SwitchPoint Financial Planning, LLC

Q3 2025 13F-HR Holdings

Location
Lehi, UT
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$138,077
Net value change ($000)
+16,052 (13.2%)
New positions
2
Sold out positions
0
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 3,445 14.6%
GOOGL 2,947 NEW
DFIC 2,282 11.4%
DFEM 1,020 14.8%
SGOV 603 21.2%
CDNS 447 14.0%
GOOGL 433 172.5%
DFAT 404 8.1%
AAPL 319 28.9%
DFSD 260 6.9%
Top Reduces (Value $000, Stocks/ETFs)
ELV -47 -17.2%
TPL -46 -11.5%
COST -20 -7.1%
CNX -10 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type