Liftpoint Family Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$120.8M
Q ending 2026-03-31
Prior quarter
$117.1M
Q ending 2025-12-31
Change
+3.1% QoQ
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $17.3M | 26K |
| Blackrock Etf Trust | DYNF | Shares | $10.7M | 184K |
| Ishares Tr | IVW | Shares | $8.9M | 78K |
| Ishares Inc | IEMG | Shares | $8.8M | 126K |
| Ishares Tr | IVE | Shares | $8.6M | 41K |
| Ishares Tr | EFV | Shares | $8.5M | 114K |
| Ishares Tr | EFG | Shares | $5.6M | 50K |
| Blackrock Etf Trust | THRO | Shares | $4.9M | 135K |
| Ishares Tr | QUAL | Shares | $4.8M | 25K |
| Blackrock Etf Trust | BAI | Shares | $3.5M | 107K |
| Ishares Tr | LMUB | Shares | $3.3M | 66K |
| Ishares Tr | MUB | Shares | $3.2M | 31K |
| Blackrock Etf Trust | BLCR | Shares | $2.9M | 70K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Ishares Tr | MTUM | Shares | $2.3M | 9K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Blackrock Etf Trust | IDEF | Shares | $1.8M | 55K |
| Pimco Etf Tr | MUNI | Shares | $1.7M | 33K |
| Pimco Etf Tr | MINO | Shares | $1.2M | 27K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Ishares Tr | IUSB | Shares | $1.1M | 24K |
| Eli Lilly & Co | LLY | Shares | $1.0M | 1K |
| Walmart Inc | WMT | Shares | $955K | 8K |
| Ishares Tr | ITA | Shares | $943K | 4K |
| Ishares Tr | IYW | Shares | $877K | 5K |
| Ishares Tr | OEF | Shares | $825K | 3K |
| Ishares Tr | USMV | Shares | $814K | 9K |
| Microsoft Corp | MSFT | Shares | $738K | 2K |
| Ishares Tr | TLH | Shares | $702K | 7K |
| Vanguard Whitehall Fds | VYM | Shares | $602K | 4K |
| Ishares Gold Tr | IAU | Shares | $568K | 6K |
| Pimco Etf Tr | PYLD | Shares | $566K | 22K |
| Ishares Inc | EMXC | Shares | $544K | 7K |
| Pimco Etf Tr | BOND | Shares | $489K | 5K |
| Ishares Tr | SGOV | Shares | $476K | 5K |
| Abbvie Inc | ABBV | Shares | $415K | 2K |
| Chevron Corporation | CVX | Shares | $409K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $333K | 1K |
| Vanguard Index Fds | VTI | Shares | $318K | 993 |
| Ishares Tr | IAGG | Shares | $317K | 6K |
| Amazon Com Inc | AMZN | Shares | $286K | 1K |
| Alphabet Inc | GOOGL | Shares | $285K | 991 |
| Broadcom Inc | AVGO | Shares | $284K | 919 |
| Ishares Tr | GOVT | Shares | $279K | 12K |
| American Elec Pwr Co Inc | AEP | Shares | $277K | 2K |
| Pimco Etf Tr | PMBS | Shares | $273K | 6K |
| Vanguard Whitehall Fds | VYMI | Shares | $257K | 3K |
| Constellation Energy Corp | CEG | Shares | $249K | 891 |
| Alphabet Inc | GOOG | Shares | $242K | 843 |
| Ishares Tr | MBB | Shares | $226K | 2K |
| Wells Fargo & Co | WFC | Shares | $219K | 3K |
| Texas Pacific Land Corporati | TPL | Shares | $210K | 443 |
| J P Morgan Exchange Traded F | JMST | Shares | $210K | 4K |
| Meta Platforms Inc | META | Shares | $207K | 362 |
| Tesla Inc | TSLA | Shares | $203K | 546 |
| Apple Inc | Put | $24K | 20 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.