LiftPoint Family Wealth Advisors LLC
CIK
2110810
Location
FAR HILLS, NJ
Portfolio Value
Small
$147,569,003
Diversification
Highly concentrated
Filing Date
Global Rank
#7,441
/ 8,793
▲ 1077
· as of Jun 2026
Top Industry
Consumer Electronics
18.8%
3Y Alpha vs SPY
-1.1%
Period ended 3 months ago
Filed Aug 5, 2026 · 58d
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
58.7%
+4.6 pts
Top 5
87.0%
+8.5 pts
Top 10
92.1%
+2.9 pts
HHI
3,924
Highly concentrated+788
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.8% | $126,680,705 |
| Technology | 5.7% | $8,409,148 |
| Energy | 1.6% | $2,316,600 |
| Healthcare | 1.4% | $2,135,780 |
| Financial Services | 1.2% | $1,731,060 |
| Communication Services | 1.1% | $1,581,861 |
| Consumer Defensive | 1.0% | $1,464,607 |
| Consumer Cyclical | 1.0% | $1,438,709 |
| Industrials | 0.7% | $1,090,471 |
| Utilities | 0.5% | $720,062 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | +64,782 | 615,218 | $31,338,680 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +4,910 | 9,025 | $460,275 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +4,870 | 96,629 | $4,504,261 | |
| NVDA | Nvidia Corp | +3,725 | 10,121 | $2,025,110 | |
| AAPL | Apple Inc. | +2,366 | 13,570 | $3,926,615 | |
| GOOGL | Alphabet Inc. | +1,529 | 3,363 | $1,196,008 | |
| AMZN | Amazon Com Inc | +1,464 | 2,839 | $676,647 | |
| CVX | Chevron Corp | +1,144 | 3,122 | $517,502 | |
| MSFT | Microsoft Corp | +1,140 | 3,133 | $1,168,671 | |
| JPM | Jpmorgan Chase & Co | +1,062 | 2,193 | $717,834 | |
| WMT | Walmart Inc. | +1,041 | 8,725 | $988,193 | |
| AVGO | Broadcom Inc. | +710 | 1,629 | $615,354 | |
| WFC | Wells Fargo & Company/Mn | +357 | 3,111 | $257,093 | |
| META | Meta Platforms, Inc. | +323 | 685 | $385,853 | |
| TSLA | Tesla, Inc. | +320 | 866 | $364,239 | |
| ABBV | AbbVie Inc. | +221 | 2,129 | $535,741 | |
| LLY | ELI LILLY & Co | +208 | 1,334 | $1,600,039 | |
| XOM | ExxonMobil Holdings Corp | +197 | 13,159 | $1,799,098 | |
| CEG | Constellation Energy Corp | +104 | 995 | $247,128 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −44,964 | 593,514 | $86,639,090 | |
| BKF | iShares MSCI BIC ETF | −722 | 11,027 | $1,768,412 | |
| AEP | American Electric Power Co Inc | −160 | 1,956 | $267,600 | |
| IAU | Ishares Gold Trust | −104 | 6,343 | $478,959 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PWR | Quanta Services, Inc. | 841 | $605,553 | |
| AMD | Advanced Micro Devices Inc | 732 | $425,226 | |
| HD | Home Depot, Inc. | 1,128 | $397,823 | |
| BRK-B | Berkshire Hathaway Inc | 597 | $298,732 | |
| URI | United Rentals, Inc. | 225 | $254,900 | |
| V | Visa Inc. | 738 | $253,200 | |
| MU | Micron Technology Inc | 215 | $248,172 | |
| PG | PROCTER & GAMBLE Co | 1,635 | $239,756 | |
| KO | Coca Cola Co | 2,912 | $236,658 | |
| CAT | Caterpillar Inc | 216 | $230,018 | |
| BCLO | iShares BBB-B CLO Active ETF | 4,230 | $212,726 | |
| PEG | Public Service Enterprise Group Inc | 2,530 | $205,334 | |
| C | Citigroup Inc | 1,459 | $204,201 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 443 | $210,230 | |
| No positions match the current search. | ||||
38 tracked positions ·
$147,569,003 total
· filing declares
69 positions · $147,575,561
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 593,514 | $86,639,090 | 58.71% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Added | 615,218 | $31,338,680 | 21.24% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 96,629 | $4,504,261 | 3.05% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,570 | $3,926,615 | 2.66% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,121 | $2,025,110 | 1.37% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 13,159 | $1,799,098 | 1.22% | |
| BKF |
iShares MSCI BIC ETF
|
Reduced | 11,027 | $1,768,412 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,334 | $1,600,039 | 1.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,363 | $1,196,008 | 0.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,133 | $1,168,671 | 0.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,725 | $988,193 | 0.67% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Held | 6,797 | $910,853 | 0.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,193 | $717,834 | 0.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,839 | $676,647 | 0.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,629 | $615,354 | 0.42% | |
| PWR |
Quanta Services, Inc.
Industrials
|
NEW | 841 | $605,553 | 0.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,129 | $535,741 | 0.36% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,122 | $517,502 | 0.35% | |
| IAU |
Ishares Gold Trust
|
Reduced | 6,343 | $478,959 | 0.32% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 9,025 | $460,275 | 0.31% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 732 | $425,226 | 0.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 1,128 | $397,823 | 0.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 685 | $385,853 | 0.26% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Held | 993 | $367,449 | 0.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 866 | $364,239 | 0.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 597 | $298,732 | 0.20% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 1,956 | $267,600 | 0.18% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,111 | $257,093 | 0.17% | |
| URI |
United Rentals, Inc.
Industrials
|
NEW | 225 | $254,900 | 0.17% | |
| V |
Visa Inc.
Financial Services
|
NEW | 738 | $253,200 | 0.17% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 215 | $248,172 | 0.17% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 995 | $247,128 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,635 | $239,756 | 0.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,912 | $236,658 | 0.16% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 216 | $230,018 | 0.16% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
NEW | 4,230 | $212,726 | 0.14% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
NEW | 2,530 | $205,334 | 0.14% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 1,459 | $204,201 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.