LiftPoint Family Wealth Advisors LLC
70 holdingsFiling period: 2026-06-30Current AUM: $150.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 37.0K | $27.7M | $28.5M | 18.94% | +10.5K | 2026-06-30 |
| 2 | DYNF | BlackRock ETF Trust | 187.2K | $12.7M | $12.9M | 8.58% | +3.2K | 2026-06-30 |
| 3 | IVW | iShares TR | 79.5K | $10.9M | $11.1M | 7.39% | +1.1K | 2026-06-30 |
| 4 | IEMG | iShares Inc | 106.8K | $8.8M | $8.3M | 5.49% | -19,579 | 2026-06-30 |
| 5 | IVE | iShares TR | 35.2K | $8.0M | $8.3M | 5.54% | -5,732 | 2026-06-30 |
| 6 | EFG | iShares TR | 53.0K | $6.6M | $6.3M | 4.20% | +2.9K | 2026-06-30 |
| 7 | EFV | iShares TR | 81.9K | $6.3M | $6.5M | 4.31% | -31,925 | 2026-06-30 |
| 8 | BAI | BlackRock ETF Trust | 96.5K | $5.1M | $4.1M | 2.70% | -10,537 | 2026-06-30 |
| 9 | THRO | BlackRock ETF Trust | 113.2K | $4.9M | $5.0M | 3.30% | -21,815 | 2026-06-30 |
| 10 | BLCR | BlackRock ETF Trust | 78.3K | $3.9M | $3.9M | 2.56% | +8.4K | 2026-06-30 |
| 11 | AAPL | Apple Inc | 13.6K | $3.9M | $4.6M | 3.06% | +2.4K | 2026-06-30 |
| 12 | LMUB | iShares TR | 71.3K | $3.7M | $3.4M | 2.24% | +5.6K | 2026-06-30 |
| 13 | MUB | iShares TR | 30.1K | $3.2M | $3.1M | 2.05% | -379 | 2026-06-30 |
| 14 | QUAL | iShares TR | 12.9K | $2.8M | $2.9M | 1.94% | -11,944 | 2026-06-30 |
| 15 | MTUM | iShares TR | 7.1K | $2.4M | $2.1M | 1.38% | -2,436 | 2026-06-30 |
| 16 | CORO | BlackRock ETF Trust | 61.1K | $2.2M | $2.2M | 1.45% | -- | 2026-06-30 |
| 17 | IDEF | BlackRock ETF Trust | 66.2K | $2.1M | $2.0M | 1.33% | +11.7K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 10.1K | $2.0M | $2.2M | 1.45% | +3.7K | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 13.2K | $1.8M | $2.3M | 1.55% | +197 | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 13.2K | $1.8M | $2.3M | 1.55% | +197 | 2026-06-30 |
| 21 | MUNI | PIMCO ETF TR | 33.9K | $1.8M | $1.7M | 1.13% | +1.3K | 2026-06-30 |
| 22 | LLY | Eli Lilly & Co | 1.3K | $1.6M | $1.7M | 1.14% | +208 | 2026-06-30 |
| 23 | IUSB | iShares TR | 33.9K | $1.6M | $1.5M | 1.00% | +10.3K | 2026-06-30 |
| 24 | MINO | PIMCO ETF TR | 28.5K | $1.3M | $1.2M | 0.82% | +1.7K | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 3.1K | $1.2M | $1.7M | 1.11% | +1.1K | 2026-06-30 |
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