SwitchPoint Financial Planning, LLC
13F Reported Value
ⓘ$147.5M
Holdings
64
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SwitchPoint Financial Planning, LLC disclosed 64 positions worth $147.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $XOM and a full exit from $ORCL. The portfolio is most concentrated in Other (87.9% of disclosed assets). All figures are sourced directly from SwitchPoint Financial Planning, LLC’s Form 13F-HR filing with the SEC under CIK 2055526.
AI Fund Analysis
Stable
$NVDA
$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$28.7M738,764 shDIMENSIONAL ETF TRUST
—Quality
$25.0M703,061 shDIMENSIONAL ETF TRUST
—Quality
$8.9M257,206 shDIMENSIONAL ETF TRUST
—Quality
$5.8M92,239 shDIMENSIONAL ETF TRUST
—Quality
$5.4M112,064 shDIMENSIONAL ETF TRUST
—Quality
$4.7M97,085 shDIMENSIONAL ETF TRUST
—Quality
$4.0M117,940 shVANGUARD INDEX FDS
—Quality
$3.5M17,683 sh- 80.2
Quality
$3.5M12,094 sh DIMENSIONAL ETF TRUST
—Quality
$3.3M72,101 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $28.7M | 738,764 |
| DIMENSIONAL ETF TRUST | — | $25.0M | 703,061 |
| DIMENSIONAL ETF TRUST | — | $8.9M | 257,206 |
| DIMENSIONAL ETF TRUST | — | $5.8M | 92,239 |
| DIMENSIONAL ETF TRUST | — | $5.4M | 112,064 |
| DIMENSIONAL ETF TRUST | — | $4.7M | 97,085 |
| DIMENSIONAL ETF TRUST | — | $4.0M | 117,940 |
| VANGUARD INDEX FDS | — | $3.5M | 17,683 |
 Alphabet Inc.$GOOGL | 80.2 | $3.5M | 12,094 |
| DIMENSIONAL ETF TRUST | — | $3.3M | 72,101 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SwitchPoint Financial Planning, LLC's 64 positions.
Showing top 10 of 64 holdings.
Sector Allocation
Other
$129.7M
Technology
$10.9M
Financials
$2.6M
Consumer Discretionary
$1.3M
Energy
$1.3M
Healthcare
$808,283
Industrials
$495,931
Utilities
$235,450
Full Holdings — SwitchPoint Financial Planning, LLC (Q1 2026)
All 64 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $28.7M | 19.5% | +4% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $25.0M | 16.9% | +4% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $8.9M | 6.0% | +3% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $5.8M | 3.9% | +0% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $5.4M | 3.6% | +27% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $4.7M | 3.2% | -1% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $4.0M | 2.7% | +0% | — |
| 8 | — | VANGUARD INDEX FDS | $3.5M | 2.4% | +0% | — |
| 9 | $GOOGL | Alphabet Inc. | $3.5M | 2.4% | +0% | 80.2 |
| 10 | — | DIMENSIONAL ETF TRUST | $3.3M | 2.2% | +0% | — |
| 11 | — | ISHARES TR | $3.0M | 2.0% | -18% | — |
| 12 | — | VANGUARD INDEX FDS | $2.9M | 2.0% | +6% | — |
| 13 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.9M | 1.9% | -0% | 74.4 |
| 14 | — | DIMENSIONAL ETF TRUST | $2.9M | 1.9% | +1% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $2.7M | 1.8% | +0% | — |
| 16 | — | VANGUARD INDEX FDS | $2.6M | 1.8% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $2.2M | 1.5% | +22% | — |
| 18 | — | VANGUARD STAR FDS | $2.1M | 1.4% | +1% | — |
| 19 | — | AMERICAN CENTY ETF TR | $2.0M | 1.4% | +0% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $2.0M | 1.4% | +0% | — |
| 21 | — | DIMENSIONAL ETF TRUST | $2.0M | 1.3% | +4% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $1.9M | 1.3% | +0% | — |
| 23 | — | VANGUARD MUN BD FDS | $1.8M | 1.3% | +1% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $1.5M | 1.0% | +0% | — |
| 25 |  $AAPL | Apple Inc. | $1.4M | 0.9% | +2% | 76.1 |
| 26 | — | VANGUARD INDEX FDS | $1.3M | 0.9% | +2% | — |
| 27 | — | VANGUARD WELLINGTON FD | $1.3M | 0.8% | +5% | — |
| 28 | — | ISHARES TR | $1.2M | 0.8% | +0% | — |
| 29 | $NVDA | NVIDIA CORP | $1.1M | 0.7% | +6% | 90.2 |
| 30 |  $MSFT | MICROSOFT CORP | $1.1M | 0.7% | -5% | 83.7 |
| 31 | — | VANGUARD INDEX FDS | $979,982 | 0.7% | +3% | — |
| 32 | — | DIMENSIONAL ETF TRUST | $937,671 | 0.6% | +0% | — |
| 33 |  $XOM | EXXON MOBIL CORP | $849,657 | 0.6% | NEW | 61.8 |
| 34 |  $GOOG | Alphabet Inc. | $809,111 | 0.6% | +0% | 80.2 |
| 35 | — | VANGUARD TAX-MANAGED FDS | $718,209 | 0.5% | +6% | — |
| 36 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.5% | +0% | 64.5 |
| 37 |  $IVZ | Invesco Ltd. | $688,443 | 0.5% | +0% | — |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $622,108 | 0.4% | +1% | 64.5 |
| 39 |  $AMZN | AMAZON COM INC | $583,155 | 0.4% | -1% | 74.6 |
| 40 | — | ISHARES TR | $577,969 | 0.4% | -78% | — |
| 41 |  $TPL | Texas Pacific Land Corp | $549,538 | 0.4% | +2% | 79.1 |
| 42 | — | ISHARES TR | $526,640 | 0.4% | +0% | — |
| 43 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $495,931 | 0.3% | +35% | 66.7 |
| 44 | — | DIMENSIONAL ETF TRUST | $490,079 | 0.3% | +0% | — |
| 45 | — | ISHARES TR | $476,955 | 0.3% | +0% | — |
| 46 |  $WMT | Walmart Inc. | $461,079 | 0.3% | +0% | 63.2 |
| 47 | — | EA SERIES TRUST | $343,081 | 0.2% | -0% | — |
| 48 | — | ISHARES TR | $320,468 | 0.2% | +0% | — |
| 49 |  $LLY | ELI LILLY & Co | $313,744 | 0.2% | +0% | 89.3 |
| 50 | — | DIMENSIONAL ETF TRUST | $293,946 | 0.2% | +0% | — |
| 51 |  $COST | COSTCO WHOLESALE CORP /NEW | $286,109 | 0.2% | +2% | 67 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $280,074 | 0.2% | +2% | 72.8 |
| 53 |  $META | Meta Platforms, Inc. | $275,195 | 0.2% | -0% | 80.9 |
| 54 | — | DIMENSIONAL ETF TRUST | $261,204 | 0.2% | +0% | — |
| 55 | — | VANGUARD SCOTTSDALE FDS | $257,249 | 0.2% | +1% | — |
| 56 |  $CNX | CNX Resources Corp | $251,115 | 0.2% | +0% | 62 |
| 57 | — | VANGUARD INDEX FDS | $246,204 | 0.2% | +1% | — |
| 58 | — | ISHARES TR | $239,072 | 0.2% | +0% | — |
| 59 |  $CWCO | Consolidated Water Co. Ltd. | $235,450 | 0.2% | -12% | — |
| 60 | — | ISHARES TR | $235,011 | 0.2% | +0% | — |
| 61 | — | VANGUARD WORLD FD | $225,636 | 0.1% | -0% | — |
| 62 |  $CVX | CHEVRON CORP | $214,555 | 0.1% | NEW | 54.7 |
| 63 |  $ELV | Elevance Health, Inc. | $214,465 | 0.1% | +1% | 59.4 |
| 64 |  $SBSW | Sibanye Stillwater Ltd | $134,042 | 0.1% | +0% | — |
Exited Positions (1)
$ORCL ORACLE CORPBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: SwitchPoint Financial Planning, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SwitchPoint Financial Planning, LLC (SEC CIK: 2055526), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SwitchPoint Financial Planning, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.