SwitchPoint Financial Planning, LLC - Portfolio Stock Holdings
SwitchPoint Financial Planning, LLC disclosed 71 stock positions in a recent SEC 13F filing. $172,513,115 of stock holdings were filed, with the largest holdings including DFAC, DFIC, and DFEM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $367,109,076 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
71Est. Stock Holding Value:
$172,513,115Top Stock Holdings By Sector
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Portfolio Stock Holdings - SwitchPoint Financial Planning, LLC
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