account_balance

Investment manager · 13F filer · SEC CIK 2110810

LiftPoint Family Wealth Advisors LLC

Reported value$149Mas of Sep 30, 2026
Positions64 2 new, 6 sold out
Top 10 weight63.0%IVV alone is 19%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 18.9% Held
DYNF BlackRock ETF Trust 8.7% Held
IVW iShares Tr 7.5% Held
IVE iShares Tr 5.3% Trimmed −3%
CORO BlackRock ETF Trust 4.3% Added +189%
IEMG iShares Inc 4.2% Trimmed −27%
EFG iShares Tr 4.0% Trimmed −6%
EFV iShares Tr 3.6% Trimmed −18%
BLCR BlackRock ETF Trust 3.4% Added +33%
THRO BlackRock ETF Trust 3.1% Trimmed −6%
MUB iShares Tr 3.1% Added +51%
AAPL Apple Inc. 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • ACWX $2.94M
  • VTEB $2.75M
arrow_upwardAdded
  • CORO +189%
  • JMST +181%
  • MUB +51%
  • BLCR +33%
arrow_downwardTrimmed
  • LMUB −54%
  • OEF −48%
  • SGOV −33%
  • MUNI −30%
remove_circleSold out
  • MTUM $2.42M
  • PMBS $294K
  • MBB $256K
  • CAT $230K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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