LiftPoint Family Wealth Advisors LLC
•CIK: 2110810•Filing: Q4 2025
**LiftPoint Family Wealth Advisors LLC** manages $117M across a diversified portfolio of 51 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV ($15.4M) and DYNF ($11.3M). Significant allocations are also directed toward sector-specific and international plays, with IVW ($9.2M) and IEMG ($8.1M) representing key components. This positioning suggests a focus on capturing growth across established indices and global markets.
Total AUM
$117.1M
QoQ Performance
N/A
Positions
28
Top 10 Concentration
68.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DYNF
IVW
IVE
EFV
IEMG
OEF
IVV13.1%
DYNF9.6%
IVW7.8%
IVE7.3%
EFV7.0%
IEMG6.9%
OEF5.6%
THRO4.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other76.3%
ETF13.1%
Technology5.0%
Consumer1.5%
Healthcare1.4%
Energy1.4%
Financial0.5%
Consumer Staples0.3%