LiftPoint Family Wealth Advisors LLC

Q2 2026 13F Holdings

Location
Far Hills, NJ
Holdings as of
6/30/2026
Value
$148M
Value excl. options
$148M
Num holdings
69
Date filed
8/5/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
11/3/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type