SwitchPoint Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SwitchPoint Financial Planning, LLC held in its portfolio 62 assets valued at $142,785,850 (i.e. $142.79M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($28.25M), DIMENSIONAL ETF TRUST ($23.29M), and DIMENSIONAL ETF TRUST ($8.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SwitchPoint Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 713645 | 28253217 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 675961 | 23293631 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 249979 | 8269302 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 92109 | 5484199 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 97976 | 4564700 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 88488 | 4242976 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 117940 | 3860176 | WORLD EX US CORE |
| ALPHABET INC | 12094 | 3795097 | CAP STK CL C |
| ISHARES TR | 35656 | 3579197 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 17673 | 3375430 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 72101 | 3374327 | US CORE EQT MKT |
| CADENCE DESIGN SYSTEM INC | 10351 | 3235516 | COM |
| VANGUARD INDEX FDS | 5987 | 2920782 | GROWTH ETF |
| VANGUARD INDEX FDS | 8683 | 2911149 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 53777 | 2683480 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 69460 | 2647121 | INTL CORE EQT MK |
| VANGUARD STAR FDS | 27588 | 2081237 | VG TL INTL STK F |
| AMERICAN CENTY ETF TR | 17977 | 2009469 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 28004 | 1951039 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 39303 | 1893226 | NATL MUN BD ETF |
| VANGUARD MUN BD FDS | 36677 | 1844486 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 43201 | 1838621 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 54761 | 1783566 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 21451 | 1591054 | US EQUITY MARKET |
| MICROSOFT CORP | 2992 | 1446849 | COM |
| APPLE INC | 5249 | 1427054 | COM |
| VANGUARD INDEX FDS | 5006 | 1291298 | SMALL CP ETF |
| ISHARES TR | 1785 | 1222618 | CORE S&P500 ETF |
| VANGUARD WELLINGTON FD | 11850 | 1203664 | SHORT TRM TAX EX |
| NVIDIA CORPORATION | 5881 | 1096841 | COM |
| VANGUARD INDEX FDS | 1585 | 994001 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 15740 | 940937 | DIMENSIONAL US |
| ALPHABET INC | 2814 | 880779 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| INVESCO EXCHANGE TRADED FD T | 3587 | 687151 | S&P500 EQL WGT |
| VANGUARD TAX-MANAGED FDS | 10580 | 660933 | VAN FTSE DEV MKT |
| AMAZON COM INC | 2836 | 654606 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1280 | 643503 | CL B NEW |
| ISHARES TR | 4656 | 573899 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 13697 | 462137 | EMERGING MKTS VA |
| ISHARES TR | 6415 | 458095 | EAFE VALUE ETF |
| INTERNATIONAL BUSINESS MACHS | 1521 | 450397 | COM |
| WALMART INC | 3694 | 411582 | COM |
| ELI LILLY & CO | 340 | 365766 | COM |
| ISHARES TR | 2250 | 334553 | CORE S&P TTL STK |
| TEXAS PACIFIC LAND CORPORATI | 1133 | 325418 | COM |
| EA SERIES TRUST | 6305 | 323246 | FREEDOM 100 EM |
| META PLATFORMS INC | 483 | 318870 | CL A |
| CONSOLIDATED WATER CO INC | 8109 | 286167 | ORD |
| DIMENSIONAL ETF TRUST | 7453 | 283214 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 4838 | 261591 | GLOBAL CORE PLUS |
| VANGUARD SCOTTSDALE FDS | 4294 | 257316 | INTER TERM TREAS |
| ELEVANCE HEALTH INC FORMERLY | 726 | 254382 | COM |
| ISHARES TR | 634 | 245263 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 2756 | 243843 | REAL ESTATE ETF |
| COSTCO WHSL CORP NEW | 281 | 242601 | COM |
| CNX RES CORP | 6505 | 239188 | COM |
| ISHARES TR | 964 | 237298 | RUSSELL 2000 ETF |
| JOHNSON & JOHNSON | 1121 | 231909 | COM |
| VANGUARD WORLD FD | 3475 | 225942 | EXTENDED DUR |
| ORACLE CORP | 1078 | 210101 | COM |
| SIBANYE STILLWATER LTD | 10880 | 155040 | SPONSORED ADR |
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