LiftPoint Family Wealth Advisors LLC

Q2 2026 13F Holdings

Location
Far Hills, NJ
Holdings as of
6/30/2026
Value ($000)
$147,576
Num holdings
69
Date filed
8/5/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type