LiftPoint Family Wealth Advisors LLC
CIK: 0002110810SEC EDGAR →
Portfolio Value
$117.1M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 22,412 | $15K | 0.01% |
| 2 | BLACKROCK ETF TRUST | 185,396 | $11K | 0.01% |
| 3 | ISHARES TR | 74,348 | $9K | 0.01% |
| 4 | ISHARES TR | 40,507 | $9K | 0.01% |
| 5 | ISHARES TR | 114,370 | $8K | 0.01% |
| 6 | ISHARES INC | 120,257 | $8K | 0.01% |
| 7 | ISHARES TR | 19,181 | $7K | 0.01% |
| 8 | BLACKROCK ETF TRUST | 125,368 | $5K | 0.00% |
| 9 | ISHARES TR | 23,814 | $5K | 0.00% |
| 10 | ISHARES TR | 31,313 | $3K | 0.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $100K | 85.1% |
| Technology | 4 | $5K | 4.3% |
| Unknown | 4 | $5K | 4.0% |
| Energy | 2 | $2K | 1.7% |
| Healthcare | 2 | $2K | 1.4% |
| Consumer Defensive | 2 | $1K | 1.0% |
| Communication Services | 4 | $1K | 0.9% |
| Consumer Cyclical | 3 | $903 | 0.8% |
| Utilities | 3 | $804 | 0.7% |