SwitchPoint Financial Planning, LLC — 13F Holdings & Portfolio
CIK 2055526 · latest 13F-HR filed 2026-08-17
SwitchPoint Financial Planning, LLC manages $173.2M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (20.85%), DFIC (16.48%), DFEM (6.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 45, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 200-26
LEHI, UT 84043
$173.2M
Long-equity book
113
Distinct positions
2026-06-30
Filed 2026-08-17
+8 / −1 / ↑45 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$7.4M +25.8%
- DIMENSIONAL ETF TRUST$3.6M +14.2%
- DIMENSIONAL ETF TRUST$2.1M +23.7%
- CADENCE DESIGN SYSTEM INC$1.0M +35.1%
- VANGUARD STAR FDS$813.4K +37.9%
Top Trims
- DIMENSIONAL ETF TRUST-$193.1K -9.8%
- EXXON MOBIL CORP-$169.3K -19.9%
- TEXAS PACIFIC LAND CORPORATI-$51.9K -9.5%
- SIBANYE STILLWATER LTD-$41.7K -31.1%
- WALMART INC-$41.5K -9.0%
New Positions
- MICRON TECHNOLOGY INC$337.1K
- APPLIED MATLS INC$222.7K
- TAIWAN SEMICONDUCTOR MANUFAC$220.2K
- VANGUARD INTL EQUITY INDEX F$219.3K
- NUCOR CORP$218.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $36.1M | 20.85% | 814,210 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $28.5M | 16.48% | 765,837 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $11.0M | 6.34% | 270,393 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $6.5M | 3.73% | 92,368 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $5.7M | 3.29% | 119,350 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $5.3M | 3.09% | 97,249 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $4.3M | 2.51% | 117,940 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $3.9M | 2.24% | 10,960 | SH |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $3.9M | 2.23% | 10,309 | SH |
| 10 | VANGUARD INDEX FDS | VTV | 922908744 | $3.9M | 2.22% | 17,673 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $3.7M | 2.15% | 72,101 | SH |
| 12 | VANGUARD INDEX FDS | VTI | 922908769 | $3.7M | 2.12% | 9,926 | SH |
| 13 | ISHARES TR | SGOV | 46436E718 | $3.4M | 1.94% | 33,369 | SH |
| 14 | VANGUARD INDEX FDS | VUG | 922908736 | $3.1M | 1.79% | 36,017 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $3.0M | 1.76% | 73,777 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $3.0M | 1.71% | 54,903 | SH |
| 17 | VANGUARD STAR FDS | VXUS | 921909768 | $3.0M | 1.71% | 34,614 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $2.4M | 1.36% | 55,955 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.3M | 1.33% | 28,004 | SH |
| 20 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $2.2M | 1.29% | 17,497 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $2.1M | 1.23% | 53,097 | SH |
| 22 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.0M | 1.13% | 38,641 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $1.8M | 1.02% | 36,592 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.8M | 1.01% | 21,451 | SH |
| 25 | VANGUARD INDEX FDS | VB | 922908751 | $1.5M | 0.88% | 5,041 | SH |
| 26 | ISHARES TR | IVV | 464287200 | $1.3M | 0.77% | 1,785 | SH |
| 27 | VANGUARD WELLINGTON FD | VTES | 921935870 | $1.3M | 0.72% | 12,346 | SH |
| 28 | DIMENSIONAL ETF TRUST | DXUV | 25434V559 | $1.1M | 0.65% | 17,034 | SH |
| 29 | VANGUARD INDEX FDS | VOO | 922908363 | $1.1M | 0.63% | 1,595 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $991.6K | 0.57% | 3,427 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $833.6K | 0.48% | 4,166 | SH |
| 32 | ALPHABET INC | GOOGL | 02079K305 | $817.2K | 0.47% | 2,287 | SH |
| 33 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $798.6K | 0.46% | 11,208 | SH |
| 34 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $763.2K | 0.44% | 3,587 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $748.9K | 0.43% | 1 | SH |
| 36 | MICROSOFT CORP | MSFT | 594918104 | $707.6K | 0.41% | 1,897 | SH |
| 37 | ISHARES TR | IVW | 464287309 | $640.3K | 0.37% | 4,656 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $584.4K | 0.34% | 13,697 | SH |
| 39 | ISHARES TR | ISHG | 464288125 | $578.4K | 0.33% | 7,791 | SH |
| 40 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $557.4K | 0.32% | 1,982 | SH |
| 41 | APPLE INC | AAPL | 037833100 | $517.5K | 0.30% | 1,788 | SH |
| 42 | NVIDIA CORPORATION | NVDA | 67066G104 | $507.6K | 0.29% | 2,537 | SH |
| 43 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $493.7K | 0.29% | 1,128 | SH |
| 44 | ISHARES TR | EFV | 464288877 | $491.1K | 0.28% | 6,415 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $485.2K | 0.28% | 3,549 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $483.8K | 0.28% | 8,884 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $482.0K | 0.28% | 963 | SH |
| 48 | AMAZON COM INC | AMZN | 023135106 | $437.4K | 0.25% | 1,835 | SH |
| 49 | MICROSOFT CORP | MSFT | 594918104 | $412.6K | 0.24% | 1,106 | SH |
| 50 | EA SERIES TRUST | FRDM | 02072L607 | $409.6K | 0.24% | 5,619 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-17 | $173.2M | 113 | 0002055526-26-000003 |
| 2026-03-31 | 2026-04-30 | $147.5M | 102 | 0002055526-26-000002 |
| 2025-12-31 | 2026-02-17 | $142.8M | 98 | 0002055526-26-000001 |