Holdings
SwitchPoint Financial Planning, LLC
As of Jun 30, 2026, SwitchPoint Financial Planning, LLC reported 23 positions worth US$20.6M. Largest: Alphabet Inc (google) Class C, Cadence Design Systems, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 14,606 | US$5.22M | −272 | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 10,354 | US$3.89M | +4 | Jun 30, 2026 |
| Apple Inc | 5,356 | US$1.55M | −4 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,821 | US$1.41M | +24 | Jun 30, 2026 |
| Nvidia Corporation | 6,915 | US$1.38M | +673 | Jun 30, 2026 |
| Microsoft Corp. | 3,056 | US$1.14M | +219 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,210 | US$765K | +410 | Jun 30, 2026 |
| Exxon Mobil Corporation | 4,976 | US$680K | −32 | Jun 30, 2026 |
| International Business Machines Corporation | 2,037 | US$573K | −9 | Jun 30, 2026 |
| Texas Pacific Land Corporation | 1,137 | US$498K | −21 | Jun 30, 2026 |