§ 13F · FUND PROFILE
LiftPoint Family Wealth Advisors LLC.
AUM · $148M (13F)Positions · 69Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $28M | 18.8% | +40% |
| 2 | DYNF | BLACKROCK ETF TRUST | 187K | $13M | 8.6% | +2% |
| 3 | IVW | ISHARES TR | 80K | $11M | 7.4% | +1% |
| 4 | IEMG | ISHARES INC | 107K | $9M | 6.0% | −15% |
| 5 | IVE | ISHARES TR | 35K | $8M | 5.4% | −14% |
| 6 | EFG | ISHARES TR | 53K | $7M | 4.5% | +6% |
| 7 | EFV | ISHARES TR | 82K | $6M | 4.2% | −28% |
| 8 | BAI | BLACKROCK ETF TRUST | 96K | $5M | 3.4% | −10% |
| 9 | THRO | BLACKROCK ETF TRUST | 113K | $5M | 3.3% | −16% |
| 10 | BLCR | BLACKROCK ETF TRUST | 78K | $4M | 2.7% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFTPOINT SIGNAL
AC read
LiftPoint Family Wealth Advisors LLC is a Other fund managing $148 million in assets. The fund runs a portfolio of 69 positions.
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