We are live on ! Find out more
LFWA

LiftPoint Family Wealth Advisors Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
+2.69%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow %
99.18%
Top 10 Hldgs %
68.4%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.2M
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.1M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.07M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.32%
2 Energy 1.7%
3 Healthcare 1.43%
4 Consumer Staples 1.04%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.73T
$874K 0.75%
+1,807
New +$906K
WMT icon
27
Walmart Inc
WMT
$895B
$872K 0.74%
+7,831
New +$841K
EMXC icon
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$704K 0.6%
+9,683
New +$687K
USMV icon
29
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$635K 0.54%
+6,749
New +$636K
PYLD icon
30
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$513K 0.44%
+19,238
New +$515K
ABBV icon
31
AbbVie
ABBV
$439B
$469K 0.4%
+2,054
New +$468K
BOND icon
32
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.46B
$462K 0.39%
+4,960
New +$464K
HD icon
33
Home Depot
HD
$355B
$376K 0.32%
+1,093
New +$400K
JPM icon
34
JPMorgan Chase
JPM
$962B
$348K 0.3%
+1,080
New +$334K
PEP icon
35
PepsiCo
PEP
$188B
$342K 0.29%
+2,386
New +$351K
VTI icon
36
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$333K 0.28%
+993
New +$330K
CVX icon
37
Chevron
CVX
$385B
$321K 0.27%
+2,109
New +$321K
CEG icon
38
Constellation Energy
CEG
$98.5B
$315K 0.27%
+892
New +$324K
AMZN icon
39
Amazon
AMZN
$2.93T
$307K 0.26%
+1,329
New +$304K
IAGG icon
40
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$304K 0.26%
+6,088
New +$313K
PMBS
41
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.38B
$276K 0.24%
+5,563
New +$277K
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.25T
$271K 0.23%
+865
New +$248K
AVGO icon
43
Broadcom
AVGO
$1.99T
$271K 0.23%
+784
New +$280K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.26T
$271K 0.23%
+865
New +$247K
META icon
45
Meta Platforms (Facebook)
META
$1.54T
$266K 0.23%
+403
New +$269K
AEP icon
46
American Electric Power
AEP
$67.1B
$260K 0.22%
+2,253
New +$266K
WFC icon
47
Wells Fargo
WFC
$266B
$249K 0.21%
+2,671
New +$232K
TMUS icon
48
T-Mobile US
TMUS
$194B
$245K 0.21%
+1,208
New +$256K
PEG icon
49
Public Service Enterprise Group
PEG
$37.4B
$230K 0.2%
+2,866
New +$234K
MBB icon
50
iShares MBS ETF
MBB
$39B
$223K 0.19%
+2,341
New +$223K
1
2
3

Similar funds

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
SFP
SwitchPoint Financial Planning Lehi, Utah $147M AUM 21.66% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $147M AUM 22.37% 1-Year Est. Return
OCM
Orleans Capital Management Mandeville, Louisiana $148M AUM 24.31% 1-Year Est. Return
PWAM
Pinnacle West Asset Management Casper, Wyoming $147M AUM 22.22% 1-Year Est. Return
KFS
Krane Financial Solutions Calabasas, California $147M AUM
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIP
Philadelphia Investment Partners Voorhees, New Jersey $147M AUM

LiftPoint Family Wealth Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for LiftPoint Family Wealth Advisors, which disclosed 51 positions worth $117M. Its ten largest holdings account for 68% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 22,412 shares worth $15.4M.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, followed by Energy and Healthcare.

  • LiftPoint Family Wealth Advisors's largest Q4 2025 buy was iShares Core S&P 500 ETF: 22,412 shares worth $15.4M.
  • LiftPoint Family Wealth Advisors's ten largest holdings make up 68% of its $117M portfolio in Q4 2025.
  • LiftPoint Family Wealth Advisors disclosed 51 positions in Q4 2025, its first 13F filing on record.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.