Liftpoint Family Wealth Advisors LLC Top Holdings and 13F Report (2026) About Liftpoint Family Wealth Advisors LLCInvestment ActivityLiftpoint Family Wealth Advisors LLC has $148.65 million in total holdings as of September 30, 2026.Liftpoint Family Wealth Advisors LLC owns shares of 65 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.97% of the portfolio was purchased this quarter.About 10.73% of the portfolio was sold this quarter.This quarter, Liftpoint Family Wealth Advisors LLC has purchased 69 new stocks and bought additional shares in 19 stocks.Liftpoint Family Wealth Advisors LLC sold shares of 36 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $28,067,862iShares U.S. Equity Factor Rotation Active ETF $12,881,887iShares S&P 500 Growth ETF $11,093,282iShares S&P 500 Value ETF $7,832,858BLACKROCK ETF TRUST $6,411,705 Largest New Holdings this Quarter 464288240 - iShares MSCI ACWI ex U.S. ETF $2,935,947 Holding922907746 - Vanguard Tax-Exempt Bond ETF $2,748,727 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,083,363 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 115,330 shares (about $4.19M)iShares MSCI ACWI ex U.S. ETF 38,825 shares (about $2.94M)Vanguard Tax-Exempt Bond ETF 58,039 shares (about $2.75M)EXXONMOBIL HOLDINGS CORP 12,801 shares (about $2.08M)iShares National Muni Bond ETF 15,397 shares (about $1.56M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 29,319 shares (about $2.38M)ISHARES TR 38,730 shares (about $1.80M)iShares MSCI EAFE Value ETF 14,913 shares (about $1.18M)iShares MSCI USA Min Vol Factor ETF 7,025 shares (about $684.52K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 10,317 shares (about $512.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLiftpoint Family Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,067,862$232,054 ▼-0.8%36,64918.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$12,881,887$81,935 ▼-0.6%185,9938.7%ETFIVWiShares S&P 500 Growth ETF$11,093,282$217,515 ▼-1.9%77,9797.5%ETFIVEiShares S&P 500 Value ETF$7,832,858$201,340 ▼-2.5%34,3135.3%ETFBLACKROCK ETF TRUST$6,411,705$4,192,246 ▲188.9%176,3884.3%ISHA IN CTRY ETFIEMGiShares Core MSCI Emerging Markets ETF$6,289,572$2,379,529 ▼-27.4%77,4964.2%ETFEFGiShares MSCI EAFE Growth ETF$5,950,649$399,154 ▼-6.3%49,6594.0%ETFEFViShares MSCI EAFE Value ETF$5,301,104$1,180,213 ▼-18.2%66,9843.6%ETFBLACKROCK ETF TRUST$5,114,497$1,279,224 ▲33.4%104,4633.4%ISHA LA CORE ETFBTHMBlackRock Future U.S. Themes ETF$4,660,029$319,119 ▼-6.4%105,9583.1%ETFMUBiShares National Muni Bond ETF$4,603,791$1,556,637 ▲51.1%45,5373.1%ETFAAPLApple$4,474,790$44,292 ▼-1.0%13,4373.0%TechnologyBLACKROCK ETF TRUST$4,298,207$253,835 ▼-5.6%91,0832.9%ISHA I IN TE ETFACWXiShares MSCI ACWI ex U.S. ETF$2,935,947$2,935,947 ▲New Holding38,8252.0%ETFQUALiShares MSCI USA Quality Factor ETF$2,826,671$45,781 ▼-1.6%12,7191.9%ETFVTEBVanguard Tax-Exempt Bond ETF$2,748,727$2,748,727 ▲New Holding58,0391.8%ETFNVDANVIDIA$2,305,724$5,709 ▼-0.2%10,0961.6%TechnologyEXXONMOBIL HOLDINGS CORP$2,083,363$2,083,363 ▲New Holding12,8011.4%COM SHSIUSBiShares Core Total USD Bond Market ETF$1,881,232$387,992 ▲26.0%42,6681.3%ETFBLACKROCK ETF TRUST$1,696,939$371,445 ▼-18.0%54,3421.1%ISHARES DEFENSEMSFTMicrosoft$1,595,632$11,284 ▼-0.7%3,1111.1%TechnologyISHARES TR$1,515,575$1,801,332 ▼-54.3%32,5861.0%LONG TERM MUNILLYEli Lilly and Company$1,497,262$46,283 ▼-3.0%1,2941.0%HealthcareJ P MORGAN EXCHANGE TRADED F$1,282,909$826,605 ▲181.2%25,3740.9%ULTRA SHT MUNCPLMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,171,243$512,652 ▼-30.4%23,5710.8%ETFITAiShares U.S. Aerospace & Defense ETF$1,066,355$139,846 ▲15.1%5,1470.7%ETFWALMART INC$892,673$14,029 ▼-1.5%8,5900.6%COMIYWiShares U.S. Technology ETF$873,905$257,483 ▼-22.8%3,2990.6%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$871,477$342,253 ▼-28.2%20,4620.6%ETFJPMJPMorgan Chase & Co.$712,277$13,233 ▼-1.8%2,1530.5%FinanceAMZNAmazon.com$705,095$2,242 ▼-0.3%2,8300.5%Consumer DiscretionaryCVXChevron$635,910$1,634 ▼-0.3%3,1140.4%EnergyVYMVanguard High Dividend Yield ETF$632,906$1,552 ▲0.2%4,0780.4%ETFGOOGLAlphabet$632,075$28,903 ▼-4.4%1,8370.4%Communication ServicesEMXCiShares MSCI Emerging Markets ex China ETF$594,084$75,301 ▼-11.2%5,9960.4%ETFIAUiShares Gold Trust$569,115$73,726 ▲14.9%7,2870.4%ETFISHARES TR$566,627$274,856 ▼-32.7%5,6280.4%0-3 MTH TREASURYABBVAbbVie$556,664$262 ▼0.0%2,1280.4%HealthcareAVGOBroadcom$542,237$29,851 ▼-5.2%1,5440.4%TechnologyPWRQuanta Services$540,3510.0%8410.4%IndustrialsMETAMeta Platforms$501,825$5,076 ▲1.0%6920.3%Communication ServicesPYLDPIMCO Multi Sector Bond Active ETF$500,589$73,225 ▼-12.8%19,7160.3%ETFGOOGAlphabet$480,103$11,244 ▼-2.3%1,4090.3%Communication ServicesAMDAdvanced Micro Devices$446,585$1,224 ▼-0.3%7300.3%TechnologyOEFiShares S&P 100 ETF$430,986$400,802 ▼-48.2%1,1280.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$422,323$15,669 ▲3.9%4,5820.3%ETFBLACKROCK ETF TRUST$390,897$10,600 ▲2.8%13,0910.3%ISHA SYST AL ETFVTIVanguard Total Stock Market ETF$371,4380.0%9930.2%ETFHDHome Depot$327,164$6,259 ▲2.0%1,1500.2%Consumer DiscretionaryTSLATesla$309,040$1,774 ▲0.6%8710.2%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$307,733$11,744 ▲4.0%14,0710.2%ETFBRK.BBerkshire Hathaway$298,272$996 ▲0.3%5990.2%FinanceBONDPimco Total Return ETF$294,461$199,903 ▼-40.4%3,3850.2%ETFVYMIVanguard International High Dividend Yield ETF$275,9840.0%2,7290.2%ETFVVisa$265,1860.0%7380.2%FinanceWFCWells Fargo & Company$264,485$15,450 ▲6.2%3,3040.2%FinanceCEGConstellation Energy$252,7500.0%9950.2%UtilitiesKOCoca-Cola$237,839$12,826 ▼-5.1%2,7630.2%Consumer StaplesAEPAmerican Electric Power$237,161$5,102 ▲2.2%1,9990.2%UtilitiesMUMicron Technology$228,9990.0%2150.2%TechnologyURIUnited Rentals$227,177$2,002 ▲0.9%2270.2%IndustrialsBLACKROCK ETF TRUST II$225,250$13,327 ▲6.3%4,4960.2%ISHA GLO USD ETFPGProcter & Gamble$225,039$12,494 ▼-5.3%1,5490.2%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$211,835$684,517 ▼-76.4%2,1740.1%ETFAPPLE INC$2600.0%200.0%PUTMTUMiShares MSCI USA Momentum Factor ETF$0$2,417,727 ▼-100.0%00.0%ETFXOMExxonMobil$0$1,799,098 ▼-100.0%00.0%EnergyPIMCO ETF TR$0$294,305 ▼-100.0%00.0%MTG BKD SECS ACTMBBiShares MBS ETF$0$255,582 ▼-100.0%00.0%ETFCATCaterpillar$0$230,018 ▼-100.0%00.0%IndustrialsPEGPublic Service Enterprise Group$0$205,335 ▼-100.0%00.0%UtilitiesCCitigroup$0$204,202 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
