SwitchPoint Financial Planning, LLC — 13F holdings

SwitchPoint Financial Planning, LLC reported 113 holdings worth $173M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $36.1M (20.9%)
  2. DFIC DIMENSIONAL ETF TRUST — $28.5M (16.5%)
  3. DFEM DIMENSIONAL ETF TRUST — $11.0M (6.3%)
  4. DIMENSIONAL ETF TRUST — $6.46M (3.7%)
  5. DFSD DIMENSIONAL ETF TRUST — $5.70M (3.3%)
  6. DFUV DIMENSIONAL ETF TRUST — $5.35M (3.1%)
  7. DFAX DIMENSIONAL ETF TRUST — $4.34M (2.5%)
  8. GOOG ALPHABET INC — $4.21M (2.4%)
  9. CDNS CADENCE DESIGN SYSTEM INC — $3.89M (2.2%)
  10. VTV VANGUARD INDEX FDS — $3.85M (2.2%)