SwitchPoint Financial Planning, LLC
Q3 2026 13F filing
Updated 3 days ago107 disclosed positions worth $179.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $37M | 833.1K | 20.59% | — |
| 2 | H DIMENSIONAL ETF TRUST | $29.7M | 790.2K | 16.52% | — |
| 3 | S DIMENSIONAL ETF TRUST | $11M | 276.2K | 6.10% | — |
| 4 | A DIMENSIONAL ETF TRUST | $6.1M | 92.5K | 3.42% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 96.9K | 2.96% | — |
| 6 | R DIMENSIONAL ETF TRUST | $5.3M | 114.5K | 2.96% | — |
| 7 | D DIMENSIONAL ETF TRUST | $4.4M | 117.9K | 2.43% | — |
| 8 | V VANGUARD INDEX FDS | $3.8M | 17.7K | 2.12% | — |
| 9 | G ALPHABET INC | $3.7M | 11.0K | 2.08% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $3.7M | 70.8K | 2.06% | — |
| 11 | V VANGUARD INDEX FDS | $3.4M | 9.2K | 1.91% | — |
| 12 | E ISHARES TR | $3.4M | 34.1K | 1.91% | — |
| 13 | C CADENCE DESIGN SYSTEM INC | $3.4M | 10.3K | 1.89% | — |
| 14 | V VANGUARD INDEX FDS | $3.2M | 36.0K | 1.80% | — |
| 15 | C DIMENSIONAL ETF TRUST | $3.2M | 77.4K | 1.78% | — |
| 16 | M DIMENSIONAL ETF TRUST | $3.1M | 55.1K | 1.71% | — |
| 17 | V VANGUARD SCOTTSDALE FDS | $2.8M | 22.0K | 1.57% | — |
| 18 | V VANGUARD SCOTTSDALE FDS | $2.6M | 24.0K | 1.45% | — |
| 19 | H DIMENSIONAL ETF TRUST | $2.5M | 62.6K | 1.40% | — |
| 20 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 18.8K | 1.34% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $2.3M | 49.8K | 1.27% | — |
| 22 | R DIMENSIONAL ETF TRUST | $2.2M | 28.0K | 1.21% | — |
| 23 | V VANGUARD STAR FDS | $2.2M | 25.4K | 1.20% | — |
| 24 | N DIMENSIONAL ETF TRUST | $2.1M | 54.0K | 1.18% | — |
| 25 | R DIMENSIONAL ETF TRUST | $1.8M | 21.5K | 0.99% | — |
| 26 | V VANGUARD INDEX FDS | $1.4M | 5.0K | 0.80% | — |
| 27 | S SPDR SERIES TRUST | $1.4M | 33.2K | 0.79% | — |
| 28 | V VANGUARD MUN BD FDS | $1.4M | 28.6K | 0.75% | — |
| 29 | E ISHARES TR | $1.3M | 13.2K | 0.71% | — |
| 30 | V VANGUARD WELLINGTON FD | $1.2M | 12.3K | 0.67% | — |
| 31 | A APPLE INC | $1.2M | 3.5K | 0.64% | — |
| 32 | V VANGUARD INDEX FDS | $1.1M | 1.6K | 0.62% | — |
| 33 | N NVIDIA CORPORATION | $954K | 4.2K | 0.53% | — |
| 34 | E ISHARES INC | $951K | 11.7K | 0.53% | — |
| 35 | M MICROSOFT CORP | $913K | 1.8K | 0.51% | — |
| 36 | E ISHARES TR | $811K | 5.7K | 0.45% | — |
| 37 | V VANGUARD TAX-MANAGED FDS | $791K | 11.2K | 0.44% | — |
| 38 | E ISHARES TR | $767K | 1.0K | 0.43% | — |
| 39 | E ISHARES TR | $767K | 17.4K | 0.43% | — |
| 40 | I INVESCO EXCHANGE TRADED FD T | $746K | 3.6K | 0.41% | — |
| 41 | S SCHWAB STRATEGIC TR | $697K | 21.4K | 0.39% | — |
| 42 | N NVIDIA CORPORATION | $640K | 2.8K | 0.36% | — |
| 43 | A APPLE INC | $604K | 1.8K | 0.34% | — |
| 44 | C DIMENSIONAL ETF TRUST | $581K | 13.7K | 0.32% | — |
| 45 | I ISHARES TR | $577K | 7.8K | 0.32% | — |
| 46 | M MICROSOFT CORP | $577K | 1.1K | 0.32% | — |
| 47 | E ISHARES TR | $559K | 7.1K | 0.31% | — |
| 48 | G ALPHABET INC | $510K | 1.5K | 0.28% | — |
| 49 | A AMAZON COM INC | $508K | 2.0K | 0.28% | — |
| 50 | I INTERNATIONAL BUSINESS MACHS | $465K | 2.1K | 0.26% | — |