SEC Form 13F

LiftPoint Family Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$147,575,561
Positions69

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$27,673,20936,952
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$12,729,873187,176
ISHARES TRIVWS&P 500 GRWT ETF$10,934,77379,508
ISHARES INCIEMGCORE MSCI EMKT$8,848,551106,815
ISHARES TRIVES&P 500 VAL ETF$7,991,40335,195
ISHARES TREFGEAFE GRWTH ETF$6,593,02752,990
ISHARES TREFVEAFE VALUE ETF$6,269,20681,897
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$5,085,47796,462
BLACKROCK ETF TRUSTTHROISHA US THEM ETF$4,880,662113,214
BLACKROCK ETF TRUSTBLCRISHA LA CORE ETF$3,945,72578,335

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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