SwitchPoint Financial Planning, LLC

CIK 2055526 · View on SEC EDGAR ↗

Portfolio value QoQ: +17.4% 13F does not disclose cash

Top 10 holdings weight63.19%

Top 25 holdings weight85.65%

Positions above 1%24

Effective number of positions11.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.47% Est. buys $13,361,508 · sells $747,766

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 89.9% still held

New positions8

Increased26

Decreased17

Closed1

Portfolio value $173.2M #6,982 of 9,337 by 13F value · top 74.8%

Positions 71

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 5.4%

Communication Services 3.2%

Retail 0.8%

Financials 0.8%

Energy 0.8%

Healthcare 0.6%

Materials 0.2%

Utilities 0.1%

Other/Unmapped 88.1%

Full portfolio 71 positions

					Streak
DFAC Dimensional ETF Trust	$36,118,358	20.85%	814,210	$7,409,995	Up ×4
DFIC Dimensional ETF Trust	$28,535,074	16.48%	765,837	$3,555,334	Up ×2
DFEM Dimensional ETF Trust	$10,988,776	6.34%	270,393	$2,102,309	Up ×4
DFAT Dimensional ETF Trust	$6,456,539	3.73%	92,368	$696,208	Up ×2
DFSD Dimensional ETF Trust	$5,698,959	3.29%	119,350	$333,322	Up ×5
DFUV Dimensional ETF Trust	$5,349,691	3.09%	97,249	$644,972	Up ×1
DFAX Dimensional ETF Trust	$4,344,910	2.51%	117,940	$338,488
GOOG Alphabet Inc. - Class C Capital Stock	$4,214,274	2.43%	11,927	$744,989	Down ×1
CDNS Cadence Design Systems, Inc. - Common Stock	$3,886,063	2.24%	10,354	$1,010,108	Up ×1
VTV VANGUARD INDEX FUNDS	$3,851,549	2.22%	17,673	$382,079	Down ×1
DFAU Dimensional ETF Trust	$3,726,901	2.15%	72,101	$473,704
VTI VANGUARD INDEX FUNDS	$3,673,017	2.12%	9,926	$728,944	Up ×2
SGOV iShares Trust	$3,359,234	1.94%	33,369	$407,084	Up ×1
VUG VANGUARD INDEX FUNDS	$3,102,498	1.79%	36,017	$480,480	Up ×2
DFAI Dimensional ETF Trust	$3,043,301	1.76%	73,777	$337,139	Up ×1
DFIV Dimensional ETF Trust	$2,965,863	1.71%	54,903	$96,251	Up ×2
VXUS Vanguard Total International Stock ETF	$2,959,148	1.71%	34,614	$813,410	Up ×2
DFCF Dimensional ETF Trust	$2,361,851	1.36%	55,955	$134,701	Up ×6
DFAS Dimensional ETF Trust	$2,305,849	1.33%	28,004	$313,924
AVUS AMERICAN CENTURY ETF TRUST	$2,241,016	1.29%	17,497	$242,333	Down ×1
DFAE Dimensional ETF Trust	$2,135,030	1.23%	53,097	$280,823	Down ×1
VTEB VANGUARD MUNICIPAL BOND FUNDS	$1,954,462	1.13%	38,641	$113,521	Up ×4
DFNM Dimensional ETF Trust	$1,768,674	1.02%	36,592	$-193,101	Down ×1
DFUS Dimensional ETF Trust	$1,757,732	1.01%	21,451	$236,610
AAPL Apple Inc. - Common Stock	$1,549,905	0.89%	5,356	$189,509	Down ×1
VB VANGUARD INDEX FUNDS	$1,528,028	0.88%	5,041	$193,546	Down ×1
NVDA NVIDIA Corporation - Common Stock	$1,383,622	0.80%	6,915	$295,017	Up ×6
IVV iShares Trust	$1,336,769	0.77%	1,785	$170,789
VTES VANGUARD WELLINGTON FUND	$1,250,773	0.72%	12,346	$-8,218	Down ×1
MSFT Microsoft Corporation - Common Stock	$1,139,961	0.66%	3,056	$89,822	Up ×1
DXUV Dimensional ETF Trust	$1,132,761	0.65%	17,034	$195,090	Up ×4
VOO VANGUARD INDEX FUNDS	$1,095,462	0.63%	1,595	$115,480	Down ×1
GOOGL Alphabet Inc. - Class A Common Stock	$1,005,536	0.58%	2,814	$196,425
VEA VANGUARD TAX-MANAGED FUNDS	$798,570	0.46%	11,208	$80,361
AMZN Amazon.com, Inc. - Common Stock	$765,071	0.44%	3,210	$181,916	Up ×1
RSP Invesco Exchange-Traded Fund Trust	$763,235	0.44%	3,587	$74,792
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A	$748,850	0.43%	1	$30,710
XOM Exxon Mobil Corporation Common Stock	$680,319	0.39%	4,976	$-169,338	Down ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$662,628	0.38%	1,324	$40,520	Up ×5
IVW iShares Trust	$640,340	0.37%	4,656	$113,700
DFEV Dimensional ETF Trust	$584,411	0.34%	13,697	$94,332
ISHG iShares 1-3 Year International Treasury Bond ETF	$578,443	0.33%	7,791	$474
IBM International Business Machines Corporation Common Stock	$572,825	0.33%	2,037	$76,894	Down ×1
TPL Texas Pacific Land Corporation Common Stock	$497,595	0.29%	1,137	$-51,943	Down ×1
EFV iShares Trust	$491,068	0.28%	6,415	$14,113
DFGP Dimensional Global Core Plus Fixed Income ETF	$483,823	0.28%	8,884	$222,619	Up ×1
WMT Walmart Inc. - Common Stock	$419,628	0.24%	3,705	$-41,451	Down ×1
LLY Eli Lilly and Company Common Stock	$417,535	0.24%	348	$103,791	Up ×4
FRDM EA Series Trust	$409,624	0.24%	5,619	$66,543	Down ×2
ITOT iShares Trust	$369,608	0.21%	2,250	$49,140
MU Micron Technology, Inc. - Common Stock	$337,052	0.19%	292		Up ×1
DISV Dimensional ETF Trust	$299,089	0.17%	7,453	$5,143
IWM iShares Trust	$289,634	0.17%	964	$50,562
ELV Elevance Health, Inc. Common Stock	$285,235	0.16%	738	$70,770	Up ×3
JNJ Johnson & Johnson Common Stock	$283,119	0.16%	1,115	$3,045	Down ×1
META Meta Platforms, Inc. - Class A Common Stock	$276,012	0.16%	490	$817	Up ×1
IWV iShares Trust	$270,338	0.16%	634	$35,327
VNQ VANGUARD SPECIALIZED FUNDS	$269,246	0.16%	2,792	$23,042	Up ×2
COST Costco Wholesale Corporation - Common Stock	$266,735	0.15%	285	$-19,374	Down ×1
VGIT Vanguard Intermediate-Term Treasury ETF	$257,284	0.15%	4,362	$35	Up ×6
EDV VANGUARD WORLD FUND	$226,088	0.13%	3,474	$452
AMAT Applied Materials, Inc. - Common Stock	$222,684	0.13%	308		Up ×1
CNX CNX Resources Corporation Common Stock	$220,274	0.13%	6,492	$-30,841	Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$220,160	0.13%	461		Up ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$219,301	0.13%	3,674		Up ×1
NUE Nucor Corporation Common Stock	$218,072	0.13%	979		Up ×1
SPYV SPDR SERIES TRUST	$212,765	0.12%	3,500		Up ×1
DON WisdomTree Trust	$212,402	0.12%	3,758		Up ×1
CWCO Consolidated Water Co. Ltd. - Ordinary Shares	$209,716	0.12%	7,109	$-25,734
SCHF SCHWAB STRATEGIC TRUST	$201,102	0.12%	7,260		Up ×1
SBSW D/B/A Sibanye-Stillwater Limited ADS	$92,371	0.05%	10,880	$-41,671
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	20.85%	up ×4
DFEM	$10,988,776	6.34%	up ×4
DFSD	$5,698,959	3.29%	up ×5
DFCF	$2,361,851	1.36%	up ×6
VTEB	$1,954,462	1.13%	up ×4
NVDA	$1,383,622	0.80%	up ×6
DXUV	$1,132,761	0.65%	up ×4
BRK-B (filed as BRKB)	$662,628	0.38%	up ×5
LLY	$417,535	0.24%	up ×4
ELV	$285,235	0.16%	up ×3
VGIT	$257,284	0.15%	up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
MU	$337,052	292	0.19%
AMAT	$222,684	308	0.13%
TSM	$220,160	461	0.13%
VWO	$219,301	3,674	0.13%
NUE	$218,072	979	0.13%
SPYV	$212,765	3,500	0.12%
DON	$212,402	3,758	0.12%
SCHF	$201,102	7,260	0.12%

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
CDNS	Bought more	+4	+$1.0M
VXUS	Bought more	+7K	+$813K
GOOG	Trimmed	-167	+$745K
VTI	Bought more	+749	+$729K
DFAT	Bought more	+129	+$696K
DFUV	Bought more	+164	+$645K
VUG	Bought more	+30K	+$480K

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
WFC	Dec. 31, 2025	6,281	$526,473	-13.7%
SPDN	June 30, 2025	19,354	$224,311
CVX	June 30, 2026	1,037	$214,555	24.7%
ORCL	March 31, 2026	1,078	$210,101	-3.3%
DFAR	June 30, 2025	8,660	$205,848
ABNB	June 30, 2025	1,690	$201,887	22.7%
VGSR	June 30, 2025	18,261	$185,167