SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 62
- +1 vs. Q3 2025
- Portfolio value
- $142.8M
- +$4.71M (+3.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 713,645 | $28.3M | 19.8% | +10,626+1.5% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 675,961 | $23.3M | 16.3% | −2,015−0.3% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 249,979 | $8.27M | 5.8% | +3,462+1.4% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,109 | $5.48M | 3.8% | −588−0.6% | Reduced | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 97,976 | $4.56M | 3.2% | −5,343−5.2% | Reduced | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 88,488 | $4.24M | 3.0% | +5,346+6.4% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $3.86M | 2.7% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 12,094 | $3.80M | 2.7% | −7−0.1% | Reduced | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 35,656 | $3.58M | 2.5% | +1,374+4.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,673 | $3.38M | 2.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $3.37M | 2.4% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 10,351 | $3.24M | 2.3% | +20.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,987 | $2.92M | 2.0% | −6−0.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,683 | $2.91M | 2.0% | −1,673−16.2% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 53,777 | $2.68M | 1.9% | −7,194−11.8% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,460 | $2.65M | 1.9% | −324−0.5% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,588 | $2.08M | 1.5% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072885 | US EQT ETF | 17,977 | $2.01M | 1.4% | 00.0% | Unchanged | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $1.95M | 1.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 39,303 | $1.89M | 1.3% | +2,532+6.9% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,677 | $1.84M | 1.3% | +131+0.4% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 43,201 | $1.84M | 1.3% | +2,888+7.2% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,761 | $1.78M | 1.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,451 | $1.59M | 1.1% | −703−3.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,992 | $1.45M | 1.0% | +143+5.0% | Added | History |
| AAPLApple Inc. | Stock | 5,249 | $1.43M | 1.0% | −338−6.0% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,006 | $1.29M | 0.9% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $1.22M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 11,850 | $1.20M | 0.8% | −101−0.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 5,881 | $1.10M | 0.8% | +998+20.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,585 | $994.0K | 0.7% | −86−5.1% | Reduced | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 15,740 | $940.9K | 0.7% | +751+5.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 2,814 | $880.8K | 0.6% | +2+0.1% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $754.8K | 0.5% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $687.2K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,580 | $660.9K | 0.5% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,836 | $654.6K | 0.5% | +255+9.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,280 | $643.5K | 0.5% | +26+2.1% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $573.9K | 0.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $462.1K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $458.1K | 0.3% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,521 | $450.4K | 0.3% | +1,521 | New | History |
| WMTWalmart Inc. | Stock | 3,694 | $411.6K | 0.3% | +61+1.7% | Added | History |
| LLYEli Lilly & Co | Stock | 340 | $365.8K | 0.3% | +26+8.3% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $334.6K | 0.2% | 00.0% | Unchanged | – |
| TPLTexas Pacific Land Corp | Stock | 1,133 | $325.4K | 0.2% | −7−0.6% | ReducedConverted for a 3-for-1 split | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 6,305 | $323.2K | 0.2% | +472+8.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 483 | $318.9K | 0.2% | +31+6.9% | Added | History |
| CWCOConsolidated Water Co. Ltd. | ORD | 8,109 | $286.2K | 0.2% | +8,109 | New | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $283.2K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $261.6K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,294 | $257.3K | 0.2% | +49+1.2% | Added | – |
| ELVElevance Health, Inc. | Stock | 726 | $254.4K | 0.2% | +24+3.4% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $245.3K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,756 | $243.8K | 0.2% | −356−11.4% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 281 | $242.6K | 0.2% | −2−0.7% | Reduced | History |
| CNXCNX Resources Corp | COM | 6,505 | $239.2K | 0.2% | +32+0.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 964 | $237.3K | 0.2% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 1,121 | $231.9K | 0.2% | +38+3.5% | Added | History |
| Vanguard World FD921910709 | EXTENDED DUR | 3,475 | $225.9K | 0.2% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 1,078 | $210.1K | 0.1% | −16−1.5% | Reduced | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $155.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.