Switchpoint Financial Planning, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Switchpoint Financial Planning, Llc disclosed 70 stock positions valued at approximately $173.19M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $173.19M
Holdings by Sector
Switchpoint Financial Planning, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 20.85% | 814,210 | +75,446 | +10.21% | $36,118,358 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 16.48% | 765,837 | +62,776 | +8.93% | $28,535,074 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.34% | 270,393 | +13,187 | +5.13% | $10,988,776 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.73% | 92,368 | +129 | +0.14% | $6,456,539 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 3.29% | 119,350 | +7,286 | +6.50% | $5,698,959 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 3.09% | 97,249 | +164 | +0.17% | $5,349,691 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.51% | 117,940 | - | - | $4,344,910 |
| ALPHABET INC | GOOG | Communication Services | 2.43% | 11,927 | -167 | -1.38% | $4,214,274 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 2.24% | 10,354 | +4 | +0.04% | $3,886,063 |
| VANGUARD INDEX FDS | VTV | Other | 2.22% | 17,673 | -10 | -0.06% | $3,851,549 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.15% | 72,101 | - | - | $3,726,901 |
| VANGUARD INDEX FDS | VTI | Other | 2.12% | 9,926 | +749 | +8.16% | $3,673,017 |
| ISHARES TR | SGOV | Other | 1.94% | 33,369 | +4,041 | +13.78% | $3,359,234 |
| VANGUARD INDEX FDS | VUG | Other | 1.79% | 36,017 | +30,014 | +499.98% | $3,102,498 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.76% | 73,777 | +4,317 | +6.22% | $3,043,301 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.71% | 54,903 | +534 | +0.98% | $2,965,863 |
| VANGUARD STAR FDS | VXUS | Other | 1.71% | 34,614 | +6,787 | +24.39% | $2,959,148 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.36% | 55,955 | +3,204 | +6.07% | $2,361,851 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.33% | 28,004 | - | - | $2,305,849 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.29% | 17,497 | -480 | -2.67% | $2,241,016 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.23% | 53,097 | -1,664 | -3.04% | $2,135,030 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.13% | 38,641 | +1,741 | +4.72% | $1,954,462 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.02% | 36,592 | -4,338 | -10.60% | $1,768,674 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.01% | 21,451 | - | - | $1,757,732 |
| APPLE INC | AAPL | Technology | 0.89% | 5,356 | -4 | -0.07% | $1,549,905 |
| VANGUARD INDEX FDS | VB | Other | 0.88% | 5,041 | -54 | -1.06% | $1,528,028 |
| NVIDIA CORPORATION | NVDA | Technology | 0.80% | 6,915 | +673 | +10.78% | $1,383,622 |
| ISHARES TR | IVV | Other | 0.77% | 1,785 | - | - | $1,336,769 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.72% | 12,346 | -102 | -0.82% | $1,250,773 |
| MICROSOFT CORP | MSFT | Technology | 0.66% | 3,056 | +219 | +7.72% | $1,139,961 |
Showing 30 of 70 holdings in the latest reporting period.