LiftPoint Family Wealth Advisors LLC
CIK: 0002110810SEC EDGAR →
Portfolio Value
$117.1M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 22,412 | $15.3M | 13.10% |
| 2 | BLACKROCK ETF TRUST | 185,396 | $11.3M | 9.62% |
| 3 | ISHARES TR | 74,348 | $9.2M | 7.82% |
| 4 | ISHARES TR | 40,507 | $8.6M | 7.33% |
| 5 | ISHARES TR | 114,370 | $8.2M | 6.97% |
| 6 | ISHARES INC | 120,257 | $8.1M | 6.90% |
| 7 | ISHARES TR | 19,181 | $6.6M | 5.62% |
| 8 | BLACKROCK ETF TRUST | 125,368 | $4.8M | 4.13% |
| 9 | ISHARES TR | 23,814 | $4.7M | 4.04% |
| 10 | ISHARES TR | 31,313 | $3.4M | 2.86% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $99.7M | 85.1% |
| Technology | 4 | $5.1M | 4.3% |
| Unknown | 4 | $4.7M | 4.0% |
| Energy | 2 | $2.0M | 1.7% |
| Healthcare | 2 | $1.7M | 1.4% |
| Consumer Defensive | 2 | $1.2M | 1.0% |
| Communication Services | 4 | $1.1M | 0.9% |
| Consumer Cyclical | 3 | $903K | 0.8% |
| Utilities | 3 | $804K | 0.7% |