Switchpoint Financial Planning LLC Portfolio Shifts in Q2 2026

Financial planning firm Switchpoint Financial Planning, LLC, as reported for the period ending June 30th, 2026, exhibited notable changes in its portfolio holdings. The firm manages a substantial investment with a total value of $171,851,361.

Major Purchases Observed

In Q2 2026, Switchpoint Financial Planning, LLC significantly increased its exposure to several Dimensional Fund Trust ETFs and Vanguard funds.

• The firm boosted its position in the Dimensional Emerging Markets Equity ETF (DFEM) by approximately 5.13%, acquiring an additional 13,187 shares valued at around $1 million during the quarter.
• Switchpoint substantially increased its stake in the Vanguard U.S. Total Stock Market Index Fund Admiral Shares (VXUS), adding about 24.39% more shares ($6,787) worth roughly $0.5 million to a position that now represents approximately 1.71% of the total portfolio.
• There was also a significant increase in Dimensional Fund Trust ETFs: SCHF (SCHWAB STRATEGIC TR), which saw its entire position replaced, indicating a complete shift from whatever holding preceded it to this fund; and DFAI (DIMENSIONAL ETF TRUST (DFAI)), where the firm added shares resulting in a 6.22% increase in allocation.

Significant Sales Observed

Conversely, Switchpoint Financial Planning, LLC also made notable adjustments during this quarter.

• The most significant sale was the complete exit from DON (WISDOMTREE TR), removing all shares of this fund. This action resulted in a portfolio percentage allocation change back to zero for that position.

Moderate Changes and New Positions

Several other holdings saw moderate changes or were added with smaller increases:

• The Dimensional Core Emerging Markets Equity ETF (DFIC) allocation increased by about 8.93% ($6,277), adding to its existing ~16.48% share of the portfolio.
• DFAC experienced a substantial increase in both shares and value (+10.21%, +$75,446 worth) during Q2, reinforcing its position as one of Switchpoint's largest holdings at approximately 20.85% allocation.
• The Dimensional Fund Trust ETF (DFGP) saw a significant increase in shares (+83.63%), adding to the portfolio despite some other Dimensional funds showing decreases or exits.
• Other changes included modest increases for VUG and DFAI, alongside decreases for DFNM (-10.6%) and SPYV (though no specific change percentage was provided). The firm also added shares of AMAT and MU to its portfolio during this period.

This quarter's activity shows Switchpoint actively managing its large-cap focus through adjustments in Dimensional ETFs, while also incorporating exposure to growth sectors like Technology (CDNS) and Communication Services (GOOG), and maintaining a position in broad market funds. The complete exit from DON suggests a strategic decision regarding that specific fund.