Q2 2026 13F · SEC CIK 2110810

LiftPoint Family Wealth Advisors LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $147.6M
Reported positions: 68
Holdings vs S&P 500, 3 yrs: —
Assets under management: $187.7M

LiftPoint Family Wealth Advisors LLC is a wealth manager that reported 68 positions worth $147.6M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (IVV, 18.8%), Blackrock ETF Trust (DYNF, 8.6%), Ishares Tr (IVW, 7.4%).

LiftPoint Family Wealth Advisors LLC holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LiftPoint Family Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	18.8%	14.3%	36,952	+39.9%	$27.7M
DYNFBlackrock ETF Trust	8.6%	8.9%	187,176	+1.8%	$12.7M
IVWIshares Tr	7.4%	7.3%	79,508	+1.4%	$10.9M
IEMGIshares Inc	6.0%	7.3%	106,815	-15.5%	$8.8M
IVEIshares Tr	5.4%	7.2%	35,195	-14.0%	$8.0M
EFGIshares Tr	4.5%	4.6%	52,990	+5.8%	$6.6M
EFVIshares Tr	4.2%	7.0%	81,897	-28.0%	$6.3M
BAIBlackrock ETF Trust	3.4%	2.9%	96,462	-9.8%	$5.1M
BTHMBlackrock ETF Trust	3.3%	4.0%	113,214	-16.2%	$4.9M
BLCRBlackrock ETF Trust	2.7%	2.4%	78,335	+12.0%	$3.9M
AAPLApple Inc	2.7%	2.4%	13,570	+21.1%	$3.9M
LMUBIshares Tr	2.5%	2.7%	71,316	+8.6%	$3.7M
MUBIshares Tr	2.2%	2.7%	30,140	-1.2%	$3.2M
QUALIshares Tr	1.9%	4.0%	12,925	-48.0%	$2.8M
MTUMIshares Tr	1.6%	1.9%	7,052	-25.7%	$2.4M
COROBlackrock ETF Trust	1.5%	—	61,058	—	$2.2M
IDEFBlackrock ETF Trust	1.4%	1.5%	66,237	+21.4%	$2.1M
NVDANvidia Corporation	1.4%	0.9%	10,121	+58.2%	$2.0M
XOMExxon Mobil Corp	1.2%	1.8%	13,159	+1.5%	$1.8M
MUNIPimco ETF Tr	1.2%	1.4%	33,888	+4.1%	$1.8M
LLYEli Lilly & Co	1.1%	0.9%	1,334	+18.5%	$1.6M
IUSBIshares Tr	1.1%	0.9%	33,868	+43.7%	$1.6M
MINOPimco ETF Tr	0.9%	1.0%	28,498	+6.4%	$1.3M
MSFTMicrosoft Corp	0.8%	0.6%	3,133	+57.2%	$1.2M
ITAIshares Tr	0.7%	0.8%	4,472	+3.8%	$1.1M
IYWIshares Tr	0.7%	0.7%	4,271	-11.6%	$1.1M
WMTWalmart Inc	0.7%	0.8%	8,725	+13.5%	$988K
USMVIshares Tr	0.6%	0.7%	9,199	+4.9%	$887K
SGOVIshares Tr	0.6%	0.4%	8,358	+76.9%	$841K
OEFIshares Tr	0.5%	0.7%	2,177	-16.1%	$796K
JPMJpmorgan Chase & Co	0.5%	0.3%	2,193	+93.9%	$718K
EMXCIshares Inc	0.5%	0.5%	6,756	-2.3%	$691K
GOOGLAlphabet Inc	0.5%	0.2%	1,921	+93.8%	$687K
AMZNAmazon Com Inc	0.5%	0.2%	2,839	+106.5%	$677K
VYMVanguard Whitehall Fds	0.4%	0.5%	4,068	+0.0%	$643K
AVGOBroadcom Inc	0.4%	0.2%	1,629	+77.3%	$615K
PWRQuanta Svcs Inc	0.4%	—	841	—	$606K
PYLDPimco ETF Tr	0.4%	0.5%	22,600	+4.5%	$599K
ABBVAbbvie Inc	0.4%	0.3%	2,129	+11.6%	$536K
BONDPimco ETF Tr	0.4%	0.4%	5,683	+7.2%	$524K
CVXChevron Corporation	0.4%	0.3%	3,122	+57.8%	$518K
GOOGAlphabet Inc	0.3%	0.2%	1,442	+71.1%	$510K
IAUIshares Gold Tr	0.3%	0.5%	6,343	-1.6%	$479K
JMSTJ P Morgan Exchange Traded F	0.3%	—	9,025	—	$460K
TLHIshares Tr	0.3%	0.6%	4,412	-36.7%	$443K
AMDAdvanced Micro Devices Inc	0.3%	—	732	—	$425K
HDHome Depot Inc	0.3%	—	1,128	—	$398K
METAMeta Platforms Inc	0.3%	—	685	—	$386K
VTIVanguard Index Fds	0.2%	0.3%	993	+0.0%	$367K
TSLATesla Inc	0.2%	—	866	—	$364K

What LiftPoint Family Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AMZN Amazon Com Inc+106.5% shares
JPM Jpmorgan Chase & Co+93.9% shares
GOOGL Alphabet Inc+93.8% shares
AVGO Broadcom Inc+77.3% shares
SGOV Ishares Tr+76.9% shares
GOOG Alphabet Inc+71.1% shares
NVDA Nvidia Corporation+58.2% shares
CVX Chevron Corporation+57.8% shares

Reduced

QUAL Ishares Tr-48.0% shares
TLH Ishares Tr-36.7% shares
EFV Ishares Tr-28.0% shares
MTUM Ishares Tr-25.7% shares
BTHM Blackrock ETF Trust-16.2% shares
OEF Ishares Tr-16.1% shares
IEMG Ishares Inc-15.5% shares
IVE Ishares Tr-14.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$147.6M	68
Q1 2026	$120.8M	55
Q4 2025	$117.1M	51

Questions about LiftPoint Family Wealth Advisors LLC's portfolio

What stocks does LiftPoint Family Wealth Advisors LLC own?

LiftPoint Family Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 68 positions worth $147.6M. The largest are Ishares Tr (IVV) at 18.8%, Blackrock ETF Trust (DYNF) at 8.6%, Ishares Tr (IVW) at 7.4%, Ishares Inc (IEMG) at 6.0% and Ishares Tr (IVE) at 5.4%.

What did LiftPoint Family Wealth Advisors LLC buy last quarter?

In Q2 2026, LiftPoint Family Wealth Advisors LLC added Amazon Com Inc (AMZN) (+106.5% shares), Jpmorgan Chase & Co (JPM) (+93.9% shares) and Alphabet Inc (GOOGL) (+93.8% shares), compared with its Q1 2026 filing.

What did LiftPoint Family Wealth Advisors LLC sell last quarter?

In Q2 2026, LiftPoint Family Wealth Advisors LLC cut from its top 50 Ishares Tr (IAGG), cut from its top 50 Ishares Tr (GOVT), cut from its top 50 American Elec Pwr Co Inc (AEP), cut from its top 50 Pimco ETF Tr (PMBS), cut from its top 50 Vanguard Whitehall Fds (VYMI), Ishares Tr (QUAL) (-48.0% shares), Ishares Tr (TLH) (-36.7% shares) and Ishares Tr (EFV) (-28.0% shares), compared with its Q1 2026 filing.

When is LiftPoint Family Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LiftPoint Family Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LiftPoint Family Wealth Advisors LLC manage?

LiftPoint Family Wealth Advisors LLC reported $187.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $147.6M.