LiftPoint Family Wealth Advisors LLC ETF holdings
Far Hills, NJ
Reported $126.7M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$126.7M
ETFs held
38
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
85.8%
of $147.6M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $27.7M | 36,952 | +10,539 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $12.7M | 187,176 | +3,246 shares |
| IVW | iShares S&P 500 Growth ETF | $10.9M | 79,508 | +1,066 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $8.8M | 106,815 | −19,579 shares |
| IVE | iShares S&P 500 Value ETF | $8.0M | 35,195 | −5,732 shares |
| EFG | iShares MSCI EAFE Growth ETF | $6.6M | 52,990 | +2,907 shares |
| EFV | iShares MSCI EAFE Value ETF | $6.3M | 81,897 | −31,925 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $5.1M | 96,462 | −10,537 shares |
| THRO | iShares U.S. Thematic Rotation Active ETF | $4.9M | 113,214 | −21,815 shares |
| BLCR | iShares Large Cap Core Active ETF | $3.9M | 78,335 | +8,421 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110810. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LiftPoint Family Wealth Advisors LLC own?
LiftPoint Family Wealth Advisors LLC reported 38 ETF positions worth $126.7M in its Form 13F for June 30, 2026. The largest was IVV, at $27.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.