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CIK: 0002055526
Total reported value
$173.2M
$173.2M
59 檔
34.6%
In Q2 2025, SwitchPoint Financial Planning, LLC's U.S. equity holdings reached a combined market value of $173.2M, distributed across 59 disclosed stock positions.
During Q2 2025, SwitchPoint Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.40% | +1.38% | -2.68% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.35% | -0.46% | +1.49% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.64% | +0.31% | -8.51% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 4.09% | -0.18% | -0.09% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.57% | -0.10% | -5.14% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 3.07% | -0.35% | +2.42% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.84% | -0.21% | — | |
| 8 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.61% | +0.29% | +0.04% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | +0.12% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.56% | -0.13% | +13.89% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.50% | -0.06% | +38.91% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.33% | -0.06% | +0.87% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.22% | +0.01% | +24.89% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 2.13% | -0.24% | +1.23% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.98% | -0.07% | +78.96% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.58% | -0.07% | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.56% | +0.26% | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.46% | -0.02% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.46% | -0.12% | -4.09% | |
| 20 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.38% | -0.15% | +3.90% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.33% | -0.31% | -10.95% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.30% | -0.03% | +283.73% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.22% | -0.02% | +2.76% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.05% | +18.77% | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.98% | -0.13% | -9.79% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | -0.02% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.02% | +197.50% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.03% | +2.50% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.03% | +0.78% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.06% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.06% | +12.80% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.53% | -0.03% | — | |
| 33 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.52% | +0.01% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.03% | +48.24% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.04% | +27.75% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.04% | +6.18% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | — | +0.71% | |
| 39 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.34% | +0.01% | — | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.33% | -0.04% | — | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.33% | -0.08% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.07% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.03% | +8.40% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | -0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | +2.89% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.23% | -0.01% | +0.72% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.22% | +0.01% | +1.29% | |
| 48 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.22% | +0.10% | — | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.21% | -0.02% | +0.69% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.03% | — |
According to official SEC Form 13F filings, SwitchPoint Financial Planning, LLC reported a total U.S. public equity portfolio value of $173.2M across 59 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 34.6% of total reported equity market value during Q2 2025.
During Q2 2025, SwitchPoint Financial Planning, LLC's top holdings by market value included DFAC (19.4%)、DFIC (16.4%)、DFEM (5.6%). The largest single position, DFAC, represented 19.4% of total portfolio value.
In Q2 2025, SwitchPoint Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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