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The Analysis of LiftPoint Family Wealth Advisors LLC's Holdings & P&L

Currently, LiftPoint Family Wealth Advisors LLC holds 55 types of securities in its portfolio with a total value $120.8M. In the most recent quarter, they have increased their positions in LMUB (+65.7K shares, valued at $3.3M), EFG (+26.7K shares, valued at $3.0M), BLCR (+69.9K shares, valued at $2.9M); decreased their positions in OEF (-16.6K shares, valued at $5.3M), TLH (-13.8K shares, valued at $1.4M), ITA (-5.7K shares, valued at $1.3M); initiated new positions in LMUB (+65.7K shares, valued at $3.3M), BLCR (+69.9K shares, valued at $2.9M), IDEF (+54.6K shares, valued at $1.8M).

1M P&L

+344.3K+0.26%

3M P&L

+4.3M+3.31%

HY P&L

+9.4M+7.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A107.7M

90.2%

2Consumer Electronics2.8M

2.4%

3Oil & Gas Integrated2.6M

2.2%

Top Industries by Stock Count

1N/A35 stocks

68.6%

2Drug Manufacturers - General2 stocks

3.9%

3Oil & Gas Integrated2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR26.4K shares17.85%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST183.9K shares-0.79%2026-03-312026-04-29

IVW ISHARES TR78.4K shares5.51%2026-03-312026-04-29

IEMG ISHARES INC126.4K shares5.10%2026-03-312026-04-29

IVE ISHARES TR40.9K shares1.04%2026-03-312026-04-29

EFV ISHARES TR113.8K shares-0.48%2026-03-312026-04-29

EFG ISHARES TR50.1K shares113.92%2026-03-312026-04-29

THRO BLACKROCK ETF TRUST135.0K shares7.71%2026-03-312026-04-29

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QUAL ISHARES TR24.9K shares4.43%2026-03-312026-04-29

BAI BLACKROCK ETF TRUST107.0K shares31.01%2026-03-312026-04-29

LMUB ISHARES TR65.7K sharesnew addition2026-03-312026-04-29

MUB ISHARES TR30.5K shares-2.54%2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST69.9K sharesnew addition2026-03-312026-04-29

AAPL APPLE INC11.2K shares3.73%2026-03-312026-04-29

MTUM ISHARES TR9.5K shares5.34%2026-03-312026-04-29

XOM EXXON MOBIL CORP13.0K shares-6.45%2026-03-312026-04-29

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IDEF BLACKROCK ETF TRUST54.6K sharesnew addition2026-03-312026-04-29

MUNI PIMCO ETF TR32.5K shares-1.03%2026-03-312026-04-29

MINO PIMCO ETF TR26.8K shares-0.21%2026-03-312026-04-29

NVDA NVIDIA CORPORATION6.4K shares21.02%2026-03-312026-04-29

IUSB ISHARES TR23.6K shares3.28%2026-03-312026-04-29

LLY ELI LILLY & CO1.1K shares0.27%2026-03-312026-04-29

WMT WALMART INC7.7K shares-1.88%2026-03-312026-04-29

ITA ISHARES TR4.3K shares-57.07%2026-03-312026-04-29

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IYW ISHARES TR4.8K shares-53.00%2026-03-312026-04-29

OEF ISHARES TR2.6K shares-86.48%2026-03-312026-04-29

USMV ISHARES TR8.8K shares29.97%2026-03-312026-04-29

MSFT MICROSOFT CORP2.0K shares10.29%2026-03-312026-04-29

TLH ISHARES TR7.0K shares-66.44%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS4.1K sharesnew addition2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR6.4K shares-58.78%2026-03-312026-04-29

PYLD PIMCO ETF TR21.6K shares12.39%2026-03-312026-04-29

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EMXC ISHARES INC6.9K shares-28.57%2026-03-312026-04-29

BOND PIMCO ETF TR5.3K shares6.83%2026-03-312026-04-29

SGOV ISHARES TR4.7K sharesnew addition2026-03-312026-04-29

ABBV ABBVIE INC1.9K shares-7.11%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.0K shares-6.21%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.1K shares4.72%2026-03-312026-04-29

VTI VANGUARD INDEX FDS993 shares0.00%2026-03-312026-04-29

IAGG ISHARES TR6.3K shares3.93%2026-03-312026-04-29

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AMZN AMAZON COM INC1.4K shares3.46%2026-03-312026-04-29

ALPHABET INC ALPHABET INC991 shares14.57%2026-03-312026-04-29

BROADCOM INC BROADCOM INC919 shares17.22%2026-03-312026-04-29

GOVT ISHARES TR12.2K sharesnew addition2026-03-312026-04-29

AEP AMERICAN ELEC PWR CO INC2.1K shares-6.08%2026-03-312026-04-29

PMBS PIMCO ETF TR5.5K shares-1.08%2026-03-312026-04-29

VYMI VANGUARD WHITEHALL FDS2.7K sharesnew addition2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP891 shares-0.11%2026-03-312026-04-29

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ALPHABET INC ALPHABET INC843 shares-2.54%2026-03-312026-04-29

MBB ISHARES TR2.4K shares1.71%2026-03-312026-04-29

WFC WELLS FARGO & CO2.8K shares3.11%2026-03-312026-04-29

TPL TEXAS PACIFIC LAND CORPORATI443 sharesnew addition2026-03-312026-04-29

JMST J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2026-03-312026-04-29

META META PLATFORMS INC362 shares-10.17%2026-03-312026-04-29

TSLA TESLA INC546 shares10.75%2026-03-312026-04-29

IVV

ISHARES TR

17.85%

Shares26.4K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

-0.79%

Shares183.9K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

5.51%

Shares78.4K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

5.10%

Shares126.4K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

1.04%

Shares40.9K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-0.48%

Shares113.8K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

113.92%

Shares50.1K

Event2026-03-31

Filed2026-04-29

THRO

BLACKROCK ETF TRUST

7.71%

Shares135.0K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

4.43%

Shares24.9K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

31.01%

Shares107.0K

Event2026-03-31

Filed2026-04-29

LMUB

ISHARES TR

New

Shares65.7K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

-2.54%

Shares30.5K

Event2026-03-31

Filed2026-04-29

BLCR

BLACKROCK ETF TRUST

New

Shares69.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

3.73%

Shares11.2K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

5.34%

Shares9.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-6.45%

Shares13.0K

Event2026-03-31

Filed2026-04-29

IDEF

BLACKROCK ETF TRUST

New

Shares54.6K

Event2026-03-31

Filed2026-04-29

MUNI

PIMCO ETF TR

-1.03%

Shares32.5K

Event2026-03-31

Filed2026-04-29

MINO

PIMCO ETF TR

-0.21%

Shares26.8K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

21.02%

Shares6.4K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

3.28%

Shares23.6K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

0.27%

Shares1.1K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-1.88%

Shares7.7K

Event2026-03-31

Filed2026-04-29

ITA

ISHARES TR

-57.07%

Shares4.3K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-53.00%

Shares4.8K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

-86.48%

Shares2.6K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

29.97%

Shares8.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

10.29%

Shares2.0K

Event2026-03-31

Filed2026-04-29

TLH

ISHARES TR

-66.44%

Shares7.0K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

New

Shares4.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-58.78%

Shares6.4K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

12.39%

Shares21.6K

Event2026-03-31

Filed2026-04-29

EMXC

ISHARES INC

-28.57%

Shares6.9K

Event2026-03-31

Filed2026-04-29

BOND

PIMCO ETF TR

6.83%

Shares5.3K

Event2026-03-31

Filed2026-04-29

SGOV

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-7.11%

Shares1.9K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-6.21%

Shares2.0K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

4.72%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.00%

Shares993

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

3.93%

Shares6.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

3.46%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

14.57%

Shares991

Event2026-03-31

Filed2026-04-29

BROADCOM INC

17.22%

Shares919

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

New

Shares12.2K

Event2026-03-31

Filed2026-04-29

AEP

AMERICAN ELEC PWR CO INC

-6.08%

Shares2.1K

Event2026-03-31

Filed2026-04-29

PMBS

PIMCO ETF TR

-1.08%

Shares5.5K

Event2026-03-31

Filed2026-04-29

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

CEG

CONSTELLATION ENERGY CORP

-0.11%

Shares891

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.54%

Shares843

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

1.71%

Shares2.4K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

3.11%

Shares2.8K

Event2026-03-31

Filed2026-04-29

TPL

TEXAS PACIFIC LAND CORPORATI

New

Shares443

Event2026-03-31

Filed2026-04-29

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares4.1K

Event2026-03-31

Filed2026-04-29