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CIK: 0002055526
Total reported value
$173.2M
$173.2M
64 檔
42.6%
According to the latest 13F quarterly dataset, SwitchPoint Financial Planning, LLC managed an equity portfolio of $173.2M at the end of Q1 2026, spanning 64 distinct U.S. exchange-listed positions.
In Q1 2026, SwitchPoint Financial Planning, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 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 | 19.47% | +1.38% | +3.52% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.94% | -0.46% | +4.01% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.03% | +0.31% | +2.89% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 3.91% | -0.18% | +0.14% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 3.64% | -0.35% | +26.64% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.19% | -0.10% | -0.91% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.72% | -0.21% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | -0.13% | +0.06% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | +0.08% | — | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.21% | -0.06% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.00% | -0.06% | -17.75% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | +0.12% | +5.69% | |
| 13 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.95% | +0.29% | -0.01% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.95% | -0.24% | +1.10% | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 1.83% | -0.07% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.78% | +0.01% | +0.27% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.51% | -0.15% | +22.11% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.45% | +0.26% | +0.87% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.36% | -0.07% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.35% | -0.02% | — | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.33% | -0.31% | +4.14% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.26% | -0.03% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | -0.12% | +0.61% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.03% | -0.02% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.03% | +2.11% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.02% | +1.78% | |
| 27 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.85% | -0.13% | +5.05% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.02% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.06% | +6.14% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.05% | -5.18% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.03% | +3.47% | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.64% | +0.01% | +0.37% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.19% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.03% | — | |
| 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% | -0.06% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | -0.03% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | +1.41% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.04% | -1.27% | |
| 40 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.39% | -0.06% | — | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.37% | -0.08% | +2.21% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.01% | +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% | -0.04% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | +0.43% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.23% | +0.01% | -0.43% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | -0.01% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.03% | +0.29% | |
| 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 64 disclosed positions in Q1 2026.
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 42.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
XOM
市值: $849.7K
Top Position Liquidated / Trimmed
ORCL
前期市值: $210.1K
During Q1 2026, SwitchPoint Financial Planning, LLC's top holdings by market value included DFAC (19.5%)、DFIC (16.9%)、DFEM (6.0%). The largest single position, DFAC, represented 19.5% of total portfolio value.
In Q1 2026, SwitchPoint Financial Planning, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 9 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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