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CIK: 0002055526
Total reported value
$173.2M
$173.2M
62 檔
40.3%
During the Q4 2025 filing period, SwitchPoint Financial Planning, LLC (CIK: 0002055526) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $173.2M across 62 reported positions.
In Q4 2025, SwitchPoint Financial Planning, LLC displayed an active expansion posture, initiating 2 new positions and adding to 23 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 | 19.79% | +1.38% | +1.51% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.31% | -0.46% | -0.30% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.79% | +0.31% | +1.40% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 3.84% | -0.18% | -0.63% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.20% | -0.10% | -5.17% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.97% | -0.35% | +6.43% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.70% | -0.21% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | +0.08% | -0.06% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.51% | -0.06% | +4.01% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.36% | -0.13% | — | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.36% | -0.06% | — | |
| 12 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.27% | +0.29% | +0.02% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.05% | +0.01% | -0.10% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.04% | +0.12% | -16.15% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.88% | -0.24% | -11.80% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.85% | -0.07% | -0.46% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.46% | +0.26% | — | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.41% | -0.07% | — | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.37% | -0.02% | — | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.33% | -0.31% | +6.89% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.12% | +0.36% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.29% | -0.15% | +7.16% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.25% | -0.03% | — | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.11% | -0.02% | -3.17% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.05% | +5.02% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.03% | -6.05% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.02% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.02% | — | |
| 29 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.84% | -0.13% | -0.85% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.06% | +20.44% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.03% | -5.15% | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.66% | +0.01% | +5.01% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.03% | +0.07% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.06% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.03% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.03% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.04% | +9.88% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.04% | +2.07% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | — | |
| 40 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.32% | +0.01% | — | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | -0.04% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.01% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.07% | +1.68% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.03% | +8.28% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | -0.01% | — | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.23% | -0.08% | +198.16% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.23% | +0.01% | +8.09% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.03% | +6.86% | |
| 49 | CWCO | Consolidated Water Co. Ltd. | Stock-Other | 0.20% | -0.04% | — | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.20% | -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 62 disclosed positions in Q4 2025.
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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 40.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBM
市值: $450.4K
Top Position Liquidated / Trimmed
WFC
前期市值: $526.5K
During Q4 2025, SwitchPoint Financial Planning, LLC's top holdings by market value included DFAC (19.8%)、DFIC (16.3%)、DFEM (5.8%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q4 2025, SwitchPoint Financial Planning, LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 1 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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