Loading…
CIK 0002110810 • 3 13F filings • Feb 13, 2026 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("liftpoint-family-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $415K | 0.3% | 1,908 SH | |
| ALPHABET INC | CAP STK CL A | $285K | 0.2% | 991 SH | |
| ALPHABET INC | CAP STK CL C | $242K | 0.2% | 843 SH | |
| AMAZON COM INC | COM | $286K | 0.2% | 1,375 SH | |
| AMERICAN ELEC PWR CO INC | COM | $277K | 0.2% | 2,116 SH | |
| APPLE INC | COM | $2.8M | 2.4% | 11,204 SH | |
| APPLE INC | PUT | $24K | 0.0% | 20 SH | |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $3.5M | 2.9% | 106,999 SH | |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | $1.8M | 1.5% | 54,564 SH | |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | $2.9M | 2.4% | 69,914 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $10.7M | 8.9% | 183,930 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $4.9M | 4.0% | 135,029 SH | |
| BROADCOM INC | COM | $284K | 0.2% | 919 SH | |
| CHEVRON CORPORATION | COM | $409K | 0.3% | 1,978 SH | |
| CONSTELLATION ENERGY CORP | COM | $249K | 0.2% | 891 SH | |
| ELI LILLY & CO | COM | $1.0M | 0.9% | 1,126 SH | |
| EXXON MOBIL CORP | COM | $2.2M | 1.8% | 12,962 SH | |
| ISHARES GOLD TR | ISHARES NEW | $568K | 0.5% | 6,447 SH | |
| ISHARES INC | CORE MSCI EMKT | $8.8M | 7.3% | 126,394 SH | |
| ISHARES INC | MSCI EMRG CHN | $544K | 0.5% | 6,917 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $476K | 0.4% | 4,725 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $702K | 0.6% | 6,969 SH | |
| ISHARES TR | CORE INTL AGGR | $317K | 0.3% | 6,327 SH | |
| ISHARES TR | CORE S&P500 ETF | $17.3M | 14.3% | 26,413 SH | |
| ISHARES TR | CORE UNIVRSL USD | $1.1M | 0.9% | 23,566 SH | |
| ISHARES TR | EAFE GRWTH ETF | $5.6M | 4.6% | 50,083 SH | |
| ISHARES TR | EAFE VALUE ETF | $8.5M | 7.0% | 113,822 SH | |
| ISHARES TR | LONG TERM MUNI | $3.3M | 2.7% | 65,692 SH | |
| ISHARES TR | MBS ETF | $226K | 0.2% | 2,381 SH | |
| ISHARES TR | MSCI USA MIN VOL | $814K | 0.7% | 8,772 SH | |
| ISHARES TR | MSCI USA MMENTM | $2.3M | 1.9% | 9,488 SH | |
| ISHARES TR | MSCI USA QLT FCT | $4.8M | 3.9% | 24,869 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.2M | 2.7% | 30,519 SH | |
| ISHARES TR | S&P 100 ETF | $825K | 0.7% | 2,594 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $8.9M | 7.3% | 78,442 SH | |
| ISHARES TR | S&P 500 VAL ETF | $8.6M | 7.2% | 40,927 SH | |
| ISHARES TR | U.S. TECH ETF | $877K | 0.7% | 4,832 SH | |
| ISHARES TR | US AER DEF ETF | $943K | 0.8% | 4,309 SH | |
| ISHARES TR | US TREAS BD ETF | $279K | 0.2% | 12,186 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $210K | 0.2% | 4,115 SH | |
| JPMORGAN CHASE & CO | COM | $333K | 0.3% | 1,131 SH | |
| META PLATFORMS INC | CL A | $207K | 0.2% | 362 SH | |
| MICROSOFT CORP | COM | $738K | 0.6% | 1,993 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.9% | 6,396 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $489K | 0.4% | 5,299 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $1.7M | 1.4% | 32,540 SH | |
| PIMCO ETF TR | MTG BKD SECS ACT | $273K | 0.2% | 5,503 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $566K | 0.5% | 21,621 SH | |
| PIMCO ETF TR | MUNI INCOME OPP | $1.2M | 1.0% | 26,796 SH | |
| TESLA INC | COM | $203K | 0.2% | 546 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $210K | 0.2% | 443 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $318K | 0.3% | 993 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $602K | 0.5% | 4,068 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $257K | 0.2% | 2,729 SH | |
| WALMART INC | COM | $955K | 0.8% | 7,684 SH | |
| WELLS FARGO & CO | COM | $219K | 0.2% | 2,754 SH |
| 13F-HR |
| 0002110810-26-000002 |
| $120.8M |
| View |