LiftPoint Family Wealth Advisors LLC
LiftPoint Family Wealth Advisors LLC reported 69 positions worth $147.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (18.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $27.7M | 18.75% | 36,952 | — | — | |
| ▸ 2 | DYNF | SH | $12.7M | 8.63% | 187,176 | — | — | |
| ▸ 3 | IVW | SH | $10.9M | 7.41% | 79,508 | — | — | |
| ▸ 4 | IEMG | SH | $8.8M | 6.00% | 106,815 | — | — | |
| ▸ 5 | IVE | SH | $8.0M | 5.42% | 35,195 | — | — | |
| ▸ 6 | EFG | SH | $6.6M | 4.47% | 52,990 | — | — | |
| ▸ 7 | EFV | SH | $6.3M | 4.25% | 81,897 | — | — | |
| ▸ 8 | BAI | SH | $5.1M | 3.45% | 96,462 | — | — | |
| ▸ 9 | THRO | SH | $4.9M | 3.31% | 113,214 | — | — | |
| ▸ 10 | BLCR | SH | $3.9M | 2.67% | 78,335 | — | — |
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Frequently Asked Questions
What stocks does LiftPoint Family Wealth Advisors LLC hold as of Q2 2026?
LiftPoint Family Wealth Advisors LLC reported 69 positions worth $147.6M in its Q2 2026 13F filing. Largest positions: IVV (18.8%), DYNF (8.6%), IVW (7.4%), IEMG (6.0%) and IVE (5.4%).
What did LiftPoint Family Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LiftPoint Family Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.