LiftPoint Family Wealth Advisors
LiftPoint Family Wealth Advisors reported 68 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (18.8%), DYNF (8.6%) and IVW (7.4%). Compared with Q1 2026, the fund opened new positions in CORO, PWR and AMD, added to IVV, DYNF and IVW, trimmed IEMG, IVE and EFV and sold out of IAGG and TPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $27.7M | 18.8% | 37K | +11K (+40%) | 3 of 3 | |
| 2 |  DYNF Blackrock ETF Trust | $12.7M | 8.6% | 187K | +3,246 (+2%) | 3 of 3 | |
| 3 |  IVW Ishares TR | $10.9M | 7.4% | 80K | +1,066 (+1%) | 3 of 3 | |
| 4 |  IEMG Ishares Inc | $8.8M | 6.0% | 107K | −20K (−15%) | 3 of 3 | |
| 5 |  IVE Ishares TR | $8M | 5.4% | 35K | −5,732 (−14%) | 3 of 3 | |
| 6 |  EFG Ishares TR | $6.6M | 4.5% | 53K | +2,907 (+6%) | 3 of 3 | |
| 7 |  EFV Ishares TR | $6.3M | 4.3% | 82K | −32K (−28%) | 3 of 3 | |
| 8 |  BAI Blackrock ETF Trust | $5.1M | 3.5% | 96K | −11K (−10%) | 3 of 3 | |
| 9 |  THRO Blackrock ETF Trust | $4.9M | 3.3% | 113K | −22K (−16%) | 3 of 3 | |
| 10 |  BLCR Blackrock ETF Trust | $3.9M | 2.7% | 78K | +8,421 (+12%) | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 AAPL Apple Inc | Put | $6K | 20 | 0 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LiftPoint Family Wealth Advisors 13F FAQ
What does LiftPoint Family Wealth Advisors own?
LiftPoint Family Wealth Advisors reported 68 stocks worth $148M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (18.8%), DYNF (8.6%) and IVW (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did LiftPoint Family Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 36 added to, 14 trimmed and 2 sold out. New positions include CORO, PWR and AMD. It sold all of IAGG and TPL.
When will LiftPoint Family Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LiftPoint Family Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.