SwitchPoint Financial Planning, LLC

Q3 2026 13F-HR Holdings

Location
Lehi, UT
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$179,846
Net value change ($000)
+6,652 (3.8%)
New positions
11
Sold out positions
11
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VONG 2,830 NEW
VONV 2,604 NEW
TFI 1,418 NEW
IEFA 1,283 NEW
DFIC 1,183 4.1%
IEMG 951 NEW
DFAC 912 2.5%
IUSB 767 NEW
SCHA 697 NEW
DFNM 523 29.6%
Top Reduces (Value $000, Stocks/ETFs)
DXUV -1,133 -100.0%
VXUS -799 -27.0%
BRK-B -749 -100.0%
XOM -680 -100.0%
VTEB -598 -30.6%
IVV -570 -42.6%
TPL -498 -100.0%
CDNS -468 -12.0%
WMT -420 -100.0%
DFSD -378 -6.6%
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.
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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