Liftpoint Family Wealth Advisors LLC - Q12026 Holdings

Liftpoint Family Wealth Advisors LLC holds 55 stocks with a total portfolio value of $ 120.78M as of Q12026. In Q12026, Liftpoint Family Wealth Advisors LLC added 9 new positions, increased stakes in 25 stocks, reduced 20 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVV), representing 14.29% of the total portfolio.