LiftPoint Family Wealth Advisors LLC

CIK

2110810

Location

FAR HILLS, NJ

Portfolio Value

Micro $12,833,230

Diversification

Diversified

Filing Date

Global Rank

#8,006 / 8,610 ▲ 21 · as of Mar 2026

Top Industry

Consumer Electronics 23.2%

3Y Alpha vs SPY

-17.6%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+4.0%

SPY

+10.6%

Annualised alpha

-17.5%

Max drawdown

−7.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

+1.6 pts

Top 5

63.5%

+7.1 pts

Top 10

82.7%

+5.8 pts

HHI

1,095

Diversified+197

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.8%	$4,981,112	4
Energy	22.0%	$2,818,610	3
Healthcare	11.3%	$1,450,631	2
Consumer Defensive	7.4%	$954,967	1
Unclassified	4.4%	$568,367	1
Financial Services	4.3%	$551,939	2
Utilities	4.1%	$526,176	2
Communication Services	3.8%	$492,082	2
Consumer Cyclical	3.8%	$489,346	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,111	6,396	$1,115,462
AAPL	Apple Inc.	+403	11,204	$2,843,463
MSFT	Microsoft Corp	+186	1,993	$737,748
AVGO	Broadcom Inc.	+135	919	$284,439
GOOGL	Alphabet Inc.	+126	991	$284,971
WFC	Wells Fargo & Company/Mn	+83	2,754	$219,245
TSLA	Tesla, Inc.	+53	546	$202,975
JPM	Jpmorgan Chase & Co	+51	1,131	$332,694
AMZN	Amazon Com Inc	+46	1,375	$286,371
LLY	ELI LILLY & Co	+3	1,126	$1,035,661
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−9,192	6,447	$568,367
XOM	ExxonMobil Holdings Corp	−893	12,962	$2,199,132
WMT	Walmart Inc.	−147	7,684	$954,967
ABBV	AbbVie Inc.	−146	1,908	$414,970
AEP	American Electric Power Co Inc	−137	2,116	$277,365
CVX	Chevron Corp	−131	1,978	$409,248
META	Meta Platforms, Inc.	−41	362	$207,111
CEG	Constellation Energy Corp	−1	891	$248,811
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TPL	Texas Pacific Land Corp	443	$210,230
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	1,093	$376,101
PEP	Pepsico Inc	2,386	$342,438
TMUS	T-Mobile US, Inc.	1,208	$245,272
PEG	Public Service Enterprise Group Inc	2,866	$230,139
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $12,833,230 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	11,204	+403	$2,843,463	−3.2%	22.16%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,962	-893	$2,199,132	+31.9%	17.14%
NVDA	Nvidia Corp Technology	Added	6,396	+1,111	$1,115,462	+13.2%	8.69%
LLY	ELI LILLY & Co Healthcare	Added	1,126	+3	$1,035,661	−14.2%	8.07%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,684	-147	$954,967	+9.5%	7.44%
MSFT	Microsoft Corp Technology	Added	1,993	+186	$737,748	−15.6%	5.75%
IAU	Ishares Gold Trust	Reduced	6,447	-9,192	$568,367	−55.2%	4.43%
ABBV	AbbVie Inc. Healthcare	Reduced	1,908	-146	$414,970	−11.6%	3.23%
CVX	Chevron Corp Energy	Reduced	1,978	-131	$409,248	+27.3%	3.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,131	+51	$332,694	−4.4%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,375	+46	$286,371	−6.6%	2.23%
GOOGL	Alphabet Inc. Communication Services	Added	991	+126	$284,971	+5.3%	2.22%
AVGO	Broadcom Inc. Technology	Added	919	+135	$284,439	+4.8%	2.22%
AEP	American Electric Power Co Inc Utilities	Reduced	2,116	-137	$277,365	+6.8%	2.16%
CEG	Constellation Energy Corp Utilities	Reduced	891	-1	$248,811	−21.0%	1.94%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,754	+83	$219,245	−11.9%	1.71%
TPL	Texas Pacific Land Corp Energy	NEW	443	NEW	$210,230	NEW	1.64%
META	Meta Platforms, Inc. Communication Services	Reduced	362	-41	$207,111	−22.1%	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	546	+53	$202,975	−8.5%	1.58%