LiftPoint Family Wealth Advisors LLC

FAR HILLS, NJ · CIK 2110810 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFar Hills, NJ

$147.6m reported value +22.2% vs Q1 2026

68positions

64.3%in top 10

15 new 36 added 14 reduced 2 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($6.3k notional) – listed below, not included above.

Also in the report of:

Advyzon Investment Management, LLC – $139.9m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	36,952	$27.7m18.75%	18.75%	Added +10.5k	+10,539 39.9%
2	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	187,176	$12.7m8.63%	8.63%	Added +3.2k	+3,246 1.8%
3	ISHARES TR S&P 500 GRWT ETF IVW	IVW	79,508	$10.9m7.41%	7.41%	Added +1.1k	+1,066 1.4%
4	ISHARES INC CORE MSCI EMKT IEMG	IEMG	106,815	$8.8m6.00%	6.00%	Reduced -19.6k	-19,579 -15.5%
5	ISHARES TR S&P 500 VAL ETF IVE	IVE	35,195	$8.0m5.42%	5.42%	Reduced -5.7k	-5,732 -14.0%
6	ISHARES TR EAFE GRWTH ETF EFG	EFG	52,990	$6.6m4.47%	4.47%	Added +2.9k	+2,907 5.8%
7	ISHARES TR EAFE VALUE ETF EFV	EFV	81,897	$6.3m4.25%	4.25%	Reduced -31.9k	-31,925 -28.1%
8	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	96,462	$5.1m3.45%	3.45%	Reduced -10.5k	-10,537 -9.8%
9	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	113,214	$4.9m3.31%	3.31%	Reduced -21.8k	-21,815 -16.2%
10	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	78,335	$3.9m2.67%	2.67%	Added +8.4k	+8,421 12.0%
11	APPLE INC COM AAPL	AAPL	13,570	$3.9m2.66%	2.66%	Added +2.4k	+2,366 21.1%
12	ISHARES TR LONG TERM MUNI LMUB	LMUB	71,316	$3.7m2.48%	2.48%	Added +5.6k	+5,624 8.6%
13	ISHARES TR NATIONAL MUN ETF MUB	MUB	30,140	$3.2m2.20%	2.20%	Reduced -379	-379 -1.2%
14	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	12,925	$2.8m1.92%	1.92%	Reduced -11.9k	-11,944 -48.0%
15	ISHARES TR MSCI USA MMENTM MTUM	MTUM	7,052	$2.4m1.64%	1.64%	Reduced -2.4k	-2,436 -25.7%
16	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	61,058	$2.2m1.51%	1.51%	New
17	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	66,237	$2.1m1.43%	1.43%	Added +11.7k	+11,673 21.4%
18	NVIDIA CORPORATION COM NVDA	NVDA	10,121	$2.0m1.37%	1.37%	Added +3.7k	+3,725 58.2%
19	EXXON MOBIL CORP COM XOM	XOM	13,159	$1.8m1.22%	1.22%	Added +197	+197 1.5%
20	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	33,888	$1.8m1.21%	1.21%	Added +1.3k	+1,348 4.1%
21	ELI LILLY & CO COM LLY	LLY	1,334	$1.6m1.08%	1.08%	Added +208	+208 18.5%
22	ISHARES TR CORE TOTAL USD IUSB	IUSB	33,868	$1.6m1.06%	1.06%	Added +10.3k	+10,302 43.7%
23	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	28,498	$1.3m0.88%	0.88%	Added +1.7k	+1,702 6.3%
24	MICROSOFT CORP COM MSFT	MSFT	3,133	$1.2m0.79%	0.79%	Added +1.1k	+1,140 57.2%
25	ISHARES TR US AER DEF ETF ITA	ITA	4,472	$1.1m0.73%	0.73%	Added +163	+163 3.8%
26	ISHARES TR U.S. TECH ETF IYW	IYW	4,271	$1.1m0.73%	0.73%	Reduced -561	-561 -11.6%
27	WALMART INC COM WMT	WMT	8,725	$988.2k0.67%	0.67%	Added +1.0k	+1,041 13.6%
28	ISHARES TR MSCI USA MIN VOL USMV	USMV	9,199	$887.3k0.60%	0.60%	Added +427	+427 4.9%
29	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	8,358	$841.4k0.57%	0.57%	Added +3.6k	+3,633 76.9%
30	ISHARES TR S&P 100 ETF OEF	OEF	2,177	$796.5k0.54%	0.54%	Reduced -417	-417 -16.1%
31	JPMORGAN CHASE & CO COM JPM	JPM	2,193	$717.8k0.49%	0.49%	Added +1.1k	+1,062 93.9%
32	ISHARES INC MSCI EMRG CHN EMXC	EMXC	6,756	$691.1k0.47%	0.47%	Reduced -161	-161 -2.3%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,921	$686.5k0.47%	0.47%	Added +930	+930 93.8%
34	AMAZON COM INC COM AMZN	AMZN	2,839	$676.6k0.46%	0.46%	Added +1.5k	+1,464 106.5%
35	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,068	$642.9k0.44%	0.44%	Unchanged
36	BROADCOM INC COM AVGO	AVGO	1,629	$615.4k0.42%	0.42%	Added +710	+710 77.3%
37	QUANTA SVCS INC COM PWR	PWR	841	$605.6k0.41%	0.41%	New
38	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	22,600	$599.4k0.41%	0.41%	Added +979	+979 4.5%
39	ABBVIE INC COM ABBV	ABBV	2,129	$535.7k0.36%	0.36%	Added +221	+221 11.6%
40	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	5,683	$524.0k0.36%	0.36%	Added +384	+384 7.2%
41	CHEVRON CORP NEW COM CVX	CVX	3,122	$517.5k0.35%	0.35%	Added +1.1k	+1,144 57.8%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	1,442	$509.5k0.35%	0.35%	Added +599	+599 71.1%
43	ISHARES GOLD TR ISHARES NEW IAU	IAU	6,343	$479.0k0.32%	0.32%	Reduced -104	-104 -1.6%
44	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	9,025	$460.3k0.31%	0.31%	Added +4.9k	+4,910 119.3%
45	ISHARES TR 10-20 YR TRS ETF TLH	TLH	4,412	$442.7k0.30%	0.30%	Reduced -2.6k	-2,557 -36.7%
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	732	$425.2k0.29%	0.29%	New
47	HOME DEPOT INC COM HD	HD	1,128	$397.8k0.27%	0.27%	New
48	META PLATFORMS INC CL A META	META	685	$385.9k0.26%	0.26%	Added +323	+323 89.2%
49	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	993	$367.3k0.25%	0.25%	Unchanged
50	TESLA INC COM TSLA	TSLA	866	$364.2k0.25%	0.25%	Added +320	+320 58.6%
51	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	12,736	$357.2k0.24%	0.24%	New
52	ISHARES TR US TREAS BD ETF GOVT	GOVT	13,534	$308.3k0.21%	0.21%	Added +1.3k	+1,348 11.1%
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	597	$298.7k0.20%	0.20%	New
54	PIMCO ETF TR MTG BKD SECS ACT PMBS	PMBS	5,960	$294.3k0.20%	0.20%	Added +457	+457 8.3%
55	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	2,729	$268.0k0.18%	0.18%	Unchanged
56	AMERICAN ELEC PWR CO INC COM AEP	AEP	1,956	$267.6k0.18%	0.18%	Reduced -160	-160 -7.6%
57	WELLS FARGO CO NEW COM WFC	WFC	3,111	$257.1k0.17%	0.17%	Added +357	+357 13.0%
58	ISHARES TR MBS ETF MBB	MBB	2,704	$255.6k0.17%	0.17%	Added +323	+323 13.6%
59	UNITED RENTALS INC COM URI	URI	225	$254.9k0.17%	0.17%	New
60	VISA INC COM CL A V	V	738	$253.2k0.17%	0.17%	New
61	MICRON TECHNOLOGY INC COM MU	MU	215	$248.2k0.17%	0.17%	New
62	CONSTELLATION ENERGY CORP COM CEG	CEG	995	$247.1k0.17%	0.17%	Added +104	+104 11.7%
63	PROCTER AND GAMBLE CO COM PG	PG	1,635	$239.8k0.16%	0.16%	New
64	COCA COLA CO COM KO	KO	2,912	$236.7k0.16%	0.16%	New
65	CATERPILLAR INC COM CAT	CAT	216	$230.0k0.16%	0.16%	New
66	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	4,230	$212.7k0.14%	0.14%	New
67	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	2,530	$205.3k0.14%	0.14%	New
68	CITIGROUP INC COM NEW C	C	1,459	$204.2k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	6,327	$316.6k6.3k shares
TEXAS PACIFIC LAND CORPORATI TPL	TPL	443	$210.2k443 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	20	$6.3k20 shares	Unchanged