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CIK: 0002055526
Total reported value
$173.2M
$173.2M
61 檔
38.8%
According to the latest 13F quarterly dataset, SwitchPoint Financial Planning, LLC managed an equity portfolio of $173.2M at the end of Q3 2025, spanning 61 distinct U.S. exchange-listed positions.
In Q3 2025, SwitchPoint Financial Planning, LLC displayed an active expansion posture, initiating 15 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.64% | +1.38% | +6.45% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.10% | -0.46% | +5.66% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.73% | +0.31% | +6.26% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 3.91% | -0.18% | +0.20% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.34% | -0.10% | +0.21% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.90% | -0.35% | +6.53% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.68% | -0.21% | — | |
| 8 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.63% | +0.29% | +0.03% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.50% | -0.06% | +21.16% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.46% | +0.12% | +0.05% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.39% | -0.06% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.39% | -0.13% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | +0.08% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.08% | +0.01% | -3.14% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 2.04% | -0.24% | +0.31% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.84% | -0.07% | -0.31% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.47% | +0.26% | — | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.42% | -0.07% | -6.11% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.39% | -0.02% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.33% | -0.12% | +0.90% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.28% | -0.31% | +7.75% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.25% | -0.03% | -0.14% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.25% | -0.15% | +1.11% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.16% | -0.02% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.05% | +3.26% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.03% | -0.03% | +3.87% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | -0.02% | — | |
| 28 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.88% | -0.13% | +0.45% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.02% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | -0.77% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.06% | +7.79% | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.63% | +0.01% | +27.98% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | -0.06% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.03% | +97.61% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.03% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.03% | -1.12% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +2.79% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.04% | +4.33% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | — | +0.66% | |
| 41 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.32% | +0.01% | — | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | -0.04% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.07% | +1.45% | |
| 44 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.26% | -0.08% | +0.26% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | +9.44% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | -0.01% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.22% | — | +5.91% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.01% | +0.68% | |
| 49 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.19% | +0.10% | — | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.19% | -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 61 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 38.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOG
市值: $2.9M
Top Position Liquidated / Trimmed
DCOR
前期市值: $1.5M
During Q3 2025, SwitchPoint Financial Planning, LLC's top holdings by market value included DFAC (19.6%)、DFIC (16.1%)、DFEM (5.7%). The largest single position, DFAC, represented 19.6% of total portfolio value.
In Q3 2025, SwitchPoint Financial Planning, LLC made 55 total portfolio adjustments, initiating 15 new buys, adding to 29 positions, trimming 6 holdings, and fully liquidating 5 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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