Filed: 2/17/2026ACC: 0002055526-26-000001
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $142.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$142.79M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
US CORE EQUITY 2$28.25M19.8%
INTL CORE EQUITY$23.29M16.3%
COM$10.59M7.4%
EMERGING MKTS CO$8.27M5.8%
US TARGETED VLU$5.48M3.8%
US MKTWIDE VALUE$4.56M3.2%
SHORT DURATION F$4.24M3.0%
Portfolio Concentration
Top 3$59.82M41.9%
4–10$28.90M20.2%
11–25$34.21M24.0%
Rest$19.86M13.9%
Top 3 weight
41.9%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
59.89K
shares
% of voting shares2.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.70M
shares
% of voting shares97.8%
Investment Discretion (by position count)
Sole47
Shared0
Other15
Dominant voting typeNone · 97.8% of voting shares
Institutional Holdings62
Rows:
DIMENSIONAL ETF TRUST
SOLEShares713.64K
TypeSH
Market value$28.25M
19.79%
Sole
22.90K
Shared
0.00
None
690.74K
DIMENSIONAL ETF TRUST
SOLEShares675.96K
TypeSH
Market value$23.29M
16.31%
Sole
19.57K
Shared
0.00
None
656.39K
DIMENSIONAL ETF TRUST
SOLEShares249.98K
TypeSH
Market value$8.27M
5.79%
Sole
8.05K
Shared
0.00
None
241.93K
DIMENSIONAL ETF TRUST
SOLEShares92.11K
TypeSH
Market value$5.48M
3.84%
Sole
0.00
Shared
0.00
None
92.11K
DIMENSIONAL ETF TRUST
SOLEShares97.98K
TypeSH
Market value$4.56M
3.20%
Sole
0.00
Shared
0.00
None
97.98K
DIMENSIONAL ETF TRUST
SOLEShares88.49K
TypeSH
Market value$4.24M
2.97%
Sole
3.75K
Shared
0.00
None
84.73K
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$3.86M
2.70%
Sole
0.00
Shared
0.00
None
117.94K
ALPHABET INC
DFNDShares12.09K
TypeSH
Market value$3.80M
2.66%
Sole
401.00
Shared
0.00
None
11.69K
ISHARES TR
SOLEShares35.66K
TypeSH
Market value$3.58M
2.51%
Sole
1.01K
Shared
0.00
None
34.65K
VANGUARD INDEX FDS
SOLEShares17.67K
TypeSH
Market value$3.38M
2.36%
Sole
0.00
Shared
0.00
None
17.67K
DIMENSIONAL ETF TRUST
SOLEShares72.10K
TypeSH
Market value$3.37M
2.36%
Sole
0.00
Shared
0.00
None
72.10K
CADENCE DESIGN SYSTEM INC
DFNDShares10.35K
TypeSH
Market value$3.24M
2.27%
Sole
1.00
Shared
0.00
None
10.35K
VANGUARD INDEX FDS
SOLEShares5.99K
TypeSH
Market value$2.92M
2.05%
Sole
0.00
Shared
0.00
None
5.99K
VANGUARD INDEX FDS
SOLEShares8.68K
TypeSH
Market value$2.91M
2.04%
Sole
0.00
Shared
0.00
None
8.68K
DIMENSIONAL ETF TRUST
SOLEShares53.78K
TypeSH
Market value$2.68M
1.88%
Sole
0.00
Shared
0.00
None
53.78K
DIMENSIONAL ETF TRUST
SOLEShares69.46K
TypeSH
Market value$2.65M
1.85%
Sole
0.00
Shared
0.00
None
69.46K
VANGUARD STAR FDS
SOLEShares27.59K
TypeSH
Market value$2.08M
1.46%
Sole
0.00
Shared
0.00
None
27.59K
AMERICAN CENTY ETF TR
SOLEShares17.98K
TypeSH
Market value$2.01M
1.41%
Sole
0.00
Shared
0.00
None
17.98K
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.95M
1.37%
Sole
0.00
Shared
0.00
None
28K
DIMENSIONAL ETF TRUST
SOLEShares39.30K
TypeSH
Market value$1.89M
1.33%
Sole
0.00
Shared
0.00
None
39.30K
VANGUARD MUN BD FDS
SOLEShares36.68K
TypeSH
Market value$1.84M
1.29%
Sole
0.00
Shared
0.00
None
36.68K
DIMENSIONAL ETF TRUST
SOLEShares43.20K
TypeSH
Market value$1.84M
1.29%
Sole
1.78K
Shared
0.00
None
41.42K
DIMENSIONAL ETF TRUST
SOLEShares54.76K
TypeSH
Market value$1.78M
1.25%
Sole
0.00
Shared
0.00
None
54.76K
DIMENSIONAL ETF TRUST
SOLEShares21.45K
TypeSH
Market value$1.59M
1.11%
Sole
0.00
Shared
0.00
None
21.45K
MICROSOFT CORP
DFNDShares2.99K
TypeSH
Market value$1.45M
1.01%
Sole
41.00
Shared
0.00
None
2.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 713.64K | SH | $28.25M 19.79% | 22.90K | 0.00 | 690.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 675.96K | SH | $23.29M 16.31% | 19.57K | 0.00 | 656.39K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 249.98K | SH | $8.27M 5.79% | 8.05K | 0.00 | 241.93K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.11K | SH | $5.48M 3.84% | 0.00 | 0.00 | 92.11K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 97.98K | SH | $4.56M 3.20% | 0.00 | 0.00 | 97.98K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 88.49K | SH | $4.24M 2.97% | 3.75K | 0.00 | 84.73K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $3.86M 2.70% | 0.00 | 0.00 | 117.94K |
ALPHABET INCDFND | CAP STK CL C | 12.09K | SH | $3.80M 2.66% | 401.00 | 0.00 | 11.69K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 35.66K | SH | $3.58M 2.51% | 1.01K | 0.00 | 34.65K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.67K | SH | $3.38M 2.36% | 0.00 | 0.00 | 17.67K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 72.10K | SH | $3.37M 2.36% | 0.00 | 0.00 | 72.10K |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.35K | SH | $3.24M 2.27% | 1.00 | 0.00 | 10.35K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.99K | SH | $2.92M 2.05% | 0.00 | 0.00 | 5.99K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.68K | SH | $2.91M 2.04% | 0.00 | 0.00 | 8.68K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 53.78K | SH | $2.68M 1.88% | 0.00 | 0.00 | 53.78K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 69.46K | SH | $2.65M 1.85% | 0.00 | 0.00 | 69.46K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.59K | SH | $2.08M 1.46% | 0.00 | 0.00 | 27.59K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 17.98K | SH | $2.01M 1.41% | 0.00 | 0.00 | 17.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.95M 1.37% | 0.00 | 0.00 | 28K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 39.30K | SH | $1.89M 1.33% | 0.00 | 0.00 | 39.30K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 36.68K | SH | $1.84M 1.29% | 0.00 | 0.00 | 36.68K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 43.20K | SH | $1.84M 1.29% | 1.78K | 0.00 | 41.42K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 54.76K | SH | $1.78M 1.25% | 0.00 | 0.00 | 54.76K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 21.45K | SH | $1.59M 1.11% | 0.00 | 0.00 | 21.45K |
MICROSOFT CORPDFND | COM | 2.99K | SH | $1.45M 1.01% | 41.00 | 0.00 | 2.95K |
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