SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 61
- +2 vs. Q2 2025
- Portfolio value
- $138.1M
- +$16.1M (+13.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 703,019 | $27.1M | 19.6% | +42,578+6.4% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 677,976 | $22.2M | 16.1% | +36,311+5.7% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 246,517 | $7.91M | 5.7% | +14,513+6.3% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,697 | $5.40M | 3.9% | +187+0.2% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 103,319 | $4.62M | 3.3% | +219+0.2% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 83,142 | $4.01M | 2.9% | +5,093+6.5% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $3.70M | 2.7% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 10,349 | $3.64M | 2.6% | +30.0% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 34,282 | $3.45M | 2.5% | +5,987+21.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,356 | $3.40M | 2.5% | +50.0% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $3.30M | 2.4% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,673 | $3.30M | 2.4% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 12,101 | $2.95M | 2.1% | +12,101 | New | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,993 | $2.87M | 2.1% | −194−3.1% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 60,971 | $2.81M | 2.0% | +189+0.3% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,784 | $2.54M | 1.8% | −220−0.3% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $2.03M | 1.5% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072885 | US EQT ETF | 17,977 | $1.95M | 1.4% | −1,169−6.1% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $1.92M | 1.4% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,546 | $1.83M | 1.3% | +325+0.9% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 36,771 | $1.76M | 1.3% | +2,646+7.8% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,761 | $1.73M | 1.3% | −74−0.1% | Reduced | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 40,313 | $1.72M | 1.2% | +443+1.1% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 22,154 | $1.60M | 1.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 2,849 | $1.48M | 1.1% | +90+3.3% | Added | History |
| AAPLApple Inc. | Stock | 5,587 | $1.42M | 1.0% | +208+3.9% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $1.27M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 11,951 | $1.22M | 0.9% | +54+0.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $1.19M | 0.9% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,671 | $1.02M | 0.7% | −13−0.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,883 | $911.1K | 0.7% | +353+7.8% | Added | History |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 14,989 | $876.0K | 0.6% | +3,277+28.0% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $754.2K | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,812 | $683.6K | 0.5% | +1,389+97.6% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $680.5K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,580 | $634.0K | 0.5% | −120−1.1% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,254 | $630.5K | 0.5% | +34+2.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,581 | $566.7K | 0.4% | +107+4.3% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $562.1K | 0.4% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 6,281 | $526.5K | 0.4% | +41+0.7% | Added | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $436.8K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $435.1K | 0.3% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 3,633 | $374.4K | 0.3% | +52+1.5% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 380 | $355.1K | 0.3% | +1+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 452 | $332.0K | 0.2% | +39+9.4% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $327.7K | 0.2% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 1,094 | $307.7K | 0.2% | +61+5.9% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,112 | $284.5K | 0.2% | +21+0.7% | Added | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $268.8K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $266.0K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 283 | $262.3K | 0.2% | −2−0.7% | Reduced | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 5,833 | $258.5K | 0.2% | +189+3.3% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,245 | $254.8K | 0.2% | +41+1.0% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $240.2K | 0.2% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 314 | $239.8K | 0.2% | +7+2.3% | Added | History |
| Vanguard World FD921910709 | EXTENDED DUR | 3,475 | $237.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 964 | $233.2K | 0.2% | +15+1.6% | Added | – |
| ELVElevance Health, Inc. | Stock | 702 | $227.0K | 0.2% | −2−0.3% | Reduced | History |
| CNXCNX Resources Corp | COM | 6,473 | $207.9K | 0.2% | −6−0.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 1,083 | $200.7K | 0.1% | +1,083 | New | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $122.3K | 0.1% | 00.0% | Unchanged | History |