Switchpoint Financial Planning, LLC Top Holdings and 13F Report (2026) About Switchpoint Financial Planning, LLCInvestment ActivitySwitchpoint Financial Planning, LLC has $173.19 million in total holdings as of June 30, 2026.Switchpoint Financial Planning, LLC owns shares of 71 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Switchpoint Financial Planning, LLC has purchased 64 new stocks and bought additional shares in 26 stocks.Switchpoint Financial Planning, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $36,118,358Dimensional International Core Equity 2 ETF $28,535,074Dimensional Emerging Markets Core Equity 2 ETF $10,988,776Dimensional U.S. Targeted Value ETF $6,456,539Dimensional Short-Duration Fixed Income ETF $5,698,959 Largest New Holdings this Quarter 595112103 - Micron Technology $337,052 Holding038222105 - Applied Materials $222,684 Holding874039100 - Taiwan Semiconductor Manufacturing $220,160 Holding922042858 - Vanguard FTSE Emerging Markets ETF $219,301 Holding670346105 - Nucor $218,072 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 75,446 shares (about $3.35M)Vanguard Growth ETF 30,014 shares (about $2.59M)Dimensional International Core Equity 2 ETF 62,776 shares (about $2.34M)Vanguard Total International Stock ETF 6,787 shares (about $580.22K)Dimensional Emerging Markets Core Equity 2 ETF 13,187 shares (about $535.92K) Largest Sales this Quarter Dimensional National Municipal Bond ETF 4,338 shares (about $209.68K)Dimensional Emerging Core Equity Market ETF 1,664 shares (about $66.91K)Avantis U.S. Equity ETF 480 shares (about $61.48K)Alphabet 167 shares (about $59.01K)Freedom 100 Emerging Markets ETF 659 shares (about $48.04K) 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$36,118,358$3,346,785 â–²10.2%814,21020.9%ETFDFICDimensional International Core Equity 2 ETF$28,535,074$2,339,033 â–²8.9%765,83716.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,988,776$535,920 â–²5.1%270,3936.3%ETFDFATDimensional U.S. Targeted Value ETF$6,456,539$9,017 â–²0.1%92,3683.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,698,959$347,906 â–²6.5%119,3503.3%ETFDFUVDimensional US Marketwide Value ETF$5,349,691$9,022 â–²0.2%97,2493.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,344,9100.0%117,9402.5%ETFGOOGAlphabet$4,214,274$59,008 â–¼-1.4%11,9272.4%Communication ServicesCDNSCadence Design Systems$3,886,063$1,501 â–²0.0%10,3542.2%TechnologyVTVVanguard Value ETF$3,851,549$2,179 â–¼-0.1%17,6732.2%ETFDFAUDimensional US Core Equity Market ETF$3,726,9010.0%72,1012.2%ETFVTIVanguard Total Stock Market ETF$3,673,017$277,160 â–²8.2%9,9262.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,359,234$406,805 â–²13.8%33,3691.9%ETFVUGVanguard Growth ETF$3,102,498$2,585,401 â–²500.0%36,0171.8%ETFDFAIDimensional International Core Equity Market ETF$3,043,301$178,076 â–²6.2%73,7771.8%ETFDFIVDimensional International Value ETF$2,965,863$28,847 â–²1.0%54,9031.7%ETFVXUSVanguard Total International Stock ETF$2,959,148$580,220 â–²24.4%34,6141.7%ETFDFCFDimensional Core Fixed Income ETF$2,361,851$135,240 â–²6.1%55,9551.4%ETFDFASDimensional U.S. Small Cap ETF$2,305,8490.0%28,0041.3%ETFAVUSAvantis U.S. Equity ETF$2,241,016$61,478 â–¼-2.7%17,4971.3%ETFDFAEDimensional Emerging Core Equity Market ETF$2,135,030$66,909 â–¼-3.0%53,0971.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,954,462$88,060 â–²4.7%38,6411.1%ETFDFNMDimensional National Municipal Bond ETF$1,768,674$209,677 â–¼-10.6%36,5921.0%ETFDFUSDimensional U.S. Equity ETF$1,757,7320.0%21,4511.0%ETFAAPLApple$1,549,905$1,158 â–¼-0.1%5,3560.9%TechnologyVBVanguard Small-Cap ETF$1,528,028$16,368 â–¼-1.1%5,0410.9%ETFNVDANVIDIA$1,383,622$134,661 â–²10.8%6,9150.8%TechnologyIVViShares Core S&P 500 ETF$1,336,7690.0%1,7850.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,250,773$10,334 â–¼-0.8%12,3460.7%ETFMSFTMicrosoft$1,139,961$81,692 â–²7.7%3,0560.7%TechnologyDIMENSIONAL ETF TRUST$1,132,761$82,128 â–²7.8%17,0340.7%DIMENSIONAL USVOOVanguard S&P 500 ETF$1,095,462$30,906 â–¼-2.7%1,5950.6%ETFGOOGLAlphabet$1,005,5360.0%2,8140.6%Communication ServicesVEAVanguard FTSE Developed Markets ETF$798,5700.0%11,2080.5%ETFAMZNAmazon.com$765,071$97,719 â–²14.6%3,2100.4%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$763,2350.0%3,5870.4%ETFBRK.ABerkshire Hathaway$748,8500.0%10.4%FinanceXOMExxonMobil$680,319$4,375 â–¼-0.6%4,9760.4%EnergyBRK.BBerkshire Hathaway$662,628$13,012 â–²2.0%1,3240.4%FinanceIVWiShares S&P 500 Growth ETF$640,3400.0%4,6560.4%ETFDFEVDimensional Emerging Markets Value ETF$584,4110.0%13,6970.3%ETFISHGiShares 1-3 Year International Treasury Bond ETF$578,4430.0%7,7910.3%ETFIBMInternational Business Machines$572,825$2,531 â–¼-0.4%2,0370.3%TechnologyTPLTexas Pacific Land$497,595$9,190 â–¼-1.8%1,1370.3%EnergyEFViShares MSCI EAFE Value ETF$491,0680.0%6,4150.3%ETFDIMENSIONAL ETF TRUST$483,823$220,345 â–²83.6%8,8840.3%GLOB CO PLUS ETFWALMART INC$419,628$566 â–¼-0.1%3,7050.2%COMLLYEli Lilly and Company$417,535$8,399 â–²2.1%3480.2%HealthcareFRDMFreedom 100 Emerging Markets ETF$409,624$48,041 â–¼-10.5%5,6190.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$369,6080.0%2,2500.2%ETFMUMicron Technology$337,052$337,052 â–²New Holding2920.2%TechnologyDISVDimensional International Small Cap Value ETF$299,0890.0%7,4530.2%ETFIWMiShares Russell 2000 ETF$289,6340.0%9640.2%ETFELVElevance Health$285,235$1,932 â–²0.7%7380.2%HealthcareJNJJohnson & Johnson$283,119$7,871 â–¼-2.7%1,1150.2%HealthcareMETAMeta Platforms$276,012$5,070 â–²1.9%4900.2%Communication ServicesIWViShares Russell 3000 ETF$270,3380.0%6340.2%ETFVNQVanguard Real Estate ETF$269,246$1,543 â–²0.6%2,7920.2%ETFCOSTCostco Wholesale$266,735$1,872 â–¼-0.7%2850.2%Consumer StaplesVGITVanguard Intermediate-Term Treasury ETF$257,284$2,477 â–²1.0%4,3620.1%ETFEDVVanguard Extended Duration Treasury ETF$226,0880.0%3,4740.1%ETFAMATApplied Materials$222,684$222,684 â–²New Holding3080.1%TechnologyCNXCNX Resources$220,274$746 â–¼-0.3%6,4920.1%EnergyTSMTaiwan Semiconductor Manufacturing$220,160$220,160 â–²New Holding4610.1%TechnologyVWOVanguard FTSE Emerging Markets ETF$219,301$219,301 â–²New Holding3,6740.1%ETFNUENucor$218,072$218,072 â–²New Holding9790.1%MaterialsSPYVSPDR Portfolio S&P 500 Value ETF$212,765$212,765 â–²New Holding3,5000.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$212,402$212,402 â–²New Holding3,7580.1%ETFCWCOConsolidated Water$209,7160.0%7,1090.1%UtilitiesSCHFSchwab International Equity ETF$201,102$201,102 â–²New Holding7,2600.1%ETFSBSWSibanye Gold$92,3710.0%10,8800.1%MaterialsCVXChevron$0$214,555 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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