LiftPoint Family Wealth Advisors LLC
LiftPoint Family Wealth Advisors LLC reported 69 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
LiftPoint Family Wealth Advisors LLC reported 69 holdings worth US$148M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Exxon Mobil Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,570 | US$3.93M | 2.7% |
| Nvidia Corporation | 10,121 | US$2.03M | 1.4% |
| Exxon Mobil Corporation | 13,159 | US$1.8M | 1.2% |
| Eli Lilly And Company | 1,334 | US$1.6M | 1.1% |
| Alphabet Inc (google) Class C | 3,347 | US$1.2M | 0.81% |
| Microsoft Corp. | 3,133 | US$1.17M | 0.79% |
| Walmart Inc. | 8,725 | US$988K | 0.67% |
| Jp Morgan Chase & Co. | 2,193 | US$718K | 0.49% |
| Amazon.com, Inc. | 2,839 | US$677K | 0.46% |
| Broadcom Inc. | 1,629 | US$615K | 0.42% |
| Quanta Services, Inc. | 841 | US$606K | 0.41% |
| Abbvie Inc. | 2,129 | US$536K | 0.36% |
| Chevron Corporation | 3,122 | US$518K | 0.35% |
| Advanced Micro Devices Inc | 732 | US$425K | 0.29% |
| Home Depot, Inc. (the) | 1,128 | US$398K | 0.27% |
| Meta Platforms, Inc. | 685 | US$386K | 0.26% |
| Tesla, Inc. | 866 | US$364K | 0.25% |
| Berkshire Hathaway Inc. | 597 | US$299K | 0.20% |
| American Electric Power Company, Inc. | 1,956 | US$268K | 0.18% |
| Wells Fargo & Company | 3,111 | US$257K | 0.17% |
| United Rentals, Inc. | 225 | US$255K | 0.17% |
| Visa Inc. | 738 | US$253K | 0.17% |
| Micron Technology, Inc. | 215 | US$248K | 0.17% |
| Constellation Energy Corporation | 995 | US$247K | 0.17% |
| Procter & Gamble Company (the) | 1,635 | US$240K | 0.16% |
| Coca-cola Company (the) | 2,912 | US$237K | 0.16% |
| Caterpillar, Inc. | 216 | US$230K | 0.16% |
| Public Service Enterprise Group Incorporated | 2,530 | US$205K | 0.14% |
| Citigroup, Inc. | 1,459 | US$204K | 0.14% |
| Texas Pacific Land Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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