Switchpoint Financial Planning, LLC Top Holdings and 13F Report (2025) About Switchpoint Financial Planning, LLCInvestment ActivitySwitchpoint Financial Planning, LLC has $122.03 million in total holdings as of June 30, 2025.Switchpoint Financial Planning, LLC owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 9.85% of the portfolio was purchased this quarter.About 3.48% of the portfolio was sold this quarter.This quarter, Switchpoint Financial Planning, LLC has purchased 51 new stocks and bought additional shares in 27 stocks.Switchpoint Financial Planning, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $23,670,193Dimensional International Core Equity 2 ETF $19,949,353Dimensional Emerging Markets Core Equity 2 ETF $6,885,874Dimensional U.S. Targeted Value ETF $4,991,834Dimensional US Marketwide Value ETF $4,359,058 Largest New Holdings this Quarter 025072885 - Avantis U.S. Equity ETF $1,930,300 Holding084670108 - Berkshire Hathaway $728,800 Holding25434V559 - DIMENSIONAL ETF TRUST $635,142 Holding464288877 - iShares MSCI EAFE Value ETF $407,224 Holding88262P102 - Texas Pacific Land $400,722 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 19,146 shares (about $1.93M)Dimensional Emerging Core Equity Market ETF 40,545 shares (about $1.17M)Dimensional International Core Equity Market ETF 30,887 shares (about $1.07M)Dimensional US Core Equity Market ETF 20,198 shares (about $855.59K)iShares Core S&P 500 ETF 1,185 shares (about $735.77K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 18,186 shares (about $651.79K)Dimensional Emerging Markets Core Equity 2 ETF 21,575 shares (about $640.35K)Dimensional US Marketwide Value ETF 5,590 shares (about $236.34K)Dimensional National Municipal Bond ETF 4,195 shares (about $198.97K)Vanguard Short-Term Tax-Exempt Bond ETF 1,291 shares (about $130.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSwitchpoint Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$23,670,193$651,786 ▼-2.7%660,44119.4%ETFDFICDimensional International Core Equity 2 ETF$19,949,353$292,992 ▲1.5%641,66516.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,885,874$640,346 ▼-8.5%232,0045.6%ETFDFATDimensional U.S. Targeted Value ETF$4,991,834$4,695 ▼-0.1%92,5104.1%ETFDFUVDimensional US Marketwide Value ETF$4,359,058$236,345 ▼-5.1%103,1003.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,747,155$88,387 ▲2.4%78,0493.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,463,8980.0%117,9402.8%ETFCDNSCadence Design Systems$3,188,120$1,233 ▲0.0%10,3462.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,146,0720.0%10,3512.6%ETFVTVVanguard Value ETF$3,123,585$380,882 ▲13.9%17,6732.6%ETFDFAUDimensional US Core Equity Market ETF$3,054,198$855,587 ▲38.9%72,1012.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,849,004$24,468 ▲0.9%28,2952.3%ETFVUGVanguard Growth ETF$2,712,348$540,541 ▲24.9%6,1872.2%ETFDFIVDimensional International Value ETF$2,603,302$31,694 ▲1.2%60,7822.1%ETFDFAIDimensional International Core Equity Market ETF$2,420,038$1,067,763 ▲79.0%70,0042.0%ETFAVUSAvantis U.S. Equity ETF$1,930,300$1,930,300 ▲New Holding19,1461.6%ETFVXUSVanguard Total International Stock ETF$1,906,0530.0%27,5881.6%ETFDFASDimensional U.S. Small Cap ETF$1,784,1350.0%28,0041.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,775,916$75,800 ▼-4.1%36,2211.5%ETFDFCFDimensional Core Fixed Income ETF$1,684,901$63,305 ▲3.9%39,8701.4%ETFDFNMDimensional National Municipal Bond ETF$1,618,549$198,969 ▼-10.9%34,1251.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,587,473$1,173,778 ▲283.7%54,8351.3%ETFDFUSDimensional U.S. Equity ETF$1,484,777$39,944 ▲2.8%22,1541.2%ETFMSFTMicrosoft$1,372,357$216,871 ▲18.8%2,7591.1%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,200,764$130,301 ▼-9.8%11,8971.0%ETFVBVanguard Small-Cap ETF$1,186,3220.0%5,0061.0%ETFIVViShares Core S&P 500 ETF$1,108,307$735,767 ▲197.5%1,7850.9%ETFAAPLApple$1,103,657$26,878 ▲2.5%5,3790.9%Computer and TechnologyVOOVanguard S&P 500 ETF$956,563$7,384 ▲0.8%1,6840.8%ETFBRK.ABerkshire Hathaway$728,800$728,800 ▲New Holding10.6%FinanceNVDANVIDIA$715,718$81,210 ▲12.8%4,5300.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$651,9260.0%3,5870.5%ETFDIMENSIONAL ETF TRUST$635,142$635,142 ▲New Holding11,7120.5%DIMENSIONAL USVEAVanguard FTSE Developed Markets ETF$610,007$198,509 ▲48.2%10,7000.5%ETFBRK.BBerkshire Hathaway$592,747$128,752 ▲27.7%1,2200.5%FinanceAMZNAmazon.com$542,770$31,592 ▲6.2%2,4740.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$512,6260.0%4,6560.4%ETFWFCWells Fargo & Company$499,949$3,525 ▲0.7%6,2400.4%FinanceDFEVDimensional Emerging Markets Value ETF$410,7730.0%13,6970.3%ETFEFViShares MSCI EAFE Value ETF$407,224$407,224 ▲New Holding6,4150.3%ETFTPLTexas Pacific Land$400,722$400,722 ▲New Holding3790.3%EnergyWMTWalmart$350,180$350,180 ▲New Holding3,5810.3%Retail/WholesaleMETAMeta Platforms$304,884$23,623 ▲8.4%4130.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$303,840$303,840 ▲New Holding2,2500.2%ETFCOSTCostco Wholesale$282,458$7,929 ▲2.9%2850.2%Retail/WholesaleVNQVanguard Real Estate ETF$275,273$1,959 ▲0.7%3,0910.2%ETFELVElevance Health$273,782$3,500 ▲1.3%7040.2%MedicalDIMENSIONAL ETF TRUST$263,6230.0%4,8380.2%GLOBAL CORE PLUSVGITVanguard Intermediate-Term Treasury ETF$251,470$1,735 ▲0.7%4,2040.2%ETFGOOGLAlphabet$250,774$250,774 ▲New Holding1,4230.2%Computer and TechnologyDISVDimensional International Small Cap Value ETF$245,2780.0%7,4530.2%ETFLLYEli Lilly and Company$239,587$239,587 ▲New Holding3070.2%MedicalEDVVanguard Extended Duration Treasury ETF$233,899$67 ▼0.0%3,4750.2%ETFFRDMFreedom 100 Emerging Markets ETF$228,015$228,015 ▲New Holding5,6440.2%ETFORCLOracle$225,785$225,785 ▲New Holding1,0330.2%Computer and TechnologyIWViShares Russell 3000 ETF$222,5340.0%6340.2%ETFCNXCNX Resources$218,213$1,044 ▲0.5%6,4790.2%EnergyIWMiShares Russell 2000 ETF$204,785$204,785 ▲New Holding9490.2%FinanceSBSWSibanye Gold$78,554$78,554 ▲New Holding10,8800.1%Basic MaterialsDIMENSIONAL ETF TRUST$0$1,496,575 ▼-100.0%00.0%US CORE EQUITY 1SPDNDirexion Daily S&P 500 Bear 1x Shares$0$224,311 ▼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$205,848 ▼-100.0%00.0%ETFABNBAirbnb$0$201,887 ▼-100.0%00.0%Consumer DiscretionaryMANAGER DIRECTED PORTFOLIOS$0$185,167 ▼-100.0%00.0%VERT GLB SUST REShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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