisors going back to 2026
- LiftPoint Family Wealth Advisors 2026 Q2 filed Aug. 5, 2026
- LiftPoint Family Wealth Advisors 2026 Q1 filed April 29, 2026