SwitchPoint Financial Planning, LLC

Q2 2025 13F Holdings

Location
Lehi, UT
Holdings as of
6/30/2025
Value ($000)
$122,025
Num holdings
59
Date filed
8/1/2025
Form type
13F-HR
Prev filing
4/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type