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Portfolio (Quarterly) Guide ↗

LiftPoint Family Wealth Advisors LLC

· CIK 0002110810
13F Portfolio $148M AUM 69 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC Technology 215.0 $248K 0.17% NEW $1154.29 -19.2%
62 CEG CONSTELLATION ENERGY CORP Utilities 995.0 $247K 0.17% NEW $248.37 +11.4%
63 PG PROCTER & GAMBLE CO Consumer Defensive 1,635.0 $240K 0.16% NEW $146.64 -2.0%
64 KO COCA COLA CO Consumer Defensive 2,912.0 $237K 0.16% NEW $81.27 +10.3%
65 CAT CATERPILLAR INC Industrials 216.0 $230K 0.16% NEW $1064.90 -24.9%
66 GGOV BLACKROCK ETF TRUST II 4,230.0 $213K 0.14% NEW $50.29 -0.2%
67 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,530.0 $205K 0.14% NEW $81.16 -9.8%
68 C CITIGROUP INC Financial Services 1,459.0 $204K 0.14% NEW $139.96 -5.1%
69 PUT APPLE INC 20.0 $6K 0.00% NEW $315.00
Page 4 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.9%
Energy 11.3%
Healthcare 10.4%
Financial Services 9.3%
Consumer Defensive 7.1%
Consumer Cyclical 7.0%
Industrials 5.3%
Communication Services 5.2%
Utilities 3.5%