SwitchPoint Financial Planning, LLC
CIK 2055526 · View on SEC EDGAR ↗
- Portfolio value
- $160.3M
- Positions
- 71
- As of
- June 30, 2026
#7,175 of 9,443 by 13F value · top 76.0%
Portfolio value QoQ: +17.6% 13F does not disclose cash
- Top 10 holdings weight
- 67.84%
- Top 25 holdings weight
- 89.09%
- Positions above 1%
- 22
- Effective number of positions
- 10.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.43% Est. buys $13,549,794 · sells $631,446
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 86.6% still held
- New positions
- 8
- Increased
- 33
- Decreased
- 11
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.8%
Communication Services
0.8%
Energy
0.6%
Retail
0.4%
Healthcare
0.3%
Materials
0.2%
Utilities
0.1%
Other/Unmapped
95.8%
Full portfolio 71 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $36,118,358 | 22.53% | 814,210 | $7,409,995 | Up ×4 | ||
| DFIC | $28,535,074 | 17.80% | 765,837 | $3,555,334 | Up ×2 | ||
| DFEM | $10,988,776 | 6.86% | 270,393 | $2,102,309 | Up ×4 | ||
| DFAT | $6,456,539 | 4.03% | 92,368 | $696,208 | Up ×2 | ||
| DFSD | $5,698,959 | 3.56% | 119,350 | $333,322 | Up ×5 | ||
| DFUV | $5,349,691 | 3.34% | 97,249 | $644,972 | Up ×1 | ||
| DFAX | $4,344,910 | 2.71% | 117,940 | $338,488 | |||
| VTV | $3,851,549 | 2.40% | 17,673 | $382,079 | Down ×1 | ||
| DFAU | $3,726,901 | 2.33% | 72,101 | $473,704 | |||
| VTI | $3,673,017 | 2.29% | 9,926 | $728,944 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3,359,234 | 2.10% | 33,369 | $407,084 | Up ×1 | ||
| VUG | $3,102,498 | 1.94% | 36,017 | $480,480 | Up ×2 | ||
| DFAI | $3,043,301 | 1.90% | 73,777 | $337,139 | Up ×1 | ||
| DFIV | $2,965,863 | 1.85% | 54,903 | $96,251 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2,959,148 | 1.85% | 34,614 | $813,410 | Up ×2 | ||
| DFCF | $2,361,851 | 1.47% | 55,955 | $134,701 | Up ×6 | ||
| DFAS | $2,305,849 | 1.44% | 28,004 | $313,924 | |||
| AVUS | $2,241,016 | 1.40% | 17,497 | $242,333 | Down ×1 | ||
| DFAE | $2,135,030 | 1.33% | 53,097 | $280,823 | Down ×1 | ||
| VTEB | $1,954,462 | 1.22% | 38,641 | $113,521 | Up ×4 | ||
| DFNM | $1,768,674 | 1.10% | 36,592 | $-193,101 | Down ×1 | ||
| DFUS | $1,757,732 | 1.10% | 21,451 | $236,610 | |||
| VB | $1,528,028 | 0.95% | 5,041 | $193,546 | Down ×1 | ||
| IVV | $1,336,769 | 0.83% | 1,785 | $170,789 | |||
| VTES | $1,250,773 | 0.78% | 12,346 | $-8,218 | Down ×1 | ||
| DXUV | $1,132,761 | 0.71% | 17,034 | $195,090 | Up ×4 | ||
| VOO | $1,095,462 | 0.68% | 1,595 | $115,480 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $991,637 | 0.62% | 3,427 | $159,713 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $833,575 | 0.52% | 4,166 | $144,346 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $817,202 | 0.51% | 2,287 | $143,244 | Down ×1 | ||
| VEA | $798,570 | 0.50% | 11,208 | $80,361 | |||
| RSP | $763,235 | 0.48% | 3,587 | $74,792 | |||
| BRKA | $748,850 | 0.47% | 1 | $30,710 | |||
| IVW | $640,340 | 0.40% | 4,656 | $113,700 | |||
| DFEV | $584,411 | 0.36% | 13,697 | $94,332 | |||
| ISHG iShares 1-3 Year International Treasury Bond ETF | $578,443 | 0.36% | 7,791 | $474 | |||
| TPL Texas Pacific Land Corporation Common Stock | $493,656 | 0.31% | 1,128 | $482,267 | Up ×1 | ||
| EFV | $491,068 | 0.31% | 6,415 | $14,113 | |||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $483,823 | 0.30% | 8,884 | $222,619 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $412,560 | 0.26% | 1,106 | $26,103 | Up ×3 | ||
| FRDM | $409,624 | 0.26% | 5,619 | $66,543 | Down ×2 | ||
| ITOT | $369,608 | 0.23% | 2,250 | $49,140 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $330,010 | 0.21% | 934 | $75,565 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $310,795 | 0.19% | 1,304 | $58,372 | Up ×3 | ||
| DISV | $299,089 | 0.19% | 7,453 | $5,143 | |||
| IWM | $289,634 | 0.18% | 964 | $50,562 | |||
| IWV | $270,338 | 0.17% | 634 | $35,327 | |||
| VNQ | $269,246 | 0.17% | 2,792 | $23,042 | Up ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $257,284 | 0.16% | 4,362 | $35 | Up ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $239,606 | 0.15% | 256 | $-13,621 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $232,689 | 0.15% | 194 | $62,532 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $226,241 | 0.14% | 196 | Up ×1 | |||
| EDV | $226,088 | 0.14% | 3,474 | $452 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $220,160 | 0.14% | 461 | Up ×1 | |||
| VWO | $219,301 | 0.14% | 3,674 | Up ×1 | |||
| CNX CNX Resources Corporation Common Stock | $218,543 | 0.14% | 6,441 | $-30,683 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $214,050 | 0.13% | 380 | $-4,504 | Down ×1 | ||
| SPYV | $212,765 | 0.13% | 3,500 | Up ×1 | |||
| NUE Nucor Corporation Common Stock | $212,726 | 0.13% | 955 | Up ×1 | |||
| DON | $212,402 | 0.13% | 3,758 | Up ×1 | |||
| CWCO Consolidated Water Co. Ltd. - Ordinary Shares | $209,716 | 0.13% | 7,109 | $-25,734 | |||
| SCHF | $201,102 | 0.13% | 7,260 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $189,631 | 0.12% | 1,387 | $-39,071 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $183,642 | 0.11% | 254 | Up ×1 | |||
| BRKB | $175,637 | 0.11% | 351 | $32,356 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $159,493 | 0.10% | 628 | $11,607 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $114,279 | 0.07% | 1,009 | $-7,640 | Up ×3 | ||
| SBSW D/B/A Sibanye-Stillwater Limited ADS | $92,371 | 0.06% | 10,880 | $-41,671 | |||
| ELV Elevance Health, Inc. Common Stock | $19,336 | 0.01% | 50 | $5,577 | Up ×3 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $16,514 | 0.01% | 44 | $5,121 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $14,061 | 0.01% | 50 | $3,153 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DFAC | $36,118,358 | 22.53% | up ×4 |
| DFEM | $10,988,776 | 6.86% | up ×4 |
| DFSD | $5,698,959 | 3.56% | up ×5 |
| DFCF | $2,361,851 | 1.47% | up ×6 |
| VTEB | $1,954,462 | 1.22% | up ×4 |
| DXUV | $1,132,761 | 0.71% | up ×4 |
| NVDA | $833,575 | 0.52% | up ×3 |
| MSFT | $412,560 | 0.26% | up ×3 |
| AMZN | $310,795 | 0.19% | up ×3 |
| VGIT | $257,284 | 0.16% | up ×6 |
| BRKB | $175,637 | 0.11% | up ×3 |
| JNJ | $159,493 | 0.10% | up ×3 |
| WMT | $114,279 | 0.07% | up ×3 |
| ELV | $19,336 | 0.01% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFAC | Bought more | +75K | +$7.4M |
| DFIC | Bought more | +63K | +$3.6M |
| DFEM | Bought more | +13K | +$2.1M |
| VXUS | Bought more | +7K | +$813K |
| VTI | Bought more | +749 | +$729K |
| DFAT | Bought more | +129 | +$696K |
| DFUV | Bought more | +164 | +$645K |
| VUG | Bought more | +30K | +$480K |
| DFAU | Price move only | +0 | +$474K |
| SGOV | Bought more | +4K | +$407K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DCOR | June 30, 2025 | 24,402 | $1,496,575 | No longer tracked |
| VGT | March 31, 2025 | 508 | $316,172 | No longer tracked |
| VIG | March 31, 2025 | 1,388 | $271,731 | No longer tracked |
| TTD | March 31, 2025 | 2,006 | $235,765 | -75.6% |
| SPDN | June 30, 2025 | 19,354 | $224,311 | No longer tracked |
| DFAR | June 30, 2025 | 8,660 | $205,848 | No longer tracked |
| ABNB | June 30, 2025 | 1,688 | $201,648 | 41.3% |
| VGSR | June 30, 2025 | 18,261 | $185,167 | |
| CVX | June 30, 2026 | 789 | $163,244 | 24.9% |
| ORCL | March 31, 2026 | 406 | $79,165 | -5.4% |
| WFC | Dec. 31, 2025 | 603 | $50,543 | -6.5% |