Q2 2026 13F · SEC CIK 2055526

SwitchPoint Financial Planning, LLC

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $173.2M
Reported positions: 71
Holdings vs S&P 500, 3 yrs: —
Assets under management: $367.1M

SwitchPoint Financial Planning, LLC is a wealth manager that reported 71 positions worth $173.2M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Dimensional ETF Trust (DFAC, 20.9%), Dimensional ETF Trust (DFIC, 16.5%), Dimensional ETF Trust (DFEM, 6.3%).

SwitchPoint Financial Planning, LLC holdings largest 50 of 71 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SwitchPoint Financial Planning, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	20.9%	19.5%	814,210	+10.2%	$36.1M
DFICDimensional ETF Trust	16.5%	16.9%	765,837	+8.9%	$28.5M
DFEMDimensional ETF Trust	6.3%	6.0%	270,393	+5.1%	$11.0M
DFATDimensional ETF Trust	3.7%	3.9%	92,368	+0.1%	$6.5M
DFSDDimensional Short-Duration Fixed Income	3.3%	3.6%	119,350	+6.5%	$5.7M
DFUVDimensional ETF Trust	3.1%	3.2%	97,249	+0.2%	$5.3M
DFAXDimensional ETF Trust	2.5%	2.7%	117,940	+0.0%	$4.3M
GOOGAlphabet Inc	2.4%	2.4%	11,927	-1.4%	$4.2M
CDNSCadence Design System Inc	2.2%	1.9%	10,354	+0.0%	$3.9M
VTVVanguard Index Fds	2.2%	2.4%	17,673	-0.1%	$3.9M
DFAUDimensional ETF Trust	2.2%	2.2%	72,101	+0.0%	$3.7M
VTIVanguard Index Fds	2.1%	2.0%	9,926	+8.2%	$3.7M
SGOVIshares Tr	1.9%	2.0%	33,369	+13.8%	$3.4M
VUGVanguard Index Fds	1.8%	1.8%	36,017	+500.0%	$3.1M
DFAIDimensional ETF Trust	1.8%	1.8%	73,777	+6.2%	$3.0M
DFIVDimensional ETF Trust	1.7%	1.9%	54,903	+1.0%	$3.0M
VXUSVanguard Star Fds	1.7%	1.5%	34,614	+24.4%	$3.0M
DFCFDimensional ETF Trust	1.4%	1.5%	55,955	+6.1%	$2.4M
DFASDimensional ETF Trust	1.3%	1.4%	28,004	+0.0%	$2.3M
AVUSAvantis U.S. Equity ETF	1.3%	1.4%	17,497	-2.7%	$2.2M
DFAEDimensional ETF Trust	1.2%	1.3%	53,097	-3.0%	$2.1M
VTEBVanguard Mun Bd Fds	1.1%	1.2%	38,641	+4.7%	$2.0M
DFNMDimensional ETF Trust	1.0%	1.3%	36,592	-10.6%	$1.8M
DFUSDimensional ETF Trust	1.0%	1.0%	21,451	+0.0%	$1.8M
AAPLApple Inc	0.9%	0.9%	5,356	-0.1%	$1.5M
VBVanguard Index Fds	0.9%	0.9%	5,041	-1.1%	$1.5M
NVDANvidia Corporation	0.8%	0.7%	6,915	+10.8%	$1.4M
IVVIshares Tr	0.8%	0.8%	1,785	+0.0%	$1.3M
VTESVanguard Wellington Fd	0.7%	0.9%	12,346	-0.8%	$1.3M
MSFTMicrosoft Corp	0.7%	0.7%	3,056	+7.7%	$1.1M
DXUVDimensional US Vector Equity ETF	0.7%	0.6%	17,034	+7.8%	$1.1M
VOOVanguard Index Fds	0.6%	0.7%	1,595	-2.7%	$1.1M
GOOGLAlphabet Inc	0.6%	0.5%	2,814	+0.0%	$1.0M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.5%	11,208	+0.0%	$799K
AMZNAmazon Com Inc	0.4%	0.4%	3,210	+14.6%	$765K
RSPInvesco Exchange Traded Fd T	0.4%	0.5%	3,587	+0.0%	$763K
BRK-ABerkshire Hathaway Inc Del	0.4%	0.5%	1	+0.0%	$749K
XOMExxon Mobil Corp	0.4%	0.6%	4,976	-0.6%	$680K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,324	+2.0%	$663K
IVWIshares Tr	0.4%	0.4%	4,656	+0.0%	$640K
DFEVDimensional ETF Trust	0.3%	0.3%	13,697	+0.0%	$584K
ISHGIshares Tr	0.3%	0.4%	7,791	+0.0%	$578K
IBMInternational Business Machs	0.3%	0.3%	2,037	-0.4%	$573K
TPLTexas Pacific Land Corporati	0.3%	0.4%	1,137	-1.8%	$498K
EFVIshares Tr	0.3%	0.3%	6,415	+0.0%	$491K
DFGPDimensional ETF Trust	0.3%	—	8,884	—	$484K
WMTWalmart Inc	0.2%	0.3%	3,705	-0.1%	$420K
LLYEli Lilly & Co	0.2%	0.2%	348	+2.1%	$418K
FRDMEa Series Trust	0.2%	0.2%	5,619	-10.5%	$410K
ITOTIshares Tr	0.2%	0.2%	2,250	+0.0%	$370K

What SwitchPoint Financial Planning, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

DFNM Dimensional ETF Trust-10.6% shares
FRDM Ea Series Trust-10.5% shares

Left the top 50

DISV Dimensional ETF Trustwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$173.2M	71
Q1 2026	$147.5M	64
Q4 2025	$142.8M	62
Q3 2025	$138.1M	61
Q2 2025	$122.0M	59
Q1 2025	$105.4M	51
Q4 2024	$104.4M	50

Questions about SwitchPoint Financial Planning, LLC's portfolio

What stocks does SwitchPoint Financial Planning, LLC own?

SwitchPoint Financial Planning, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 71 positions worth $173.2M. The largest are Dimensional ETF Trust (DFAC) at 20.9%, Dimensional ETF Trust (DFIC) at 16.5%, Dimensional ETF Trust (DFEM) at 6.3%, Dimensional ETF Trust (DFAT) at 3.7% and Dimensional Short-Duration Fixed Income (DFSD) at 3.3%.

What did SwitchPoint Financial Planning, LLC buy last quarter?

In Q2 2026, SwitchPoint Financial Planning, LLC added Vanguard Index Fds (VUG) (+500.0% shares), Vanguard Star Fds (VXUS) (+24.4% shares) and Amazon Com Inc (AMZN) (+14.6% shares), compared with its Q1 2026 filing.

What did SwitchPoint Financial Planning, LLC sell last quarter?

In Q2 2026, SwitchPoint Financial Planning, LLC cut from its top 50 Dimensional ETF Trust (DISV), Dimensional ETF Trust (DFNM) (-10.6% shares) and Ea Series Trust (FRDM) (-10.5% shares), compared with its Q1 2026 filing.

When is SwitchPoint Financial Planning, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. SwitchPoint Financial Planning, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does SwitchPoint Financial Planning, LLC manage?

SwitchPoint Financial Planning, LLC reported $367.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $173.2M.