Institutional Manager · CIK 0002110810
LiftPoint Family Wealth Advisors LLC
FAR HILLS, NJ · File #028-26359
Latest AUM
$117.1M
Positions
53
Top-10 Concentration
68.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 22,412 | $15.4M | 13.13% |
| 2 | BLACKROCK ETF TRUST | BLK | 185,396 | $11.3M | 9.64% |
| 3 | ISHARES TR | 464287309 | 74,348 | $9.2M | 7.84% |
| 4 | ISHARES TR | 464287408 | 40,507 | $8.6M | 7.35% |
| 5 | ISHARES TR | 464288877 | 114,370 | $8.2M | 6.99% |
| 6 | ISHARES INC | 46434G103 | 120,257 | $8.1M | 6.91% |
| 7 | ISHARES TR | 464287101 | 19,181 | $6.6M | 5.63% |
| 8 | BLACKROCK ETF TRUST | BLK | 125,368 | $4.8M | 4.13% |
| 9 | ISHARES TR | 46432F339 | 23,814 | $4.7M | 4.05% |
| 10 | ISHARES TR | 464288414 | 31,313 | $3.4M | 2.87% |
| 11 | APPLE INC | AAPL | 10,759 | $2.9M | 2.50% |
| 12 | BLACKROCK ETF TRUST | BLK | 81,675 | $2.7M | 2.33% |
| 13 | ISHARES TR | 464288885 | 23,412 | $2.7M | 2.28% |
| 14 | ISHARES TR | 46432F396 | 9,007 | $2.3M | 1.93% |
| 15 | ISHARES TR | 464288760 | 10,038 | $2.2M | 1.84% |
| 16 | ISHARES TR | 464288653 | 20,764 | $2.1M | 1.81% |
| 17 | ISHARES TR | 464287721 | 10,280 | $2.1M | 1.76% |
| 18 | PIMCO ETF TR | 72201R866 | 32,880 | $1.7M | 1.47% |
| 19 | EXXON MOBIL CORP | XOM | 13,855 | $1.7M | 1.43% |
| 20 | ISHARES GOLD TR | IAU | 15,639 | $1.3M | 1.09% |