SwitchPoint Financial Planning, LLC — 13F Holdings & Portfolio
CIK 2055526 · latest 13F-HR filed 2026-04-30
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.
Loading holdings…
AUM
$147.5M
Long-equity book
Holdings
102
Distinct positions
Period
2026-03-31
Filed 2026-04-30
Q/Q Activity
+3 / −1 / ↑14 / ↓13
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$1.7M +7.2%
- DIMENSIONAL ETF TRUST$1.1M +26.5%
- DIMENSIONAL ETF TRUST$617.2K +7.5%
- DIMENSIONAL ETF TRUST$388.5K +21.1%
- DIMENSIONAL ETF TRUST$276.1K +5.0%
Top Trims
- ISHARES TR-$627.0K -17.5%
- MICROSOFT CORP-$396.7K -27.4%
- CADENCE DESIGN SYSTEM INC-$359.6K -11.1%
- ALPHABET INC-$325.8K -8.6%
- VANGUARD INDEX FDS-$298.8K -10.2%
All Holdings
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 | $28.7M | 19.47% | 738,764 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $25.0M | 16.94% | 703,061 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $8.9M | 6.03% | 257,206 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $5.8M | 3.91% | 92,239 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $5.4M | 3.64% | 112,064 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $4.7M | 3.19% | 97,085 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $4.0M | 2.72% | 117,940 | SH |
| 8 | VANGUARD INDEX FDS | VTV | 922908744 | $3.5M | 2.35% | 17,683 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $3.3M | 2.21% | 72,101 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $3.2M | 2.17% | 11,174 | SH |
| 11 | ISHARES TR | SGOV | 46436E718 | $3.0M | 2.00% | 29,328 | SH |
| 12 | VANGUARD INDEX FDS | VTI | 922908769 | $2.9M | 2.00% | 9,177 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $2.9M | 1.95% | 54,369 | SH |
| 14 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $2.9M | 1.94% | 10,308 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $2.7M | 1.83% | 69,460 | SH |
| 16 | VANGUARD INDEX FDS | VUG | 922908736 | $2.6M | 1.78% | 6,003 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $2.2M | 1.51% | 52,751 | SH |
| 18 | VANGUARD STAR FDS | VXUS | 921909768 | $2.1M | 1.45% | 27,827 | SH |
| 19 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $2.0M | 1.36% | 17,977 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.0M | 1.35% | 28,004 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $2.0M | 1.33% | 40,930 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $1.9M | 1.26% | 54,761 | SH |
| 23 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.8M | 1.25% | 36,900 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.5M | 1.03% | 21,451 | SH |
| 25 | VANGUARD INDEX FDS | VB | 922908751 | $1.3M | 0.90% | 5,095 | SH |
| 26 | VANGUARD WELLINGTON FD | VTES | 921935870 | $1.3M | 0.85% | 12,448 | SH |
| 27 | ISHARES TR | IVV | 464287200 | $1.2M | 0.79% | 1,785 | SH |
| 28 | VANGUARD INDEX FDS | VOO | 922908363 | $980.0K | 0.66% | 1,640 | SH |
| 29 | DIMENSIONAL ETF TRUST | DXUV | 25434V559 | $937.7K | 0.64% | 15,799 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $831.9K | 0.56% | 3,278 | SH |
| 31 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $718.2K | 0.49% | 11,208 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.49% | 1 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $689.2K | 0.47% | 3,952 | SH |
| 34 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $688.4K | 0.47% | 3,587 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $674.0K | 0.46% | 2,344 | SH |
| 36 | MICROSOFT CORP | MSFT | 594918104 | $637.0K | 0.43% | 1,721 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $613.7K | 0.42% | 3,617 | SH |
| 38 | ISHARES TR | ISHG | 464288125 | $578.0K | 0.39% | 7,791 | SH |
| 39 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $537.2K | 0.36% | 1,132 | SH |
| 40 | ISHARES TR | IVW | 464287309 | $526.6K | 0.36% | 4,656 | SH |
| 41 | APPLE INC | AAPL | 037833100 | $492.7K | 0.33% | 1,941 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $490.1K | 0.33% | 13,697 | SH |
| 43 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $484.1K | 0.33% | 1,997 | SH |
| 44 | ISHARES TR | EFV | 464288877 | $477.0K | 0.32% | 6,415 | SH |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $474.0K | 0.32% | 989 | SH |
| 46 | MICROSOFT CORP | MSFT | 594918104 | $386.5K | 0.26% | 1,044 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $362.4K | 0.25% | 2,078 | SH |
| 48 | EA SERIES TRUST | FRDM | 02072L607 | $343.1K | 0.23% | 6,278 | SH |
| 49 | WALMART INC | WMT | 931142103 | $335.9K | 0.23% | 2,703 | SH |
| 50 | AMAZON COM INC | AMZN | 023135106 | $321.2K | 0.22% | 1,542 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $147.5M | 102 | 0002055526-26-000002 |
| 2025-12-31 | 2026-02-17 | $142.8M | 98 | 0002055526-26-000001 |