SwitchPoint Financial Planning, LLC

CIK

2055526

Location

LEHI, UT

Portfolio Value

Micro $21,561,752

Diversification

Diversified

Filing Date

Global Rank

#8,097 / 8,698 ▲ 58 · as of Mar 2026

Top Industry

Internet Content & Information 26.6%

3Y Alpha vs SPY

+3.1%

Period ended 5 months ago

Filed Apr 30, 2026 · 4mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+31.3%

SPY

+27.3%

Annualised alpha

+2.4%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

19.8%

−1.7 pts

Top 5

55.7%

−3.7 pts

Top 10

79.0%

−3.8 pts

HHI

900

Diversified−113

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.9%	$6,870,967	5
Communication Services	21.1%	$4,553,668	2
Unclassified	20.5%	$4,424,065	4
Energy	8.6%	$1,864,863	4
Financial Services	6.2%	$1,340,140	1
Healthcare	3.7%	$808,352	3
Consumer Defensive	3.5%	$747,051	2
Consumer Cyclical	2.7%	$583,155	1
Utilities	1.1%	$235,450	1
Basic Materials	0.6%	$134,041	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+628	11,208	$718,208
IBM	International Business Machines Corp	+525	2,046	$495,928
NVDA	Nvidia Corp	+361	6,242	$1,088,603
VXUS	Vanguard Total International Stock ETF	+239	27,827	$2,145,739
AAPL	Apple Inc.	+111	5,360	$1,360,313
VB	Vanguard Morningstar Small-Cap ETF	+89	5,095	$1,334,482
JNJ	Johnson & Johnson	+25	1,146	$280,127
TPL	Texas Pacific Land Corp	+25	1,158	$549,539
BRK-B	Berkshire Hathaway Inc	+18	1,299	$1,340,140
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

6 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
EDV	Vanguard World Funds Extended Duration ETF	−1	3,474	$225,636
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings 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

24 tracked positions · $21,561,752 total · filing declares 102 positions · $147,485,022 · 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
GOOGL	Alphabet Inc. Communication Services	Held	14,908	0	$4,278,475	−8.5%	19.84%
CDNS	Cadence Design Systems Inc Technology	Reduced	10,350	-1	$2,875,952	−11.1%	13.34%
VXUS	Vanguard Total International Stock ETF	Added	27,827	+239	$2,145,739	+3.1%	9.95%
AAPL	Apple Inc. Technology	Added	5,360	+111	$1,360,313	−4.7%	6.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,299	+18	$1,340,140	−4.2%	6.22%
VB	Vanguard Morningstar Small-Cap ETF	Added	5,095	+89	$1,334,482	+3.3%	6.19%
NVDA	Nvidia Corp Technology	Added	6,242	+361	$1,088,603	−0.7%	5.05%
MSFT	Microsoft Corp Technology	Reduced	2,837	-155	$1,050,171	−27.4%	4.87%
XOM	ExxonMobil Holdings Corp Energy	NEW	5,008	NEW	$849,656	NEW	3.94%
VEA	Vanguard FTSE Developed Markets ETF	Added	11,208	+628	$718,208	+8.7%	3.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,800	-36	$583,155	−10.9%	2.70%
TPL	Texas Pacific Land Corp Energy	Added	1,158	+25	$549,539	+68.9%	2.55%
IBM	International Business Machines Corp Technology	Added	2,046	+525	$495,928	+10.1%	2.30%
WMT	Walmart Inc. Consumer Defensive	Added	3,710	+16	$461,077	+12.0%	2.14%
LLY	ELI LILLY & Co Healthcare	Added	341	+1	$313,640	−14.2%	1.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	287	+6	$285,974	+18.0%	1.33%
JNJ	Johnson & Johnson Healthcare	Added	1,146	+25	$280,127	+20.7%	1.30%
META	Meta Platforms, Inc. Communication Services	Reduced	481	-2	$275,193	−13.7%	1.28%
CNX	CNX Resources Corp Energy	Added	6,514	+9	$251,113	+5.0%	1.16%
CWCO	Consolidated Water Co. Ltd. Utilities	Reduced	7,109	-1,000	$235,450	−17.7%	1.09%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	3,474	-1	$225,636	−0.1%	1.05%
ELV	Elevance Health, Inc. Healthcare	Added	733	+7	$214,585	−15.7%	1.00%
CVX	Chevron Corp Energy	NEW	1,037	NEW	$214,555	NEW	1.00%
SBSW	Sibanye Stillwater Ltd Basic Materials	Held	10,880	0	$134,041	−13.5%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.