LiftPoint Family Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), LiftPoint Family Wealth Advisors LLC reported 55 stock positions worth $120.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.3% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 8.9%) and iShares S&P 500 Growth ETF (IVW, 7.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 5, added to 25 and reduced 20. The biggest buy was a new position in iShares LT National Muni BD (LMUB) and the biggest sale iShares S&P 100 ETF (OEF, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- FAR HILLS, NJ
- CIK
- 0002110810
- Portfolio Value
- $120.8M (Q1 2026)
- SEC Filing
- 0002110810-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 55 stocks · $120.8M
| IVV iShares Core S&P 500 ETF | 14.29% | 26,413 | $17.3M | Add +17.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.86% | 183,930 | $10.7M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 7.35% | 78,442 | $8.9M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 7.30% | 126,394 | $8.8M | Add +5.1% |
| IVE iShares S&P 500 Value ETF | 7.16% | 40,927 | $8.6M | Add +1.0% |
| EFV iShares MSCI Eafe Value ETF | 7.01% | 113,822 | $8.5M | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 4.62% | 50,083 | $5.6M | Add +113.9% |
| THRO iShares U.S. Thematic Rotati | 4.05% | 135,029 | $4.9M | Add +7.7% |
| QUAL iShares MSCI USA Quality Fac | 3.95% | 24,869 | $4.8M | Add +4.4% |
| BAI Ishrs AI in and Tech Act ETF | 2.92% | 106,999 | $3.5M | Add +31.0% |
| LMUB iShares LT National Muni BD | 2.72% | 65,692 | $3.3M | New |
| MUB iShares National Muni Bond E | 2.68% | 30,519 | $3.2M | Reduce -2.5% |
| BLCR iShares LRG CP CR Act ETF-Ui | 2.38% | 69,914 | $2.9M | New |
| AAPL Apple Inc. | 2.35% | 11,204 | $2.8M | Add +3.7% |
| MTUM iShares MSCI USA Momentum Fa | 1.89% | 9,488 | $2.3M | Add +5.3% |
| XOM Exxon Mobil Corp. | 1.82% | 12,962 | $2.2M | Reduce -6.5% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 1.48% | 54,564 | $1.8M | New |
| MUNI PIMCO Intermediate Municipal | 1.41% | 32,540 | $1.7M | Reduce -1.0% |
| MINO PIMCO Municipal Income Oppor | 1.00% | 26,796 | $1.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.92% | 6,396 | $1.1M | Add +21.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.90% | 23,566 | $1.1M | Add +3.3% |
| LLY Eli Lilly & Co. | 0.86% | 1,126 | $1.0M | Add +0.3% |
| WMT Walmart Inc. | 0.79% | 7,684 | $955K | Reduce -1.9% |
| ITA iShares U.S. Aerospace & Def | 0.78% | 4,309 | $943K | Reduce -57.1% |
| IYW iShares Ustechnology ETF | 0.73% | 4,832 | $877K | Reduce -53.0% |
| OEF iShares S&P 100 ETF | 0.68% | 2,594 | $825K | Reduce -86.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.67% | 8,772 | $814K | Add +30.0% |
| MSFT Microsoft Corp. | 0.61% | 1,993 | $738K | Add +10.3% |
| TLH iShares 10-20 Year Treasury | 0.58% | 6,969 | $702K | Reduce -66.4% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 4,068 | $602K | New |
| IAU iShares Gold Trust | 0.47% | 6,447 | $568K | Reduce -58.8% |
| PYLD PIMCO Multisector Bond Actv | 0.47% | 21,621 | $566K | Add +12.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.45% | 6,917 | $544K | Reduce -28.6% |
| BOND PIMCO Active Bond Exchange-T | 0.40% | 5,299 | $489K | Add +6.8% |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 4,725 | $476K | New |
| ABBV Abbvie Inc. | 0.34% | 1,908 | $415K | Reduce -7.1% |
| CVX Chevron Corp. | 0.34% | 1,978 | $409K | Reduce -6.2% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,131 | $333K | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 993 | $318K | No change |
| IAGG iShares Intl Aggregate Bond | 0.26% | 6,327 | $317K | Add +3.9% |
| AMZN Amazon.com Inc. | 0.24% | 1,375 | $286K | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.24% | 991 | $285K | Add +14.6% |
| AVGO Broadcom Inc. | 0.24% | 919 | $284K | Add +17.2% |
| GOVT iShares US Treasury Bond ETF | 0.23% | 12,186 | $279K | New |
| AEP American Electric Power | 0.23% | 2,116 | $277K | Reduce -6.1% |
| PMBS PIMCO MBS Active ETF | 0.23% | 5,503 | $273K | Reduce -1.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 2,729 | $257K | New |
| CEG Constellation Energy | 0.21% | 891 | $249K | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.20% | 843 | $242K | Reduce -2.5% |
| MBB iShares MBS ETF | 0.19% | 2,381 | $226K | Add +1.7% |
| WFC Wells Fargo & Co. | 0.18% | 2,754 | $219K | Add +3.1% |
| TPL Texas Pacific Land Corp. | 0.17% | 443 | $210K | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 4,115 | $210K | New |
| META Meta Platforms Inc. Class A | 0.17% | 362 | $207K | Reduce -10.2% |
| TSLA Tesla Inc. | 0.17% | 546 | $203K | Add +10.8% |
Options reported separately and not counted above: APPLE INC puts ($24K).
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Reduce -86.5% | 0.68% | −4.93 |
| TLH iShares 10-20 Year Treasury | Reduce -66.4% | 0.58% | −1.22 |
| ITA iShares U.S. Aerospace & Def | Reduce -57.1% | 0.78% | −1.06 |
| IYW iShares Ustechnology ETF | Reduce -53.0% | 0.73% | −1.03 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.89 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -0.8% | 8.86% | −0.76 |
| IAU iShares Gold Trust | Reduce -58.8% | 0.47% | −0.61 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.32 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.29 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.21 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.20 |
| MUB iShares National Muni Bond E | Reduce -2.5% | 2.68% | −0.18 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -28.6% | 0.45% | −0.15 |
| MUNI PIMCO Intermediate Municipal | Reduce -1.0% | 1.41% | −0.06 |
| CEG Constellation Energy | Reduce -0.1% | 0.21% | −0.06 |
| ABBV Abbvie Inc. | Reduce -7.1% | 0.34% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -10.2% | 0.17% | −0.06 |
| MINO PIMCO Municipal Income Oppor | Reduce -0.2% | 1.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.20% | −0.03 |
| PMBS PIMCO MBS Active ETF | Reduce -1.1% | 0.23% | −0.01 |
| AEP American Electric Power | Reduce -6.1% | 0.23% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.5% | 7.01% | +0.04 |
| WMT Walmart Inc. | Reduce -1.9% | 0.79% | +0.05 |
| CVX Chevron Corp. | Reduce -6.2% | 0.34% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -6.5% | 1.82% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| LMUB iShares LT National Muni BD | New | 2.72% | +2.72 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 2.38% | +2.38 |
| EFG iShares MSCI Eafe Growth ETF | Add +113.9% | 4.62% | +2.34 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 1.48% | +1.48 |
| IVV iShares Core S&P 500 ETF | Add +17.9% | 14.29% | +1.18 |
| BAI Ishrs AI in and Tech Act ETF | Add +31.0% | 2.92% | +0.60 |
| VYM Vanguard High DVD Yield ETF | New | 0.50% | +0.50 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 7.30% | +0.40 |
| SGOV iShares 0-3 Month Treasury B | New | 0.39% | +0.39 |
| GOVT iShares US Treasury Bond ETF | New | 0.23% | +0.23 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.21% | +0.21 |
| TPL Texas Pacific Land Corp. | New | 0.17% | +0.17 |
| JMST JPM Ultra-Short Muni Income | New | 0.17% | +0.17 |
| USMV iShares MSCI USA Min Vol Fac | Add +30.0% | 0.67% | +0.13 |
| NVDA Nvidia Corp. | Add +21.0% | 0.92% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +12.4% | 0.47% | +0.03 |
| BOND PIMCO Active Bond Exchange-T | Add +6.8% | 0.40% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +14.6% | 0.24% | +0.00 |
| AVGO Broadcom Inc. | Add +17.2% | 0.24% | +0.00 |
| IAGG iShares Intl Aggregate Bond | Add +3.9% | 0.26% | +0.00 |
| MBB iShares MBS ETF | Add +1.7% | 0.19% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.3% | 0.90% | −0.01 |
| TSLA Tesla Inc. | Add +10.8% | 0.17% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +4.7% | 0.28% | −0.02 |
| AMZN Amazon.com Inc. | Add +3.5% | 0.24% | −0.02 |
| WFC Wells Fargo & Co. | Add +3.1% | 0.18% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Add +5.3% | 1.89% | −0.04 |
| THRO iShares U.S. Thematic Rotati | Add +7.7% | 4.05% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +4.4% | 3.95% | −0.09 |
| MSFT Microsoft Corp. | Add +10.3% | 0.61% | −0.14 |
| AAPL Apple Inc. | Add +3.7% | 2.35% | −0.14 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.86% | −0.17 |
| IVE iShares S&P 500 Value ETF | Add +1.0% | 7.16% | −0.18 |
| IVW iShares S&P 500 Growth ETF | Add +5.5% | 7.35% | −0.48 |
Options Activity Q4 2025 → Q1 2026
| APPLE INC | put | New | 20 | $24K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.