LiftPoint Family Wealth Advisors LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LiftPoint Family Wealth Advisors LLC opened 8 positions, added to 16, reduced 10, sold out of 6 and left 3 unchanged. The largest increase in value was IVV (+$10,419,720); the largest decrease was THRO (-$4,890,767).
- EFV: Country of operation —; Class EAFE VALUE ETF; Shares 2026-03-31 113,822; Shares 2026-06-30 81,897.
- QUAL: Country of operation —; Class MSCI USA QLT FCT; Shares 2026-03-31 24,869; Shares 2026-06-30 12,925.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 2026-03-31 40,927; Shares 2026-06-30 35,195.
- TLH: Country of operation —; Class 10-20 YR TRS ETF; Shares 2026-03-31 6,969; Shares 2026-06-30 4,412.
Two Form 13F-HR filings compared (SEC CIK 2110810): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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