LiftPoint Family Wealth Advisors LLC
Long book
$120.8M
Q1 2026
Positions
55
Top-10 weight
68%
concentration
Last quarter
+13.1%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsLiftPoint Family Wealth Advisors LLC is a wealth-management firm allocating client money, running a $120.8M US long book across 55 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHRS US E F R A ETF-USD INC, ISHARES S&P 500 GROWTH ETF, ISHARES CORE MSCI EMERGING, ISHARES S&P 500 VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.0%
Q1 2026
+13.1%
Sector allocation
Technology 46%
Energy 21%
Healthcare 12%
Consumer discretionary 10%
Financials 6%
Utilities 4%
Industrials 2%
Long book by quarter
What does LiftPoint Family own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 11.2K | $2.8M | 2.4% | +3.7% |
| XOM EXXON MOBIL CORP | Energy | 13.0K | $2.2M | 1.8% | -6.4% |
| NVDA NVIDIA CORP | Technology | 6.4K | $1.1M | 0.9% | +21.0% |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $1.0M | 0.9% | +0.3% |
| WMT WALMART INC | Consumer discretionary | 7.7K | $955K | 0.8% | -1.9% |
| MSFT MICROSOFT CORP | Technology | 2.0K | $738K | 0.6% | +10.3% |
| ABBV ABBVIE INC | Healthcare | 1.9K | $415K | 0.3% | -7.1% |
| CVX CHEVRON CORP | Energy | 2.0K | $409K | 0.3% | -6.2% |
| JPM JPMORGAN CHASE & CO | Financials | 1.1K | $333K | 0.3% | +4.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4K | $286K | 0.2% | +3.5% |
| GOOGL ALPHABET INC-CL A | Technology | 991 | $285K | 0.2% | +14.6% |
| AVGO BROADCOM INC | Technology | 919 | $284K | 0.2% | +17.2% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 2.1K | $277K | 0.2% | -6.1% |
| CEG CONSTELLATION ENERGY | Utilities | 891 | $249K | 0.2% | -0.1% |
| GOOG ALPHABET INC-CL C | Technology | 843 | $242K | 0.2% | -2.5% |
| WFC WELLS FARGO & CO | Financials | 2.8K | $219K | 0.2% | +3.1% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 443 | $210K | 0.2% | New |
| META META PLATFORMS INC-CLASS A | Technology | 362 | $207K | 0.2% | -10.2% |
| TSLA TESLA INC | Industrials | 546 | $203K | 0.2% | +10.8% |