DOSSIER · 13F-HR · Q2 2026
SwitchPoint Financial Planning, LLC
$173M in tracked AUM across 113 positions as of Q2 2026.
SF
CIK 0002055526 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
SwitchPoint Financial Planning, LLC manages a concentrated yet systematically diversified portfolio with a total value of $101.53 million as of the report date September 30, 2025. The portfolio experienced robust growth of 14.8% over the quarter, increasing from $88.47 million. This performance significantly outpaced typical broad market benchmarks for the period, suggesting both strong underlying market performance and potential active inflows into the fund.
The portfol...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.