LiftPoint Family Wealth Advisors

LiftPoint Family Wealth Advisors as of June 30, 2026

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 37k 748.90
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.6 $13M 187k 68.01
Ishares Tr S&p 500 Grwt Etf (IVW) 7.4 $11M 80k 137.53
Ishares Core Msci Emkt (IEMG) 6.0 $8.8M 107k 82.84
Ishares Tr S&p 500 Val Etf (IVE) 5.4 $8.0M 35k 227.06
Ishares Tr Eafe Grwth Etf (EFG) 4.5 $6.6M 53k 124.42
Ishares Tr Eafe Value Etf (EFV) 4.2 $6.3M 82k 76.55
Blackrock Etf Trust Isha I In Te Etf (BAI) 3.4 $5.1M 97k 52.72
Blackrock Etf Trust Isha Us Them Etf (THRO) 3.3 $4.9M 113k 43.11
Blackrock Etf Trust Isha La Core Etf (BLCR) 2.7 $3.9M 78k 50.37
Apple (AAPL) 2.7 $3.9M 14k 289.36
Ishares Tr Long Term Muni (LMUB) 2.5 $3.7M 71k 51.22
Ishares Tr National Mun Etf (MUB) 2.2 $3.2M 30k 107.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $2.8M 13k 219.43
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $2.4M 7.1k 342.84
Blackrock Etf Trust Isha In Ctry Etf (CORO) 1.5 $2.2M 61k 36.60
Blackrock Etf Trust Ishares Defense (IDEF) 1.4 $2.1M 66k 31.78
NVIDIA Corporation (NVDA) 1.4 $2.0M 10k 200.09
Exxon Mobil Corporation (XOM) 1.2 $1.8M 13k 136.72
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.2 $1.8M 34k 52.60
Eli Lilly & Co. (LLY) 1.1 $1.6M 1.3k 1199.43
Ishares Tr Core Univrsl Usd (IUSB) 1.1 $1.6M 34k 46.15
Pimco Etf Tr Muni Income Opp (MINO) 0.9 $1.3M 29k 45.76
Microsoft Corporation (MSFT) 0.8 $1.2M 3.1k 373.02
Ishares Tr Us Aer Def Etf (ITA) 0.7 $1.1M 4.5k 242.42
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1.1M 4.3k 252.23
Wal-Mart Stores (WMT) 0.7 $988k 8.7k 113.26
Ishares Tr Msci Usa Min Etf (USMV) 0.6 $887k 9.2k 96.46
Ishares Tr 0-3 Mth Treasury (SGOV) 0.6 $841k 8.4k 100.67
Ishares Tr S&p 100 Etf (OEF) 0.5 $797k 2.2k 365.87
JPMorgan Chase & Co. (JPM) 0.5 $718k 2.2k 327.33
Ishares Msci Emrg Chn (EMXC) 0.5 $691k 6.8k 102.30
Alphabet Cap Stk Cl A (GOOGL) 0.5 $687k 1.9k 357.37
Amazon (AMZN) 0.5 $677k 2.8k 238.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $643k 4.1k 158.03
Broadcom (AVGO) 0.4 $615k 1.6k 377.75
Quanta Services (PWR) 0.4 $606k 841.00 720.04
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $599k 23k 26.52
Abbvie (ABBV) 0.4 $536k 2.1k 251.64
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $524k 5.7k 92.21
Chevron Corporation (CVX) 0.4 $518k 3.1k 165.76
Alphabet Cap Stk Cl C (GOOG) 0.3 $510k 1.4k 353.33
Ishares Gold Tr Ishares New (IAU) 0.3 $479k 6.3k 75.51
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $460k 9.0k 51.00
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $443k 4.4k 100.35
Advanced Micro Devices (AMD) 0.3 $425k 732.00 580.91
Home Depot (HD) 0.3 $398k 1.1k 352.68
Meta Platforms Cl A (META) 0.3 $386k 685.00 563.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $367k 993.00 369.86
Tesla Motors (TSLA) 0.2 $364k 866.00 420.60
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.2 $357k 13k 28.05
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $308k 14k 22.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $299k 597.00 500.39
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.2 $294k 6.0k 49.38
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $268k 2.7k 98.20
American Electric Power Company (AEP) 0.2 $268k 2.0k 136.81
Wells Fargo & Company (WFC) 0.2 $257k 3.1k 82.64
Ishares Tr Mbs Etf (MBB) 0.2 $256k 2.7k 94.52
United Rentals (URI) 0.2 $255k 225.00 1132.89
Visa Com Cl A (V) 0.2 $253k 738.00 343.09
Micron Technology (MU) 0.2 $248k 215.00 1154.29
Constellation Energy (CEG) 0.2 $247k 995.00 248.37
Procter & Gamble Company (PG) 0.2 $240k 1.6k 146.64
Coca-Cola Company (KO) 0.2 $237k 2.9k 81.27
Caterpillar (CAT) 0.2 $230k 216.00 1064.90
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.1 $213k 4.2k 50.29
Public Service Enterprise (PEG) 0.1 $205k 2.5k 81.16
Citigroup Com New (C) 0.1 $204k 1.5k 139.96
Apple Put Put Option 0.0 $6.3k 20.00 315.00