LiftPoint Family Wealth Advisors LLC

Q1 2026 13F Holdings

Location
Far Hills, NJ
Holdings as of
3/31/2026
Value
$121M
Value excl. options
$121M
Num holdings
56
Date filed
4/29/2026
Form type
13F-HR
Prev filing
2/13/2026
Next filing
8/5/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type