SwitchPoint Financial Planning, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 147,485
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 64 | 147,485 | 13F-HR | SwitchPoint Financial Planning, LLC |
| Q4 2025 | 2/17/2026 | 62 | 142,786 | 13F-HR | SwitchPoint Financial Planning, LLC |
| Q3 2025 | 11/13/2025 | 61 | 138,077 | 13F-HR | SwitchPoint Financial Planning, LLC |
| Q2 2025 | 8/1/2025 | 59 | 122,025 | 13F-HR | SwitchPoint Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.48 K | 11.9% | 0 | 107.9 K | -107.9 K |
| ETFs | 130 K | 88.1% | 112.6 K | 0 | 112.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
147,485
Holdings
64
QoQ value change ($000)
4,699
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.