Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LiftPoint Family Wealth Advisors

Latest statistics and disclosures from LiftPoint Family Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110810

Tip: Access up to 7 years of quarterly data

Positions held by LiftPoint Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for LiftPoint Family Wealth Advisors

LiftPoint Family Wealth Advisors holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$17M	26k	653.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.9	$11M	184k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.3	$8.9M	78k	113.11	View chart
Ishares Core Msci Emkt (IEMG)	7.3	$8.8M	126k	69.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	7.2	$8.6M	41k	211.15	View chart
Ishares Tr Eafe Value Etf (EFV)	7.0	$8.5M	114k	74.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.6	$5.6M	50k	111.37	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	4.0	$4.9M	135k	36.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$4.8M	25k	191.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.9	$3.5M	107k	32.95	View chart
Ishares Tr Long Term Muni (LMUB)	2.7	$3.3M	66k	49.93	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$3.2M	31k	106.15	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	2.4	$2.9M	70k	41.06	View chart
Apple (AAPL)	2.4	$2.8M	11k	253.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.9	$2.3M	9.5k	239.99	View chart
Exxon Mobil Corporation (XOM)	1.8	$2.2M	13k	169.66	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	1.5	$1.8M	55k	32.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$1.7M	33k	52.19	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.0	$1.2M	27k	45.17	View chart
NVIDIA Corporation (NVDA)	0.9	$1.1M	6.4k	174.40	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$1.1M	24k	46.19	View chart
Eli Lilly & Co. (LLY)	0.9	$1.0M	1.1k	919.77	View chart
Wal-Mart Stores (WMT)	0.8	$955k	7.7k	124.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$943k	4.3k	218.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$877k	4.8k	181.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$825k	2.6k	318.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$814k	8.8k	92.74	View chart
Microsoft Corporation (MSFT)	0.6	$738k	2.0k	370.17	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$702k	7.0k	100.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$603k	4.1k	148.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$568k	6.4k	88.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$567k	22k	26.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$544k	6.9k	78.66	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$489k	5.3k	92.28	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$476k	4.7k	100.66	View chart
Abbvie (ABBV)	0.3	$415k	1.9k	217.49	View chart
Chevron Corporation (CVX)	0.3	$409k	2.0k	206.90	View chart
JPMorgan Chase & Co. (JPM)	0.3	$333k	1.1k	294.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$318k	993.00	320.65	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$317k	6.3k	50.04	View chart
Amazon (AMZN)	0.2	$286k	1.4k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$285k	991.00	287.56	View chart
Broadcom (AVGO)	0.2	$284k	919.00	309.51	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$279k	12k	22.91	View chart
American Electric Power Company (AEP)	0.2	$277k	2.1k	131.08	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.2	$273k	5.5k	49.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$257k	2.7k	94.24	View chart
Constellation Energy (CEG)	0.2	$249k	891.00	279.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$242k	843.00	286.86	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$226k	2.4k	94.95	View chart
Wells Fargo & Company (WFC)	0.2	$219k	2.8k	79.61	View chart
Texas Pacific Land Corp (TPL)	0.2	$210k	443.00	474.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$210k	4.1k	50.98	View chart
Meta Platforms Cl A (META)	0.2	$207k	362.00	572.13	View chart
Tesla Motors (TSLA)	0.2	$203k	546.00	371.75	View chart
Apple Put Put Option	0.0	$24k	20.00	1180.00	View chart

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 Q1 filed April 29, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z