SwitchPoint Financial Planning, LLC

Q3 2025 13F Holdings

Location
Lehi, UT
Holdings as of
9/30/2025
Value
$138M
Num holdings
61
Date filed
11/13/2025
Form type
13F-HR
Prev filing
8/1/2025
Next filing
2/17/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type