SwitchPoint Financial Planning, LLC

CIK

2055526

Location

LEHI, UT

Portfolio Value

Micro $12,950,264

Diversification

Diversified

Filing Date

Global Rank

#7,626 / 8,232 ▲ 221

Top Industry

Software - Application 22.2%

3Y Alpha vs SPY

-2.7%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.6%

SPY

+23.4%

Annualised alpha

-2.7%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

−2.9 pts

Top 5

55.8%

−7.0 pts

Top 10

79.4%

−3.0 pts

HHI

944

Diversified−173

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.1%	$6,870,967	5
Energy	14.4%	$1,864,863	4
Communication Services	8.4%	$1,084,385	2
Healthcare	6.2%	$808,352	3
Consumer Defensive	5.8%	$747,051	2
Financial Services	4.8%	$622,000	1
Consumer Cyclical	4.5%	$583,155	1
Utilities	1.8%	$235,450	1
Basic Materials	1.0%	$134,041	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	+525	2,046	$495,928
NVDA	Nvidia Corp	+361	6,242	$1,088,603
AAPL	Apple Inc.	+111	5,360	$1,360,313
TPL	Texas Pacific Land Corp	+25	1,158	$549,539
JNJ	Johnson & Johnson	+25	1,146	$280,127
BRK-B	Berkshire Hathaway Inc	+18	1,298	$622,000
WMT	Walmart Inc.	+16	3,710	$461,077
CNX	CNX Resources Corp	+9	6,514	$251,113
ELV	Elevance Health, Inc.	+7	733	$214,585
COST	Costco Wholesale Corp /New	+6	287	$285,974
LLY	ELI LILLY & Co	+1	341	$313,640
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CWCO	Consolidated Water Co. Ltd.	−1,000	7,109	$235,450
MSFT	Microsoft Corp	−155	2,837	$1,050,171
AMZN	Amazon Com Inc	−36	2,800	$583,155
META	Meta Platforms, Inc.	−2	481	$275,193
CDNS	Cadence Design Systems Inc	−1	10,350	$2,875,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	5,008	$849,656
CVX	Chevron Corp	1,037	$214,555
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	1,078	$210,112
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $12,950,264 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CDNS	Cadence Design Systems Inc Technology	Reduced	10,350	-1	$2,875,952	−11.1%	22.21%
AAPL	Apple Inc. Technology	Added	5,360	+111	$1,360,313	−4.7%	10.50%
NVDA	Nvidia Corp Technology	Added	6,242	+361	$1,088,603	−0.7%	8.41%
MSFT	Microsoft Corp Technology	Reduced	2,837	-155	$1,050,171	−27.4%	8.11%
XOM	Exxon Mobil Corp Energy	NEW	5,008	NEW	$849,656	NEW	6.56%
GOOGL	Alphabet Inc. Communication Services	Held	2,814	0	$809,192	−8.1%	6.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,298	+18	$622,000	−3.3%	4.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,800	-36	$583,155	−10.9%	4.50%
TPL	Texas Pacific Land Corp Energy	Added	1,158	+25	$549,539	+68.9%	4.24%
IBM	International Business Machines Corp Technology	Added	2,046	+525	$495,928	+10.1%	3.83%
WMT	Walmart Inc. Consumer Defensive	Added	3,710	+16	$461,077	+12.0%	3.56%
LLY	ELI LILLY & Co Healthcare	Added	341	+1	$313,640	−14.2%	2.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	287	+6	$285,974	+18.0%	2.21%
JNJ	Johnson & Johnson Healthcare	Added	1,146	+25	$280,127	+20.7%	2.16%
META	Meta Platforms, Inc. Communication Services	Reduced	481	-2	$275,193	−13.7%	2.12%
CNX	CNX Resources Corp Energy	Added	6,514	+9	$251,113	+5.0%	1.94%
CWCO	Consolidated Water Co. Ltd. Utilities	Reduced	7,109	-1,000	$235,450	−17.7%	1.82%
ELV	Elevance Health, Inc. Healthcare	Added	733	+7	$214,585	−15.7%	1.66%
CVX	Chevron Corp Energy	NEW	1,037	NEW	$214,555	NEW	1.66%
SBSW	Sibanye Stillwater Ltd Basic Materials	Held	10,880	0	$134,041	−13.5%	1.04%