LiftPoint Family Wealth Advisors LLC

Est. AUM

$120.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$17.3M	26413	14.28%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$10.7M	183930	8.86%	SOLE
3	ISHARES TR	S&P 500 GRWT ETF	$8.9M	78442	7.35%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$8.8M	126394	7.30%	SOLE
5	ISHARES TR	S&P 500 VAL ETF	$8.6M	40927	7.16%	SOLE
6	ISHARES TR	EAFE VALUE ETF	$8.5M	113822	7.01%	SOLE
7	ISHARES TR	EAFE GRWTH ETF	$5.6M	50083	4.62%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US THEMA	$4.9M	135029	4.05%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$4.8M	24869	3.95%	SOLE
10	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.5M	106999	2.92%	SOLE
11	ISHARES TR	LONG TERM MUNI	$3.3M	65692	2.72%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$3.2M	30519	2.68%	SOLE
13	BLACKROCK ETF TRUST	ISHARES LARGE CA	$2.9M	69914	2.38%	SOLE
14	APPLE INC	COM	$2.8M	11204	2.35%	SOLE
15	ISHARES TR	MSCI USA MMENTM	$2.3M	9488	1.89%	SOLE
16	EXXON MOBIL CORP	COM	$2.2M	12962	1.82%	SOLE
17	BLACKROCK ETF TRUST	ISHARES DEFENSE	$1.8M	54564	1.48%	SOLE
18	PIMCO ETF TR	INTER MUN BD ACT	$1.7M	32540	1.41%	SOLE
19	PIMCO ETF TR	MUNI INCOME OPP	$1.2M	26796	1.00%	SOLE
20	NVIDIA CORPORATION	COM	$1.1M	6396	0.92%	SOLE
21	ISHARES TR	CORE UNIVRSL USD	$1.1M	23566	0.90%	SOLE
22	ELI LILLY & CO	COM	$1.0M	1126	0.86%	SOLE
23	WALMART INC	COM	$955K	7684	0.79%	SOLE
24	ISHARES TR	US AER DEF ETF	$943K	4309	0.78%	SOLE
25	ISHARES TR	U.S. TECH ETF	$877K	4832	0.73%	SOLE
26	ISHARES TR	S&P 100 ETF	$825K	2594	0.68%	SOLE
27	ISHARES TR	MSCI USA MIN VOL	$814K	8772	0.67%	SOLE
28	MICROSOFT CORP	COM	$738K	1993	0.61%	SOLE
29	ISHARES TR	10-20 YR TRS ETF	$702K	6969	0.58%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$602K	4068	0.50%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$568K	6447	0.47%	SOLE
32	PIMCO ETF TR	MULTISECTOR BD	$566K	21621	0.47%	SOLE
33	ISHARES INC	MSCI EMRG CHN	$544K	6917	0.45%	SOLE
34	PIMCO ETF TR	ACTIVE BD ETF	$489K	5299	0.40%	SOLE
35	ISHARES TR	0-3 MNTH TREASRY	$476K	4725	0.39%	SOLE
36	ABBVIE INC	COM	$415K	1908	0.34%	SOLE
37	CHEVRON CORPORATION	COM	$409K	1978	0.34%	SOLE
38	JPMORGAN CHASE & CO	COM	$333K	1131	0.28%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$318K	993	0.26%	SOLE
40	ISHARES TR	CORE INTL AGGR	$317K	6327	0.26%	SOLE
41	AMAZON COM INC	COM	$286K	1375	0.24%	SOLE
42	ALPHABET INC	CAP STK CL A	$285K	991	0.24%	SOLE
43	BROADCOM INC	COM	$284K	919	0.24%	SOLE
44	ISHARES TR	US TREAS BD ETF	$279K	12186	0.23%	SOLE
45	AMERICAN ELEC PWR CO INC	COM	$277K	2116	0.23%	SOLE
46	PIMCO ETF TR	MTG BKD SECS ACT	$273K	5503	0.23%	SOLE
47	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$257K	2729	0.21%	SOLE
48	CONSTELLATION ENERGY CORP	COM	$249K	891	0.21%	SOLE
49	ALPHABET INC	CAP STK CL C	$242K	843	0.20%	SOLE
50	ISHARES TR	MBS ETF	$226K	2381	0.19%	SOLE

1–50 of 56

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.