Institutional
LiftPoint Family Wealth Advisors LLC
CIK 0002110810
$120.8M
Reported AUM
56
Positions
Q1 2026
Period
2026-04-29
Filed
Editorial summary
Summary for LiftPoint Family Wealth Advisors LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $17.3M | 14.29% | — | HELD |
| 2 | DYNF | BLACKROCK ETF TRUST | $65.64 | -1.81% | 20.34% | 90.15% | $10.7M | 8.86% | — | HELD |
| 3 | IVW | ISHARES TR | $129.28 | -1.93% | 16.18% | 69.99% | $8.9M | 7.35% | — | HELD |
| 4 | IEMG | ISHARES INC | $74.15 | -2.18% | 26.95% | 33.80% | $8.8M | 7.30% | — | HELD |
| 5 | IVE | ISHARES TR | $232.36 | -0.88% | 21.50% | 68.96% | $8.6M | 7.16% | — | HELD |
| 6 | EFV | ISHARES TR | $79.38 | -0.40% | 31.74% | 91.22% | $8.5M | 7.01% | — | HELD |
| 7 | EFG | ISHARES TR | $118.55 | -0.65% | 13.32% | 15.83% | $5.6M | 4.62% | — | HELD |
| 8 | THRO | BLACKROCK ETF TRUST | $41.23 | -1.90% | 18.65% | 80.21% | $4.9M | 4.05% | — | HELD |
| 9 | QUAL | ISHARES TR | $215.98 | -1.14% | 19.58% | 62.20% | $4.8M | 3.95% | — | HELD |
| 10 | BAI | BLACKROCK ETF TRUST | $37.50 | -5.66% | 33.04% | 52.85% | $3.5M | 2.92% | — | HELD |
| 11 | LMUB | ISHARES TR | $49.79 | -0.26% | 7.58% | 6.11% | $3.3M | 2.72% | — | HELD |
| 12 | MUB | ISHARES TR | $105.77 | -0.22% | 4.61% | 3.09% | $3.2M | 2.68% | — | HELD |
| 13 | BLCR | BLACKROCK ETF TRUST | $46.77 | -1.99% | 27.96% | 78.89% | $2.9M | 2.38% | — | HELD |
| 14 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $2.8M | 2.35% | — | HELD |
| 15 | MTUM | ISHARES TR | $283.11 | -3.15% | 23.29% | 69.77% | $2.3M | 1.89% | — | HELD |
| 16 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | 47.33% | 239.93% | $2.2M | 1.82% | — | HELD |
| 17 | IDEF | BLACKROCK ETF TRUST | $31.46 | -2.99% | 10.06% | 11.66% | $1.8M | 1.48% | — | HELD |
| 18 | MUNI | PIMCO ETF TR | $51.84 | -0.10% | 4.30% | 5.30% | $1.7M | 1.41% | — | HELD |
| 19 | MINO | PIMCO ETF TR | $44.98 | -0.12% | 6.01% | 7.36% | $1.2M | 1.00% | — | HELD |
| 20 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 9.52% | 751.61% | $1.1M | 0.92% | — | HELD |
| 21 | IUSB | ISHARES TR | $45.51 | -0.31% | 2.63% | 0.37% | $1.1M | 0.90% | — | HELD |
| 22 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $1.0M | 0.86% | — | HELD |
| 23 | WMT | WALMART INC | $114.22 | 0.99% | 16.94% | 145.72% | $955K | 0.79% | — | HELD |
| 24 | ITA | ISHARES TR | $236.26 | -3.56% | 23.13% | 135.58% | $943K | 0.78% | — | HELD |
| 25 | IYW | ISHARES TR | $227.34 | -2.09% | 28.43% | 113.60% | $877K | 0.73% | — | HELD |
| 26 | OEF | ISHARES TR | $358.27 | -1.63% | 18.60% | 83.86% | $825K | 0.68% | — | HELD |
| 27 | USMV | ISHARES TR | $98.35 | -0.21% | 8.66% | 38.08% | $814K | 0.67% | — | HELD |
| 28 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $738K | 0.61% | — | HELD |
| 29 | TLH | ISHARES TR | $97.11 | -1.19% | 0.28% | -22.86% | $702K | 0.58% | — | HELD |
| 30 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | 25.58% | 75.14% | $602K | 0.50% | — | HELD |
| 31 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $568K | 0.47% | — | HELD |
| 32 | PYLD | PIMCO ETF TR | $26.15 | -0.29% | — | — | $566K | 0.47% | — | HELD |
| 33 | EMXC | ISHARES INC | $86.86 | -2.88% | — | — | $544K | 0.45% | — | HELD |
| 34 | BOND | PIMCO ETF TR | $90.75 | -0.34% | — | — | $489K | 0.40% | — | HELD |
| 35 | SGOV | ISHARES TR | $100.68 | 0.02% | — | — | $476K | 0.39% | — | HELD |
| 36 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $415K | 0.34% | — | HELD |
| 37 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $409K | 0.34% | — | HELD |
| 38 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $333K | 0.28% | — | HELD |
| 39 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | — | — | $318K | 0.26% | — | HELD |
| 40 | IAGG | ISHARES TR | $49.77 | -0.32% | — | — | $317K | 0.26% | — | HELD |
| 41 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $286K | 0.24% | — | HELD |
| 42 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $285K | 0.24% | — | HELD |
| 43 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $284K | 0.24% | — | HELD |
| 44 | GOVT | ISHARES TR | $22.50 | -0.35% | — | — | $279K | 0.23% | — | HELD |
| 45 | AEP | AMERICAN ELEC PWR CO INC | $129.40 | -2.72% | — | — | $277K | 0.23% | — | HELD |
| 46 | PMBS | PIMCO ETF TR | $48.67 | -0.35% | — | — | $273K | 0.23% | — | HELD |
| 47 | VYMI | VANGUARD WHITEHALL FDS | $101.97 | -0.46% | — | — | $257K | 0.21% | — | HELD |
| 48 | CEG | CONSTELLATION ENERGY CORP | $257.95 | -0.72% | — | — | $249K | 0.21% | — | HELD |
| 49 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $242K | 0.20% | — | HELD |
| 50 | MBB | ISHARES TR | $93.23 | -0.47% | — | — | $226K | 0.19% | — | HELD |
| 51 | WMT2 | WELLS FARGO & CO | — | — | — | — | $219K | 0.18% | — | HELD |
| 52 | TPL | TEXAS PACIFIC LAND CORPORATI | $389.41 | 0.00% | — | — | $210K | 0.17% | — | HELD |
| 53 | JMST | J P MORGAN EXCHANGE TRADED F | $50.93 | 0.08% | — | — | $210K | 0.17% | — | HELD |
| 54 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $207K | 0.17% | — | HELD |
| 55 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $203K | 0.17% | — | HELD |
| 56 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $24K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0002110810-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.