Switchpoint Financial Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$147.5M
Q ending 2026-03-31
Prior quarter
$142.8M
Q ending 2025-12-31
Change
+3.3% QoQ · +39.9% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $28.7M | 739K |
| Dimensional Etf Trust | DFIC | Shares | $25.0M | 703K |
| Dimensional Etf Trust | DFEM | Shares | $8.9M | 257K |
| Dimensional Etf Trust | DFAT | Shares | $5.8M | 92K |
| Dimensional Etf Trust | DFSD | Shares | $5.4M | 112K |
| Dimensional Etf Trust | DFUV | Shares | $4.7M | 97K |
| Dimensional Etf Trust | DFAX | Shares | $4.0M | 118K |
| Vanguard Index Fds | VTV | Shares | $3.5M | 18K |
| Alphabet Inc | GOOG | Shares | $3.5M | 12K |
| Dimensional Etf Trust | DFAU | Shares | $3.3M | 72K |
| Ishares Tr | SGOV | Shares | $3.0M | 29K |
| Vanguard Index Fds | VTI | Shares | $2.9M | 9K |
| Cadence Design System Inc | CDNS | Shares | $2.9M | 10K |
| Dimensional Etf Trust | DFIV | Shares | $2.9M | 54K |
| Dimensional Etf Trust | DFAI | Shares | $2.7M | 69K |
| Vanguard Index Fds | VUG | Shares | $2.6M | 6K |
| Dimensional Etf Trust | DFCF | Shares | $2.2M | 53K |
| Vanguard Star Fds | VXUS | Shares | $2.1M | 28K |
| American Centy Etf Tr | AVUS | Shares | $2.0M | 18K |
| Dimensional Etf Trust | DFAS | Shares | $2.0M | 28K |
| Dimensional Etf Trust | DFNM | Shares | $2.0M | 41K |
| Dimensional Etf Trust | DFAE | Shares | $1.9M | 55K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.8M | 37K |
| Dimensional Etf Trust | DFUS | Shares | $1.5M | 21K |
| Apple Inc | AAPL | Shares | $1.4M | 5K |
| Vanguard Index Fds | VB | Shares | $1.3M | 5K |
| Vanguard Wellington Fd | VTES | Shares | $1.3M | 12K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Vanguard Index Fds | VOO | Shares | $980K | 2K |
| Dimensional Etf Trust | DXUV | Shares | $938K | 16K |
| Exxon Mobil Corp | XOM | Shares | $850K | 5K |
| Alphabet Inc | GOOGL | Shares | $809K | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $718K | 11K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Invesco Exchange Traded Fd T | RSP | Shares | $688K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $622K | 1K |
| Amazon Com Inc | AMZN | Shares | $583K | 3K |
| Ishares Tr | ISHG | Shares | $578K | 8K |
| Texas Pacific Land Corporati | TPL | Shares | $550K | 1K |
| Ishares Tr | IVW | Shares | $527K | 5K |
| International Business Machs | IBM | Shares | $496K | 2K |
| Dimensional Etf Trust | DFEV | Shares | $490K | 14K |
| Ishares Tr | EFV | Shares | $477K | 6K |
| Walmart Inc | WMT | Shares | $461K | 4K |
| Ea Series Trust | FRDM | Shares | $343K | 6K |
| Ishares Tr | ITOT | Shares | $320K | 2K |
| Eli Lilly & Co | LLY | Shares | $314K | 341 |
| Dimensional Etf Trust | DISV | Shares | $294K | 7K |
| Costco Wholesale Corporation | COST | Shares | $286K | 287 |
| Johnson & Johnson | JNJ | Shares | $280K | 1K |
| Meta Platforms Inc | META | Shares | $275K | 481 |
| Dimensional Etf Trust | DFGP | Shares | $261K | 5K |
| Vanguard Scottsdale Fds | VGIT | Shares | $257K | 4K |
| Cnx Res Corp | CNX | Shares | $251K | 7K |
| Vanguard Index Fds | VNQ | Shares | $246K | 3K |
| Ishares Tr | IWM | Shares | $239K | 964 |
| Consolidated Water Co Inc | Shares | $235K | 7K | |
| Ishares Tr | IWV | Shares | $235K | 634 |
| Vanguard World Fd | EDV | Shares | $226K | 3K |
| Chevron Corporation | CVX | Shares | $215K | 1K |
| Elevance Health Inc Formerly | ELV | Shares | $214K | 733 |
| Sibanye Stillwater Ltd | SBSW | Shares | $134K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.