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 Core S&p 500 ETF (IVV, 18.8%), Ishares U.s. Equity Factor Rotation Acti (DYNF, 8.6%), Ishares (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 Core S&p 500 ETF	18.8%	14.3%	36,952	+39.9%	$27.7M
DYNFIshares U.s. Equity Factor Rotation Acti	8.6%	8.9%	187,176	+1.8%	$12.7M
IVWIshares	7.4%	7.3%	79,508	+1.4%	$10.9M
IEMGIshares	6.0%	7.3%	106,815	-15.5%	$8.8M
IVEIshares S&p 500 Value ETF	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
BAIIshares A.i. Innovation and Tech Active	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 Long-Term National Muni Bond ETF	2.5%	2.7%	71,316	+8.6%	$3.7M
MUBIshares National Muni Bond ETF	2.2%	2.7%	30,140	-1.2%	$3.2M
QUALIshares Msci USA Quality Factor ETF	1.9%	4.0%	12,925	-48.0%	$2.8M
MTUMIshares Msci USA Momentum Factor ETF	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 Com	1.4%	0.9%	10,121	+58.2%	$2.0M
XOMExxon Mobil Corp	1.2%	1.8%	13,159	+1.5%	$1.8M
MUNIInter Mun Bd Act	1.2%	1.4%	33,888	+4.1%	$1.8M
LLYLilly Eli & Co	1.1%	0.9%	1,334	+18.5%	$1.6M
IUSBIshares Core Universal Usd Bond ETF	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 U.s. Aerospace & Defense ETF	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 Msci USA Min Volfctr ETF	0.6%	0.7%	9,199	+4.9%	$887K
SGOViShares 0-3 Month Treasury Bon	0.6%	0.4%	8,358	+76.9%	$841K
OEFIshares S&p 100 ETF	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 Com	0.5%	0.2%	2,839	+106.5%	$677K
VYMVym	0.4%	0.5%	4,068	+0.0%	$643K
AVGOBroadcom Inc	0.4%	0.2%	1,629	+77.3%	$615K
PWRQuanta Svcs Inc Com	0.4%	—	841	—	$606K
PYLDPimco Multisector Bond Active Exchange-T	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 Corp New	0.4%	0.3%	3,122	+57.8%	$518K
GOOGAlphabet Inc	0.3%	0.2%	1,442	+71.1%	$510K
IAUIshares Gold Trust	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 Com	0.3%	—	1,128	—	$398K
METAMeta Platforms Inc Class A	0.3%	—	685	—	$386K
VTIVanguard Index Fds	0.2%	0.3%	993	+0.0%	$367K
TSLATesla Inc Com	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.

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 and rebuilt each quarter on the day the filing became public. 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 Core S&p 500 ETF (IVV) at 18.8%, Ishares U.s. Equity Factor Rotation Acti (DYNF) at 8.6%, Ishares (IVW) at 7.4%, Ishares (IEMG) at 6.0% and Ishares S&p 500 Value ETF (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 Com (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 International Aggregate Bond Fun (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 International High Dividend Yie (VYMI), Ishares Msci USA Quality Factor ETF (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.