# SwitchPoint Financial Planning, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2055526. Source: https://holderbook.com/funds/2055526-switchpoint-financial-planning-llc/

- Reported value: $173.2M
- Positions: 71
- Weight of the ten largest: 63.2%
- Filed: 2026-08-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $36.1M | 814,210 | 20.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $28.5M | 765,837 | 16.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $11.0M | 270,393 | 6.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $6.5M | 92,368 | 3.7% | 7 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $5.7M | 119,350 | 3.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $5.3M | 97,249 | 3.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $4.3M | 117,940 | 2.5% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.2M | 11,927 | 2.4% | 4 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $3.9M | 10,354 | 2.2% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $3.9M | 17,673 | 2.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $3.7M | 72,101 | 2.2% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.7M | 9,926 | 2.1% | 7 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $3.4M | 33,369 | 1.9% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.1M | 36,017 | 1.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $3.0M | 73,777 | 1.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $3.0M | 54,903 | 1.7% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.0M | 34,614 | 1.7% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $2.4M | 55,955 | 1.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $2.3M | 28,004 | 1.3% | 7 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $2.2M | 17,497 | 1.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $2.1M | 53,097 | 1.2% | 7 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $2.0M | 38,641 | 1.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $1.8M | 36,592 | 1.0% | 7 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $1.8M | 21,451 | 1.0% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.5M | 5,356 | 0.9% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.5M | 5,041 | 0.9% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.4M | 6,915 | 0.8% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.3M | 1,785 | 0.8% | 7 |
| VANGUARD WELLINGTON FD | [VTES](https://holderbook.com/stocks/VTES/) | $1.3M | 12,346 | 0.7% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.1M | 3,056 | 0.7% | 7 |
| DIMENSIONAL ETF TRUST | [DXUV](https://holderbook.com/stocks/DXUV/) | $1.1M | 17,034 | 0.7% | 5 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.1M | 1,595 | 0.6% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.0M | 2,814 | 0.6% | 5 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $798.6K | 11,208 | 0.5% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $765.1K | 3,210 | 0.4% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $763.2K | 3,587 | 0.4% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.4% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $680.3K | 4,976 | 0.4% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $662.6K | 1,324 | 0.4% | 7 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $640.3K | 4,656 | 0.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $584.4K | 13,697 | 0.3% | 7 |
| ISHARES TR | [ISHG](https://holderbook.com/stocks/ISHG/) | $578.4K | 7,791 | 0.3% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $572.8K | 2,037 | 0.3% | 3 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $497.6K | 1,137 | 0.3% | 5 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $491.1K | 6,415 | 0.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $483.8K | 8,884 | 0.3% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $419.6K | 3,705 | 0.2% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $417.5K | 348 | 0.2% | 5 |
| EA SERIES TRUST | [FRDM](https://holderbook.com/stocks/FRDM/) | $409.6K | 5,619 | 0.2% | 5 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $369.6K | 2,250 | 0.2% | 5 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $337.1K | 292 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $299.1K | 7,453 | 0.2% | 6 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $289.6K | 964 | 0.2% | 5 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $285.2K | 738 | 0.2% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $283.1K | 1,115 | 0.2% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $276.0K | 490 | 0.2% | 7 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $270.3K | 634 | 0.2% | 7 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $269.2K | 2,792 | 0.2% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $266.7K | 285 | 0.2% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $257.3K | 4,362 | 0.1% | 7 |
| VANGUARD WORLD FD | [EDV](https://holderbook.com/stocks/EDV/) | $226.1K | 3,474 | 0.1% | 6 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $222.7K | 308 | 0.1% | 1 |
| CNX RES CORP | [CNX](https://holderbook.com/stocks/CNX/) | $220.3K | 6,492 | 0.1% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $220.2K | 461 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $219.3K | 3,674 | 0.1% | 1 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $218.1K | 979 | 0.1% | 1 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $212.8K | 3,500 | 0.1% | 1 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $212.4K | 3,758 | 0.1% | 1 |
| CONSOLIDATED WATER CO INC | [CWCO](https://holderbook.com/stocks/CWCO/) | $209.7K | 7,109 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $201.1K | 7,260 | 0.1% | 1 |
| SIBANYE STILLWATER LTD | [SBSW](https://holderbook.com/stocks/SBSW/) | $92.4K | 10,880 | 0.1% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.6% | +14.8% | -4.2% | 100% |
| Q1 2026 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2025 | +3.2% | +2.4% | +0.9% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.3% | 100% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -1.2% | -4.6% | +3.3% | 100% |

## Quarter by quarter

| Quarter | 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 |