LiftPoint Family Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, LiftPoint Family Wealth Advisors LLC held in its portfolio 51 assets valued at $117,143,286 (i.e. $117.14M).
The most valuable assets in the portfolio included: ISHARES TR ($15.35M), BLACKROCK ETF TRUST ($11.27M), and ISHARES TR ($9.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LiftPoint Family Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 22412 | 15350875 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 185396 | 11273931 | ISHARES US EQUIT |
| ISHARES TR | 74348 | 9164134 | S&P 500 GRWT ETF |
| ISHARES TR | 40507 | 8590319 | S&P 500 VAL ETF |
| ISHARES TR | 114370 | 8167162 | EAFE VALUE ETF |
| ISHARES INC | 120257 | 8083676 | CORE MSCI EMKT |
| ISHARES TR | 19181 | 6578508 | S&P 100 ETF |
| BLACKROCK ETF TRUST | 125368 | 4834190 | ISHARES US THEMA |
| ISHARES TR | 23814 | 4729937 | MSCI USA QLT FCT |
| ISHARES TR | 31313 | 3353935 | NATIONAL MUN ETF |
| APPLE INC | 10801 | 2925929 | COM |
| BLACKROCK ETF TRUST | 81675 | 2719778 | ISHARES A I INNO |
| ISHARES TR | 23412 | 2667095 | EAFE GRWTH ETF |
| ISHARES TR | 9007 | 2254542 | MSCI USA MMENTM |
| ISHARES TR | 10038 | 2155058 | US AER DEF ETF |
| ISHARES TR | 20764 | 2111076 | 10-20 YR TRS ETF |
| ISHARES TR | 10280 | 2052710 | U.S. TECH ETF |
| PIMCO ETF TR | 32880 | 1723241 | INTER MUN BD ACT |
| EXXON MOBIL CORP | 13855 | 1667311 | COM |
| ISHARES GOLD TR | 15639 | 1269418 | ISHARES NEW |
| PIMCO ETF TR | 26853 | 1216978 | MUNI INCOME OPP |
| ELI LILLY & CO | 1123 | 1206866 | COM |
| ISHARES TR | 22817 | 1061903 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST II | 21310 | 1037371 | ISHARES HIGH YIE |
| NVIDIA CORPORATION | 5285 | 985653 | COM |
| MICROSOFT CORP | 1807 | 873901 | COM |
| WALMART INC | 7831 | 872452 | COM |
| ISHARES INC | 9683 | 703760 | MSCI EMRG CHN |
| ISHARES TR | 6749 | 635486 | MSCI USA MIN VOL |
| PIMCO ETF TR | 19238 | 513270 | MULTISECTOR BD |
| ABBVIE INC | 2054 | 469318 | COM |
| PIMCO ETF TR | 4960 | 461677 | ACTIVE BD ETF |
| HOME DEPOT INC | 1093 | 376101 | COM |
| JPMORGAN CHASE & CO. | 1080 | 347998 | COM |
| PEPSICO INC | 2386 | 342439 | COM |
| VANGUARD INDEX FDS | 993 | 332760 | TOTAL STK MKT |
| CHEVRON CORP NEW | 2109 | 321433 | COM |
| CONSTELLATION ENERGY CORP | 892 | 315117 | COM |
| AMAZON COM INC | 1329 | 306760 | COM |
| ISHARES TR | 6088 | 304461 | CORE INTL AGGR |
| PIMCO ETF TR | 5563 | 276453 | MTG BKD SECS ACT |
| ALPHABET INC | 865 | 271437 | CAP STK CL C |
| BROADCOM INC | 784 | 271342 | COM |
| ALPHABET INC | 865 | 270745 | CAP STK CL A |
| META PLATFORMS INC | 403 | 266016 | CL A |
| AMERICAN ELEC PWR CO INC | 2253 | 259793 | COM |
| WELLS FARGO CO NEW | 2671 | 248937 | COM |
| T-MOBILE US INC | 1208 | 245272 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2866 | 230140 | COM |
| ISHARES TR | 2341 | 222910 | MBS ETF |
| TESLA INC | 493 | 221712 | COM |
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