SwitchPoint Financial Planning, LLC
- SEC CIK
- 0002055526
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 64
- +2 vs. Q4 2025
- Portfolio value
- $147.5M
- +$4.70M (+3.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 738,764 | $28.7M | 19.5% | +25,119+3.5% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 703,061 | $25.0M | 16.9% | +27,100+4.0% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 257,206 | $8.89M | 6.0% | +7,227+2.9% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 92,239 | $5.76M | 3.9% | +130+0.1% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 112,064 | $5.37M | 3.6% | +23,576+26.6% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 97,085 | $4.70M | 3.2% | −891−0.9% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 117,940 | $4.01M | 2.7% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,683 | $3.47M | 2.4% | +10+0.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 12,094 | $3.47M | 2.4% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 72,101 | $3.25M | 2.2% | 00.0% | Unchanged | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 29,328 | $2.95M | 2.0% | −6,328−17.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,177 | $2.94M | 2.0% | +494+5.7% | Added | – |
| CDNSCadence Design Systems Inc | Stock | 10,350 | $2.88M | 1.9% | −10.0% | Reduced | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 54,369 | $2.87M | 1.9% | +592+1.1% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,460 | $2.71M | 1.8% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,003 | $2.62M | 1.8% | +16+0.3% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 52,751 | $2.23M | 1.5% | +9,550+22.1% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,827 | $2.15M | 1.5% | +239+0.9% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 17,977 | $2.00M | 1.4% | 00.0% | Unchanged | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,004 | $1.99M | 1.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 40,930 | $1.96M | 1.3% | +1,627+4.1% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 54,761 | $1.85M | 1.3% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,900 | $1.84M | 1.2% | +223+0.6% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,451 | $1.52M | 1.0% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 5,360 | $1.36M | 0.9% | +111+2.1% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,095 | $1.33M | 0.9% | +89+1.8% | Added | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 12,448 | $1.26M | 0.9% | +598+5.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,785 | $1.17M | 0.8% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 6,242 | $1.09M | 0.7% | +361+6.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,837 | $1.05M | 0.7% | −155−5.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,640 | $980.0K | 0.7% | +55+3.5% | Added | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 15,799 | $937.7K | 0.6% | +59+0.4% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 5,008 | $849.7K | 0.6% | +5,008 | New | History |
| GOOGLAlphabet Inc. | Stock | 2,814 | $809.1K | 0.5% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,208 | $718.2K | 0.5% | +628+5.9% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $718.1K | 0.5% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,587 | $688.4K | 0.5% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,298 | $622.1K | 0.4% | +18+1.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,800 | $583.2K | 0.4% | −36−1.3% | Reduced | History |
| iShares Tr464288125 | 3YRTB ETF | 7,791 | $578.0K | 0.4% | +7,791 | New | – |
| TPLTexas Pacific Land Corp | Stock | 1,158 | $549.5K | 0.4% | +25+2.2% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,656 | $526.6K | 0.4% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 2,046 | $495.9K | 0.3% | +525+34.5% | Added | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 13,697 | $490.1K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,415 | $477.0K | 0.3% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 3,710 | $461.1K | 0.3% | +16+0.4% | Added | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 6,278 | $343.1K | 0.2% | −27−0.4% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,250 | $320.5K | 0.2% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 341 | $313.7K | 0.2% | +1+0.3% | Added | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,453 | $293.9K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 287 | $286.1K | 0.2% | +6+2.1% | Added | History |
| JNJJohnson & Johnson | Stock | 1,146 | $280.1K | 0.2% | +25+2.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 481 | $275.2K | 0.2% | −2−0.4% | Reduced | History |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,838 | $261.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,320 | $257.2K | 0.2% | +26+0.6% | Added | – |
| CNXCNX Resources Corp | COM | 6,514 | $251.1K | 0.2% | +9+0.1% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,776 | $246.2K | 0.2% | +20+0.7% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 964 | $239.1K | 0.2% | 00.0% | Unchanged | – |
| CWCOConsolidated Water Co. Ltd. | ORD | 7,109 | $235.4K | 0.2% | −1,000−12.3% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 634 | $235.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard World FD921910709 | EXTENDED DUR | 3,474 | $225.6K | 0.2% | −10.0% | Reduced | – |
| CVXChevron Corp | Stock | 1,037 | $214.6K | 0.1% | +1,037 | New | History |
| ELVElevance Health, Inc. | Stock | 733 | $214.5K | 0.1% | +7+1.0% | Added | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,880 | $134.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.