SwitchPoint Financial Planning, LLC
All 13F Filings
- Location
- Lehi, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 173,194
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 71 | 173,194 | 13F-HR | SwitchPoint Financial Planning, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.2 K | 12.2% | 3.719 K | 0 | 3.719 K |
| ETFs | 152 K | 87.8% | 21.99 K | 0 | 21.99 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
173,194
Holdings
71
QoQ value change ($000)
25,709
(17.4%)
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.