SwitchPoint Financial Planning, LLC

Business address
2901 W Bluegrass Blvd, Suite 200 26, Lehi, UT, 84043
Top securities (13F)
DFAC, DFIC, DFEM, DFAT, DFUV, DFSD, DFAX, CDNS, SGOV, VTI, DFAU, VTV, GOOG, VUG, DFIV, DFAI, VXUS, AVUS, DFAS, and VTEB
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SwitchPoint Financial Planning, LLC has filed 4 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-24924
13F-HR Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-24924
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-24924
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24924