Switchpoint Financial Planning, LLC Top Holdings and 13F Report (2026) About Switchpoint Financial Planning, LLCInvestment ActivitySwitchpoint Financial Planning, LLC has $147.49 million in total holdings as of March 31, 2026.Switchpoint Financial Planning, LLC owns shares of 64 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.13% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Switchpoint Financial Planning, LLC has purchased 62 new stocks and bought additional shares in 31 stocks.Switchpoint Financial Planning, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $28,708,363Dimensional International Core Equity 2 ETF $24,979,740Dimensional Emerging Markets Core Equity 2 ETF $8,886,467Dimensional U.S. Targeted Value ETF $5,760,331Dimensional Short-Duration Fixed Income ETF $5,365,637 Largest New Holdings this Quarter 30231G102 - ExxonMobil $849,657 Holding464288125 - iShares 1-3 Year International Treasury Bond ETF $577,969 Holding166764100 - Chevron $214,555 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 23,576 shares (about $1.13M)Dimensional U.S. Core Equity 2 ETF 25,119 shares (about $976.12K)Dimensional International Core Equity 2 ETF 27,100 shares (about $962.86K)ExxonMobil 5,008 shares (about $849.66K)iShares 1-3 Year International Treasury Bond ETF 7,791 shares (about $577.97K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 6,328 shares (about $636.98K)Microsoft 155 shares (about $57.37K)Dimensional US Marketwide Value ETF 891 shares (about $43.18K)Consolidated Water 1,000 shares (about $33.12K)Amazon.com 36 shares (about $7.50K) 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$28,708,363$976,124 ▲3.5%738,76419.5%ETFDFICDimensional International Core Equity 2 ETF$24,979,740$962,862 ▲4.0%703,06116.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,886,467$249,693 ▲2.9%257,2066.0%ETFDFATDimensional U.S. Targeted Value ETF$5,760,331$8,119 ▲0.1%92,2393.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,365,637$1,128,822 ▲26.6%112,0643.6%ETFDFUVDimensional US Marketwide Value ETF$4,704,719$43,178 ▼-0.9%97,0853.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,006,4220.0%117,9402.7%ETFVTVVanguard Value ETF$3,469,470$1,962 ▲0.1%17,6832.4%ETFGOOGAlphabet$3,469,2850.0%12,0942.4%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$3,253,1970.0%72,1012.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,952,150$636,975 ▼-17.7%29,3282.0%ETFVTIVanguard Total Stock Market ETF$2,944,073$158,480 ▲5.7%9,1772.0%ETFCDNSCadence Design Systems$2,875,955$278 ▼0.0%10,3501.9%Computer and TechnologyDFIVDimensional International Value ETF$2,869,612$31,246 ▲1.1%54,3691.9%ETFDFAIDimensional International Core Equity Market ETF$2,706,1620.0%69,4601.8%ETFVUGVanguard Growth ETF$2,622,018$6,989 ▲0.3%6,0031.8%ETFDFCFDimensional Core Fixed Income ETF$2,227,150$403,202 ▲22.1%52,7511.5%ETFVXUSVanguard Total International Stock ETF$2,145,738$18,429 ▲0.9%27,8271.5%ETFAVUSAvantis U.S. Equity ETF$1,998,6830.0%17,9771.4%ETFDFASDimensional U.S. Small Cap ETF$1,991,9250.0%28,0041.4%ETFDFNMDimensional National Municipal Bond ETF$1,961,775$77,982 ▲4.1%40,9301.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,854,2070.0%54,7611.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,840,941$11,125 ▲0.6%36,9001.2%ETFDFUSDimensional U.S. Equity ETF$1,521,1220.0%21,4511.0%ETFAAPLApple$1,360,396$28,172 ▲2.1%5,3600.9%Computer and TechnologyVBVanguard Small-Cap ETF$1,334,482$23,311 ▲1.8%5,0950.9%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,258,991$60,482 ▲5.0%12,4480.9%ETFIVViShares Core S&P 500 ETF$1,165,9800.0%1,7850.8%ETFNVDANVIDIA$1,088,605$62,958 ▲6.1%6,2420.7%Computer and TechnologyMSFTMicrosoft$1,050,139$57,375 ▼-5.2%2,8370.7%Computer and TechnologyVOOVanguard S&P 500 ETF$979,982$32,865 ▲3.5%1,6400.7%ETFDIMENSIONAL ETF TRUST$937,671$3,502 ▲0.4%15,7990.6%DIMENSIONAL USXOMExxonMobil$849,657$849,657 ▲New Holding5,0080.6%EnergyGOOGLAlphabet$809,1110.0%2,8140.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$718,209$40,242 ▲5.9%11,2080.5%ETFBRK.ABerkshire Hathaway$718,1400.0%10.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$688,4430.0%3,5870.5%ETFBRK.BBerkshire Hathaway$622,108$8,627 ▲1.4%1,2980.4%FinanceAMZNAmazon.com$583,155$7,498 ▼-1.3%2,8000.4%Retail/WholesaleISHGiShares 1-3 Year International Treasury Bond ETF$577,969$577,969 ▲New Holding7,7910.4%ETFTPLTexas Pacific Land$549,538$11,864 ▲2.2%1,1580.4%EnergyIVWiShares S&P 500 Growth ETF$526,6400.0%4,6560.4%ETFIBMInternational Business Machines$495,931$127,255 ▲34.5%2,0460.3%Computer and TechnologyDFEVDimensional Emerging Markets Value ETF$490,0790.0%13,6970.3%ETFEFViShares MSCI EAFE Value ETF$476,9550.0%6,4150.3%ETFWALMART INC$461,079$1,988 ▲0.4%3,7100.3%COMFRDMFreedom 100 Emerging Markets ETF$343,081$1,475 ▼-0.4%6,2780.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$320,4680.0%2,2500.2%ETFLLYEli Lilly and Company$313,744$920 ▲0.3%3410.2%MedicalDISVDimensional International Small Cap Value ETF$293,9460.0%7,4530.2%ETFCOSTCostco Wholesale$286,109$5,981 ▲2.1%2870.2%Retail/WholesaleJNJJohnson & Johnson$280,074$6,110 ▲2.2%1,1460.2%MedicalMETAMeta Platforms$275,195$1,144 ▼-0.4%4810.2%Computer and TechnologyDIMENSIONAL ETF TRUST$261,2040.0%4,8380.2%GLOBAL CORE PLUSVGITVanguard Intermediate-Term Treasury ETF$257,249$1,548 ▲0.6%4,3200.2%ETFCNXCNX Resources$251,115$347 ▲0.1%6,5140.2%EnergyVNQVanguard Real Estate ETF$246,204$1,774 ▲0.7%2,7760.2%ETFIWMiShares Russell 2000 ETF$239,0720.0%9640.2%FinanceCWCOConsolidated Water$235,450$33,120 ▼-12.3%7,1090.2%UtilitiesIWViShares Russell 3000 ETF$235,0110.0%6340.2%ETFEDVVanguard Extended Duration Treasury ETF$225,636$65 ▼0.0%3,4740.2%ETFCVXChevron$214,555$214,555 ▲New Holding1,0370.1%EnergyELVElevance Health$214,465$2,048 ▲1.0%7330.1%MedicalSBSWSibanye Gold$134,0420.0%10,8800.1%Basic MaterialsORCLOracle$0$210,101 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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