LiftPoint Family Wealth Advisors LLC

13F filer · CIK 0002110810

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$148MU.S. long equity reported on 13F

Positions3512 new · 1 closed

Net flow last quarter+$6.82MBuys minus sells

Top 10 positions weight12.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202635 positions
THROTheron Resource Group	$4.88M	3.31%	1.43%	-16.2%	Q4 2025
AAPLApple Inc.	$3.93M	2.66%	0.00%	+21.1%	Q4 2025
NVDANvidia Corp	$2.03M	1.37%	0.00%	+58.2%	Q4 2025
XOMExxonMobil Holdings Corp	$1.8M	1.22%	0.00%	+1.5%	Q4 2025
LLYELI LILLY & Co	$1.6M	1.08%	0.00%	+18.5%	Q4 2025
MSFTMicrosoft Corp	$1.17M	0.79%	0.00%	+57.2%	Q4 2025
WMTWalmart Inc.	$988K	0.67%	0.00%	+13.6%	Q4 2025
JPMJPMorgan Chase & Co	$718K	0.49%	0.00%	+93.9%	Q4 2025
EMXCEmax Holdings Corp	$691K	0.47%	Not reported	-2.3%	Q4 2025
GOOGLAlphabet Inc.	$687K	0.47%	0.00%	+93.8%	Q4 2025
AMZNAmazon Com Inc	$677K	0.46%	0.00%	+106.5%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$643K	0.44%	Not reported	Not reported	Q1 2026
AVGOBroadcom Inc.	$615K	0.42%	0.00%	+77.3%	Q4 2025
PWRQuanta Services, Inc.	$606K	0.41%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$536K	0.36%	0.00%	+11.6%	Q4 2025
CVXChevron Corp	$518K	0.35%	0.00%	+57.8%	Q4 2025
GOOGAlphabet Inc.	$510K	0.35%	Not reported	+71.1%	Q4 2025
IAUIshares Gold Trust	$479K	0.32%	0.00%	-1.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$425K	0.29%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$398K	0.27%	0.00%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$386K	0.26%	Not reported	+89.2%	Q4 2025
TSLATesla, Inc.	$364K	0.25%	0.00%	+58.6%	Q4 2025
BRK.BBerkshire Hathaway Inc	$299K	0.20%	Not reported	New	Q2 2026
PMBSPuramed Bioscience Inc.	$294K	0.20%	0.00%	+8.3%	Q4 2025
AEPAmerican Electric Power Co Inc	$268K	0.18%	0.00%	-7.6%	Q4 2025
WFCWells Fargo & Company	$257K	0.17%	0.00%	+13.0%	Q4 2025
URIUnited Rentals, Inc.	$255K	0.17%	0.00%	New	Q2 2026
VVisa Inc.	$253K	0.17%	0.00%	New	Q2 2026
MUMicron Technology Inc	$248K	0.17%	0.00%	New	Q2 2026
CEGConstellation Energy Corp	$247K	0.17%	0.00%	+11.7%	Q4 2025
PGPROCTER & GAMBLE Co	$240K	0.16%	0.00%	New	Q2 2026
KOCoca Cola Co	$237K	0.16%	0.00%	New	Q2 2026
CATCaterpillar Inc	$230K	0.16%	0.00%	New	Q2 2026
PEGPublic Service Enterprise Group Inc	$205K	0.14%	0.00%	Not reported	Q4 2025
CCitigroup Inc	$204K	0.14%	0.00%	New	Q2 2026
Q1 2026Reported Apr 29, 202624 positions
THROTheron Resource Group	$4.89M	4.05%	1.71%	+7.7%	Q4 2025
AAPLApple Inc.	$2.84M	2.35%	0.00%	+3.7%	Q4 2025
XOMExxonMobil Holdings Corp	$2.2M	1.82%	0.00%	-6.5%	Q4 2025
NVDANvidia Corp	$1.12M	0.92%	0.00%	+21.0%	Q4 2025
LLYELI LILLY & Co	$1.04M	0.86%	0.00%	+0.3%	Q4 2025
WMTWalmart Inc.	$955K	0.79%	0.00%	-1.9%	Q4 2025
MSFTMicrosoft Corp	$738K	0.61%	0.00%	+10.3%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$602K	0.50%	Not reported	New	Q1 2026
IAUIshares Gold Trust	$568K	0.47%	0.00%	-58.8%	Q4 2025
EMXCEmax Holdings Corp	$544K	0.45%	Not reported	-28.6%	Q4 2025
ABBVAbbVie Inc.	$415K	0.34%	0.00%	-7.1%	Q4 2025
CVXChevron Corp	$409K	0.34%	0.00%	-6.2%	Q4 2025
JPMJPMorgan Chase & Co	$333K	0.28%	0.00%	+4.7%	Q4 2025
AMZNAmazon Com Inc	$286K	0.24%	0.00%	+3.5%	Q4 2025
GOOGLAlphabet Inc.	$285K	0.24%	0.00%	+14.6%	Q4 2025
AVGOBroadcom Inc.	$284K	0.24%	0.00%	+17.2%	Q4 2025
AEPAmerican Electric Power Co Inc	$277K	0.23%	0.00%	-6.1%	Q4 2025
PMBSPuramed Bioscience Inc.	$273K	0.23%	0.00%	-1.1%	Q4 2025
CEGConstellation Energy Corp	$249K	0.21%	0.00%	-0.1%	Q4 2025
GOOGAlphabet Inc.	$242K	0.20%	Not reported	-2.5%	Q4 2025
WFCWells Fargo & Company	$219K	0.18%	0.00%	+3.1%	Q4 2025
TPLTexas Pacific Land Corp	$210K	0.17%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$207K	0.17%	Not reported	-10.2%	Q4 2025
TSLATesla, Inc.	$203K	0.17%	0.00%	+10.8%	Q4 2025
Q4 2025Reported Feb 13, 202626 positions
THROTheron Resource Group	$4.83M	4.13%	1.59%	New	Q4 2025
AAPLApple Inc.	$2.93M	2.50%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.67M	1.42%	0.00%	New	Q4 2025
IAUIshares Gold Trust	$1.27M	1.08%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$1.21M	1.03%	0.00%	New	Q4 2025
NVDANvidia Corp	$986K	0.84%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$874K	0.75%	0.00%	New	Q4 2025
WMTWalmart Inc.	$872K	0.74%	0.00%	New	Q4 2025
EMXCEmax Holdings Corp	$704K	0.60%	Not reported	New	Q4 2025
ABBVAbbVie Inc.	$469K	0.40%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$376K	0.32%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$348K	0.30%	0.00%	New	Q4 2025
PEPPepsico Inc	$342K	0.29%	0.00%	New	Q4 2025
CVXChevron Corp	$321K	0.27%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$315K	0.27%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$307K	0.26%	0.00%	New	Q4 2025
PMBSPuramed Bioscience Inc.	$276K	0.24%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$271K	0.23%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$271K	0.23%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$271K	0.23%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$266K	0.23%	Not reported	New	Q4 2025
AEPAmerican Electric Power Co Inc	$260K	0.22%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$249K	0.21%	0.00%	New	Q4 2025
TMUST-Mobile US, Inc.	$245K	0.21%	0.00%	New	Q4 2025
PEGPublic Service Enterprise Group Inc	$230K	0.20%	0.00%	New	Q4 2025
TSLATesla, Inc.	$222K	0.19%	0.00%	New	Q4 2025

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