SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 71
- +7 vs. Q1 2026
- Total value
- $173.19M
- +$25.71M (+17.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 814,210 | $36.12M | 20.85% | +75,446+10.2% | Added | – |
| DIMENSIONAL ETF TRUST25434V799 | INTL CORE EQUITY | 765,837 | $28.54M | 16.48% | +62,776+8.9% | Added | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 270,393 | $10.99M | 6.34% | +13,187+5.1% | Added | – |
| DIMENSIONAL U.S. TARGETED VALUE ETF25434V609 | ETF | 92,368 | $6.46M | 3.73% | +129+0.1% | Added | – |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 119,350 | $5.7M | 3.29% | +7,286+6.5% | Added | – |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 97,249 | $5.35M | 3.09% | +164+0.2% | Added | – |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880 | ETF | 117,940 | $4.34M | 2.51% | 00.0% | Unchanged | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 11,927 | $4.21M | 2.43% | −167−1.4% | Reduced | View |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 10,354 | $3.89M | 2.24% | +40.0% | Added | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 17,673 | $3.85M | 2.22% | −10−0.1% | Reduced | – |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 72,101 | $3.73M | 2.15% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 9,926 | $3.67M | 2.12% | +749+8.2% | Added | – |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 33,369 | $3.36M | 1.94% | +4,041+13.8% | Added | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 36,017 | $3.1M | 1.79% | +30,014+500.0% | Added | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 73,777 | $3.04M | 1.76% | +4,317+6.2% | Added | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 54,903 | $2.97M | 1.71% | +534+1.0% | Added | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 34,614 | $2.96M | 1.71% | +6,787+24.4% | Added | – |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 55,955 | $2.36M | 1.36% | +3,204+6.1% | Added | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 28,004 | $2.31M | 1.33% | 00.0% | Unchanged | – |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 17,497 | $2.24M | 1.29% | −480−2.7% | Reduced | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 53,097 | $2.14M | 1.23% | −1,664−3.0% | Reduced | – |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 38,641 | $1.95M | 1.13% | +1,741+4.7% | Added | – |
| DIMENSIONAL ETF TRUST25434V849 | NATL MUN BD ETF | 36,592 | $1.77M | 1.02% | −4,338−10.6% | Reduced | – |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 21,451 | $1.76M | 1.01% | 00.0% | Unchanged | – |
| AAPLAPPLE INC COM | Stock | 5,356 | $1.55M | 0.89% | −4−0.1% | Reduced | View |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 5,041 | $1.53M | 0.88% | −54−1.1% | Reduced | – |
| NVDANVIDIA CORPORATION COM | Stock | 6,915 | $1.38M | 0.80% | +673+10.8% | Added | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,785 | $1.34M | 0.77% | 00.0% | Unchanged | – |
| VANGUARD WELLINGTON FD921935870 | SHORT TRM TAX EX | 12,346 | $1.25M | 0.72% | −102−0.8% | Reduced | – |
| MSFTMICROSOFT CORP COM | Stock | 3,056 | $1.14M | 0.66% | +219+7.7% | Added | View |
| DIMENSIONAL ETF TRUST25434V559 | DIMENSIONAL US | 17,034 | $1.13M | 0.65% | +1,235+7.8% | Added | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,595 | $1.1M | 0.63% | −45−2.7% | Reduced | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,814 | $1.01M | 0.58% | 00.0% | Unchanged | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 11,208 | $798.57K | 0.46% | 00.0% | Unchanged | – |
| AMZNAMAZON COM INC COM | Stock | 3,210 | $765.07K | 0.44% | +410+14.6% | Added | View |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 3,587 | $763.24K | 0.44% | 00.0% | Unchanged | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 1 | $748.85K | 0.43% | 00.0% | Unchanged | View |
| XOMEXXON MOBIL CORP | COM | 4,976 | $680.32K | 0.39% | −32−0.6% | Reduced | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,324 | $662.63K | 0.38% | +26+2.0% | Added | View |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 4,656 | $640.34K | 0.37% | 00.0% | Unchanged | – |
| DIMENSIONAL ETF TRUST25434V740 | EMERGING MKTS VA | 13,697 | $584.41K | 0.34% | 00.0% | Unchanged | – |
| ISHARES TR464288125 | 3YRTB ETF | 7,791 | $578.44K | 0.33% | 00.0% | Unchanged | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 2,037 | $572.83K | 0.33% | −9−0.4% | Reduced | View |
| TPLTEXAS PACIFIC LAND CORPORATION COM | Stock | 1,137 | $497.6K | 0.29% | −21−1.8% | Reduced | View |
| ISHARES TR464288877 | EAFE VALUE ETF | 6,415 | $491.07K | 0.28% | 00.0% | Unchanged | – |
| DIMENSIONAL ETF TRUST25434V583 | GLOB CO PLUS ETF | 8,884 | $483.82K | 0.28% | +4,046+83.6% | Added | – |
| WMTWALMART INC COM | Stock | 3,705 | $419.63K | 0.24% | −5−0.1% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 348 | $417.54K | 0.24% | +7+2.1% | Added | View |
| EA SERIES TRUST02072L607 | FREEDOM 100 EM | 5,619 | $409.62K | 0.24% | −659−10.5% | Reduced | – |
| ISHARES TR464287150 | CORE S&P TTL STK | 2,250 | $369.61K | 0.21% | 00.0% | Unchanged | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 292 | $337.05K | 0.19% | +292 | New | View |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 7,453 | $299.09K | 0.17% | 00.0% | Unchanged | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 964 | $289.63K | 0.17% | 00.0% | Unchanged | – |
| ELVELEVANCE HEALTH INC FORMERLY A COM | Stock | 738 | $285.24K | 0.16% | +5+0.7% | Added | View |
| JNJJOHNSON & JOHNSON COM | Stock | 1,115 | $283.12K | 0.16% | −31−2.7% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 490 | $276.01K | 0.16% | +9+1.9% | Added | View |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 634 | $270.34K | 0.16% | 00.0% | Unchanged | – |
| VANGUARD REAL ESTATE ETF922908553 | ETF | 2,792 | $269.25K | 0.16% | +16+0.6% | Added | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 285 | $266.74K | 0.15% | −2−0.7% | Reduced | View |
| VANGUARD SCOTTSDALE FDS92206C706 | INTER TERM TREAS | 4,362 | $257.28K | 0.15% | +42+1.0% | Added | – |
| VANGUARD WORLD FD921910709 | EXTENDED DUR | 3,474 | $226.09K | 0.13% | 00.0% | Unchanged | – |
| AMATAPPLIED MATLS INC COM | Stock | 308 | $222.68K | 0.13% | +308 | New | View |
| CNXCNX RES CORP | COM | 6,492 | $220.27K | 0.13% | −22−0.3% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 461 | $220.16K | 0.13% | +461 | New | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 3,674 | $219.3K | 0.13% | +3,674 | New | – |
| NUENUCOR CORP | COM | 979 | $218.07K | 0.13% | +979 | New | View |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508 | ETF | 3,500 | $212.77K | 0.12% | +3,500 | New | – |
| WISDOMTREE TR97717W505 | US MIDCAP DIVID | 3,758 | $212.4K | 0.12% | +3,758 | New | – |
| CWCOCONSOLIDATED WATER CO INC | ORD | 7,109 | $209.72K | 0.12% | 00.0% | Unchanged | View |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 7,260 | $201.1K | 0.12% | +7,260 | New | – |
| SBSWSIBANYE STILLWATER LTD | SPONSORED ADR | 10,880 | $92.37K | 0.05% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| CVXCHEVRON CORPORATION COM | Stock | 1,037 | $214.56K | 0.15% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 71 | $173.19M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 30, 2026 | 64 | $147.49M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 62 | $142.79M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 61 | $138.08M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 1, 2025 | 59 | $122.03M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 29, 2025 | 51 | $105.42M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 12, 2025 | 50 | $104.45M | – | SEC |