SwitchPoint Financial Planning, LLC 13F Holdings · Q2 2026
SwitchPoint Financial Planning, LLC reported 71 securities worth $173.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (20.85%), DFIC (16.48%), DFEM (6.34%). Among its top 25 positions this quarter: 15 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $36.1M | 20.85% | 814,210 | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $28.5M | 16.48% | 765,837 | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 6.34% | 270,393 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $6.5M | 3.73% | 92,368 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $5.7M | 3.29% | 119,350 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $5.3M | 3.09% | 97,249 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $4.3M | 2.51% | 117,940 | Hold |
| 8 | GOOG | ALPHABET INC | $4.2M | 2.43% | 11,927 | Trimmed |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | $3.9M | 2.24% | 10,354 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $3.9M | 2.22% | 17,673 | Trimmed |
| 11 | DFAU | DIMENSIONAL ETF TRUST | $3.7M | 2.15% | 72,101 | Hold |
| 12 | VTI | VANGUARD INDEX FDS | $3.7M | 2.12% | 9,926 | Added |
| 13 | SGOV | ISHARES TR | $3.4M | 1.94% | 33,369 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $3.1M | 1.79% | 36,017 | Added |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 1.76% | 73,777 | Added |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $3.0M | 1.71% | 54,903 | Added |
| 17 | VXUS | VANGUARD STAR FDS | $3.0M | 1.71% | 34,614 | Added |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $2.4M | 1.36% | 55,955 | Added |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 1.33% | 28,004 | Hold |
| 20 | AVUS | AMERICAN CENTY ETF TR | $2.2M | 1.29% | 17,497 | Trimmed |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 1.23% | 53,097 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $2.0M | 1.13% | 38,641 | Added |
| 23 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.02% | 36,592 | Trimmed |
| 24 | DFUS | DIMENSIONAL ETF TRUST | $1.8M | 1.01% | 21,451 | Hold |
| 25 | AAPL | APPLE INC | $1.5M | 0.89% | 5,356 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR