Liftpoint Family Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Liftpoint Family Wealth Advisors Llc disclosed 68 stock positions valued at approximately $147.57M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $147.57M
Holdings by Sector
Liftpoint Family Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 18.75% | 36,952 | +10,539 | +39.90% | $27,673,209 |
| BLACKROCK ETF TRUST | DYNF | Other | 8.63% | 187,176 | +3,246 | +1.76% | $12,729,873 |
| ISHARES TR | IVW | Other | 7.41% | 79,508 | +1,066 | +1.36% | $10,934,773 |
| ISHARES INC | IEMG | Other | 6.00% | 106,815 | -19,579 | -15.49% | $8,848,551 |
| ISHARES TR | IVE | Other | 5.42% | 35,195 | -5,732 | -14.01% | $7,991,403 |
| ISHARES TR | EFG | Other | 4.47% | 52,990 | +2,907 | +5.80% | $6,593,027 |
| ISHARES TR | EFV | Other | 4.25% | 81,897 | -31,925 | -28.05% | $6,269,206 |
| BLACKROCK ETF TRUST | BAI | Other | 3.45% | 96,462 | -10,537 | -9.85% | $5,085,477 |
| BLACKROCK ETF TRUST | THRO | Other | 3.31% | 113,214 | -21,815 | -16.16% | $4,880,662 |
| BLACKROCK ETF TRUST | BLCR | Other | 2.67% | 78,335 | +8,421 | +12.04% | $3,945,725 |
| APPLE INC | AAPL | Technology | 2.66% | 13,570 | +2,366 | +21.12% | $3,926,615 |
| ISHARES TR | LMUB | Other | 2.48% | 71,316 | +5,624 | +8.56% | $3,652,806 |
| ISHARES TR | MUB | Other | 2.20% | 30,140 | -379 | -1.24% | $3,243,667 |
| ISHARES TR | QUAL | Other | 1.92% | 12,925 | -11,944 | -48.03% | $2,836,133 |
| ISHARES TR | MTUM | Other | 1.64% | 7,052 | -2,436 | -25.67% | $2,417,727 |
| BLACKROCK ETF TRUST | CORO | Other | 1.51% | 61,058 | +61,058 | +100.00% | $2,234,723 |
| BLACKROCK ETF TRUST | IDEF | Other | 1.43% | 66,237 | +11,673 | +21.39% | $2,105,002 |
| NVIDIA CORPORATION | NVDA | Technology | 1.37% | 10,121 | +3,725 | +58.24% | $2,025,111 |
| EXXON MOBIL CORP | XOM | Energy | 1.22% | 13,159 | +197 | +1.52% | $1,799,098 |
| PIMCO ETF TR | MUNI | Other | 1.21% | 33,888 | +1,348 | +4.14% | $1,782,509 |
| ELI LILLY & CO | LLY | Healthcare | 1.08% | 1,334 | +208 | +18.47% | $1,600,040 |
| ISHARES TR | IUSB | Other | 1.06% | 33,868 | +10,302 | +43.72% | $1,563,008 |
| PIMCO ETF TR | MINO | Other | 0.88% | 28,498 | +1,702 | +6.35% | $1,304,068 |
| MICROSOFT CORP | MSFT | Technology | 0.79% | 3,133 | +1,140 | +57.20% | $1,168,672 |
| ISHARES TR | ITA | Other | 0.73% | 4,472 | +163 | +3.78% | $1,084,102 |
| ISHARES TR | IYW | Other | 0.73% | 4,271 | -561 | -11.61% | $1,077,274 |
| WALMART INC | WMT | Consumer Defensive | 0.67% | 8,725 | +1,041 | +13.55% | $988,194 |
| ISHARES TR | USMV | Other | 0.60% | 9,199 | +427 | +4.87% | $887,336 |
| ISHARES TR | SGOV | Other | 0.57% | 8,358 | +3,633 | +76.89% | $841,400 |
| ISHARES TR | OEF | Other | 0.54% | 2,177 | -417 | -16.08% | $796,499 |
Showing 30 of 68 holdings in the latest reporting period.