SF

SwitchPoint Financial Planning, LLC

Diversified strategyMomentum followerSector-focused

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%.

Personality snowflake

Concentration
32.33
Portfolio Stability
7.44
Momentum/Contrarian
100
Sector conviction
77.92
Diversification
100
Sizing Uniformity
79.41

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 64 holdings (of 102 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other19.47%-0.32%+3.52%
2DFICDimensional International CoETF-Other16.94%+0.63%+4.01%
3DFEMDimensional Emrg Mrkt CoreETF-Other6.03%+0.24%+2.89%
4DFATDimensional US Target ValueETF-Other3.91%+0.07%+0.14%
5DFSDDimensional Short DurationETF-Other3.64%+0.67%+26.64%
6DFUVDimensional US Marketwide VaETF-Other3.19%-0.01%-0.91%
7DFAXDimensional World Ex US CoreETF-Other2.72%+0.02%—
8VTVVanguard Value ETFETF-Other2.35%-0.01%+0.06%
9GOOGAlphabet Inc-cl CStock-Comm Services2.35%-0.31%—
10DFAUDimensional US Core Equity METF-Other2.21%-0.15%—
11SGOVIshares 0-3 Month Treasury BETF-Gov Bonds2.00%-0.51%-17.75%
12VTIVanguard Total Stock Mkt ETFETF-Other2.00%-0.04%+5.69%
13CDNSCadence Design Sys INCStock-Tech1.95%-0.32%-0.01%
14DFIVDimensional International VaETF-Other1.95%+0.07%+1.10%
15DFAIDimensional International CoETF-Other1.83%-0.02%—
16VUGVanguard Growth ETFETF-Other1.78%-0.27%+0.27%
17DFCFDimensional Core Fixed INCETF-Other1.51%+0.22%+22.11%
18VXUSVanguard Total Intl StockETF-Other1.45%-0.01%+0.87%
19AVUSAvantis U.s. Equity ETFETF-Other1.36%——
20DFASDimensional US Small Cap ETFETF-Small Cap1.35%-0.02%—
21DFNMDimensional National Muni BdETF-Other1.33%—+4.14%
22DFAEDimensional Emerging Core EqETF-Emerging Markets1.26%+0.01%—
23VTEBVanguard Tax-exempt Bond ETFETF-Other1.25%—+0.61%
24DFUSDimensional US Eq Mkt ETFETF-Other1.03%-0.08%—
25AAPLApple INCStock-Tech0.92%-0.08%+2.11%
26VBVanguard Small-cap ETFETF-Other0.90%—+1.78%
27VTESVanguard Sh Term Tax-ex BondETF-Other0.85%+0.01%+5.05%
28IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.79%-0.07%—
29NVDANvidia CORPStock-Tech0.74%—+6.14%
30MSFTMicrosoft CORPStock-Tech0.71%-0.30%-5.18%
31VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.66%—+3.47%
32DXUVDimensional US Vtor Eqty ETFETF-Other0.64%—+0.37%
33XOMExxon Mobil CORPStock-Energy0.58%+0.58%NEW
34GOOGLAlphabet Inc-cl AStock-Comm Services0.55%-0.07%—
35VEAVanguard Ftse Developed ETFETF-Other0.49%+0.03%+5.94%
36BRK-ABerkshire Hathaway Inc-cl AStock-Other0.49%-0.04%—
37RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.47%——
38BRK-BBerkshire Hathaway Inc-cl BStock-Other0.42%-0.03%+1.41%
39AMZNAmazon.com INCStock-Consumer Disc0.40%-0.06%-1.27%
40ISHGIshares -3 Year InternationaETF-Other0.39%+0.39%NEW
41TPLTexas Pacific Land CORPStock-Energy0.37%+0.14%+2.21%
42IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.36%-0.04%—
43IBMIntl Business Machines CORPStock-Tech0.34%+0.02%+34.52%
44DFEVDimensional Emrg Mrkt ValETF-Other0.33%+0.01%—
45EFVIshares Msci Eafe Value ETFETF-Other0.32%——
46WMTWalmart INCStock-Consumer Staples0.31%+0.02%+0.43%
47FRDMFreedom 100 Emeging Mrkt ETFETF-Other0.23%—-0.43%
48ITOTIshares Core S&p Total U.s.ETF-Other0.22%——
49LLYEli Lilly & CoStock-Healthcare0.21%-0.05%+0.29%
50DISVDimensional International SmETF-Other0.20%——
1–50 of 64

Holding changes this quarter

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%.

Position changes disclosed by SwitchPoint Financial Planning, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFSDDimensional Short Duration+0.7%+26.64%Add
2DFICDimensional International Co+0.6%+4.01%Add
3DFEMDimensional Emrg Mrkt Core+0.2%+2.89%Add
4DFCFDimensional Core Fixed INC+0.2%+22.11%Add
5TPLTexas Pacific Land CORP+0.1%+2.21%Add
6DFATDimensional US Target Value+0.1%+0.14%Add
7DFIVDimensional International Va+0.1%+1.10%Add
8VEAVanguard Ftse Developed ETF0%+5.94%Add
9JNJJohnson & Johnson0%+2.23%Add
10DFAXDimensional World Ex US Core0%—Unchanged
11WMTWalmart INC0%+0.43%Add
12IBMIntl Business Machines CORP0%+34.52%Add
13COSTCostco Wholesale CORP0%+2.14%Add
14DFAEDimensional Emerging Core Eq0%—Unchanged
15VTESVanguard Sh Term Tax-ex Bond0%+5.05%Add
16DFEVDimensional Emrg Mrkt Val0%—Unchanged
17DFNMDimensional National Muni Bd—+4.14%Add
18VBVanguard Small-cap ETF—+1.78%Add
19FRDMFreedom 100 Emeging Mrkt ETF—-0.43%Trim
20EFVIshares Msci Eafe Value ETF——Unchanged
21DFUVDimensional US Marketwide Va0%-0.91%Trim
22VTVVanguard Value ETF0%+0.06%Add
23VXUSVanguard Total Intl Stock0%+0.87%Add
24DFAIDimensional International Co0%—Unchanged
25DFASDimensional US Small Cap ETF0%—Unchanged
26SBSWSibanye-stillwater Ltd-adr0%—Unchanged
27METAMeta Platforms Inc-class A0%-0.41%Trim
28ELVElevance Health INC0%+0.96%Add
29BRK-BBerkshire Hathaway Inc-cl B0%+1.41%Add
30CWCOConsolidated Water Co. Ltd.0%-12.33%Trim
31IVWIshares S&p 500 Growth ETF0%—Unchanged
32BRK-ABerkshire Hathaway Inc-cl A0%—Unchanged
33VTIVanguard Total Stock Mkt ETF0%+5.69%Add
34LLYEli Lilly & Co-0.1%+0.29%Add
35AMZNAmazon.com INC-0.1%-1.27%Trim
36GOOGLAlphabet Inc-cl A-0.1%—Unchanged
37IVVIshares Core S&p 500 ETF-0.1%—Unchanged
38DFUSDimensional US Eq Mkt ETF-0.1%—Unchanged
39AAPLApple INC-0.1%+2.11%Add
40DFAUDimensional US Core Equity M-0.2%—Unchanged
41VUGVanguard Growth ETF-0.3%+0.27%Add
42MSFTMicrosoft CORP-0.3%-5.18%Trim
43GOOGAlphabet Inc-cl C-0.3%—Unchanged
44DFACDimensional US Core Equity 2-0.3%+3.52%Add
45CDNSCadence Design Sys INC-0.3%-0.01%Trim
46SGOVIshares 0-3 Month Treasury B-0.5%-17.75%Trim
47XOMExxon Mobil CORP—NEWNew buy
48ISHGIshares -3 Year Internationa—NEWNew buy
49CVXChevron CORP—NEWNew buy
50ORCLOracle CORP—EXITSold out

FAQ

What is SwitchPoint Financial Planning, LLC and what type of investor is it?
SwitchPoint Financial Planning, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $147.5M, spread across 102 disclosed positions.
What are SwitchPoint Financial Planning, LLC's largest equity positions?
Based on the latest 13F filing, SwitchPoint Financial Planning, LLC's top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $28.7M (19.5%) 2. Dimensional International Co (DFIC) — $25.0M (16.9%) 3. Dimensional Emrg Mrkt Core (DFEM) — $8.9M (6.0%) 4. Dimensional US Target Value (DFAT) — $5.8M (3.9%) 5. Dimensional Short Duration (DFSD) — $5.4M (3.6%)
What changes did SwitchPoint Financial Planning, LLC make in its most recent portfolio filing?
In the latest reported quarter, SwitchPoint Financial Planning, LLC made 36 notable position adjustments: 3 new positions were initiated, 24 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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%
What sectors does SwitchPoint Financial Planning, LLC focus on?
SwitchPoint Financial Planning, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 36.8% • Information Technology: 32.3% • Energy: 8.6% • Health Care: 6.5% • Consumer Staples: 6.0% • Financials: 5.0%