LiftPoint Family Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Far Hills, NJ
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$148,647
Net value change ($000)
+1,071 (0.7%)
New positions
3
Sold out positions
7
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CORO 4,177 186.9%
ACWX 2,936 NEW
VTEB 2,749 NEW
XOM 2,083 NEW
MUB 1,360 41.9%
BLCR 1,168 29.6%
JMST 823 178.9%
AAPL 548 14.0%
MSFT 427 36.5%
IVV 395 1.4%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -2,559 -28.9%
MTUM -2,418 -100.0%
LMUB -2,137 -58.5%
XOM -1,799 -100.0%
EFV -968 -15.4%
BAI -787 -15.5%
USMV -675 -76.1%
EFG -642 -9.7%
MUNI -612 -34.3%
MINO -433 -33.2%
Instrument mix + QoQ Δ (ex-options)
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