SwitchPoint Financial Planning, LLC reported 25 positions worth $20.58M for the quarter ended Jun 30, 2026, up 20.1% on the prior quarter. It opened 4 new positions, added to 8, trimmed 9 and exited 1. Its largest holding is Alphabet Inc. at 20.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +292 | – | $337.05K | 1.64% |
| AMAT Applied Materials Inc | +308 | – | $222.68K | 1.08% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +461 | – | $220.16K | 1.07% |
| NUE Nucor Corp | +979 | – | $218.07K | 1.06% |
| NVDA Nvidia Corp | +673 | +10.8% | $134.66K | 6.72% |
| AMZN Amazon Com Inc | +410 | +14.6% | $97.72K | 3.72% |
| MSFT Microsoft Corp | +219 | +7.7% | $81.69K | 5.54% |
| BRK-B Berkshire Hathaway Inc | +26 | +2.0% | $13.01K | 3.22% |
| LLY ELI LILLY & Co | +7 | +2.1% | $8.40K | 2.03% |
| META Meta Platforms, Inc. | +9 | +1.9% | $5.07K | 1.34% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -1,037 | -100.0% | $214.56K | Exited |
| GOOG Alphabet Inc. | -167 | -1.4% | $59.01K | 20.48% |
| TPL Texas Pacific Land Corp | -21 | -1.8% | $9.19K | 2.42% |
| JNJ Johnson & Johnson | -31 | -2.7% | $7.87K | 1.38% |
| XOM ExxonMobil Holdings Corp | -32 | -0.6% | $4.38K | 3.31% |
| IBM International Business Machines Corp | -9 | -0.4% | $2.53K | 2.78% |
| COST Costco Wholesale Corp | -2 | -0.7% | $1.87K | 1.3% |
| AAPL Apple Inc. | -4 | -0.1% | $1.16K | 7.53% |
| CNX CNX Resources Corp | -22 | -0.3% | $746.46 | 1.07% |
| WMT Walmart Inc. | -5 | -0.1% | $566.30 | 2.04% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CVX Chevron Corp | -1,037 | $214.56K | 1.25% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 11.9K | $4.21M | 20.48% | -167 | -1.4% | Reduced | 0% |
| 2 | CDNS Cadence Design Systems Inc | Technology | 10.4K | $3.89M | 18.89% | +4 | +0.0% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 5,356 | $1.55M | 7.53% | -4 | -0.1% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 6,915 | $1.38M | 6.72% | +673 | +10.8% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 3,056 | $1.14M | 5.54% | +219 | +7.7% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 2,814 | $1.01M | 4.89% | 0 | 0.0% | Unchanged | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 3,210 | $765.07K | 3.72% | +410 | +14.6% | Added | 0% |
| 8 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $748.85K | 3.64% | 0 | 0.0% | Unchanged | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 4,976 | $680.32K | 3.31% | -32 | -0.6% | Reduced | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,324 | $662.63K | 3.22% | +26 | +2.0% | Added | 0% |
| 11 | IBM International Business Machines Corp | Technology | 2,037 | $572.83K | 2.78% | -9 | -0.4% | Reduced | 0% |
| 12 | TPL Texas Pacific Land Corp | Real Estate | 1,137 | $497.60K | 2.42% | -21 | -1.8% | Reduced | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 3,705 | $419.63K | 2.04% | -5 | -0.1% | Reduced | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 348 | $417.54K | 2.03% | +7 | +2.1% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 292 | $337.05K | 1.64% | +292 | – | New | 0% |
Tip. Select a row to see that position’s full history at SwitchPoint Financial Planning.
As of its Q2 2026 13F filing, SwitchPoint Financial Planning, LLC’s five largest positions were Alphabet Inc. (GOOG) at 20.5%, Cadence Design Systems Inc (CDNS) at 18.9%, Apple Inc. (AAPL) at 7.5%, Nvidia Corp (NVDA) at 6.7%, Microsoft Corp (MSFT) at 5.5% of the reported portfolio.
SwitchPoint Financial Planning, LLC reported a 13F portfolio worth $20.58M across 25 positions for Q2 2026. That is up 20.1% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($337.05K), Applied Materials Inc ($222.68K), Taiwan Semiconductor Manufacturing Co Ltd ($220.16K). It opened 4 new positions.
Its largest sales by value were Chevron Corp ($214.56K), Alphabet Inc. ($59.01K), Texas Pacific Land Corp ($9.19K). It exited 1 positions entirely.
From the Form 13F-HR reports SwitchPoint Financial Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.