CIK: 0002055526
Total reported value
$147.5M
Reporting period: 2026-03-31 · Number of holdings: 102
SwitchPoint Financial Planning, LLC disclosed 102 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $147.5M and a quarterly turnover rate of 7.4%.
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SwitchPoint Financial Planning, LLC's disclosed holdings carry a Herfindahl concentration index of 0.081 — mathematically equivalent to about 12 equally-sized positions, well below its 102 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.06), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add DFSD
+26.6% $1.1M
Add DFIC
+4.0% $1.7M
Trim SGOV
-17.7% -$627.0K
Trim DFAC
+3.5% $455.1K
Trim CDNS
-0.0% -$359.6K
Trim GOOG
0.0% -$325.8K
Showing top 64 holdings (of 102 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.47% | -0.32% | +3.52% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.94% | +0.63% | +4.01% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.03% | +0.24% | +2.89% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 3.91% | +0.07% | +0.14% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 3.64% | +0.67% | +26.64% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.19% | -0.01% | -0.91% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.72% | +0.02% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.01% | +0.06% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | -0.31% | — | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.21% | -0.15% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.00% | -0.51% | -17.75% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | -0.04% | +5.69% | |
| 13 | CDNS | Cadence Design Sys INC | Stock-Tech | 1.95% | -0.32% | -0.01% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.95% | +0.07% | +1.10% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.83% | -0.02% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.78% | -0.27% | +0.27% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-Other | 1.51% | +0.22% | +22.11% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.45% | -0.01% | +0.87% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.36% | — | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.35% | -0.02% | — | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.33% | — | +4.14% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.26% | +0.01% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | — | +0.61% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.03% | -0.08% | — | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.92% | -0.08% | +2.11% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | — | +1.78% | |
| 27 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.85% | +0.01% | +5.05% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.07% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | — | +6.14% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.30% | -5.18% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +3.47% | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.64% | — | +0.37% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | +0.58% | NEW | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.07% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.03% | +5.94% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | -0.04% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +1.41% | |
| 39 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.40% | -0.06% | -1.27% | |
| 40 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.39% | +0.39% | NEW | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.37% | +0.14% | +2.21% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.02% | +34.52% | |
| 44 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.33% | +0.01% | — | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | — | — | |
| 46 | WMT | Walmart INC | Stock-Consumer Staples | 0.31% | +0.02% | +0.43% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.23% | — | -0.43% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.05% | +0.29% | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.20% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 32% of reported portfolio value with available pricing
SwitchPoint Financial Planning, LLC's most significant position changes for 2026-03-31: New buy: Exxon Mobil CORP (XOM); New buy: Ishares -3 Year Internationa (ISHG); New buy: Chevron CORP (CVX); Sold out: Oracle CORP (ORCL); Add: Dimensional Short Duration (DFSD) — shares +26.64%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-30 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-29 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
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