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CIK: 0002110810
Total reported value
$147.6M
$147.6M
56 檔
36.8%
At the close of Q1 2026, LiftPoint Family Wealth Advisors LLC disclosed equity holdings valued at approximately $147.6M, spread across 56 reported holdings.
In Q1 2026, LiftPoint Family Wealth Advisors LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.29% | +4.46% | +17.85% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.86% | -0.23% | -0.79% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.35% | +0.06% | +5.51% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.30% | -1.30% | +5.10% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.16% | -1.74% | +1.04% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 7.01% | -2.76% | -0.48% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.62% | -0.15% | +113.92% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.05% | -0.74% | +7.71% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.95% | -2.03% | +4.43% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.92% | +0.53% | +31.01% | |
| 11 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 2.72% | -0.24% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.68% | -0.48% | -2.54% | |
| 13 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.38% | +0.29% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.31% | +3.73% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.89% | -0.25% | +5.34% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.60% | -6.45% | |
| 17 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.48% | -0.05% | — | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.41% | -0.20% | -1.03% | |
| 19 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.00% | -0.12% | -0.21% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.45% | +21.02% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.90% | +0.16% | +3.28% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.22% | +0.27% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.12% | -1.88% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.78% | -0.05% | -57.07% | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | — | -53.00% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.68% | -0.14% | -86.48% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | -0.07% | +29.97% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.18% | +10.29% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.58% | -0.28% | -66.44% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.06% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.15% | -58.78% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.47% | -0.06% | +12.39% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.02% | -28.57% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.40% | -0.04% | +6.83% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | +0.18% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.02% | -7.11% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.01% | -6.21% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.21% | +4.72% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.01% | — | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.26% | -0.26% | EXIT | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.22% | +3.46% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.23% | +14.57% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.18% | +17.22% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.23% | -0.02% | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.23% | -0.05% | -6.08% | |
| 46 | PMBS | Pimco Mbs Active ETF | ETF-Other | 0.23% | -0.03% | -1.08% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.21% | -0.03% | — | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.21% | -0.04% | -0.11% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.15% | -2.54% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.19% | -0.02% | +1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFG | Ishares Msci Eafe Growth ETF | +2.3% | +113.92% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.2% | +17.85% | Add |
| 3 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | +31.01% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +5.10% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -6.45% | Trim |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +29.97% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +21.02% | Add |
| 8 | CVX | Chevron CORP | +0.1% | -6.21% | Trim |
| 9 | WMT | Walmart Inc | +0.1% | -1.88% | Trim |
| 10 | EFV | Ishares Msci Eafe Value ETF | 0% | -0.48% | Trim |
| 11 | PYLD | Pimco Multisector Bond Actv | 0% | +12.39% | Add |
| 12 | BOND | Pimco Active Bond Exchange-t | 0% | +6.83% | Add |
| 13 | AEP | American Electric Power | 0% | -6.08% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +14.57% | Add |
| 15 | AVGO | Broadcom Inc | 0% | +17.22% | Add |
| 16 | IAGG | Ishares Intl Aggregate Bond | — | +3.93% | Add |
| 17 | MBB | Ishares Mbs ETF | — | +1.71% | Add |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +3.28% | Add |
| 19 | PMBS | Pimco Mbs Active ETF | 0% | -1.08% | Trim |
| 20 | AMZN | Amazon.com Inc | 0% | +3.46% | Add |
| 21 | TSLA | Tesla Inc | 0% | +10.75% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +4.72% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 24 | WFC | Wells Fargo & Co | 0% | +3.11% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -2.54% | Trim |
| 26 | MTUM | Ishares Msci USA Momentum Fa | 0% | +5.34% | Add |
| 27 | MINO | Pimco Municipal Income Oppor | 0% | -0.21% | Trim |
| 28 | CEG | Constellation Energy | -0.1% | -0.11% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -10.17% | Trim |
| 30 | ABBV | Abbvie Inc | -0.1% | -7.11% | Trim |
| 31 | MUNI | Pimco Intermediate Municipal | -0.1% | -1.03% | Trim |
| 32 | THRO | Ishares U.s. Thematic Rotati | -0.1% | +7.71% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +4.43% | Add |
| 34 | MSFT | Microsoft CORP | -0.1% | +10.29% | Add |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -28.57% | Trim |
| 36 | AAPL | Apple Inc | -0.2% | +3.73% | Add |
| 37 | LLY | Eli Lilly & Co | -0.2% | +0.27% | Add |
| 38 | IVE | Ishares S&p 500 Value ETF | -0.2% | +1.04% | Add |
| 39 | MUB | Ishares National Muni Bond E | -0.2% | -2.54% | Trim |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.5% | +5.51% | Add |
| 41 | IAU | Ishares Gold Trust | -0.6% | -58.78% | Trim |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.8% | -0.79% | Trim |
| 43 | IYW | Ishares Ustechnology ETF | -1% | -53.00% | Trim |
| 44 | ITA | Ishares U.s. Aerospace & Def | -1.1% | -57.07% | Trim |
| 45 | TLH | Ishares 10-20 Year Treasury | -1.2% | -66.44% | Trim |
| 46 | OEF | Ishares S&p 100 ETF | -4.9% | -86.48% | Trim |
| 47 | LMUB | Ishares Lt National Muni Bd | — | NEW | New buy |
| 48 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | — | NEW | New buy |
| 49 | IDEF | Ishares Def Industrials Act | — | NEW | New buy |
| 50 | HIMU | Ishares High Yild Muni A ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, LiftPoint Family Wealth Advisors LLC reported a total U.S. public equity portfolio value of $147.6M across 56 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DYNF, IVW) accounted for 36.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
LMUB
市值: $3.3M
Top Position Liquidated / Trimmed
HIMU
前期市值: $1.0M
During Q1 2026, LiftPoint Family Wealth Advisors LLC's top holdings by market value included IVV (14.3%)、DYNF (8.9%)、IVW (7.3%). The largest single position, IVV, represented 14.3% of total portfolio value.
In Q1 2026, LiftPoint Family Wealth Advisors LLC made 60 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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