13F Filings History of SwitchPoint Financial Planning, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$142,785,850
Signature - Title
Kyle Wilhelm - Chief Compliance Officer
Location
Lehi, UT
Summary
This page shows a list of all the recent 13F filings made by SwitchPoint Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SwitchPoint Financial Planning, LLC reported 62 stock holdings with total value $142,785,850 as of Q4 2025. Top holdings included DFAC, DFIC, DFEM, DFAT, and DFUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $142,785,850 +$2,606,950 -$2,061,782 +$545,168 DFAC, DFIC, DFEM, DFAT, DFUV 13F-HR 17 Feb 2026, 14:07
Q3 2025 61 $138,076,551 +$8,306,783 -$248,287 +$8,058,496 DFAC, DFIC, DFEM, DFAT, DFUV 13F-HR 13 Nov 2025, 12:44
Q2 2025 59 $122,025,444 +$12,014,560 -$4,252,097 +$7,762,463 DFAC, DFIC, DFEM, DFAT, DFUV 13F-HR 01 Aug 2025, 16:00
Q1 2025 51 $105,424,398 +$5,032,065 -$2,934,749 +$2,097,316 DFAC, DFIC, DFEM, DFAT, DFUV 13F-HR 29 Apr 2025, 13:58
Q4 2024 50 $104,448,918 $0 $0 $0 DFAC, DFIC, DFEM, DFAT, DFUV 13F-HR 11 Feb 2025, 17:56