Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $36.1M | 20.9% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $28.5M | 16.5% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $11M | 6.3% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $6.46M | 3.7% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $5.7M | 3.3% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $5.35M | 3.1% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $4.34M | 2.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.21M | 2.4% |
| Cadence Design System Inc.COM | COM | $3.89M | 2.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.85M | 2.2% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $3.73M | 2.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $3.67M | 2.1% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $3.36M | 1.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $3.1M | 1.8% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $3.04M | 1.8% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $2.97M | 1.7% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.96M | 1.7% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $2.36M | 1.4% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $2.31M | 1.3% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $2.24M | 1.3% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $2.14M | 1.2% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $1.95M | 1.1% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $1.77M | 1.0% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $1.76M | 1.0% |
| Apple Inc.COM | COM | $1.55M | 0.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.53M | 0.9% |
| Nvidia CorporationCOM | COM | $1.38M | 0.8% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.34M | 0.8% |
| Vanguard Wellington FDSHORT TRM TAX EX | SHORT TRM TAX EX | $1.25M | 0.7% |
| Microsoft Corp.COM | COM | $1.14M | 0.7% |
| Dimensional ETF TrustDIMENSIONAL US | DIMENSIONAL US | $1.13M | 0.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.1M | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.01M | 0.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $799K | 0.5% |
| Amazon Com Inc.COM | COM | $765K | 0.4% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $763K | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $749K | 0.4% |
| Exxon Mobil Corp.COM | COM | $680K | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $663K | 0.4% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $640K | 0.4% |
| Dimensional ETF TrustEMERGING MKTS VA | EMERGING MKTS VA | $584K | 0.3% |
| iShares TR3YRTB ETF | 3YRTB ETF | $578K | 0.3% |
| International Business MachsCOM | COM | $573K | 0.3% |
| Texas Pacific Land CorporatiCOM | COM | $498K | 0.3% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $491K | 0.3% |
| Dimensional ETF TrustGLOB CO PLUS ETF | GLOB CO PLUS ETF | $484K | 0.3% |
| Walmart Inc.COM | COM | $420K | 0.2% |
| Eli Lilly & COCOM | COM | $418K | 0.2% |
| EA Series TrustFREEDOM 100 EM | FREEDOM 100 EM | $410K | 0.2% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $370K | 0.2% |
Dimensional ETF TrustUS COR EQU 2 ETF$36.1M
- Class
- US COR EQU 2 ETF
- Share
- 20.9%
Dimensional ETF TrustINTL CORE EQUITY$28.5M
- Class
- INTL CORE EQUITY
- Share
- 16.5%
Dimensional ETF TrustEMERGING MKTS CO$11M
- Class
- EMERGING MKTS CO
- Share
- 6.3%
Dimensional ETF TrustUS TARGETED VLU$6.46M
- Class
- US TARGETED VLU
- Share
- 3.7%
Dimensional ETF TrustSHOR DUR FIX ETF$5.7M
- Class
- SHOR DUR FIX ETF
- Share
- 3.3%
Dimensional ETF TrustUS MKTWIDE VALUE$5.35M
- Class
- US MKTWIDE VALUE
- Share
- 3.1%
Dimensional ETF TrustWORLD EX US CORE$4.34M
- Class
- WORLD EX US CORE
- Share
- 2.5%
Alphabet Inc.CAP STK CL C$4.21M
- Class
- CAP STK CL C
- Share
- 2.4%
Cadence Design System Inc.COM$3.89M
- Class
- COM
- Share
- 2.2%
Vanguard Index FdsVALUE ETF$3.85M
- Class
- VALUE ETF
- Share
- 2.2%
Dimensional ETF TrustUS CORE EQT MKT$3.73M
- Class
- US CORE EQT MKT
- Share
- 2.2%
Vanguard Index FdsTOTAL STK MKT$3.67M
- Class
- TOTAL STK MKT
- Share
- 2.1%
iShares TR0-3 MTH TREASURY$3.36M
- Class
- 0-3 MTH TREASURY
- Share
- 1.9%
Vanguard Index FdsGROWTH ETF$3.1M
- Class
- GROWTH ETF
- Share
- 1.8%
Dimensional ETF TrustINTL CORE EQT MK$3.04M
- Class
- INTL CORE EQT MK
- Share
- 1.8%
Dimensional ETF TrustINTERNATNAL VAL$2.97M
- Class
- INTERNATNAL VAL
- Share
- 1.7%
Vanguard Star FdsVG TL INTL STK F$2.96M
- Class
- VG TL INTL STK F
- Share
- 1.7%
Dimensional ETF TrustCORE FIXE IN ETF$2.36M
- Class
- CORE FIXE IN ETF
- Share
- 1.4%
Dimensional ETF TrustUS SMALL CAP ETF$2.31M
- Class
- US SMALL CAP ETF
- Share
- 1.3%
American Centy ETF TRUS EQT ETF$2.24M
- Class
- US EQT ETF
- Share
- 1.3%
Dimensional ETF TrustEMGR CRE EQT MNG$2.14M
- Class
- EMGR CRE EQT MNG
- Share
- 1.2%
Vanguard Mun BD FdsTAX EXEMPT BD$1.95M
- Class
- TAX EXEMPT BD
- Share
- 1.1%
Dimensional ETF TrustNATL MUN BD ETF$1.77M
- Class
- NATL MUN BD ETF
- Share
- 1.0%
Dimensional ETF TrustUS EQUI MARK ETF$1.76M
- Class
- US EQUI MARK ETF
- Share
- 1.0%
Apple Inc.COM$1.55M
- Class
- COM
- Share
- 0.9%
Vanguard Index FdsSMALL CP ETF$1.53M
- Class
- SMALL CP ETF
- Share
- 0.9%
Nvidia CorporationCOM$1.38M
- Class
- COM
- Share
- 0.8%
iShares TRCORE S&P500 ETF$1.34M
- Class
- CORE S&P500 ETF
- Share
- 0.8%
Vanguard Wellington FDSHORT TRM TAX EX$1.25M
- Class
- SHORT TRM TAX EX
- Share
- 0.7%
Microsoft Corp.COM$1.14M
- Class
- COM
- Share
- 0.7%
Dimensional ETF TrustDIMENSIONAL US$1.13M
- Class
- DIMENSIONAL US
- Share
- 0.7%
Vanguard Index FdsS&P 500 ETF SHS$1.1M
- Class
- S&P 500 ETF SHS
- Share
- 0.6%
Alphabet Inc.CAP STK CL A$1.01M
- Class
- CAP STK CL A
- Share
- 0.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$799K
- Class
- VAN FTSE DEV MKT
- Share
- 0.5%
Amazon Com Inc.COM$765K
- Class
- COM
- Share
- 0.4%
Invesco Exchange Traded FD TS&P500 EQL WGT$763K
- Class
- S&P500 EQL WGT
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$749K
- Class
- CL A
- Share
- 0.4%
Exxon Mobil Corp.COM$680K
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$663K
- Class
- CL B NEW
- Share
- 0.4%
iShares TRS&P 500 GRWT ETF$640K
- Class
- S&P 500 GRWT ETF
- Share
- 0.4%
Dimensional ETF TrustEMERGING MKTS VA$584K
- Class
- EMERGING MKTS VA
- Share
- 0.3%
iShares TR3YRTB ETF$578K
- Class
- 3YRTB ETF
- Share
- 0.3%
International Business MachsCOM$573K
- Class
- COM
- Share
- 0.3%
Texas Pacific Land CorporatiCOM$498K
- Class
- COM
- Share
- 0.3%
iShares TREAFE VALUE ETF$491K
- Class
- EAFE VALUE ETF
- Share
- 0.3%
Dimensional ETF TrustGLOB CO PLUS ETF$484K
- Class
- GLOB CO PLUS ETF
- Share
- 0.3%
Walmart Inc.COM$420K
- Class
- COM
- Share
- 0.2%
Eli Lilly & COCOM$418K
- Class
- COM
- Share
- 0.2%
EA Series TrustFREEDOM 100 EM$410K
- Class
- FREEDOM 100 EM
- Share
- 0.2%
iShares TRCORE S&P TTL STK$370K
- Class
- CORE S&P TTL STK
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 71 positions by value, with holdings of the same security combined. The 71 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2055526
- File number
- 028-24924
- Options
- 0 call, 0 put
- In the 25 largest
- 85.7%
- Prior quarter
- $147M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 1
Common questions
What are SwitchPoint Financial Planning’s 13F holdings worth?
$173 million across 71 positions for the quarter ended 30 June 2026.
What is SwitchPoint Financial Planning’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $36.1 million, or 20.9% of reported 13F value, as of 30 June 2026.
How concentrated is SwitchPoint Financial Planning’s 13F portfolio?
The ten largest positions accounted for 63.2% of reported value and the twenty-five largest for 85.7%, across 71 positions as of 30 June 2026.
Does Form 13F show everything SwitchPoint Financial Planning manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does SwitchPoint Financial Planning file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.