Institutions / LiftPoint Family Wealth Advisors LLC
LiftPoint Family Wealth Advisors LLC
CIK 2110810 · Institution · as of Dec 31, 2025
Portfolio value
$117.14M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $15.35M | 13.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $11.27M | 9.6% |
| iShares Tr | $9.16M | 7.8% |
| iShares Tr | $8.59M | 7.3% |
| iShares Tr | $8.17M | 7.0% |
| iShares Inc | $8.08M | 6.9% |
| iShares Tr | $6.58M | 5.6% |
| BlackRock ETF Trust | $4.83M | 4.1% |
| iShares MSCI UAE ETF | $4.73M | 4.0% |
| iShares Tr | $3.35M | 2.9% |
| Apple Inc. | $2.93M | 2.5% |
| BlackRock ETF Trust | $2.72M | 2.3% |
| iShares Tr | $2.67M | 2.3% |
| iShares MSCI UAE ETF | $2.25M | 1.9% |
| iShares Tr | $2.16M | 1.8% |
| iShares Tr | $2.11M | 1.8% |
| iShares Tr | $2.05M | 1.8% |
| PIMCO ETF Tr | $1.72M | 1.5% |
| Exxon Mobil Corp | $1.67M | 1.4% |
| iShares Gold Tr | $1.27M | 1.1% |
| PIMCO ETF Tr | $1.22M | 1.0% |
| ELI LILLY & Co | $1.21M | 1.0% |
| iShares Tr | $1.06M | 0.9% |
| BlackRock ETF Trust II | $1.04M | 0.9% |
| NVIDIA Corp | $985.7K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.