Switch Point Financial Planning, LLC Portfolio Holdings

Switch Point Financial Planning, LLC

  • $104 Billion
  • Q4 2024

Switch Point Financial Planning, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $24.2B, Dimensional ETF Tr Dimensional with a value of $16.2B, Dimensional ETF Tr Emerging Mk with a value of $6.59B, Dimensional ETF Tr U S Target with a value of $5.15B, and Dimensional ETF Tr Us Marketwi with a value of $4.44B.

Examining the 13F form we can see an increase of $104B in the current position value.

Switch Point Financial Planning, LLC is based out at Lehi, UT

Below you can find more details about Switch Point Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $90.7 Billion
Technology: $6.1 Billion
Consumer Cyclical: $1.07 Billion
Financial Services: $879 Million
Healthcare: $255 Million
Consumer Defensive: $250 Million
Energy: $236 Million
Communication Services: $211 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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