SwitchPoint Financial Planning, LLC
SEC Form 13F institutional filer · CIK 0002055526
13F-HR · 26 reported holdings · 2026-03-31
Reported long-US-equity value
$0.02B
Top-10 concentration
69.9%
SwitchPoint Financial Planning, LLC — $25M AUM allocation strategy
SwitchPoint Financial Planning, LLC files SEC Form 13F and reports $25M of long US equity value across 26 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.5%, followed by Communication Services 17.1% and Financials 7.4%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SwitchPoint Financial Planning, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$25M
total across 26 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IBM +525 sh · +$45.5K+$VTI +494 sh · +$32.9K+$NVDA +361 sh · −$8.24K
Biggest trims (shares)
−$MSFT −155 sh · −$397K−$AMZN −36 sh · −$71.5K−$META −2 sh · −$43.7K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services17.1%—
- Application Software11.5%—
- Technology Hardware, Storage & Peripherals5.4%—
- Asset Management & Custody Banks4.9%—
- Semiconductors4.4%—
- Systems Software4.2%—
- Integrated Oil & Gas3.4%—
- Aerospace & Defense2.9%—
- Other holdings46.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 12.1K | $3.47M | +0 | 13.9% |
| $CDNS | Cadence Design Systems Inc | 10.3K | $2.88M | -1 | 11.5% |
| $AAPL | Apple Inc | 5.36K | $1.36M | +111 | 5.5% |
| $NVDA | NVIDIA Corporation | 6.24K | $1.09M | +361 | 4.4% |
| $MSFT | Microsoft Corporation | 2.84K | $1.05M | -155 | 4.2% |
| $XOM | ExxonMobil Holdings Corporation | 5.01K | $850K | — | 3.4% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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