LiftPoint Family Wealth Advisors LLC

Name: LiftPoint Family Wealth Advisors LLC 13F Holdings
Creator: 13F Insight

$148M in tracked AUM across 69 positions as of Q2 2026.

CIK 0002110810 · last filed Jun 30, 2026

Total AUM

$148M

as of Q2 2026

Holdings

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

Loading holdings…

Filing history loading…