LiftPoint Family Wealth Advisors LLC
CIK: 0002110810SEC EDGAR →
Portfolio Value
$117K
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST | 185,396 | $11.3M | 9623.28% |
| 2 | ISHARES TR | 74,348 | $9.2M | 7822.92% |
| 3 | ISHARES TR | 40,507 | $8.6M | 7332.92% |
| 4 | ISHARES TR | 114,370 | $8.2M | 6971.82% |
| 5 | ISHARES INC | 120,257 | $8.1M | 6900.11% |
| 6 | ISHARES TR | 19,181 | $6.6M | 5615.36% |
| 7 | BLACKROCK ETF TRUST | 125,368 | $4.8M | 4126.58% |
| 8 | ISHARES TR | 23,814 | $4.7M | 4036.95% |
| 9 | ISHARES TR | 31,313 | $3.4M | 2862.31% |
| 10 | APPLE INC | 10,801 | $2.9M | 2496.09% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $84.4M | 84.1% |
| Technology | 4 | $5.1M | 5.0% |
| Unknown | 4 | $4.7M | 4.7% |
| Energy | 2 | $2.0M | 2.0% |
| Consumer Defensive | 2 | $1.2M | 1.2% |
| Consumer Cyclical | 3 | $903K | 0.9% |
| Utilities | 3 | $804K | 0.8% |
| Communication Services | 4 | $786K | 0.8% |
| Healthcare | 2 | $470K | 0.5% |