SwitchPoint Financial Planning, LLC

Portfolio Overview

SwitchPoint Financial Planning, LLC disclosed 71 positions worth $173.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 1 — including a new stake in $MU and a full exit from $CVX. The portfolio is most concentrated in Other (87.6% of disclosed assets). All figures are sourced directly from SwitchPoint Financial Planning, LLC’s Form 13F-HR filing with the SEC under CIK 2055526.

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

  —

  Quality

  $36.1M814,210 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQUITY

  —

  Quality

  $28.5M765,837 sh

• DIMENSIONAL ETF TRUST - EMERGING MKTS CO

  —

  Quality

  $11.0M270,393 sh

• DIMENSIONAL ETF TRUST - US TARGETED VLU

  —

  Quality

  $6.5M92,368 sh

• DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF

  —

  Quality

  $5.7M119,350 sh

• DIMENSIONAL ETF TRUST - US MKTWIDE VALUE

  —

  Quality

  $5.3M97,249 sh

• DIMENSIONAL ETF TRUST - WORLD EX US CORE

  —

  Quality

  $4.3M117,940 sh
• 

  Alphabet Inc.

  $GOOGL

  78.1

  Quality

  $4.2M11,927 sh
• 

  CADENCE DESIGN SYSTEMS INC

  $CDNS

  72.5

  Quality

  $3.9M10,354 sh

• VANGUARD INDEX FDS - VALUE ETF

  —

  Quality

  $3.9M17,673 sh

Company	Quality	Value	Shares
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$36.1M	814,210
DIMENSIONAL ETF TRUST - INTL CORE EQUITY	—	$28.5M	765,837
DIMENSIONAL ETF TRUST - EMERGING MKTS CO	—	$11.0M	270,393
DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$6.5M	92,368
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	—	$5.7M	119,350
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$5.3M	97,249
DIMENSIONAL ETF TRUST - WORLD EX US CORE	—	$4.3M	117,940
Alphabet Inc.$GOOGL	78.1	$4.2M	11,927
CADENCE DESIGN SYSTEMS INC$CDNS	72.5	$3.9M	10,354
VANGUARD INDEX FDS - VALUE ETF	—	$3.9M	17,673

Showing top 10 of 71 holdings.

Full Holdings — SwitchPoint Financial Planning, LLC (Q2 2026)

All 71 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 - US COR EQU 2 ETF	$36.1M	20.9%	+10%	—
2	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$28.5M	16.5%	+9%	—
3	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$11.0M	6.3%	+5%	—
4	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$6.5M	3.7%	+0%	—
5	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$5.7M	3.3%	+7%	—
6	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$5.3M	3.1%	+0%	—
7	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$4.3M	2.5%	+0%	—
8	$GOOGL	Alphabet Inc.	$4.2M	2.4%	-1%	78.1
9	$CDNS	CADENCE DESIGN SYSTEMS INC	$3.9M	2.2%	+0%	72.5
10	—	VANGUARD INDEX FDS - VALUE ETF	$3.9M	2.2%	-0%	—
11	—	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$3.7M	2.1%	+0%	—
12	—	VANGUARD INDEX FDS - TOTAL STK MKT	$3.7M	2.1%	+8%	—
13	—	ISHARES TR - 0-3 MTH TREASURY	$3.4M	1.9%	+14%	—
14	—	VANGUARD INDEX FDS - GROWTH ETF	$3.1M	1.8%	+500%	—
15	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$3.0M	1.8%	+6%	—
16	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$3.0M	1.7%	+1%	—
17	—	VANGUARD STAR FDS - VG TL INTL STK F	$3.0M	1.7%	+24%	—
18	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$2.4M	1.4%	+6%	—
19	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$2.3M	1.3%	+0%	—
20	—	AMERICAN CENTY ETF TR - US EQT ETF	$2.2M	1.3%	-3%	—
21	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$2.1M	1.2%	-3%	—
22	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$2.0M	1.1%	+5%	—
23	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$1.8M	1.0%	-11%	—
24	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$1.8M	1.0%	+0%	—
25	$AAPL	Apple Inc.	$1.5M	0.9%	-0%	76.3
26	—	VANGUARD INDEX FDS - SMALL CP ETF	$1.5M	0.9%	-1%	—
27	$NVDA	NVIDIA CORP	$1.4M	0.8%	+11%	85.9
28	—	ISHARES TR - CORE S&P500 ETF	$1.3M	0.8%	+0%	—
29	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	$1.3M	0.7%	-1%	—
30	$MSFT	MICROSOFT CORP	$1.1M	0.7%	+8%	79.7
31	—	DIMENSIONAL ETF TRUST - DIMENSIONAL US	$1.1M	0.7%	+8%	—
32	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$1.1M	0.6%	-3%	—
33	$GOOG	Alphabet Inc.	$1.0M	0.6%	+0%	78.1
34	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$798,570	0.5%	+0%	—
35	$AMZN	AMAZON COM INC	$765,071	0.4%	+15%	68.4
36	$IVZ	Invesco Ltd.	$763,235	0.4%	+0%	—
37	$BRK.A	BERKSHIRE HATHAWAY INC	$748,850	0.4%	+0%	73.6
38	$XOM.R34088	EXXON MOBIL CORP	$680,319	0.4%	-1%	57.7
39	$BRK.B	BERKSHIRE HATHAWAY INC	$662,628	0.4%	+2%	73.6
40	—	ISHARES TR - S&P 500 GRWT ETF	$640,340	0.4%	+0%	—
41	—	DIMENSIONAL ETF TRUST - EMERGING MKTS VA	$584,411	0.3%	+0%	—
42	—	ISHARES TR - 3YRTB ETF	$578,443	0.3%	+0%	—
43	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$572,825	0.3%	-0%	69.7
44	$TPL	Texas Pacific Land Corp	$497,595	0.3%	-2%	72.7
45	—	ISHARES TR - EAFE VALUE ETF	$491,068	0.3%	+0%	—
46	—	DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF	$483,823	0.3%	+84%	—
47	$WMT	Walmart Inc.	$419,628	0.2%	-0%	59.9
48	$LLY	ELI LILLY & Co	$417,535	0.2%	+2%	87.5
49	—	EA SERIES TRUST - FREEDOM 100 EM	$409,624	0.2%	-10%	—
50	—	ISHARES TR - CORE S&P TTL STK	$369,608	0.2%	+0%	—
51	$MU	MICRON TECHNOLOGY INC	$337,052	0.2%	NEW	86.1
52	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$299,089	0.2%	+0%	—
53	—	ISHARES TR - RUSSELL 2000 ETF	$289,634	0.2%	+0%	—
54	$ELV	Elevance Health, Inc.	$285,235	0.2%	+1%	58.8
55	$JNJ	JOHNSON & JOHNSON	$283,119	0.2%	-3%	68.8
56	$META	Meta Platforms, Inc.	$276,012	0.2%	+2%	79.6
57	—	ISHARES TR - RUSSELL 3000 ETF	$270,338	0.2%	+0%	—
58	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$269,246	0.2%	+1%	—
59	$COST	COSTCO WHOLESALE CORP /NEW	$266,735	0.1%	-1%	65.9
60	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$257,284	0.1%	+1%	—
61	—	VANGUARD WORLD FD - EXTENDED DUR	$226,088	0.1%	+0%	—
62	$AMAT	APPLIED MATERIALS INC /DE	$222,684	0.1%	NEW	72.1
63	$CNX	CNX Resources Corp	$220,274	0.1%	-0%	68
64	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$220,160	0.1%	NEW	—
65	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$219,301	0.1%	NEW	—
66	$NUE	NUCOR CORP	$218,072	0.1%	NEW	61.5
67	—	SPDR SERIES TRUST - ST STR P500VAL	$212,765	0.1%	NEW	—
68	$WT	WisdomTree, Inc.	$212,402	0.1%	NEW	59.6
69	$CWCO	Consolidated Water Co. Ltd.	$209,716	0.1%	+0%	—
70	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$201,102	0.1%	NEW	—
71	$SBSW	Sibanye Stillwater Ltd	$92,371	0.1%	+0%	—