LiftPoint Family Wealth Advisors

LiftPoint Family Wealth Advisors as of March 31, 2026

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