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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 48.72% of SwitchPoint Financial Planning's stock portfolio.
Added to shares of these 10 stocks: GOOG, DFAC, DFIC, SGOV, DFEM, GOOGL, DFSD, JNJ, DXUV, DFNM.
Started 2 new stock positions in JNJ, GOOG.
Reduced shares in these 9 stocks: AVUS, VUG, DFAI, VOO, VEA, DFAE, COST, ELV, CNX.
SwitchPoint Financial Planning was a net buyer of stock by $8.1M.
SwitchPoint Financial Planning has $138M in assets under management (AUM), dropping by 13.15%.
Central Index Key (CIK): 0002055526

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Positions held by SwitchPoint Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 61 positions in its portfolio as reported in the September 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)	19.6	$27M	+6%	703k	38.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	16.1	$22M	+5%	678k	32.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.7	$7.9M	+6%	247k	32.07	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$5.4M		93k	58.21	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.3	$4.6M		103k	44.69	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.9	$4.0M	+6%	83k	48.19	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.7	$3.7M		118k	31.38	View chart
Cadence Design Systems (CDNS)	2.6	$3.6M		10k	351.25	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$3.5M	+21%	34k	100.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$3.4M		10k	328.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.4	$3.3M		72k	45.76	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$3.3M		18k	186.49	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$2.9M	NEW	12k	243.55	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$2.9M	-3%	6.0k	479.60	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$2.8M		61k	46.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$2.5M		70k	36.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$2.0M		28k	73.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$2.0M	-6%	18k	108.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$1.9M		28k	68.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$1.8M		37k	50.07	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.3	$1.8M	+7%	37k	47.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$1.7M		55k	31.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$1.7M		40k	42.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.2	$1.6M		22k	72.44	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M	+3%	2.8k	517.89	View chart
Apple (AAPL)	1.0	$1.4M	+3%	5.6k	254.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.3M		5.0k	254.28	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.9	$1.2M		12k	101.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.2M		1.8k	669.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.0M		1.7k	612.38	View chart
NVIDIA Corporation (NVDA)	0.7	$911k	+7%	4.9k	186.59	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.6	$876k	+27%	15k	58.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$754k		1.00	754200.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$684k	+97%	2.8k	243.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$681k		3.6k	189.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$634k		11k	59.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$630k	+2%	1.3k	502.74	View chart
Amazon (AMZN)	0.4	$567k	+4%	2.6k	219.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$562k		4.7k	120.72	View chart
Wells Fargo & Company (WFC)	0.4	$527k		6.3k	83.82	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$437k		14k	31.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$435k		6.4k	67.83	View chart
Wal-Mart Stores (WMT)	0.3	$375k		3.6k	103.09	View chart
Texas Pacific Land Corp (TPL)	0.3	$355k		380.00	934.46	View chart
Meta Platforms Cl A (META)	0.2	$332k	+9%	452.00	734.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$328k		2.3k	145.65	View chart
Oracle Corporation (ORCL)	0.2	$308k	+5%	1.1k	281.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$285k		3.1k	91.42	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$269k		4.8k	55.57	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$266k		7.5k	35.69	View chart
Costco Wholesale Corporation (COST)	0.2	$262k		283.00	926.82	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$259k	+3%	5.8k	44.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$255k		4.2k	60.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$240k		634.00	378.94	View chart
Eli Lilly & Co. (LLY)	0.2	$240k	+2%	314.00	764.01	View chart
Vanguard World Extended Dur (EDV)	0.2	$238k		3.5k	68.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$233k		964.00	241.96	View chart
Anthem (ELV)	0.2	$227k		702.00	323.11	View chart
Cnx Resources Corporation (CNX)	0.2	$208k		6.5k	32.12	View chart
Johnson & Johnson (JNJ)	0.1	$201k	NEW	1.1k	185.37	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$122k		11k	11.24	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 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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