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
TSLA icon
51
Tesla
TSLA
$1.31T
$222K 0.19%
+493
New +$219K
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.