Managed by Switchpoint Financial Planning, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $28.3M | 713.6K | 0.00% | — |
| 2 | ? N/A — | $27.1M | 703.0K | 0.00% | — |
| 3 | ? N/A — | $24.2M | 698.5K | 0.00% | — |
| 4 | ? N/A — | $23.7M | 660.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $23.3M |
| 676.0K |
| 0.00% |
| — |
| 6 | ? N/A — | $22.4M | 678.6K | 0.00% | — |
| 7 | H | $22.2M | 678.0K | 0.00% | — |
| 8 | H | $19.9M | 641.7K | 0.00% | — |
| 9 | H | $17.6M | 632.2K | 0.00% | — |
| 10 | H | $16.2M | 625.4K | 0.00% | — |
| 11 | S SBUX — | $8.3M | 250.0K | 0.00% | — |
| 12 | S SBUX — | $7.9M | 246.5K | 0.00% | — |
| 13 | S SBUX — | $6.9M | 232.0K | 0.00% | — |
| 14 | S SBUX — | $6.7M | 253.6K | 0.00% | — |
| 15 | S SBUX — | $6.6M | 251.7K | 0.00% | — |
| 16 | ? N/A — | $5.5M | 92.1K | 0.00% | — |
| 17 | ? N/A — | $5.4M | 92.7K | 0.00% | — |
| 18 | ? N/A — | $5.1M | 92.5K | 0.00% | — |
| 19 | ? N/A — | $5M | 92.5K | 0.00% | — |
| 20 | ? N/A — | $4.8M | 92.6K | 0.00% | — |