Institutional Fund
Liftpoint Family Wealth Advisors LLC
Far Hills, NJCIK 21108102 filings on record
Portfolio Value
$120.75M
Q1 2026
Holdings
55
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+3.1%
from $117.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.3%
- Blackrock ETF Trust8.9%
- Ishares Tr7.3%
- Ishares Inc7.3%
- Ishares Tr7.2%
- Ishares Tr7.0%
- Other48.0%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 26.4K | $17.25M | 14.3% | +4.0K | Added |
| 2 | Blackrock ETF Trust | 183.9K | $10.70M | 8.9% | −1.5K | Reduced |
| 3 | Ishares Tr | 78.4K | $8.87M | 7.3% | +4.1K | Added |
| 4 | Ishares Inc | 126.4K | $8.82M | 7.3% | +6.1K | Added |
| 5 | Ishares Tr | 40.9K | $8.64M | 7.2% | +420 | Added |
| 6 | Ishares Tr | 113.8K | $8.46M | 7.0% | −548 | Reduced |
| 7 | Ishares Tr | 50.1K | $5.58M | 4.6% | +26.7K | Added |
| 8 | Blackrock ETF Trust | 135.0K | $4.89M | 4.1% | +9.7K | Added |
| 9 | Ishares Tr | 24.9K | $4.77M | 4.0% | +1.1K | Added |
| 10 | Blackrock ETF Trust | 107.0K | $3.53M | 2.9% | +25.3K | Added |
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