StockDriftsStockDriftsTop 50 LiftPoint Family Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.75% | 37.0K | $27.7M | +39.90%(+10.54K) | $680.47(+14.47%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 8.63% | 187.2K | $12.7M | +1.76%(+3.25K) | $60.04(+16.86%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.41% | 79.5K | $10.9M | +1.36%(+1.07K) | $121.81(+16.27%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6% | 106.8K | $8.8M | -15.49%(-19.58K) | $66.66(+23.95%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.42% | 35.2K | $8.0M | -14.01%(-5.73K) | $209.31(+13.28%) | 2026-06-30 | |
| EFG | ISHARES TR | 4.47% | 53.0K | $6.6M | +5.80%(+2.91K) | $113.39(+11.79%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.25% | 81.9K | $6.3M | -28.05%(-31.93K) | $69.62(+17.47%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.45% | 96.5K | $5.1M | -9.85%(-10.54K) | $33.59(+39.25%) | 2026-06-30 | |
| THRO | BLACKROCK ETF TRUST | 3.31% | 113.2K | $4.9M | -16.16%(-21.82K) | $38.15(+16.35%) | 2026-06-30 | |
| BLCR | BLACKROCK ETF TRUST | 2.67% | 78.3K | $3.9M | +12.04%(+8.42K) | $42.06(+20.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.25% |
LiftPoint Family Wealth Advisors LLC reports $147.58M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.8%), DYNF (8.6%) and IVW (7.4%). The top 20 holdings account for 82% of reported assets. Its disclosed equity book has returned +12.15% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LiftPoint Family Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110810). View LiftPoint Family Wealth Advisors LLC’s 13F filings on SEC