SWITCHPOINT FINANCIAL PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 12K | $3.47M |
 | SBSW | 11K | $134.04K |
 | CDNS | 10K | $2.88M |
 | CWCO | 7K | $235.45K |
 | CNX | 7K | $251.12K |
 | NVDA | 6K | $1.09M |
 | AAPL | 5K | $1.36M |
 | XOM | 5K | $849.66K |
 | WMT | 4K | $461.08K |
 | MSFT | 3K | $1.05M |
 | GOOGL | 3K | $809.11K |
 | AMZN | 3K | $583.15K |
 | IBM | 2K | $495.93K |
 | BRK-B | 1K | $622.11K |
 | TPL | 1K | $549.54K |
 | JNJ | 1K | $280.07K |
 | CVX | 1K | $214.56K |
 | ELV | 733 | $214.47K |
 | META | 481 | $275.19K |
 | LLY | 341 | $313.74K |
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.47M
Sibanye Stillwater Limited
SBSW
Shares Held
11K
Value
$134.04K
Cadence Design Systems, Inc.
CDNS
Shares Held
10K
Value
$2.88M
Consolidated Water Co. Ltd.
CWCO
Shares Held
7K
Value
$235.45K
CNX Resources Corporation
CNX
Shares Held
7K
Value
$251.12K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.09M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.36M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$849.66K
Walmart Inc.
WMT
Shares Held
4K
Value
$461.08K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.05M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$809.11K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$583.15K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$495.93K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$622.11K
Texas Pacific Land Corporation
TPL
Shares Held
1K
Value
$549.54K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$280.07K
Chevron Corporation
CVX
Shares Held
1K
Value
$214.56K
Elevance Health Inc.
ELV
Shares Held
733
Value
$214.47K
Meta Platforms, Inc.
META
Shares Held
481
Value
$275.19K
Eli Lilly and Company
LLY
Shares Held
341
Value
$313.74K