Liftpoint Family Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Liftpoint Family Wealth Advisors Llc disclosed 64 stock positions valued at approximately $148.65M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $148.65M
Holdings by Sector
Liftpoint Family Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 18.88% | 36,649 | -303 | -0.82% | $28,067,862 |
| BLACKROCK ETF TRUST | DYNF | Other | 8.67% | 185,993 | -1,183 | -0.63% | $12,881,887 |
| ISHARES TR | IVW | Other | 7.46% | 77,979 | -1,529 | -1.92% | $11,093,282 |
| ISHARES TR | IVE | Other | 5.27% | 34,313 | -882 | -2.51% | $7,832,858 |
| BLACKROCK ETF TRUST | CORO | Other | 4.31% | 176,388 | +115,330 | +188.89% | $6,411,705 |
| ISHARES INC | IEMG | Other | 4.23% | 77,496 | -29,319 | -27.45% | $6,289,572 |
| ISHARES TR | EFG | Other | 4.00% | 49,659 | -3,331 | -6.29% | $5,950,649 |
| ISHARES TR | EFV | Other | 3.57% | 66,984 | -14,913 | -18.21% | $5,301,104 |
| BLACKROCK ETF TRUST | BLCR | Other | 3.44% | 104,463 | +26,128 | +33.35% | $5,114,497 |
| BLACKROCK ETF TRUST | THRO | Other | 3.13% | 105,958 | -7,256 | -6.41% | $4,660,029 |
| ISHARES TR | MUB | Other | 3.10% | 45,537 | +15,397 | +51.08% | $4,603,791 |
| APPLE INC | AAPL | Technology | 3.01% | 13,437 | -133 | -0.98% | $4,474,790 |
| BLACKROCK ETF TRUST | BAI | Other | 2.89% | 91,083 | -5,379 | -5.58% | $4,298,207 |
| ISHARES TR | ACWX | Other | 1.98% | 38,825 | +38,825 | +100.00% | $2,935,947 |
| ISHARES TR | QUAL | Other | 1.90% | 12,719 | -206 | -1.59% | $2,826,671 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.85% | 58,039 | +58,039 | +100.00% | $2,748,727 |
| NVIDIA CORPORATION | NVDA | Technology | 1.55% | 10,096 | -25 | -0.25% | $2,305,724 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.40% | 12,801 | -358 | -2.72% | $2,083,363 |
| ISHARES TR | IUSB | Other | 1.27% | 42,668 | +8,800 | +25.98% | $1,881,232 |
| BLACKROCK ETF TRUST | IDEF | Other | 1.14% | 54,342 | -11,895 | -17.96% | $1,696,939 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 3,111 | -22 | -0.70% | $1,595,632 |
| ISHARES TR | LMUB | Other | 1.02% | 32,586 | -38,730 | -54.31% | $1,515,575 |
| ELI LILLY & CO | LLY | Healthcare | 1.01% | 1,294 | -40 | -3.00% | $1,497,262 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.86% | 25,374 | +16,349 | +181.15% | $1,282,909 |
| PIMCO ETF TR | MUNI | Other | 0.79% | 23,571 | -10,317 | -30.44% | $1,171,243 |
| ISHARES TR | ITA | Other | 0.72% | 5,147 | +675 | +15.09% | $1,066,355 |
| WALMART INC | WMT | Consumer Defensive | 0.60% | 8,590 | -135 | -1.55% | $892,673 |
| ISHARES TR | IYW | Other | 0.59% | 3,299 | -972 | -22.76% | $873,905 |
| PIMCO ETF TR | MINO | Other | 0.59% | 20,462 | -8,036 | -28.20% | $871,477 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.48% | 2,153 | -40 | -1.82% | $712,277 |
Showing 30 of 64 holdings in the latest reporting period.