§ 13F · FUND PROFILE
LiftPoint Family Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 53Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 22K | $15.4T | 13.1% | NEW |
| 2 | DYNF | BLACKROCK ETF TRUST | 185K | $11.3T | 9.6% | NEW |
| 3 | IVW | ISHARES TR | 74K | $9.2T | 7.8% | NEW |
| 4 | IVE | ISHARES TR | 41K | $8.6T | 7.3% | NEW |
| 5 | EFV | ISHARES TR | 114K | $8.2T | 7.0% | NEW |
| 6 | IEMG | ISHARES INC | 120K | $8.1T | 6.9% | NEW |
| 7 | OEF | ISHARES TR | 19K | $6.6T | 5.6% | NEW |
| 8 | THRO | BLACKROCK ETF TRUST | 125K | $4.8T | 4.1% | NEW |
| 9 | QUAL | ISHARES TR | 24K | $4.7T | 4.0% | NEW |
| 10 | MUB | ISHARES TR | 31K | $3.4T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFTPOINT SIGNAL
AC read
LiftPoint Family Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed