Holders — by stockHoldings — by fund
SwitchPoint Financial Planning, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2055526
$173.2M
disclosed book value
71
positions
20.9%
largest position share
Positions, as of 2026-06-30
top 71 of 71 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 814,210 | $36.1M | 20.9% |
| 2 | DFICDIMENSIONAL ETF TRUST | 765,837 | $28.5M | 16.5% |
| 3 | DFEMDIMENSIONAL ETF TRUST | 270,393 | $11.0M | 6.3% |
| 4 | DFATDIMENSIONAL ETF TRUST | 92,368 | $6.5M | 3.7% |
| 5 | DFSDDIMENSIONAL ETF TRUST | 119,350 | $5.7M | 3.3% |
| 6 | DFUVDIMENSIONAL ETF TRUST | 97,249 | $5.3M | 3.1% |
| 7 | DFAXDIMENSIONAL ETF TRUST | 117,940 | $4.3M | 2.5% |
| 8 | GOOGALPHABET INC | 11,927 | $4.2M | 2.4% |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 10,354 | $3.9M | 2.2% |
| 10 | VTVVANGUARD INDEX FDS | 17,673 | $3.9M | 2.2% |
| 11 | DFAUDIMENSIONAL ETF TRUST | 72,101 | $3.7M | 2.2% |
| 12 | VTIVANGUARD INDEX FDS | 9,926 | $3.7M | 2.1% |
| 13 | SGOVISHARES TR | 33,369 | $3.4M | 1.9% |
| 14 | VUGVANGUARD INDEX FDS | 36,017 | $3.1M | 1.8% |
| 15 | DFAIDIMENSIONAL ETF TRUST | 73,777 | $3.0M | 1.8% |
| 16 | DFIVDIMENSIONAL ETF TRUST | 54,903 | $3.0M | 1.7% |
| 17 | VXUSVANGUARD STAR FDS | 34,614 | $3.0M | 1.7% |
| 18 | DFCFDIMENSIONAL ETF TRUST | 55,955 | $2.4M | 1.4% |
| 19 | DFASDIMENSIONAL ETF TRUST | 28,004 | $2.3M | 1.3% |
| 20 | AVUSAMERICAN CENTY ETF TR | 17,497 | $2.2M | 1.3% |
| 21 | DFAEDIMENSIONAL ETF TRUST | 53,097 | $2.1M | 1.2% |
| 22 | VTEBVANGUARD MUN BD FDS | 38,641 | $2.0M | 1.1% |
| 23 | DFNMDIMENSIONAL ETF TRUST | 36,592 | $1.8M | 1% |
| 24 | DFUSDIMENSIONAL ETF TRUST | 21,451 | $1.8M | 1% |
| 25 | AAPLAPPLE INC | 5,356 | $1.5M | 0.9% |
| 26 | VBVANGUARD INDEX FDS | 5,041 | $1.5M | 0.9% |
| 27 | NVDANVIDIA CORPORATION | 6,915 | $1.4M | 0.8% |
| 28 | IVVISHARES TR | 1,785 | $1.3M | 0.8% |
| 29 | VTESVANGUARD WELLINGTON FD | 12,346 | $1.3M | 0.7% |
| 30 | MSFTMICROSOFT CORP | 3,056 | $1.1M | 0.7% |
| 31 | DXUVDIMENSIONAL ETF TRUST | 17,034 | $1.1M | 0.7% |
| 32 | VOOVANGUARD INDEX FDS | 1,595 | $1.1M | 0.6% |
| 33 | GOOGLALPHABET INC | 2,814 | $1.0M | 0.6% |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 11,208 | $798,570 | 0.5% |
| 35 | AMZNAMAZON COM INC | 3,210 | $765,071 | 0.4% |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 3,587 | $763,235 | 0.4% |
| 37 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.4% |
| 38 | EXMOCEXXON MOBIL CORP | 4,976 | $680,319 | 0.4% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,324 | $662,628 | 0.4% |
| 40 | IVWISHARES TR | 4,656 | $640,340 | 0.4% |
| 41 | DFEVDIMENSIONAL ETF TRUST | 13,697 | $584,411 | 0.3% |
| 42 | ISHGISHARES TR | 7,791 | $578,443 | 0.3% |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 2,037 | $572,825 | 0.3% |
| 44 | TPLTEXAS PACIFIC LAND CORPORATI | 1,137 | $497,595 | 0.3% |
| 45 | EFVISHARES TR | 6,415 | $491,068 | 0.3% |
| 46 | DFGPDIMENSIONAL ETF TRUST | 8,884 | $483,823 | 0.3% |
| 47 | WMTWALMART INC | 3,705 | $419,628 | 0.2% |
| 48 | LLYELI LILLY & CO | 348 | $417,535 | 0.2% |
| 49 | FRDMEA SERIES TRUST | 5,619 | $409,624 | 0.2% |
| 50 | ITOTISHARES TR | 2,250 | $369,608 | 0.2% |
| 51 | MUMICRON TECHNOLOGY INC | 292 | $337,052 | 0.2% |
| 52 | DISVDIMENSIONAL ETF TRUST | 7,453 | $299,089 | 0.2% |
| 53 | IWMISHARES TR | 964 | $289,634 | 0.2% |
| 54 | ELVELEVANCE HEALTH INC FORMERLY | 738 | $285,235 | 0.2% |
| 55 | JNJJOHNSON & JOHNSON | 1,115 | $283,119 | 0.2% |
| 56 | METAMETA PLATFORMS INC | 490 | $276,012 | 0.2% |
| 57 | IWVISHARES TR | 634 | $270,338 | 0.2% |
| 58 | VNQVANGUARD INDEX FDS | 2,792 | $269,246 | 0.2% |
| 59 | COSTCOSTCO WHOLESALE CORPORATION | 285 | $266,735 | 0.2% |
| 60 | VGITVANGUARD SCOTTSDALE FDS | 4,362 | $257,284 | 0.1% |
| 61 | EDVVANGUARD WORLD FD | 3,474 | $226,088 | 0.1% |
| 62 | AMATAPPLIED MATLS INC | 308 | $222,684 | 0.1% |
| 63 | CNXCNX RES CORP | 6,492 | $220,274 | 0.1% |
| 64 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 461 | $220,160 | 0.1% |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 3,674 | $219,301 | 0.1% |
| 66 | NUENUCOR CORP | 979 | $218,072 | 0.1% |
| 67 | SPYVSPDR SERIES TRUST | 3,500 | $212,765 | 0.1% |
| 68 | DONWISDOMTREE TR | 3,758 | $212,402 | 0.1% |
| 69 | CONSOLIDATED WATER CO INC | 7,109 | $209,716 | 0.1% |
| 70 | SCHFSCHWAB STRATEGIC TR | 7,260 | $201,102 | 0.1% |
| 71 | SBSWSIBANYE STILLWATER LTD | 10,880 | $92,371 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.