LiftPoint Family Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), LiftPoint Family Wealth Advisors LLC reported 68 stock positions worth $147.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.8% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 8.6%) and iShares S&P 500 Growth ETF (IVW, 7.4%). Compared with Q1 2026, it opened 15 new positions, sold out of 2, added to 36 and reduced 14. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +40%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- FAR HILLS, NJ
- CIK
- 0002110810
- Portfolio Value
- $147.6M (Q2 2026)
- SEC Filing
- 0002110810-26-000003 ↗ filed Aug 5, 2026
Holdings Value
Holdings 68 stocks · $147.6M
| IVV iShares Core S&P 500 ETF | 18.75% | 36,952 | $27.7M | Add +39.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.63% | 187,176 | $12.7M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 7.41% | 79,508 | $10.9M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 6.00% | 106,815 | $8.8M | Reduce -15.5% |
| IVE iShares S&P 500 Value ETF | 5.42% | 35,195 | $8.0M | Reduce -14.0% |
| EFG iShares MSCI Eafe Growth ETF | 4.47% | 52,990 | $6.6M | Add +5.8% |
| EFV iShares MSCI Eafe Value ETF | 4.25% | 81,897 | $6.3M | Reduce -28.1% |
| BAI Ishrs AI in and Tech Act ETF | 3.45% | 96,462 | $5.1M | Reduce -9.8% |
| THRO iShares U.S. Thematic Rotati | 3.31% | 113,214 | $4.9M | Reduce -16.2% |
| BLCR iShares LRG CP CR Act ETF-Ui | 2.67% | 78,335 | $3.9M | Add +12.0% |
| AAPL Apple Inc. | 2.66% | 13,570 | $3.9M | Add +21.1% |
| LMUB iShares LT National Muni BD | 2.48% | 71,316 | $3.7M | Add +8.6% |
| MUB iShares National Muni Bond E | 2.20% | 30,140 | $3.2M | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 12,925 | $2.8M | Reduce -48.0% |
| MTUM iShares MSCI USA Momentum Fa | 1.64% | 7,052 | $2.4M | Reduce -25.7% |
| CORO Ish Intl CTRY Rot Act ETF | 1.51% | 61,058 | $2.2M | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 1.43% | 66,237 | $2.1M | Add +21.4% |
| NVDA Nvidia Corp. | 1.37% | 10,121 | $2.0M | Add +58.2% |
| XOM Exxon Mobil Corp. | 1.22% | 13,159 | $1.8M | Add +1.5% |
| MUNI PIMCO Intermediate Municipal | 1.21% | 33,888 | $1.8M | Add +4.1% |
| LLY Eli Lilly & Co. | 1.08% | 1,334 | $1.6M | Add +18.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.06% | 33,868 | $1.6M | Add +43.7% |
| MINO PIMCO Municipal Income Oppor | 0.88% | 28,498 | $1.3M | Add +6.3% |
| MSFT Microsoft Corp. | 0.79% | 3,133 | $1.2M | Add +57.2% |
| ITA iShares U.S. Aerospace & Def | 0.73% | 4,472 | $1.1M | Add +3.8% |
| IYW iShares Ustechnology ETF | 0.73% | 4,271 | $1.1M | Reduce -11.6% |
| WMT Walmart Inc. | 0.67% | 8,725 | $988K | Add +13.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.60% | 9,199 | $887K | Add +4.9% |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 8,358 | $841K | Add +76.9% |
| OEF iShares S&P 100 ETF | 0.54% | 2,177 | $796K | Reduce -16.1% |
| JPM JPMorgan Chase & Co. | 0.49% | 2,193 | $718K | Add +93.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.47% | 6,756 | $691K | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.47% | 1,921 | $687K | Add +93.8% |
| AMZN Amazon.com Inc. | 0.46% | 2,839 | $677K | Add +106.5% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 4,068 | $643K | No change |
| AVGO Broadcom Inc. | 0.42% | 1,629 | $615K | Add +77.3% |
| PWR Quanta Services Inc. | 0.41% | 841 | $606K | New |
| PYLD PIMCO Multisector Bond Actv | 0.41% | 22,600 | $599K | Add +4.5% |
| ABBV Abbvie Inc. | 0.36% | 2,129 | $536K | Add +11.6% |
| BOND PIMCO Active Bond Exchange-T | 0.36% | 5,683 | $524K | Add +7.3% |
| CVX Chevron Corp. | 0.35% | 3,122 | $518K | Add +57.8% |
| GOOG Alphabet Inc. Class C | 0.35% | 1,442 | $510K | Add +71.1% |
| IAU iShares Gold Trust | 0.32% | 6,343 | $479K | Reduce -1.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 9,025 | $460K | Add +119.3% |
| TLH iShares 10-20 Year Treasury | 0.30% | 4,412 | $443K | Reduce -36.7% |
| AMD Advanced Micro Devices | 0.29% | 732 | $425K | New |
| HD Home Depot Inc. | 0.27% | 1,128 | $398K | New |
| META Meta Platforms Inc. Class A | 0.26% | 685 | $386K | Add +89.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 993 | $367K | No change |
| TSLA Tesla Inc. | 0.25% | 866 | $364K | Add +58.6% |
| IALT Ishrs SYS Alt Act ETF | 0.24% | 12,736 | $357K | New |
| GOVT iShares US Treasury Bond ETF | 0.21% | 13,534 | $308K | Add +11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 597 | $299K | New |
| PMBS PIMCO MBS Active ETF | 0.20% | 5,960 | $294K | Add +8.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.18% | 2,729 | $268K | No change |
| AEP American Electric Power | 0.18% | 1,956 | $268K | Reduce -7.6% |
| WFC Wells Fargo & Co. | 0.17% | 3,111 | $257K | Add +13.0% |
| MBB iShares MBS ETF | 0.17% | 2,704 | $256K | Add +13.6% |
| URI United Rentals Inc. | 0.17% | 225 | $255K | New |
| V Visa Inc. Class A | 0.17% | 738 | $253K | New |
| MU Micron Technology Inc. | 0.17% | 215 | $248K | New |
| CEG Constellation Energy | 0.17% | 995 | $247K | Add +11.7% |
| PG The Procter & Gamble Co. | 0.16% | 1,635 | $240K | New |
| KO The Coca-Cola Co. | 0.16% | 2,912 | $237K | New |
| CAT Caterpillar Inc. | 0.16% | 216 | $230K | New |
| GGOV iShares Global GB Usd Ha ETF | 0.14% | 4,230 | $213K | New |
| PEG Public Service Enterprise GP | 0.14% | 2,530 | $205K | New |
| C Citigroup Inc. | 0.14% | 1,459 | $204K | New |
Options reported separately and not counted above: APPLE INC puts ($6K).
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -28.1% | 4.25% | −2.76 |
| QUAL iShares MSCI USA Quality Fac | Reduce -48.0% | 1.92% | −2.03 |
| IVE iShares S&P 500 Value ETF | Reduce -14.0% | 5.42% | −1.74 |
| IEMG iShares Core MSCI Emerging | Reduce -15.5% | 6.00% | −1.30 |
| THRO iShares U.S. Thematic Rotati | Reduce -16.2% | 3.31% | −0.74 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 2.20% | −0.48 |
| TLH iShares 10-20 Year Treasury | Reduce -36.7% | 0.30% | −0.28 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.26 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -25.7% | 1.64% | −0.25 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.17 |
| IAU iShares Gold Trust | Reduce -1.6% | 0.32% | −0.15 |
| OEF iShares S&P 100 ETF | Reduce -16.1% | 0.54% | −0.14 |
| AEP American Electric Power | Reduce -7.6% | 0.18% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -11.6% | 0.73% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -2.3% | 0.47% | +0.02 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -9.8% | 3.45% | +0.53 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +39.9% | 18.75% | +4.46 |
| CORO Ish Intl CTRY Rot Act ETF | New | 1.51% | +1.51 |
| NVDA Nvidia Corp. | Add +58.2% | 1.37% | +0.45 |
| PWR Quanta Services Inc. | New | 0.41% | +0.41 |
| AAPL Apple Inc. | Add +21.1% | 2.66% | +0.31 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +12.0% | 2.67% | +0.30 |
| AMD Advanced Micro Devices | New | 0.29% | +0.29 |
| HD Home Depot Inc. | New | 0.27% | +0.27 |
| IALT Ishrs SYS Alt Act ETF | New | 0.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +93.8% | 0.47% | +0.23 |
| LLY Eli Lilly & Co. | Add +18.5% | 1.08% | +0.23 |
| AMZN Amazon.com Inc. | Add +106.5% | 0.46% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +93.9% | 0.49% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.20% | +0.20 |
| AVGO Broadcom Inc. | Add +77.3% | 0.42% | +0.18 |
| MSFT Microsoft Corp. | Add +57.2% | 0.79% | +0.18 |
| SGOV iShares 0-3 Month Treasury B | Add +76.9% | 0.57% | +0.18 |
| URI United Rentals Inc. | New | 0.17% | +0.17 |
| V Visa Inc. Class A | New | 0.17% | +0.17 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| PG The Procter & Gamble Co. | New | 0.16% | +0.16 |
| KO The Coca-Cola Co. | New | 0.16% | +0.16 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +43.7% | 1.06% | +0.16 |
| CAT Caterpillar Inc. | New | 0.16% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +71.1% | 0.35% | +0.14 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.14% | +0.14 |
| PEG Public Service Enterprise GP | New | 0.14% | +0.14 |
| C Citigroup Inc. | New | 0.14% | +0.14 |
| JMST JPM Ultra-Short Muni Income | Add +119.3% | 0.31% | +0.14 |
| META Meta Platforms Inc. Class A | Add +89.2% | 0.26% | +0.09 |
| TSLA Tesla Inc. | Add +58.6% | 0.25% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 7.41% | +0.06 |
| ABBV Abbvie Inc. | Add +11.6% | 0.36% | +0.02 |
| CVX Chevron Corp. | Add +57.8% | 0.35% | +0.01 |
| WFC Wells Fargo & Co. | Add +13.0% | 0.17% | −0.01 |
| MBB iShares MBS ETF | Add +13.6% | 0.17% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Add +11.1% | 0.21% | −0.02 |
| PMBS PIMCO MBS Active ETF | Add +8.3% | 0.20% | −0.03 |
| CEG Constellation Energy | Add +11.7% | 0.17% | −0.04 |
| ITA iShares U.S. Aerospace & Def | Add +3.8% | 0.73% | −0.05 |
| BOND PIMCO Active Bond Exchange-T | Add +7.3% | 0.36% | −0.05 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +21.4% | 1.43% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Add +4.5% | 0.41% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Add +4.9% | 0.60% | −0.07 |
| MINO PIMCO Municipal Income Oppor | Add +6.3% | 0.88% | −0.12 |
| WMT Walmart Inc. | Add +13.6% | 0.67% | −0.12 |
| EFG iShares MSCI Eafe Growth ETF | Add +5.8% | 4.47% | −0.15 |
| MUNI PIMCO Intermediate Municipal | Add +4.1% | 1.21% | −0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.8% | 8.63% | −0.24 |
| LMUB iShares LT National Muni BD | Add +8.6% | 2.48% | −0.24 |