LiftPoint Family Wealth Advisors LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.4% | $8,409,148 |
| Energy | 10.8% | $2,316,600 |
| Healthcare | 10.0% | $2,135,780 |
| Financial Services | 8.1% | $1,731,060 |
| Communication Services | 7.4% | $1,581,861 |
| Consumer Defensive | 6.9% | $1,464,607 |
| Consumer Cyclical | 6.7% | $1,438,709 |
| Industrials | 5.1% | $1,090,471 |
| Utilities | 3.4% | $720,062 |
| Unclassified | 2.2% | $478,959 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
New Positions
Positions the filer opened this quarter| 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 | |
| PEG | Public Service Enterprise Group Inc | 2,530 | $205,334 | |
| C | Citigroup Inc | 1,459 | $204,201 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,570 | $3,926,615 | 18.38% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,121 | $2,025,110 | 9.48% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 13,159 | $1,799,098 | 8.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,334 | $1,600,039 | 7.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,363 | $1,196,008 | 5.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,133 | $1,168,671 | 5.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,725 | $988,193 | 4.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,193 | $717,834 | 3.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,839 | $676,647 | 3.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,629 | $615,354 | 2.88% | |
| PWR |
Quanta Services, Inc.
Industrials
|
NEW | 841 | $605,553 | 2.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,129 | $535,741 | 2.51% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,122 | $517,502 | 2.42% | |
| IAU |
Ishares Gold Trust
|
Reduced | 6,343 | $478,959 | 2.24% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 732 | $425,226 | 1.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 1,128 | $397,823 | 1.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 685 | $385,853 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 866 | $364,239 | 1.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 597 | $298,732 | 1.40% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 1,956 | $267,600 | 1.25% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,111 | $257,093 | 1.20% | |
| URI |
United Rentals, Inc.
Industrials
|
NEW | 225 | $254,900 | 1.19% | |
| V |
Visa Inc.
Financial Services
|
NEW | 738 | $253,200 | 1.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 215 | $248,172 | 1.16% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 995 | $247,128 | 1.16% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,635 | $239,756 | 1.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,912 | $236,658 | 1.11% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 216 | $230,018 | 1.08% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
NEW | 2,530 | $205,334 | 0.96% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 1,459 | $204,201 | 0.96% |
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.