SwitchPoint Financial Planning, LLC
SwitchPoint Financial Planning, LLC reported 113 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
SwitchPoint Financial Planning, LLC reported 113 holdings worth US$173M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Cadence Design Systems, Inc. and Apple Inc. Filed Aug 17, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 14,606 | US$5.22M | 3.0% |
| Cadence Design Systems, Inc. | 10,354 | US$3.89M | 2.2% |
| Apple Inc | 5,356 | US$1.55M | 0.89% |
| Berkshire Hathaway Inc. | 2,821 | US$1.41M | 0.81% |
| Nvidia Corporation | 6,915 | US$1.38M | 0.80% |
| Microsoft Corp. | 3,056 | US$1.14M | 0.66% |
| Amazon.com, Inc. | 3,210 | US$765K | 0.44% |
| Exxon Mobil Corporation | 4,976 | US$680K | 0.39% |
| International Business Machines Corporation | 2,037 | US$573K | 0.33% |
| Texas Pacific Land Corporation | 1,137 | US$498K | 0.29% |
| Walmart Inc. | 3,705 | US$420K | 0.24% |
| Eli Lilly And Company | 348 | US$418K | 0.24% |
| Micron Technology, Inc. | 292 | US$337K | 0.19% |
| Elevance Health, Inc. | 738 | US$285K | 0.16% |
| Johnson & Johnson | 1,115 | US$283K | 0.16% |
| Meta Platforms, Inc. | 490 | US$276K | 0.16% |
| Costco Wholesale Corporation | 285 | US$267K | 0.15% |
| Applied Materials, Inc. | 308 | US$223K | 0.13% |
| Cnx Resources Corporation | 6,492 | US$220K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 461 | US$220K | 0.13% |
| Nucor Corporation | 979 | US$218K | 0.13% |
| Consolidated Water Co. Ltd. | 7,109 | US$210K | 0.12% |
| Sibanye Stillwater Limited | 10,880 | US$92,371 | 0.05% |
| Chevron Corporation | 0 | US$0 | 0.00% |