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Livermore
Livermore
ZHEN

SwitchPoint Financial Planning, LLC

SEC CIK
0002055526
Latest filing
Aug 14, 2026

The latest 13F from SwitchPoint Financial Planning, LLC covers Q2 2026 (filed Aug 14, 2026): 71 long positions worth $173.2M. The top 10 holdings make up 63.2% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 20.9%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$1.84M
Added
25
Est. +$8.93M
Reduced
17
Est. −$533.2K
Sold out
1
Est. −$214.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    20.9%$36.1M
  2. Dimensional ETF Trust25434V799
    16.5%$28.5M
  3. Dimensional ETF Trust25434V732
    6.3%$11.0M
  4. Dimensional U.S. Targeted Value ETF25434V609
    3.7%$6.46M
  5. Dimensional ETF Trust25434V864
    3.3%$5.70M

Share of portfolio

Top 5 holdings and the other 66 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF20.9%
  2. Dimensional ETF Trust16.5%
  3. Dimensional ETF Trust6.3%
  4. Dimensional U.S. Targeted Value ETF3.7%
  5. Dimensional ETF Trust3.3%
  6. Other 66 positions49.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +$3.35MAdded
  2. Dimensional ETF Trust25434V799
    +$2.34MAdded
  3. Vanguard Star FDS921909768
    +$580.2KAdded
  4. Dimensional ETF Trust25434V732
    +$535.9KAdded
  5. iShares Tr46436E718
    +$406.8KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +1.39 pp19.5% → 20.9%
  2. Dimensional ETF Trust25434V732
    +0.32 pp6.0% → 6.3%
  3. CDNSCadence Design Systems Inc
    +0.29 pp1.9% → 2.2%History
  4. Vanguard Star FDS921909768
    +0.25 pp1.5% → 1.7%
  5. MUMicron Technology Inc
    +0.19 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CVXChevron Corp
    −$214.6KSold outHistory
  2. Dimensional ETF Trust25434V849
    −$209.7KReduced
  3. Dimensional Emerging Core Equity Market ETF25434V302
    −$66.9KReduced
  4. American Centy ETF Tr025072885
    −$61.5KReduced
  5. GOOGAlphabet Inc.
    −$59.0KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V849
    −0.31 pp1.3% → 1.0%
  2. XOMExxonMobil Holdings Corp
    −0.18 pp0.6% → 0.4%History
  3. CVXChevron Corp
    −0.15 pp0.1% → 0.0%History
  4. Vanguard Wellington FD921935870
    −0.13 pp0.9% → 0.7%
  5. Vanguard Morningstar Value ETF922908744
    −0.13 pp2.4% → 2.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$173.2M
+$25.7M (+17.4%) vs. prior quarter
Positions
71
+7 vs. prior quarter
Top 10 concentration
63.2%
Top 10 as share of value
Turnover
0.5%
Q2 2026, one quarter
Average holding period
6.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $173.2M (Q2 2026)

Q4 2024: $104.4MQ1 2025: $105.4MQ2 2025: $122.0MQ3 2025: $138.1MQ4 2025: $142.8MQ1 2026: $147.5MQ2 2026: $173.2M
Q4 2024Q2 2026
13F filings of SwitchPoint Financial Planning, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202671$173.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 30, 202664$147.5MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Feb 17, 202662$142.8MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q3 2025SEC
Q3 2025Nov 13, 202561$138.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q2 2025SEC
Q2 2025Aug 1, 202559$122.0MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025Apr 29, 202551$105.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 12, 202550$104.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustDimensional ETF Trust–SEC