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Switchpoint Financial Planning - Q4 2025 13F Filings

SW

Switchpoint Financial Planning, LLC

CIK: 0002055526
Address: Utah Lehi 2901 W Bluegrass Blvd Suite 200-26
$142.79 M
Portfolio Value
62
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IBM International Business Machines Corporation
+$450,397
2. DFAC Dimensional Us Core Equity 2 Etf
+$420,683.51
3. CWCO Consolidated Water Co
+$286,167
4. DFSD Dimensional Short-Duration Fixed Income Etf
+$256,339.27
5. NVDA Nvidia Corporation
+$186,132.85

Top Sells

Q4 2025
1. VTI Vanguard Total Stock Market Etf
−$560,906.63
2. WFC Wells Fargo & Company
−$526,473
3. DFIV Dimensional International Value Etf
−$358,981.63
4. DFUV Dimensional Us Marketwide Value Etf
−$248,930.27
5. AAPL Apple
−$91,892.6

Asset Allocation

Stocks/ETFs
+3.41%
$142.79 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Switchpoint Financial Planning Q4 2025 Filing Summary

Switchpoint Financial Planning, LLC filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 142.79 M reflecting a +3.41% change from the prior quarter, spanning 62 assets. The top 10 holdings comprised 62.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Switchpoint Financial Planning’s Q4 2025 Filing

Switchpoint Financial Planning submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Switchpoint Financial Planning reported a managed portfolio value of 142.79 M, consisting of 98 individual positions.

This page displays the raw filing documents. To see which stocks Switchpoint Financial Planning bought or sold during Q4 2025, please visit Switchpoint Financial Planning's Portfolio Analysis page.