LiftPoint Family Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Far Hills, NJ
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$120,778
Net value change ($000)
+3,635 (3.1%)
New positions
9
Sold out positions
5
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LMUB 3,280 NEW
EFG 2,911 109.1%
BLCR 2,871 NEW
IVV 1,902 12.4%
IDEF 1,785 NEW
BAI 806 29.6%
IEMG 732 9.1%
VYM 602 NEW
XOM 532 31.9%
SGOV 476 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -5,754 -87.5%
TLH -1,409 -66.7%
ITA -1,212 -56.2%
IYW -1,176 -57.3%
HIMU -1,037 -100.0%
IAU -701 -55.2%
DYNF -573 -5.1%
HD -376 -100.0%
PEP -342 -100.0%
IVW -291 -3.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 24 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type