SwitchPoint Financial Planning, LLC Portfolio Holdings
Q3 2025•60 long positions•$137.2M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $27.1M 19.76% | +$1.6M Bought | — 703.0K shares | 660.4K → 703.0K +$1.6M | +6.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.2M 16.2% | +$1.2M Bought | — 678.0K shares | 641.7K → 678.0K +$1.2M | +5.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.9M 5.76% | +$465.4K Bought | — 246.5K shares | 232.0K → 246.5K +$465.4K | +6.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 3.93% | +$10.9K Bought | — 92.7K shares | 92.5K → 92.7K +$10.9K | +0.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 3.37% | +$9.8K Bought | — 103.3K shares | 103.1K → 103.3K +$9.8K | +0.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.92% | +$245.4K Bought | — 83.1K shares | 78.0K → 83.1K +$245.4K | +6.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 2.7% | — | — 117.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $3.6M 2.65% | +$1.1K Bought | 0.004% 10.3K shares | 10.3K → 10.3K +$1.1K | +0.03% | $95.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.52% | +$602.9K Bought | — 34.3K shares | 28.3K → 34.3K +$602.9K | +21.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.48% | +$1.6K Bought | — 10.4K shares | 10.4K → 10.4K +$1.6K | +0.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 2.4% | — | — 72.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 2.4% | — | — 17.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.9M 2.15% | +$2.9M New | 0.0% 12.1K shares | 0 → 12.1K +$2.9M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.9M 2.09% | -$93.0K Sold | — 6.0K shares | 6.2K → 6.0K −$93.0K | -3.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.05% | +$8.7K Bought | — 61.0K shares | 60.8K → 61.0K +$8.7K | +0.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.85% | -$8.0K Sold | — 69.8K shares | 70.0K → 69.8K −$8.0K | -0.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.48% | — | — 27.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.42% | -$127.1K Sold | — 18.0K shares | 19.1K → 18.0K −$127.1K | -6.11% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.4% | — | — 28.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.33% | +$16.3K Bought | — 36.5K shares | 36.2K → 36.5K +$16.3K | +0.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.29% | +$127.0K Bought | — 36.8K shares | 34.1K → 36.8K +$127.0K | +7.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.26% | -$2.3K Sold | — 54.8K shares | 54.8K → 54.8K −$2.3K | -0.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.26% | +$18.9K Bought | — 40.3K shares | 39.9K → 40.3K +$18.9K | +1.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.17% | — | — 22.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.5M 1.08% | +$46.6K Bought | 0.0% 2.8K shares | 2.8K → 2.8K +$46.6K | +3.26% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.4M 1.04% | +$53.0K Bought | 0.0% 5.6K shares | 5.4K → 5.6K +$53.0K | +3.87% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.928% | — | — 5.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.888% | +$5.5K Bought | — 12.0K shares | 11.9K → 12.0K +$5.5K | +0.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.871% | — | — 1.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.746% | -$8.0K Sold | — 1.7K shares | 1.7K → 1.7K −$8.0K | -0.77% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $911.1K 0.664% | +$65.9K Bought | 0.0% 4.9K shares | 4.5K → 4.9K +$65.9K | +7.79% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $754.2K 0.55% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $683.6K 0.498% | +$337.7K Bought | 0.0% 2.8K shares | 1.4K → 2.8K +$337.7K | +97.61% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $680.5K 0.496% | — | — 3.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $634.0K 0.462% | -$7.2K Sold | — 10.6K shares | 10.7K → 10.6K −$7.2K | -1.12% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $630.5K 0.46% | +$17.1K Bought | 0.0% 1.3K shares | 1.2K → 1.3K +$17.1K | +2.79% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $566.7K 0.413% | +$23.5K Bought | 0.0% 2.6K shares | 2.5K → 2.6K +$23.5K | +4.32% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $562.1K 0.41% | — | — 4.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $526.5K 0.384% | +$3.4K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$3.4K | +0.66% | $268.51B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $436.8K 0.318% | — | — 13.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $435.1K 0.317% | — | — 6.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $374.4K 0.273% | +$5.4K Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$5.4K | +1.45% | $821.68B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $355.1K 0.259% | +$934.5 Bought | 0.002% 380.0 shares | 379.0 → 380.0 +$934.5 | +0.26% | $21.5B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $332.0K 0.242% | +$28.6K Bought | 0.0% 452.0 shares | 413.0 → 452.0 +$28.6K | +9.44% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $327.7K 0.239% | — | — 2.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $307.7K 0.224% | +$17.2K Bought | 0.0% 1.1K shares | 1.0K → 1.1K +$17.2K | +5.91% | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $284.5K 0.207% | +$1.9K Bought | — 3.1K shares | 3.1K → 3.1K +$1.9K | +0.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $268.8K 0.196% | — | — 4.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $266.0K 0.194% | — | — 7.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $262.3K 0.191% | -$1.9K Sold | 0.0% 283.0 shares | 285.0 → 283.0 −$1.9K | -0.7% | $410.27B Mega Cap | Q4 2024 Held for 11 months |
