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SwitchPoint Financial Planning

Latest statistics and disclosures from SwitchPoint Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFIC, DFEM, DFAT, DFUV, and represent 48.93% of SwitchPoint Financial Planning's stock portfolio.
Added to shares of these 10 stocks: IBM, DFAC, CWCO, DFSD, TPL, NVDA, SGOV, DFCF, DFNM, DFEM.
Started 2 new stock positions in IBM, CWCO.
Reduced shares in these 10 stocks: VTI, WFC, DFIV, DFUV, AAPL, DFIC, VOO, DFUS, DFAT, VNQ.
Sold out of its position in WFC.
SwitchPoint Financial Planning was a net buyer of stock by $545k.
SwitchPoint Financial Planning has $143M in assets under management (AUM), dropping by 3.41%.
Central Index Key (CIK): 0002055526

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Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.8	$28M		714k	39.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	16.3	$23M		676k	34.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.8	$8.3M		250k	33.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$5.5M		92k	59.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.2	$4.6M	-5%	98k	46.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.0	$4.2M	+6%	89k	47.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.7	$3.9M		118k	32.73	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$3.8M		12k	313.80	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$3.6M	+4%	36k	100.38	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$3.4M		18k	190.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.4	$3.4M		72k	46.80	View chart
Cadence Design Systems (CDNS)	2.3	$3.2M		10k	312.59	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$2.9M		6.0k	487.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.9M	-16%	8.7k	335.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$2.7M	-11%	54k	49.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$2.6M		70k	38.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$2.1M		28k	75.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$2.0M		18k	111.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$2.0M		28k	69.67	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.3	$1.9M	+6%	39k	48.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$1.8M		37k	50.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$1.8M	+7%	43k	42.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$1.8M		55k	32.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$1.6M	-3%	22k	74.17	View chart
Microsoft Corporation (MSFT)	1.0	$1.4M	+5%	3.0k	483.56	View chart
Apple (AAPL)	1.0	$1.4M	-6%	5.2k	271.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.3M		5.0k	257.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.2M		1.8k	684.94	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.8	$1.2M		12k	101.58	View chart
NVIDIA Corporation (NVDA)	0.8	$1.1M	+20%	5.9k	186.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$994k	-5%	1.6k	627.13	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.7	$941k	+5%	16k	59.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$881k		2.8k	312.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$755k		1.00	754800.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$687k		3.6k	191.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$661k		11k	62.47	View chart
Amazon (AMZN)	0.5	$655k	+9%	2.8k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$643k	+2%	1.3k	502.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$574k		4.7k	123.26	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$462k		14k	33.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$458k		6.4k	71.41	View chart
International Business Machines (IBM)	0.3	$451k	NEW	1.5k	296.21	View chart
Wal-Mart Stores (WMT)	0.3	$412k		3.7k	111.44	View chart
Eli Lilly & Co. (LLY)	0.3	$366k	+8%	340.00	1076.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$335k		2.3k	148.69	View chart
Texas Pacific Land Corp (TPL)	0.2	$325k	+198%	1.1k	287.22	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$323k	+8%	6.3k	51.27	View chart
Meta Platforms Cl A (META)	0.2	$319k	+6%	483.00	660.22	View chart
Consolidated Water Ord (CWCO)	0.2	$286k	NEW	8.1k	35.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$283k		7.5k	38.00	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$262k		4.8k	54.07	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$257k		4.3k	59.92	View chart
Anthem (ELV)	0.2	$255k	+3%	726.00	350.55	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$245k		634.00	386.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$244k	-11%	2.8k	88.48	View chart
Costco Wholesale Corporation (COST)	0.2	$243k		281.00	863.45	View chart
Cnx Resources Corporation (CNX)	0.2	$239k		6.5k	36.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$237k		964.00	246.16	View chart
Johnson & Johnson (JNJ)	0.2	$232k	+3%	1.1k	206.89	View chart
Vanguard World Extended Dur (EDV)	0.2	$226k		3.5k	65.02	View chart
Oracle Corporation (ORCL)	0.1	$210k		1.1k	194.99	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$155k		11k	14.25	View chart

Past Filings by SwitchPoint Financial Planning

SEC 13F filings are viewable for SwitchPoint Financial Planning going back to 2025

SwitchPoint Financial Planning 2025 Q4 filed Feb. 17, 2026
SwitchPoint Financial Planning 2025 Q3 filed Nov. 13, 2025
SwitchPoint Financial Planning 2025 Q2 filed Aug. 1, 2025
SwitchPoint Financial Planning 2025 Q1 filed April 29, 2025

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