Switchpoint Financial Planning, LLC
Long-term investor · UT · @switchpointfinancialplan
-1.3%
All time
S&P +14.9%
Long-term investor
Switchpoint Financial Planning, LLC @switchpointfinancialplan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055526).
Record
- Tracked since 2025-06-30 (491 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -1.2% · 1 year -1.3% · all -1.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 20.6% · long · since 2025-09-30
- 25434V799 · 16.5% · long · since 2025-09-30
- 25434V732 · 6.1% · long · since 2025-09-30
- 25434V609 · 3.4% · long · since 2025-09-30
- 25434V724 · 3.0% · long · since 2025-09-30
- 25434V864 · 3.0% · long · since 2025-09-30
- 25434V880 · 2.4% · long · since 2025-09-30
- 02079K107 · 2.3% · long · since 2025-09-30
- 922908744 · 2.1% · long · since 2025-09-30
- 25434V104 · 2.1% · long · since 2025-09-30
- 922908769 · 1.9% · long · since 2025-09-30
- 46436E718 · 1.9% · long · since 2025-09-30