LiftPoint Family Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Far Hills, NJ
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$147,576
Net value change ($000)
+26,798 (22.2%)
New positions
15
Sold out positions
2
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 10,420 60.4%
CORO 2,235 NEW
IVW 2,062 23.2%
DYNF 2,029 19.0%
BAI 1,559 44.2%
AAPL 1,084 38.1%
BLCR 1,075 37.4%
EFG 1,015 18.2%
NVDA 910 81.6%
PWR 606 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFV -2,194 -25.9%
QUAL -1,934 -40.5%
IVE -651 -7.5%
XOM -400 -18.2%
IAGG -317 -100.0%
TLH -259 -36.9%
TPL -210 -100.0%
IAU -89 -15.7%
OEF -29 -3.5%
THRO -10 -0.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type