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SwitchPoint Financial Planning, LLC
Updated 3 days agoManaged by Switchpoint Financial Planning, Llc • Latest filing Q3 2026
Portfolio value
$179.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $138.1M |
| Q4 2025 | $142.8M |
| Q1 2026 | $147.5M |
| Q2 2026 | $173.2M |
| Q3 2026 | $179.8M |
Top holdings
107 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $37M | 833.1K | 20.59% | — |
| 2 | $29.7M | 790.2K | 16.52% | — | |
| 3 | $11M | 276.2K | 6.10% | — | |
| 4 | $6.1M | 92.5K | 3.42% | — | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 96.9K | 2.96% | — |
| 6 | $5.3M | 114.5K | 2.96% | — | |
| 7 | $4.4M | 117.9K | 2.43% | — | |
| 8 | $3.8M | 17.7K | 2.12% | — | |
| 9 | $3.7M | 11.0K | 2.08% | — | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $3.7M | 70.8K | 2.06% | — |
| 11 | $3.4M | 9.2K | 1.91% | — | |
| 12 | $3.4M | 34.1K | 1.91% | — | |
| 13 | $3.4M | 10.3K | 1.89% | — | |
| 14 | $3.2M | 36.0K | 1.80% | — | |
| 15 | $3.2M | 77.4K | 1.78% | — | |
| 16 | $3.1M | 55.1K | 1.71% | — | |
| 17 | $2.8M | 22.0K | 1.57% | — | |
| 18 | $2.6M | 24.0K | 1.45% | — | |
| 19 | $2.5M | 62.6K | 1.40% | — | |
| 20 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 18.8K | 1.34% | — |