LiftPoint Family Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), LiftPoint Family Wealth Advisors LLC reported 51 stock positions worth $117.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.1% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 9.6%) and iShares S&P 500 Growth ETF (IVW, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- FAR HILLS, NJ
- CIK
- 0002110810
- Portfolio Value
- $117.1M (Q4 2025)
- SEC Filing
- 0002110810-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 51 stocks · $117.1M
| IVV iShares Core S&P 500 ETF | 13.10% | 22,412 | $15.4M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 9.62% | 185,396 | $11.3M | — |
| IVW iShares S&P 500 Growth ETF | 7.82% | 74,348 | $9.2M | — |
| IVE iShares S&P 500 Value ETF | 7.33% | 40,507 | $8.6M | — |
| EFV iShares MSCI Eafe Value ETF | 6.97% | 114,370 | $8.2M | — |
| IEMG iShares Core MSCI Emerging | 6.90% | 120,257 | $8.1M | — |
| OEF iShares S&P 100 ETF | 5.62% | 19,181 | $6.6M | — |
| THRO iShares U.S. Thematic Rotati | 4.13% | 125,368 | $4.8M | — |
| QUAL iShares MSCI USA Quality Fac | 4.04% | 23,814 | $4.7M | — |
| MUB iShares National Muni Bond E | 2.86% | 31,313 | $3.4M | — |
| AAPL Apple Inc. | 2.50% | 10,801 | $2.9M | — |
| BAI Ishrs AI in and Tech Act ETF | 2.32% | 81,675 | $2.7M | — |
| EFG iShares MSCI Eafe Growth ETF | 2.28% | 23,412 | $2.7M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.92% | 9,007 | $2.3M | — |
| ITA iShares U.S. Aerospace & Def | 1.84% | 10,038 | $2.2M | — |
| TLH iShares 10-20 Year Treasury | 1.80% | 20,764 | $2.1M | — |
| IYW iShares Ustechnology ETF | 1.75% | 10,280 | $2.1M | — |
| MUNI PIMCO Intermediate Municipal | 1.47% | 32,880 | $1.7M | — |
| XOM Exxon Mobil Corp. | 1.42% | 13,855 | $1.7M | — |
| IAU iShares Gold Trust | 1.08% | 15,639 | $1.3M | — |
| MINO PIMCO Municipal Income Oppor | 1.04% | 26,853 | $1.2M | — |
| LLY Eli Lilly & Co. | 1.03% | 1,123 | $1.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.91% | 22,817 | $1.1M | — |
| HIMU iShares High Yild Muni A ETF | 0.89% | 21,310 | $1.0M | — |
| NVDA Nvidia Corp. | 0.84% | 5,285 | $986K | — |
| MSFT Microsoft Corp. | 0.75% | 1,807 | $874K | — |
| WMT Walmart Inc. | 0.74% | 7,831 | $872K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.60% | 9,683 | $704K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.54% | 6,749 | $635K | — |
| PYLD PIMCO Multisector Bond Actv | 0.44% | 19,238 | $513K | — |
| ABBV Abbvie Inc. | 0.40% | 2,054 | $469K | — |
| BOND PIMCO Active Bond Exchange-T | 0.39% | 4,960 | $462K | — |
| HD Home Depot Inc. | 0.32% | 1,093 | $376K | — |
| JPM JPMorgan Chase & Co. | 0.30% | 1,080 | $348K | — |
| PEP Pepsico Inc. | 0.29% | 2,386 | $342K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 993 | $333K | — |
| CVX Chevron Corp. | 0.27% | 2,109 | $321K | — |
| CEG Constellation Energy | 0.27% | 892 | $315K | — |
| AMZN Amazon.com Inc. | 0.26% | 1,329 | $307K | — |
| IAGG iShares Intl Aggregate Bond | 0.26% | 6,088 | $304K | — |
| PMBS PIMCO MBS Active ETF | 0.24% | 5,563 | $276K | — |
| GOOG Alphabet Inc. Class C | 0.23% | 865 | $271K | — |
| AVGO Broadcom Inc. | 0.23% | 784 | $271K | — |
| GOOGL Alphabet Inc. Class A | 0.23% | 865 | $271K | — |
| META Meta Platforms Inc. Class A | 0.23% | 403 | $266K | — |
| AEP American Electric Power | 0.22% | 2,253 | $260K | — |
| WFC Wells Fargo & Co. | 0.21% | 2,671 | $249K | — |
| TMUS T-Mobile US Inc. | 0.21% | 1,208 | $245K | — |
| PEG Public Service Enterprise GP | 0.20% | 2,866 | $230K | — |
| MBB iShares MBS ETF | 0.19% | 2,341 | $223K | — |
| TSLA Tesla Inc. | 0.19% | 493 | $222K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.