LiftPoint Family Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Far Hills, NJ
CIK: 0002110810
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	51	117,143	IVV, DYNF, IVW, IVE	13F-HR	2/13/2026	000211081026000001