Filed: 11/13/2025ACC: 0002055526-25-000005
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $138.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$138.08M
Total AUM (reported)
2.74M
Total Shares
Allocation by class
US CORE EQUITY 2$27.12M19.6%
INTL CORE EQUITY$22.23M16.1%
COM$10.71M7.8%
EMERGING MKTS CO$7.91M5.7%
US TARGETED VLU$5.40M3.9%
US MKTWIDE VALUE$4.62M3.3%
SHORT DURATION F$4.01M2.9%
Portfolio Concentration
Top 3$57.25M41.5%
4–10$28.21M20.4%
11–25$33.79M24.5%
Rest$18.83M13.6%
Top 3 weight
41.5%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Sole
Full voting authority
41.55K
shares
% of voting shares1.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.70M
shares
% of voting shares98.5%
Investment Discretion (by position count)
Sole45
Shared0
Other16
Dominant voting typeNone · 98.5% of voting shares
Institutional Holdings61
Rows:
DIMENSIONAL ETF TRUST
SOLEShares703.02K
TypeSH
Market value$27.12M
19.64%
Sole
22.43K
Shared
0.00
None
680.59K
DIMENSIONAL ETF TRUST
SOLEShares677.98K
TypeSH
Market value$22.23M
16.10%
Sole
11.77K
Shared
0.00
None
666.21K
DIMENSIONAL ETF TRUST
SOLEShares246.52K
TypeSH
Market value$7.91M
5.73%
Sole
5.46K
Shared
0.00
None
241.06K
DIMENSIONAL ETF TRUST
SOLEShares92.70K
TypeSH
Market value$5.40M
3.91%
Sole
0.00
Shared
0.00
None
92.70K
DIMENSIONAL ETF TRUST
SOLEShares103.32K
TypeSH
Market value$4.62M
3.34%
Sole
0.00
Shared
0.00
None
103.32K
DIMENSIONAL ETF TRUST
SOLEShares83.14K
TypeSH
Market value$4.01M
2.90%
Sole
107.00
Shared
0.00
None
83.03K
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$3.70M
2.68%
Sole
0.00
Shared
0.00
None
117.94K
CADENCE DESIGN SYSTEM INC
DFNDShares10.35K
TypeSH
Market value$3.64M
2.63%
Sole
1.00
Shared
0.00
None
10.35K
ISHARES TR
SOLEShares34.28K
TypeSH
Market value$3.45M
2.50%
Sole
998.00
Shared
0.00
None
33.28K
VANGUARD INDEX FDS
SOLEShares10.36K
TypeSH
Market value$3.40M
2.46%
Sole
0.00
Shared
0.00
None
10.36K
DIMENSIONAL ETF TRUST
SOLEShares72.10K
TypeSH
Market value$3.30M
2.39%
Sole
0.00
Shared
0.00
None
72.10K
VANGUARD INDEX FDS
SOLEShares17.67K
TypeSH
Market value$3.30M
2.39%
Sole
0.00
Shared
0.00
None
17.67K
ALPHABET INC
DFNDShares12.10K
TypeSH
Market value$2.95M
2.13%
Sole
410.00
Shared
0.00
None
11.69K
VANGUARD INDEX FDS
SOLEShares5.99K
TypeSH
Market value$2.87M
2.08%
Sole
0.00
Shared
0.00
None
5.99K
DIMENSIONAL ETF TRUST
SOLEShares60.97K
TypeSH
Market value$2.81M
2.04%
Sole
0.00
Shared
0.00
None
60.97K
DIMENSIONAL ETF TRUST
SOLEShares69.78K
TypeSH
Market value$2.54M
1.84%
Sole
0.00
Shared
0.00
None
69.78K
VANGUARD STAR FDS
SOLEShares27.59K
TypeSH
Market value$2.03M
1.47%
Sole
0.00
Shared
0.00
None
27.59K
AMERICAN CENTY ETF TR
SOLEShares17.98K
TypeSH
Market value$1.95M
1.42%
Sole
0.00
Shared
0.00
None
17.98K
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.92M
1.39%
Sole
0.00
Shared
0.00
None
28K
VANGUARD MUN BD FDS
SOLEShares36.55K
TypeSH
Market value$1.83M
1.33%
Sole
0.00
Shared
0.00
None
36.55K
DIMENSIONAL ETF TRUST
SOLEShares36.77K
TypeSH
Market value$1.76M
1.28%
Sole
0.00
Shared
0.00
None
36.77K
DIMENSIONAL ETF TRUST
SOLEShares54.76K
TypeSH
Market value$1.73M
1.25%
Sole
0.00
Shared
0.00
None
54.76K
DIMENSIONAL ETF TRUST
SOLEShares40.31K
TypeSH
Market value$1.72M
1.25%
Sole
52.00
Shared
0.00
None
40.26K
DIMENSIONAL ETF TRUST
SOLEShares22.15K
TypeSH
Market value$1.60M
1.16%
Sole
0.00
Shared
0.00
None
22.15K
MICROSOFT CORP
DFNDShares2.85K
TypeSH
Market value$1.48M
1.07%
Sole
33.00
Shared
0.00
None
2.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 703.02K | SH | $27.12M 19.64% | 22.43K | 0.00 | 680.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 677.98K | SH | $22.23M 16.10% | 11.77K | 0.00 | 666.21K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 246.52K | SH | $7.91M 5.73% | 5.46K | 0.00 | 241.06K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.70K | SH | $5.40M 3.91% | 0.00 | 0.00 | 92.70K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 103.32K | SH | $4.62M 3.34% | 0.00 | 0.00 | 103.32K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 83.14K | SH | $4.01M 2.90% | 107.00 | 0.00 | 83.03K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $3.70M 2.68% | 0.00 | 0.00 | 117.94K |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.35K | SH | $3.64M 2.63% | 1.00 | 0.00 | 10.35K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 34.28K | SH | $3.45M 2.50% | 998.00 | 0.00 | 33.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.36K | SH | $3.40M 2.46% | 0.00 | 0.00 | 10.36K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 72.10K | SH | $3.30M 2.39% | 0.00 | 0.00 | 72.10K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.67K | SH | $3.30M 2.39% | 0.00 | 0.00 | 17.67K |
ALPHABET INCDFND | CAP STK CL C | 12.10K | SH | $2.95M 2.13% | 410.00 | 0.00 | 11.69K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.99K | SH | $2.87M 2.08% | 0.00 | 0.00 | 5.99K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 60.97K | SH | $2.81M 2.04% | 0.00 | 0.00 | 60.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 69.78K | SH | $2.54M 1.84% | 0.00 | 0.00 | 69.78K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.59K | SH | $2.03M 1.47% | 0.00 | 0.00 | 27.59K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 17.98K | SH | $1.95M 1.42% | 0.00 | 0.00 | 17.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.92M 1.39% | 0.00 | 0.00 | 28K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 36.55K | SH | $1.83M 1.33% | 0.00 | 0.00 | 36.55K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 36.77K | SH | $1.76M 1.28% | 0.00 | 0.00 | 36.77K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 54.76K | SH | $1.73M 1.25% | 0.00 | 0.00 | 54.76K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 40.31K | SH | $1.72M 1.25% | 52.00 | 0.00 | 40.26K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 22.15K | SH | $1.60M 1.16% | 0.00 | 0.00 | 22.15K |
MICROSOFT CORPDFND | COM | 2.85K | SH | $1.48M 1.07% | 33.00 | 0.00 | 2.82K |
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