Filed: 4/30/2026ACC: 0002055526-26-000002
📋 What this filing means
SWITCHPOINT FINANCIAL PLANNING, LLC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $147.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$147.49M
Total AUM (reported)
2.86M
Total Shares
Allocation by class
US CORE EQUITY 2$28.71M19.5%
INTL CORE EQUITY$24.98M16.9%
COM$10.87M7.4%
EMERGING MKTS CO$8.89M6.0%
US TARGETED VLU$5.76M3.9%
SHORT DURATION F$5.37M3.6%
US MKTWIDE VALUE$4.70M3.2%
Portfolio Concentration
Top 3$62.57M42.4%
4–10$30.03M20.4%
11–25$33.87M23.0%
Rest$21.01M14.2%
Top 3 weight
42.4%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 2.86M
Sole
Full voting authority
53.39K
shares
% of voting shares1.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.81M
shares
% of voting shares98.1%
Investment Discretion (by position count)
Sole47
Shared0
Other17
Dominant voting typeNone · 98.1% of voting shares
Institutional Holdings64
Rows:
DIMENSIONAL ETF TRUST
SOLEShares738.76K
TypeSH
Market value$28.71M
19.47%
Sole
27.01K
Shared
0.00
None
711.75K
DIMENSIONAL ETF TRUST
SOLEShares703.06K
TypeSH
Market value$24.98M
16.94%
Sole
14.59K
Shared
0.00
None
688.47K
DIMENSIONAL ETF TRUST
SOLEShares257.21K
TypeSH
Market value$8.89M
6.03%
Sole
4.68K
Shared
0.00
None
252.52K
DIMENSIONAL ETF TRUST
SOLEShares92.24K
TypeSH
Market value$5.76M
3.91%
Sole
0.00
Shared
0.00
None
92.24K
DIMENSIONAL ETF TRUST
SOLEShares112.06K
TypeSH
Market value$5.37M
3.64%
Sole
0.00
Shared
0.00
None
112.06K
DIMENSIONAL ETF TRUST
SOLEShares97.08K
TypeSH
Market value$4.70M
3.19%
Sole
0.00
Shared
0.00
None
97.08K
DIMENSIONAL ETF TRUST
SOLEShares117.94K
TypeSH
Market value$4.01M
2.72%
Sole
0.00
Shared
0.00
None
117.94K
VANGUARD INDEX FDS
SOLEShares17.68K
TypeSH
Market value$3.47M
2.35%
Sole
0.00
Shared
0.00
None
17.68K
ALPHABET INC
DFNDShares12.09K
TypeSH
Market value$3.47M
2.35%
Sole
0.00
Shared
0.00
None
12.09K
DIMENSIONAL ETF TRUST
SOLEShares72.10K
TypeSH
Market value$3.25M
2.21%
Sole
0.00
Shared
0.00
None
72.10K
ISHARES TR
SOLEShares29.33K
TypeSH
Market value$2.95M
2.00%
Sole
0.00
Shared
0.00
None
29.33K
VANGUARD INDEX FDS
SOLEShares9.18K
TypeSH
Market value$2.94M
2.00%
Sole
0.00
Shared
0.00
None
9.18K
CADENCE DESIGN SYSTEM INC
DFNDShares10.35K
TypeSH
Market value$2.88M
1.95%
Sole
0.00
Shared
0.00
None
10.35K
DIMENSIONAL ETF TRUST
SOLEShares54.37K
TypeSH
Market value$2.87M
1.95%
Sole
0.00
Shared
0.00
None
54.37K
DIMENSIONAL ETF TRUST
SOLEShares69.46K
TypeSH
Market value$2.71M
1.83%
Sole
0.00
Shared
0.00
None
69.46K
VANGUARD INDEX FDS
SOLEShares6K
TypeSH
Market value$2.62M
1.78%
Sole
0.00
Shared
0.00
None
6K
DIMENSIONAL ETF TRUST
SOLEShares52.75K
TypeSH
Market value$2.23M
1.51%
Sole
0.00
Shared
0.00
None
52.75K
VANGUARD STAR FDS
SOLEShares27.83K
TypeSH
Market value$2.15M
1.45%
Sole
0.00
Shared
0.00
None
27.83K
AMERICAN CENTY ETF TR
SOLEShares17.98K
TypeSH
Market value$2.00M
1.36%
Sole
0.00
Shared
0.00
None
17.98K
DIMENSIONAL ETF TRUST
SOLEShares28K
TypeSH
Market value$1.99M
1.35%
Sole
0.00
Shared
0.00
None
28K
DIMENSIONAL ETF TRUST
SOLEShares40.93K
TypeSH
Market value$1.96M
1.33%
Sole
6.67K
Shared
0.00
None
34.26K
DIMENSIONAL ETF TRUST
SOLEShares54.76K
TypeSH
Market value$1.85M
1.26%
Sole
0.00
Shared
0.00
None
54.76K
VANGUARD MUN BD FDS
SOLEShares36.90K
TypeSH
Market value$1.84M
1.25%
Sole
0.00
Shared
0.00
None
36.90K
DIMENSIONAL ETF TRUST
SOLEShares21.45K
TypeSH
Market value$1.52M
1.03%
Sole
0.00
Shared
0.00
None
21.45K
APPLE INC
DFNDShares5.36K
TypeSH
Market value$1.36M
0.92%
Sole
0.00
Shared
0.00
None
5.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 738.76K | SH | $28.71M 19.47% | 27.01K | 0.00 | 711.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 703.06K | SH | $24.98M 16.94% | 14.59K | 0.00 | 688.47K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 257.21K | SH | $8.89M 6.03% | 4.68K | 0.00 | 252.52K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 92.24K | SH | $5.76M 3.91% | 0.00 | 0.00 | 92.24K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 112.06K | SH | $5.37M 3.64% | 0.00 | 0.00 | 112.06K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 97.08K | SH | $4.70M 3.19% | 0.00 | 0.00 | 97.08K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 117.94K | SH | $4.01M 2.72% | 0.00 | 0.00 | 117.94K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.68K | SH | $3.47M 2.35% | 0.00 | 0.00 | 17.68K |
ALPHABET INCDFND | CAP STK CL C | 12.09K | SH | $3.47M 2.35% | 0.00 | 0.00 | 12.09K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 72.10K | SH | $3.25M 2.21% | 0.00 | 0.00 | 72.10K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 29.33K | SH | $2.95M 2.00% | 0.00 | 0.00 | 29.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.18K | SH | $2.94M 2.00% | 0.00 | 0.00 | 9.18K |
CADENCE DESIGN SYSTEM INCDFND | COM | 10.35K | SH | $2.88M 1.95% | 0.00 | 0.00 | 10.35K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 54.37K | SH | $2.87M 1.95% | 0.00 | 0.00 | 54.37K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 69.46K | SH | $2.71M 1.83% | 0.00 | 0.00 | 69.46K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6K | SH | $2.62M 1.78% | 0.00 | 0.00 | 6K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 52.75K | SH | $2.23M 1.51% | 0.00 | 0.00 | 52.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.83K | SH | $2.15M 1.45% | 0.00 | 0.00 | 27.83K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 17.98K | SH | $2.00M 1.36% | 0.00 | 0.00 | 17.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 28K | SH | $1.99M 1.35% | 0.00 | 0.00 | 28K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 40.93K | SH | $1.96M 1.33% | 6.67K | 0.00 | 34.26K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 54.76K | SH | $1.85M 1.26% | 0.00 | 0.00 | 54.76K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 36.90K | SH | $1.84M 1.25% | 0.00 | 0.00 | 36.90K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 21.45K | SH | $1.52M 1.03% | 0.00 | 0.00 | 21.45K |
APPLE INCDFND | COM | 5.36K | SH | $1.36M 0.92% | 0.00 | 0.00 | 5.36K |
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