LiftPoint Family Wealth Advisors LLC — 13F holdings

LiftPoint Family Wealth Advisors LLC reported 69 holdings worth $148M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. IVV ISHARES TR — $27.7M (18.8%)
  2. DYNF BLACKROCK ETF TRUST — $12.7M (8.6%)
  3. IVW ISHARES TR — $10.9M (7.4%)
  4. IEMG ISHARES INC — $8.85M (6.0%)
  5. IVE ISHARES TR — $7.99M (5.4%)
  6. EFG ISHARES TR — $6.59M (4.5%)
  7. EFV ISHARES TR — $6.27M (4.2%)
  8. BAI BLACKROCK ETF TRUST — $5.09M (3.4%)
  9. THRO BLACKROCK ETF TRUST — $4.88M (3.3%)
  10. BLCR BLACKROCK ETF TRUST — $3.95M (2.7%)