Titelia

Holdings of LiftPoint Family Wealth Advisors LLC

51 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73.2 % of the equity sleeve

Sector breakdown

  • Funds 30.8 %
  • Technology 4.5 %
  • Energy 2.0 %
  • Health care 1.3 %
  • Consumer staples 0.9 %
  • Communication 0.7 %
  • Financials 0.5 %
  • Utilities 0.5 %
  • Consumer discretionary 0.4 %
  • Unattributed 58.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US51111M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 26,41317.3M $
2BlackRock ETF Trust 183,93010.7M $
3iShares Trust 78,4428.9M $
4iShares Core MSCI Emerging Markets ETF 126,3948.8M $
5iShares Trust 40,9278.6M $
6iShares Trust 113,8228.5M $
7iShares MSCI EAFE Growth ETF 50,0835.6M $
8BlackRock ETF Trust 135,0294.9M $
9iShares Trust 24,8694.8M $
10iShares National Muni Bond ETF 30,5193.2M $
11BlackRock ETF Trust 69,9142.9M $
12Apple Inc 11,2042.8M $
13iShares MSCI USA Momentum Factor ETF 9,4882.3M $
14Exxon Mobil Corp 12,9622.2M $
15iShares Defense Industrials Ac 54,5641.8M $
16NVIDIA Corp 6,3961.1M $
17iShares Trust 23,5661.1M $
18Eli Lilly & Co 1,1261M $
19Walmart Inc 7,684955K $
20iShares Trust 4,309942.6K $
21iShares U.S. Technology ETF 4,832876.6K $
22Ishares S&p 100 Etf 2,594825.1K $
23iShares MSCI USA Min Vol Factor ETF 8,772813.5K $
24Microsoft Corp 1,993737.7K $
25iShares Trust 6,969701.9K $
26Vanguard High Dividend Yield E 4,068602.5K $
27Ishares Gold Trust 6,447568.4K $
28PIMCO Multisector Bond Active 21,621566.5K $
29Ishares Inc 6,917544.1K $
30PIMCO ETF Trust 5,299489K $
31iShares Trust 4,725475.6K $
32AbbVie Inc 1,908415K $
33Chevron Corp 1,978409.2K $
34JPMorgan Chase & Co 1,131332.7K $
35Vanguard Total Stock Market ETF 993318.4K $
36iShares Trust 6,327316.6K $
37Amazon.com Inc 1,375286.4K $
38Alphabet Inc 991285K $
39Broadcom Inc 919284.4K $
40iShares Trust 12,186279.2K $
41American Electric Power Co Inc 2,116277.4K $
42PIMCO FUNDS 5,503272.9K $
43Vanguard Whitehall Funds 2,729257.2K $
44Constellation Energy Corp. 891248.8K $
45Alphabet Inc 843241.8K $
46iShares MBS ETF 2,381226.1K $
47Wells Fargo & Co 2,754219.2K $
48Texas Pacific Land Corp 443210.2K $
49JPMorgan Ultra-Short Municipal Income ETF 4,115209.8K $
50Meta Platforms Inc 362207.1K $
51Tesla Inc 546203K $