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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, DFSD, and represent 49.97% of SwitchPoint Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFSD, DFAC, DFIC, XOM, ISHG, DFCF, DFEM, CVX, VTI, IBM.
Started 3 new stock positions in ISHG, XOM, CVX.
Reduced shares in these 10 stocks: SGOV, , MSFT, DFUV, CWCO, AMZN, FRDM, META, CDNS, EDV.
Sold out of its position in ORCL.
SwitchPoint Financial Planning was a net buyer of stock by $5.1M.
SwitchPoint Financial Planning has $148M in assets under management (AUM), dropping by 3.29%.
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 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.5	$29M	+3%	739k	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	16.9	$25M	+4%	703k	35.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.0	$8.9M	+2%	257k	34.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$5.8M		92k	62.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.6	$5.4M	+26%	112k	47.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.2	$4.7M		97k	48.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.7	$4.0M		118k	33.97	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$3.5M		18k	196.20	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$3.5M		12k	286.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$3.3M		72k	45.12	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.0	$3.0M	-17%	29k	100.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.9M	+5%	9.2k	320.81	View chart
Cadence Design Systems (CDNS)	2.0	$2.9M		10k	277.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$2.9M		54k	52.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$2.7M		70k	38.96	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$2.6M		6.0k	436.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.5	$2.2M	+22%	53k	42.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.5	$2.1M		28k	77.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$2.0M		18k	111.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$2.0M		28k	71.13	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.3	$2.0M	+4%	41k	47.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.3	$1.9M		55k	33.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.8M		37k	49.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$1.5M		22k	70.91	View chart
Apple (AAPL)	0.9	$1.4M	+2%	5.4k	253.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.3M		5.1k	261.92	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.9	$1.3M	+5%	12k	101.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.2M		1.8k	653.21	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	+6%	6.2k	174.40	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	-5%	2.8k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$980k	+3%	1.6k	597.55	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.6	$938k		16k	59.35	View chart
Exxon Mobil Corporation (XOM)	0.6	$850k	NEW	5.0k	169.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$809k		2.8k	287.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$718k	+5%	11k	64.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$718k		1.00	718140.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$688k		3.6k	191.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$622k		1.3k	479.20	View chart
Amazon (AMZN)	0.4	$583k		2.8k	208.27	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.4	$578k	NEW	7.8k	74.18	View chart
Texas Pacific Land Corp (TPL)	0.4	$550k	+2%	1.2k	474.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$527k		4.7k	113.11	View chart
International Business Machines (IBM)	0.3	$496k	+34%	2.0k	242.40	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$490k		14k	35.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$477k		6.4k	74.35	View chart
Wal-Mart Stores (WMT)	0.3	$461k		3.7k	124.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$343k		6.3k	54.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$321k		2.3k	142.43	View chart
Eli Lilly & Co. (LLY)	0.2	$314k		341.00	919.77	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$294k		7.5k	39.44	View chart
Costco Wholesale Corporation (COST)	0.2	$286k	+2%	287.00	996.96	View chart
Johnson & Johnson (JNJ)	0.2	$280k	+2%	1.1k	244.44	View chart
Meta Platforms Cl A (META)	0.2	$275k		481.00	572.13	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$261k		4.8k	53.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$257k		4.3k	59.55	View chart
Cnx Resources Corporation (CNX)	0.2	$251k		6.5k	38.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$246k		2.8k	88.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$239k		964.00	248.00	View chart
Consolidated Water Ord (CWCO)	0.2	$236k	-12%	7.1k	33.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$235k		634.00	370.68	View chart
Vanguard World Extended Dur (EDV)	0.2	$226k		3.5k	64.95	View chart
Anthem (ELV)	0.1	$215k		733.00	292.74	View chart
Chevron Corporation (CVX)	0.1	$215k	NEW	1.0k	206.90	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$134k		11k	12.32	View chart

Past Filings by SwitchPoint Financial Planning

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

SwitchPoint Financial Planning 2026 Q1 filed April 30, 2026
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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