SwitchPoint Financial Planning, LLC

Q2 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$173,194
Net value change ($000)
+25,709 (17.4%)
New positions
8
Sold out positions
1
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,410 25.8%
DFIC 3,555 14.2%
DFEM 2,103 23.7%
CDNS 1,010 35.1%
VXUS 813 37.9%
GOOGL 745 21.5%
VTI 729 24.8%
DFAT 697 12.1%
DFUV 645 13.7%
VUG 480 18.3%
Top Reduces (Value $000, Stocks/ETFs)
CVX -215 -100.0%
DFNM -193 -9.8%
XOM -170 -20.0%
TPL -52 -9.5%
SBSW -42 -31.3%
WMT -41 -8.9%
CNX -31 -12.4%
CWCO -25 -10.6%
COST -19 -6.6%
VTES -8 -0.6%
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