Long-term investor
Liftpoint Family Wealth Advisors LLC @liftpointfamilywealthadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110810).
Record
- Tracked since 2025-12-31 (264 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.7%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 18.8% · long · since 2025-12-31
- 09290C103 · 8.6% · long · since 2025-12-31
- 464287309 · 7.4% · long · since 2025-12-31
- 46434G103 · 6.0% · long · since 2025-12-31
- 464287408 · 5.4% · long · since 2025-12-31
- 464288885 · 4.5% · long · since 2025-12-31
- 464288877 · 4.2% · long · since 2025-12-31
- 09290C780 · 3.4% · long · since 2025-12-31
- 09290C806 · 3.3% · long · since 2025-12-31
- 09290C855 · 2.7% · long · since 2026-03-31
- AAPL · 2.7% · long · since 2025-12-31
- 46438G448 · 2.5% · long · since 2026-03-31