SwitchPoint Financial Planning, LLC

Q1 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$147,485
Net value change ($000)
+4,699 (3.3%)
New positions
3
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFIC 1,686 7.2%
DFSD 1,123 26.5%
XOM 850 NEW
DFEM 617 7.5%
ISHG 578 NEW
DFAC 455 1.6%
DFCF 388 21.1%
DFAT 276 5.0%
TPL 225 69.2%
CVX 215 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -627 -17.5%
MSFT -397 -27.4%
CDNS -360 -11.1%
GOOGL -326 -8.6%
VUG -299 -10.2%
ORCL -210 -100.0%
DFAU -121 -3.6%
GOOGL -72 -8.2%
AMZN -72 -11.0%
DFUS -70 -4.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type