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. 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