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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 50.69% of SwitchPoint Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFAC, VUG, DFIC, VXUS, DFEM, SGOV, DFSD, MU, VTI, AMAT.
Started 8 new stock positions in MU, NUE, SPYV, DON, AMAT, VWO, SCHF, TSM.
Reduced shares in these 10 stocks: CVX, DFNM, DFAE, AVUS, GOOG, FRDM, VOO, VB, VTES, TPL.
Sold out of its position in CVX.
SwitchPoint Financial Planning was a net buyer of stock by $13M.
SwitchPoint Financial Planning has $173M in assets under management (AUM), dropping by 17.43%.
Central Index Key (CIK): 0002055526

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Portfolio Holdings for SwitchPoint Financial Planning

SwitchPoint Financial Planning holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	20.9	$36M	+10%	814k	44.36	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	16.5	$29M	+8%	766k	37.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$11M	+5%	270k	40.64	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.7	$6.5M		92k	69.90	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.3	$5.7M	+6%	119k	47.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.1	$5.3M		97k	55.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.5	$4.3M		118k	36.84	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$4.2M		12k	353.33	View chart
Cadence Design Systems (CDNS)	2.2	$3.9M		10k	375.32	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$3.9M		18k	217.93	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$3.7M		72k	51.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$3.7M	+8%	9.9k	370.04	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.9	$3.4M	+13%	33k	100.67	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$3.1M	+499%	36k	86.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$3.0M	+6%	74k	41.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.7	$3.0M		55k	54.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$3.0M	+24%	35k	85.49	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.4	$2.4M	+6%	56k	42.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.3M		28k	82.34	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$2.2M	-2%	18k	128.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$2.1M	-3%	53k	40.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$2.0M	+4%	39k	50.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.0	$1.8M	-10%	37k	48.34	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.0	$1.8M		22k	81.94	View chart
Apple (AAPL)	0.9	$1.5M		5.4k	289.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.5M		5.0k	303.12	View chart
NVIDIA Corporation (NVDA)	0.8	$1.4M	+10%	6.9k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.3M		1.8k	748.89	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$1.3M		12k	101.31	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	+7%	3.1k	373.02	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.7	$1.1M	+7%	17k	66.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M	-2%	1.6k	686.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.0M		2.8k	357.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$799k		11k	71.25	View chart
Amazon (AMZN)	0.4	$765k	+14%	3.2k	238.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$763k		3.6k	212.78	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$749k		1.00	748850.00	View chart
Exxon Mobil Corporation (XOM)	0.4	$680k		5.0k	136.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$663k	+2%	1.3k	500.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$640k		4.7k	137.53	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$584k		14k	42.67	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.3	$578k		7.8k	74.25	View chart
International Business Machines (IBM)	0.3	$573k		2.0k	281.22	View chart
Texas Pacific Land Corp (TPL)	0.3	$498k		1.1k	437.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$491k		6.4k	76.55	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$484k	+83%	8.9k	54.46	View chart
Wal-Mart Stores (WMT)	0.2	$420k		3.7k	113.26	View chart
Eli Lilly & Co. (LLY)	0.2	$417k	+2%	348.00	1199.43	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$410k	-10%	5.6k	72.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$370k		2.3k	164.27	View chart
Micron Technology (MU)	0.2	$337k	NEW	292.00	1154.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$299k		7.5k	40.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$290k		964.00	300.45	View chart
Anthem (ELV)	0.2	$285k		738.00	386.72	View chart
Johnson & Johnson (JNJ)	0.2	$283k	-2%	1.1k	253.97	View chart
Meta Platforms Cl A (META)	0.2	$276k		490.00	563.29	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$270k		634.00	426.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$269k		2.8k	96.43	View chart
Costco Wholesale Corporation (COST)	0.2	$267k		285.00	935.96	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$257k		4.4k	58.98	View chart
Vanguard World Extended Dur (EDV)	0.1	$226k		3.5k	65.08	View chart
Applied Materials (AMAT)	0.1	$223k	NEW	308.00	723.00	View chart
Cnx Resources Corporation (CNX)	0.1	$220k		6.5k	33.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$220k	NEW	461.00	477.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$219k	NEW	3.7k	59.69	View chart
Nucor Corporation (NUE)	0.1	$218k	NEW	979.00	222.75	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$213k	NEW	3.5k	60.79	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$212k	NEW	3.8k	56.52	View chart
Consolidated Water Ord (CWCO)	0.1	$210k		7.1k	29.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$201k	NEW	7.3k	27.70	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$92k		11k	8.49	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 Q2 filed Aug. 17, 2026
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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