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CIK: 0002110810
Total reported value
$147.6M
$147.6M
51 檔
35.6%
During the Q4 2025 filing period, LiftPoint Family Wealth Advisors LLC (CIK: 0002110810) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.6M across 51 reported positions.
During Q4 2025, LiftPoint Family Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.10% | +4.46% | — | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.62% | -0.23% | — | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.82% | +0.06% | — | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.33% | -1.74% | — | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.97% | -2.76% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.90% | -1.30% | — | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.62% | -0.14% | — | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.13% | -0.74% | — | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.04% | -2.03% | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.86% | -0.48% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.31% | — | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.32% | +0.53% | — | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.28% | -0.15% | — | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.92% | -0.25% | — | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.84% | -0.05% | — | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.80% | -0.28% | — | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.75% | — | — | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.47% | -0.20% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.60% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.15% | — | |
| 21 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.04% | -0.12% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.22% | — | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.91% | +0.16% | — | |
| 24 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.89% | — | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.45% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.18% | — | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.12% | — | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | +0.02% | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.07% | — | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.44% | -0.06% | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.02% | — | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.39% | -0.04% | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | +0.27% | NEW | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.21% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.01% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.27% | +0.01% | — | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.04% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.22% | — | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.26% | -0.26% | EXIT | |
| 41 | PMBS | Pimco Mbs Active ETF | ETF-Other | 0.24% | -0.03% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.15% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.18% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.23% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | +0.09% | — | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.22% | -0.05% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.01% | — | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.21% | — | — | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.20% | +0.14% | NEW | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.19% | -0.02% | — |
According to official SEC Form 13F filings, LiftPoint Family Wealth Advisors LLC reported a total U.S. public equity portfolio value of $147.6M across 51 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DYNF, IVW) accounted for 35.6% of total reported equity market value during Q4 2025.
During Q4 2025, LiftPoint Family Wealth Advisors LLC's top holdings by market value included IVV (13.1%)、DYNF (9.6%)、IVW (7.8%). The largest single position, IVV, represented 13.1% of total portfolio value.
In Q4 2025, LiftPoint Family Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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