LiftPoint Family Wealth Advisors LLC
Q1 2026 13F Holdings
Location
Far Hills, NJ
Holdings as of
3/31/2026
Value ($000)
$120,778
Num holdings
56
Date filed
4/29/2026
Form type
13F-HR
Prev filing
2/13/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type