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Value $
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$104M
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Signature - Title
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Kyle Wilhelm - Chief Compliance Officer
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Location
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Lehi, UT
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Summary
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This page shows a list of all the recent 13F filings made by SwitchPoint Financial Planning, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. SwitchPoint Financial Planning, LLC reported 50 stock holdings with total value $104M as of Q4 2024. Top holdings included DFAC, DFIC, DFEM, DFAT, and DFUV.