LiftPoint Family Wealth Advisors LLC holds a focused book of 68 stocks worth $147.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishares Core Msci Emerging. Their largest long position is Ishares Core S&P 500 ETF at 19% of the equity book. They also disclosed $6K in put options (a bearish bet), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LiftPoint Family Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 68 | $4.4B |
| Swiss Re Ltd | 26 / 68 | $1.0B |
| Prospect Hill Management, LLC | 7 / 68 | $235.7M |
| Hoffman, Alan N Investment Management | 6 / 68 | $152.6M |
| Draper Asset Management, LLC | 8 / 68 | $170.5M |
| Keystone Financial Services | 39 / 68 | $334.3M |
| Polaris Investment Advisors, LLC | 39 / 68 | $133.5M |
| Hamilton Capital Partners, LLC | 13 / 68 | $292.5M |
Ranked by the share of each fund's own book sitting in the names it shares with LiftPoint Family Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $27.7M | 37.0K | 18.8% | ▲+40% Added · +11K sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $12.7M | 187.2K | 8.6% | ▲+1.8% Added · +3K sh | |
| 3 | Ishares TR S&P 500 GRWT ETF | $10.9M | 79.5K | 7.4% | ▲+1.4% Added · +1K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $8.8M | 106.8K | 6.0% | ▼−15% Reduced · −20K sh | |
| 5 | Ishares TR S&P 500 VAL ETF | $8.0M | 35.2K | 5.4% | ▼−14% Reduced · −6K sh | |
| 6 | Ishares TR EAFE GRWTH ETF | $6.6M | 53.0K | 4.5% | ▲+5.8% Added · +3K sh | |
| 7 | Ishares TR EAFE VALUE ETF | $6.3M | 81.9K | 4.2% | ▼−28% Reduced · −32K sh | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $5.1M | 96.5K | 3.4% | ▼−9.8% Reduced · −11K sh | |
| 9 | BlackRock ETF Trust ISHA US THEM ETF | $4.9M | 113.2K | 3.3% | ▼−16% Reduced · −22K sh | |
| 10 | BlackRock ETF Trust ISHA LA CORE ETF | $3.9M | 78.3K | 2.7% | ▲+12% Added · +8K sh | |
| 11 | Apple Inc COM | $3.9M | 13.6K | 2.7% | ▲+21% Added · +2K sh | |
| 12 | Ishares TR LONG TERM MUNI | $3.7M | 71.3K | 2.5% | ▲+8.6% Added · +6K sh | |
| 13 | Ishares TR NATIONAL MUN ETF | $3.2M | 30.1K | 2.2% | ▼−1.2% Reduced · −379 sh | |
| 14 | Ishares TR MSCI USA QLT FCT | $2.8M | 12.9K | 1.9% | ▼−48% Reduced · −12K sh | |
| 15 | Ishares TR MSCI USA MMENTM | $2.4M | 7.1K | 1.6% | ▼−26% Reduced · −2K sh | |
| 16 | BlackRock ETF Trust ISHA IN CTRY ETF | $2.2M | 61.1K | 1.5% | ▲New New position | |
| 17 | BlackRock ETF Trust ISHARES DEFENSE | $2.1M | 66.2K | 1.4% | ▲+21% Added · +12K sh | |
| 18 | Nvidia Corporation COM | $2.0M | 10.1K | 1.4% | ▲+58% Added · +4K sh | |
| 19 | Exxon Mobil Corp COM | $1.8M | 13.2K | 1.2% | ▲+1.5% Added · +197 sh | |
| 20 | Pimco ETF TR INTER MUN BD ACT | $1.8M | 33.9K | 1.2% | ▲+4.1% Added · +1K sh | |
| 21 | Eli Lilly & Co COM | $1.6M | 1.3K | 1.1% | ▲+18% Added · +208 sh | |
| 22 | Ishares TR CORE UNIVRSL USD | $1.6M | 33.9K | 1.1% | ▲+44% Added · +10K sh | |
| 23 | Pimco ETF TR MUNI INCOME OPP | $1.3M | 28.5K | 0.9% | ▲+6.3% Added · +2K sh | |
| 24 | Microsoft Corp COM | $1.2M | 3.1K | 0.8% | ▲+57% Added · +1K sh | |
| 25 | Ishares TR US AER DEF ETF | $1.1M | 4.5K | 0.7% | ▲+3.8% Added · +163 sh | |
| 26 | Ishares TR U.S. TECH ETF | $1.1M | 4.3K | 0.7% | ▼−12% Reduced · −561 sh | |
| 27 | Walmart Inc COM | $988K | 8.7K | 0.7% | ▲+14% Added · +1K sh | |
| 28 | Ishares TR MSCI USA MIN ETF | $887K | 9.2K | 0.6% | ▲+4.9% Added · +427 sh | |
| 29 | Ishares TR 0-3 MTH TREASURY | $841K | 8.4K | 0.6% | ▲+77% Added · +4K sh | |
| 30 | Ishares TR S&P 100 ETF | $796K | 2.2K | 0.5% | ▼−16% Reduced · −417 sh | |
| 31 | JPMorgan Chase & Co COM | $718K | 2.2K | 0.5% | ▲+94% Added · +1K sh | |
| 32 | Ishares Inc MSCI EMRG CHN | $691K | 6.8K | 0.5% | ▼−2.3% Reduced · −161 sh | |
| 33 | Alphabet Inc CAP STK CL A | $687K | 1.9K | 0.5% | ▲+94% Added · +930 sh | |
| 34 | Amazon Com Inc COM | $677K | 2.8K | 0.5% | ▲+106% Added · +1K sh | |
| 35 | Vanguard Whitehall FDS HIGH DIV YLD | $643K | 4.1K | 0.4% | —Held | |
| 36 | Broadcom Inc COM | $615K | 1.6K | 0.4% | ▲+77% Added · +710 sh | |
| 37 | Quanta Svcs Inc COM | $606K | 841 | 0.4% | ▲New New position | |
| 38 | Pimco ETF TR MULTISECTOR BD | $599K | 22.6K | 0.4% | ▲+4.5% Added · +979 sh | |
| 39 | Abbvie Inc COM | $536K | 2.1K | 0.4% | ▲+12% Added · +221 sh | |
| 40 | Pimco ETF TR ACTIVE BD ETF | $524K | 5.7K | 0.4% | ▲+7.2% Added · +384 sh | |
| 41 | Chevron Corporation COM | $518K | 3.1K | 0.4% | ▲+58% Added · +1K sh | |
| 42 | Alphabet Inc CAP STK CL C | $510K | 1.4K | 0.3% | ▲+71% Added · +599 sh | |
| 43 | Ishares Gold TR ISHARES NEW | $479K | 6.3K | 0.3% | ▼−1.6% Reduced · −104 sh | |
| 44 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $460K | 9.0K | 0.3% | ▲+119% Added · +5K sh | |
| 45 | Ishares TR 10-20 YR TRS ETF | $443K | 4.4K | 0.3% | ▼−37% Reduced · −3K sh | |
| 46 | Advanced Micro Devices Inc COM | $425K | 732 | 0.3% | ▲New New position | |
| 47 | Home Depot Inc COM | $398K | 1.1K | 0.3% | ▲New New position | |
| 48 | Meta Platforms Inc CL A | $386K | 685 | 0.3% | ▲+89% Added · +323 sh | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $367K | 993 | 0.2% | —Held | |
| 50 | Tesla Inc COM | $364K | 866 | 0.2% | ▲+59% Added · +320 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110810/holdings"
Use Arkolith to show LiftPoint Family Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INC | $6K | 20 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.