13F Filings History of LiftPoint Family Wealth Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$117,142,299
Signature - Title
Timothy Starkey - Managing Member
Location
Far Hills, NJ
Summary
This page shows a list of all the recent 13F filings made by LiftPoint Family Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LiftPoint Family Wealth Advisors LLC reported 52 stock holdings with total value $117,142,299 as of Q4 2025. Top holdings included IVV, DYNF, IVW, IVE, and EFV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $117,142,299 $0 $0 $0 IVV, DYNF, IVW, IVE, EFV 13F-HR 13 Feb 2026, 14:03