No buy transactions available for this period
No sell transactions available for this period
Liftpoint Family Wealth Advisors LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 117.14 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 68.4% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Liftpoint Family Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Liftpoint Family Wealth Advisors reported a managed portfolio value of 117.14 M, consisting of 53 individual positions.
This page displays the raw filing documents. To see which stocks Liftpoint Family Wealth Advisors bought or sold during Q4 2025, please visit Liftpoint Family Wealth Advisors's Portfolio Analysis page.