SwitchPoint Financial Planning, LLC

Q4 2025 13F-HR Holdings

Location
Lehi, UT
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$142,786
Net value change ($000)
+4,709 (3.4%)
New positions
2
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,138 4.2%
DFIC 1,063 4.8%
GOOGL 848 28.8%
IBM 450 NEW
DFEM 363 4.6%
CWCO 286 NEW
DFSD 236 5.9%
GOOGL 197 28.8%
NVDA 186 20.4%
DFAX 159 4.3%
Top Reduces (Value $000, Stocks/ETFs)
WFC -526 -100.0%
VTI -488 -14.4%
CDNS -399 -11.0%
DFIV -129 -4.6%
ORCL -98 -31.8%
DFUV -52 -1.1%
VNQ -41 -14.4%
TPL -30 -8.5%
VOO -29 -2.8%
MSFT -29 -2.0%
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