LiftPoint Family Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| 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% |
| MICROSOFT CORP | $873.9K | 0.7% |
| Walmart Inc. | $872.5K | 0.7% |
| ISHARES INC | $703.8K | 0.6% |
| iShares MSCI UAE ETF | $635.5K | 0.5% |
| PIMCO ETF TR | $513.3K | 0.4% |
| AbbVie Inc. | $469.3K | 0.4% |
| PIMCO ETF TR | $461.7K | 0.4% |
| HOME DEPOT, INC. | $376.1K | 0.3% |
| JPMORGAN CHASE & CO | $348.0K | 0.3% |
| PEPSICO INC | $342.4K | 0.3% |
| VANGUARD INDEX FDS | $332.8K | 0.3% |
| CHEVRON CORP | $321.4K | 0.3% |
| Constellation Energy Corp | $315.1K | 0.3% |
| Amazon.com Inc | $306.8K | 0.3% |
| ISHARES TR | $304.5K | 0.3% |
| PIMCO ETF TR | $276.5K | 0.2% |
| Alphabet Inc. | $271.4K | 0.2% |
| Broadcom Inc. | $271.3K | 0.2% |
| Alphabet Inc. | $270.7K | 0.2% |
| Meta Platforms Inc | $266.0K | 0.2% |
| AMERICAN ELECTRIC POWER CO INC | $259.8K | 0.2% |
| WELLS FARGO & COMPANY/MN | $248.9K | 0.2% |
| T-Mobile US, Inc.TMUS | $245.3K | 0.2% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $230.1K | 0.2% |
| ISHARES TR | $222.9K | 0.2% |