LiftPoint Family Wealth Advisors LLC - Portfolio overview

LiftPoint Family Wealth Advisors LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.29%
2. DYNF - BLACKROCK ETF TRUST, 8.86%
3. IVW - ISHARES TR, 7.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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