Switchpoint Financial Planning, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055526

Type: FundHoldings: 51Value: $102.6MLatest: 2025Q1

SwitchPoint Financial Planning, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 51 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  "MSFT",
  null,
  "VGIT",
  "IVV",
  "AAPL",
  "NVDA",
  null,
  null,
  "VNQ",
  null,
  "IWV",
  null,
  null,
  null,
  "AMZN",
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "WFC",
  null,
  "BRK-B",
  "CDNS",
  "CNX",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "ELV",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 51
Total Value: 102623683
Accession Number: 0002055526-25-000002
Form Type: 13F-HR
CIK: switchpoint-financial-planning
Manager Name: Switchpoint-Financial-Planning

Data Enrichment

55% identified

28 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $102.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

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25434V708

DFAC|25434V708

Shares:678.6K

Value:$22.4M

% of Portfolio:21.8% ($22.4M/$102.6M)

25434V799

Shares:632.2K

Value:$17.6M

% of Portfolio:17.1% ($17.6M/$102.6M)

25434V732

Shares:253.6K

Value:$6.7M

% of Portfolio:6.5% ($6.7M/$102.6M)

25434V609

Shares:92.6K

Value:$4.8M

% of Portfolio:4.6% ($4.8M/$102.6M)

25434V724

Shares:108.7K

Value:$4.5M

% of Portfolio:4.4% ($4.5M/$102.6M)

25434V864

Shares:76.2K

Value:$3.6M

% of Portfolio:3.5% ($3.6M/$102.6M)

25434V880

DFAX|25434V880

Shares:117.9K

Value:$3.1M

% of Portfolio:3.0% ($3.1M/$102.6M)

922908769

VTI|922908769

Shares:10.4K

Value:$2.8M

% of Portfolio:2.8% ($2.8M/$102.6M)

46436E718

Shares:28.1K

Value:$2.8M

% of Portfolio:2.8% ($2.8M/$102.6M)

922908744

VTV|922908744

Shares:15.5K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$102.6M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:10.3K

Value:$2.6M

% of Portfolio:2.6% ($2.6M/$102.6M)

25434V807

Shares:60.0K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$102.6M)

25434V104

Shares:51.9K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$102.6M)

922907746

VTEB|922907746

Shares:37.8K

Value:$1.9M

% of Portfolio:1.8% ($1.9M/$102.6M)

922908736

VUG|922908736

Shares:5.0K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$102.6M)

25434V849

Shares:38.3K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$102.6M)

921909768

VXUS|921909768

Shares:27.6K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$102.6M)

25434V500

Shares:28.0K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$102.6M)

25434V872

Shares:38.4K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$102.6M)

25434V625

Shares:24.4K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$102.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	678.6K	QoQ -2.84% (-19.8K) YoY-	All Managers (Combined)	$22.4M	21.8% ($22.4M/$102.6M)	QoQ -7.33% (-$1.8M) YoY-
(cusip25434V799)✕	632.2K	QoQ +1.10% (+6.9K) YoY-	All Managers (Combined)	$17.6M	17.1% ($17.6M/$102.6M)	QoQ +8.63% (+$1.4M) YoY-
(cusip25434V732)✕	253.6K	QoQ +0.72% (+1.8K) YoY-	All Managers (Combined)	$6.7M	6.5% ($6.7M/$102.6M)	QoQ +1.76% (+$116.5K) YoY-
(cusip25434V609)✕	92.6K	QoQ +0.13% (-122) YoY-	All Managers (Combined)	$4.8M	4.6% ($4.8M/$102.6M)	QoQ -7.36% (-$379.3K) YoY-
(cusip25434V724)✕	108.7K	QoQ +0.18% (+201) YoY-	All Managers (Combined)	$4.5M	4.4% ($4.5M/$102.6M)	QoQ +0.89% (+$39.7K) YoY-
(cusip25434V864)✕	76.2K	QoQ -0.80% (-617) YoY-	All Managers (Combined)	$3.6M	3.5% ($3.6M/$102.6M)	QoQ +0.55% (-$19.8K) YoY-
(DFAXcusip25434V880)	117.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.1M	3.0% ($3.1M/$102.6M)	QoQ +5.39% (+$158.0K) YoY-
(VTIcusip922908769)	10.4K	QoQ +18.77% (+1.6K) YoY-	All Managers (Combined)	$2.8M	2.8% ($2.8M/$102.6M)	QoQ +12.64% (+$319.3K) YoY-
(cusip46436E718)✕	28.1K	QoQ +66.03% (+11.2K) YoY-	All Managers (Combined)	$2.8M	2.8% ($2.8M/$102.6M)	QoQ +66.61% (+$1.1M) YoY-
(VTVcusip922908744)	15.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$102.6M)	QoQ +2.03% (+$53.4K) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	10.3K	QoQ -0.37% (-39) YoY-	All Managers (Combined)	$2.6M	2.6% ($2.6M/$102.6M)	QoQ -15.67% (-$487.0K) YoY-
(cusip25434V807)✕	60.0K	QoQ +0.24% (+149) YoY-	All Managers (Combined)	$2.4M	2.3% ($2.4M/$102.6M)	QoQ +11.21% (+$238.2K) YoY-
(cusip25434V104)✕	51.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0M	1.9% ($2.0M/$102.6M)	QoQ -5.06% (-$106.4K) YoY-
(VTEBcusip922907746)	37.8K	QoQ +0.02% (-9) YoY-	All Managers (Combined)	$1.9M	1.8% ($1.9M/$102.6M)	QoQ -0.99% (-$18.8K) YoY-
(VUGcusip922908736)	5.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$102.6M)	QoQ -9.65% (-$196.3K) YoY-
(cusip25434V849)✕	38.3K	QoQ -11.38% (-4.9K) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$102.6M)	QoQ -11.75% (-$242.7K) YoY-
(VXUScusip921909768)	27.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$102.6M)	QoQ +5.37% (+$87.5K) YoY-
(cusip25434V500)✕	28.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$102.6M)	QoQ -8.18% (-$149.3K) YoY-
(cusip25434V872)✕	38.4K	QoQ +52.32% (+13.2K) YoY-	All Managers (Combined)	$1.6M	1.6% ($1.6M/$102.6M)	QoQ +55.24% (+$574.3K) YoY-
(cusip25434V625)✕	24.4K	QoQ NEW(+24.4K) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$102.6M)	QoQ NEW(+$1.5M) YoY-