LiftPoint Family Wealth Advisors LLC: 13F holdings
CIK 21108102026Q2
| Positions | 69 |
|---|
| Reported value | $147.6m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 69 (+13 vs prior quarter) |
|---|
| Reported value | $147.6m (+22.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 36,952 | $27.7m | 18.8% |
| DYNF BLACKROCK ETF TRUST | 187,176 | $12.7m | 8.6% |
| IWF ISHARES TR | 79,508 | $10.9m | 7.4% |
| IEMG ISHARES INC | 106,815 | $8.8m | 6.0% |
| IVE ISHARES TR | 35,195 | $8.0m | 5.4% |
| EFG ISHARES TR | 52,990 | $6.6m | 4.5% |
| EFV ISHARES TR | 81,897 | $6.3m | 4.2% |
| BAI BLACKROCK ETF TRUST | 96,462 | $5.1m | 3.4% |
| EFSI BLACKROCK ETF TRUST | 113,214 | $4.9m | 3.3% |
| BLCR BLACKROCK ETF TRUST | 78,335 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110810")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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