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Home > Institutional Investor > Liftpoint Family Wealth Advisors Llc > Profile

Instuitional Investor - Liftpoint Family Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Liftpoint Family Wealth Advisors Llc
Portfolio Value $120,777,755
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 26,413 $17,253,489 14.29%
2.
Blackrock Etf Trust
 183,930 $10,701,052 8.86%
3.
Ishares Trust
 IEF 78,442 $8,872,533 7.35%
4.
Ishares Inc - CORE MSCI EMKT
 126,394 $8,815,982 7.3%
5.
Ishares Trust
 IEF 40,927 $8,641,682 7.16%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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