LiftPoint Family Wealth Advisors LLC reported 28 positions worth $22.04M for the quarter ended Sep 30, 2026, up 3.2% on the prior quarter. It opened 0 new positions, added to 8, trimmed 16 and exited 3. Its largest holding is Apple Inc. at 20.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +944 | +14.9% | $73.73K | 2.58% |
| WFC Wells Fargo & Company | +193 | +6.2% | $15.45K | 1.2% |
| HD Home Depot, Inc. | +22 | +2.0% | $6.26K | 1.48% |
| AEP American Electric Power Co Inc | +43 | +2.2% | $5.10K | 1.08% |
| META Meta Platforms, Inc. | +7 | +1.0% | $5.08K | 2.28% |
| URI United Rentals, Inc. | +2 | +0.9% | $2.00K | 1.03% |
| TSLA Tesla, Inc. | +5 | +0.6% | $1.77K | 1.4% |
| BRK-B Berkshire Hathaway Inc | +2 | +0.3% | $995.90 | 1.35% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -216 | -100.0% | $230.02K | Exited |
| PEG Public Service Enterprise Group Inc | -2,530 | -100.0% | $205.34K | Exited |
| C Citigroup Inc | -1,459 | -100.0% | $204.20K | Exited |
| XOM ExxonMobil Holdings Corp | -358 | -2.7% | $58.26K | 9.45% |
| LLY ELI LILLY & Co | -40 | -3.0% | $46.28K | 6.79% |
| AAPL Apple Inc. | -133 | -1.0% | $44.29K | 20.3% |
| AVGO Broadcom Inc. | -85 | -5.2% | $29.85K | 2.46% |
| GOOGL Alphabet Inc. | -84 | -4.4% | $28.90K | 2.87% |
| WMT Walmart Inc. | -135 | -1.5% | $14.03K | 4.05% |
| JPM Jpmorgan Chase & Co | -40 | -1.8% | $13.23K | 3.23% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 13.4K | $4.47M | 20.3% | -133 | -1.0% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 10.1K | $2.31M | 10.46% | -25 | -0.2% | Reduced | 0% |
| 3 | XOM ExxonMobil Holdings Corp | Energy | 12.8K | $2.08M | 9.45% | -358 | -2.7% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 3,111 | $1.60M | 7.24% | -22 | -0.7% | Reduced | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 1,294 | $1.50M | 6.79% | -40 | -3.0% | Reduced | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 8,590 | $892.67K | 4.05% | -135 | -1.5% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 2,153 | $712.28K | 3.23% | -40 | -1.8% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 2,830 | $705.10K | 3.2% | -9 | -0.3% | Reduced | 0% |
| 9 | CVX Chevron Corp | Energy | 3,114 | $635.91K | 2.88% | -8 | -0.3% | Reduced | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,837 | $632.08K | 2.87% | -84 | -4.4% | Reduced | 0% |
| 11 | IAU Ishares Gold Trust | Others | 7,287 | $569.12K | 2.58% | +944 | +14.9% | Added | 0% |
| 12 | ABBV AbbVie Inc. | Healthcare | 2,128 | $556.66K | 2.53% | -1 | 0.0% | Reduced | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 1,544 | $542.24K | 2.46% | -85 | -5.2% | Reduced | 0% |
| 14 | PWR Quanta Services, Inc. | Industrials | 841 | $540.35K | 2.45% | 0 | 0.0% | Unchanged | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 692 | $501.83K | 2.28% | +7 | +1.0% | Added | 0% |
Tip. Select a row to see that position’s full history at LiftPoint Family Wealth Advisors.
As of its Q3 2026 13F filing, LiftPoint Family Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 20.3%, Nvidia Corp (NVDA) at 10.5%, ExxonMobil Holdings Corp (XOM) at 9.5%, Microsoft Corp (MSFT) at 7.2%, ELI LILLY & Co (LLY) at 6.8% of the reported portfolio.
LiftPoint Family Wealth Advisors LLC reported a 13F portfolio worth $22.04M across 28 positions for Q3 2026. That is up 3.2% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($73.73K), Wells Fargo & Company ($15.45K), Home Depot, Inc. ($6.26K). It opened 0 new positions.
Its largest sales by value were Caterpillar Inc ($230.02K), Public Service Enterprise Group Inc ($205.34K), Citigroup Inc ($204.20K). It exited 3 positions entirely.
From the Form 13F-HR reports LiftPoint Family Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.