SwitchPoint Financial Planning, LLC

Q1 2026 13F-HR Holdings

Location: Lehi, UT
Holdings as of: 3/31/2026
Value ($000): $147,485,022
Num holdings: 64
Date filed: 4/30/2026
Form type: 13F-HR
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Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type