SWITCHPOINT FINANCIAL PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 12K | $3.80M |
 | SBSW | 11K | $155.04K |
 | CDNS | 10K | $3.24M |
 | CWCO | 8K | $286.17K |
 | CNX | 7K | $239.19K |
 | NVDA | 6K | $1.10M |
 | AAPL | 5K | $1.43M |
 | WMT | 4K | $411.58K |
 | MSFT | 3K | $1.45M |
 | AMZN | 3K | $654.61K |
 | GOOGL | 3K | $880.78K |
 | IBM | 2K | $450.40K |
 | BRK-B | 1K | $643.50K |
 | TPL | 1K | $325.42K |
 | JNJ | 1K | $231.91K |
 | ORCL | 1K | $210.10K |
 | ELV | 726 | $254.38K |
 | META | 483 | $318.87K |
 | LLY | 340 | $365.77K |
 | COST | 281 | $242.60K |
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.80M
Sibanye Stillwater Limited
SBSW
Shares Held
11K
Value
$155.04K
Cadence Design Systems, Inc.
CDNS
Shares Held
10K
Value
$3.24M
Consolidated Water Co. Ltd.
CWCO
Shares Held
8K
Value
$286.17K
CNX Resources Corporation
CNX
Shares Held
7K
Value
$239.19K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.10M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.43M
Walmart Inc.
WMT
Shares Held
4K
Value
$411.58K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.45M
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$654.61K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$880.78K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$450.40K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$643.50K
Texas Pacific Land Corporation
TPL
Shares Held
1K
Value
$325.42K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$231.91K
Oracle Corporation
ORCL
Shares Held
1K
Value
$210.10K
Elevance Health Inc.
ELV
Shares Held
726
Value
$254.38K
Meta Platforms, Inc.
META
Shares Held
483
Value
$318.87K
Eli Lilly and Company
LLY
Shares Held
340
Value
$365.77K
Costco Wholesale Corporation
COST
Shares Held
281
Value
$242.60K