SWITCHPOINT FINANCIAL PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 12K | $2.95M |
 | SBSW | 11K | $122.29K |
 | CDNS | 10K | $3.64M |
 | CNX | 6K | $207.91K |
 | WFC | 6K | $526.47K |
 | AAPL | 6K | $1.42M |
 | NVDA | 5K | $911.10K |
 | WMT | 4K | $374.45K |
 | MSFT | 3K | $1.48M |
 | GOOGL | 3K | $683.59K |
 | AMZN | 3K | $566.71K |
 | BRK-B | 1K | $630.55K |
 | ORCL | 1K | $307.65K |
 | JNJ | 1K | $200.74K |
 | ELV | 702 | $226.95K |
 | META | 452 | $331.99K |
 | TPL | 380 | $355.09K |
 | LLY | 314 | $239.85K |
 | COST | 283 | $262.26K |
 | BRK-A | 1 | $754.20K |
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.95M
Sibanye Stillwater Limited
SBSW
Shares Held
11K
Value
$122.29K
Cadence Design Systems, Inc.
CDNS
Shares Held
10K
Value
$3.64M
CNX Resources Corporation
CNX
Shares Held
6K
Value
$207.91K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$526.47K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.42M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$911.10K
Walmart Inc.
WMT
Shares Held
4K
Value
$374.45K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.48M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$683.59K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$566.71K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$630.55K
Oracle Corporation
ORCL
Shares Held
1K
Value
$307.65K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$200.74K
Elevance Health Inc.
ELV
Shares Held
702
Value
$226.95K
Meta Platforms, Inc.
META
Shares Held
452
Value
$331.99K
Texas Pacific Land Corporation
TPL
Shares Held
380
Value
$355.09K
Eli Lilly and Company
LLY
Shares Held
314
Value
$239.85K
Costco Wholesale Corporation
COST
Shares Held
283
Value
$262.26K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K