SwitchPoint Financial Planning, LLC
All 13F Filings
Location
Lehi, UT
CIK
0002055526
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000205552626000002
Q1 2026
64
147,485,022
13F-HR
4/30/2026
SwitchPoint Financial Planning, LLC