SwitchPoint Financial Planning, LLCETFConcentrated long-term

CIK: 0002055526 | LEHI, UT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	107	$179.8M	2026-11-02	SEC ↗
Q2 2026	13F-HR	113	$173.2M	2026-08-17	SEC ↗
Q1 2026	13F-HR	102	$147.5M	2026-04-30	SEC ↗
Q4 2025	13F-HR	98	$142.8M	2026-02-17	SEC ↗
Q3 2025	13F-HR	96	$138.1M	2025-11-13	SEC ↗
Q2 2025	13F-HR	75	$122.0M	2025-08-01	SEC ↗
Q1 2025	13F-HR	63	$105.4M	2025-04-29	SEC ↗
Q4 2024	13F-HR	50	$104.4M	2025-02-12	SEC ↗