Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LiftPoint Family Wealth Advisors LLC (CIK 2110810) reported $147.6M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($27.7M, 18.75%), DYNF ($12.7M, 8.63%), IVW ($10.9M, 7.41%), IEMG ($8.8M, 6.00%), IVE ($8.0M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $27.7M | 18.75% | 36,952 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $12.7M | 8.63% | 187,176 | Added |
| 3 | IVW | ISHARES TR | $10.9M | 7.41% | 79,508 | Added |
| 4 | IEMG | ISHARES INC | $8.8M | 6.00% | 106,815 | Trimmed |
| 5 | IVE | ISHARES TR | $8.0M | 5.42% | 35,195 | Trimmed |
| 6 | EFG | ISHARES TR | $6.6M | 4.47% | 52,990 | Added |
| 7 | EFV | ISHARES TR | $6.3M | 4.25% | 81,897 | Trimmed |
| 8 | BAI | BLACKROCK ETF TRUST | $5.1M | 3.45% | 96,462 | Trimmed |
| 9 | THRO | BLACKROCK ETF TRUST | $4.9M | 3.31% | 113,214 | Trimmed |
| 10 | BLCR | BLACKROCK ETF TRUST | $3.9M | 2.67% | 78,335 | Added |
| 11 | AAPL | APPLE INC | $3.9M | 2.66% | 13,570 | Added |
| 12 | LMUB | ISHARES TR | $3.7M | 2.48% | 71,316 | Added |
| 13 | MUB | ISHARES TR | $3.2M | 2.20% | 30,140 | Trimmed |
| 14 | QUAL | ISHARES TR | $2.8M | 1.92% | 12,925 | Trimmed |
| 15 | MTUM | ISHARES TR | $2.4M | 1.64% | 7,052 | Trimmed |
| 16 | CORO | BLACKROCK ETF TRUST | $2.2M | 1.51% | 61,058 | New |
| 17 | IDEF | BLACKROCK ETF TRUST | $2.1M | 1.43% | 66,237 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $2.0M | 1.37% | 10,121 | Added |
| 19 | XOM | EXXON MOBIL CORP | $1.8M | 1.22% | 13,159 | Added |
| 20 | MUNI | PIMCO ETF TR | $1.8M | 1.21% | 33,888 | Added |
| 21 | LLY | ELI LILLY & CO | $1.6M | 1.08% | 1,334 | Added |
| 22 | IUSB | ISHARES TR | $1.6M | 1.06% | 33,868 | Added |
| 23 | MINO | PIMCO ETF TR | $1.3M | 0.88% | 28,498 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.2M | 0.79% | 3,133 | Added |
| 25 | ITA | ISHARES TR | $1.1M | 0.73% | 4,472 | Added |
Source: SEC Form 13F filings · as of 2026-06-30