Liftpoint Family Wealth Advisors LLC - Q42025 Holdings

Liftpoint Family Wealth Advisors LLC holds 51 stocks with a total portfolio value of $ 117.14M as of Q42025. In Q42025, Liftpoint Family Wealth Advisors LLC added 51 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 13.10% of the total portfolio.