SwitchPoint Financial Planning, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), SwitchPoint Financial Planning, LLC reported 71 stock positions worth $173.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 20.9% of the portfolio, followed by Dimensional International (DFIC, 16.5%) and Dimensional Emrg MRKT Core (DFEM, 6.3%). Compared with Q1 2026, it opened 8 new positions, sold out of 1, added to 25 and reduced 17. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +10%) and the biggest sale Dimensional National Muni BD (DFNM, shares −11%).

Most Recent 13F
Q2 2026
Location
LEHI, UT
CIK
0002055526
Portfolio Value
$173.2M (Q2 2026)
SEC Filing
0002055526-26-000003 ↗ filed Aug 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $104.4M Q4 2024 Q1 2025: $105.4M Q1 2025 Q2 2025: $122.0M Q2 2025 Q3 2025: $138.1M Q3 2025 Q4 2025: $142.8M Q4 2025 Q1 2026: $147.5M Q1 2026 Q2 2026: $173.2M $173.2M Q2 2026

Holdings 71 stocks · $173.2M
DFAC Dimensional US Core Equity 2 20.85% 814,210 $36.1M Add +10.2%
DFIC Dimensional International Co. 16.48% 765,837 $28.5M Add +8.9%
DFEM Dimensional Emrg MRKT Core 6.34% 270,393 $11.0M Add +5.1%
DFAT Dimensional US Target Value 3.73% 92,368 $6.5M Add +0.1%
DFSD Dimensional Short Duration 3.29% 119,350 $5.7M Add +6.5%
DFUV Dimensional US Marketwide Va 3.09% 97,249 $5.3M Add +0.2%
DFAX Dimensional World Ex US Core 2.51% 117,940 $4.3M No change
GOOG Alphabet Inc. Class C 2.43% 11,927 $4.2M Reduce -1.4%
CDNS Cadence Design SYS Inc. 2.24% 10,354 $3.9M Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 2.22% 17,673 $3.9M Reduce -0.1%
DFAU Dimensional US Core Equity M 2.15% 72,101 $3.7M No change
VTI VG Morningstar TS MKT ETF-US 2.12% 9,926 $3.7M Add +8.2%
SGOV iShares 0-3 Month Treasury B 1.94% 33,369 $3.4M Add +13.8%
VUG Vanguard Mrngstar GR ETF-Sui 1.79% 36,017 $3.1M No change
DFAI Dimensional International Co. 1.76% 73,777 $3.0M Add +6.2%
DFIV Dimensional International Va 1.71% 54,903 $3.0M Add +1.0%
VXUS Vanguard Total Intl Stock 1.71% 34,614 $3.0M Add +24.4%
DFCF Dimensional Core Fixed Inc. 1.36% 55,955 $2.4M Add +6.1%
DFAS Dimensional US Small Cap ETF 1.33% 28,004 $2.3M No change
AVUS Avantis U.S. Equity ETF 1.29% 17,497 $2.2M Reduce -2.7%
DFAE Dimensional Emerging Core Eq 1.23% 53,097 $2.1M Reduce -3.0%
VTEB Vanguard Tax-Exempt Bond ETF 1.13% 38,641 $2.0M Add +4.7%
DFNM Dimensional National Muni BD 1.02% 36,592 $1.8M Reduce -10.6%
DFUS Dimensional US Eq MKT ETF 1.01% 21,451 $1.8M No change
AAPL Apple Inc. 0.89% 5,356 $1.5M Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.88% 5,041 $1.5M Reduce -1.1%
NVDA Nvidia Corp. 0.80% 6,915 $1.4M Add +10.8%
IVV iShares Core S&P 500 ETF 0.77% 1,785 $1.3M No change
VTES Vanguard SH Term Tax-Ex Bond 0.72% 12,346 $1.3M Reduce -0.8%
MSFT Microsoft Corp. 0.66% 3,056 $1.1M Add +7.7%
DXUV Dimensional US Vtor Eqty ETF 0.65% 17,034 $1.1M Add +7.8%
VOO Vanguard S&P 500 ETF 0.63% 1,595 $1.1M Reduce -2.7%
GOOGL Alphabet Inc. Class A 0.58% 2,814 $1.0M No change
VEA Vanguard Ftse Developed ETF 0.46% 11,208 $799K No change
AMZN Amazon.com Inc. 0.44% 3,210 $765K Add +14.6%
RSP Invesco S&P 500 Equal Weight 0.44% 3,587 $763K No change
BRK.A Berkshire Hathaway Inc. Class A 0.43% 1 $749K No change
XOM Exxon Mobil Corp. 0.39% 4,976 $680K Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 1,324 $663K Add +2.0%
IVW iShares S&P 500 Growth ETF 0.37% 4,656 $640K No change
DFEV Dimensional Emrg MRKT Val 0.34% 13,697 $584K No change
ISHG iShares -3 Year Internationa 0.33% 7,791 $578K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.33% 2,037 $573K Reduce -0.4%
TPL Texas Pacific Land Corp. 0.29% 1,137 $498K Reduce -1.8%
EFV iShares MSCI Eafe Value ETF 0.28% 6,415 $491K No change
DFGP Dimensional GLBL Core PL Fix 0.28% 8,884 $484K Add +83.6%
WMT Walmart Inc. 0.24% 3,705 $420K Reduce -0.1%
LLY Eli Lilly & Co. 0.24% 348 $418K Add +2.0%
FRDM Freedom 100 Emeging MRKT ETF 0.24% 5,619 $410K Reduce -10.5%
ITOT iShares Core S&P Total U.S. 0.21% 2,250 $370K No change
MU Micron Technology Inc. 0.19% 292 $337K New
DISV Dimensional International SM 0.17% 7,453 $299K No change
IWM iShares Russell 2000 ETF 0.17% 964 $290K No change
ELV Elevance Health Inc. 0.16% 738 $285K Add +0.7%
JNJ Johnson & Johnson 0.16% 1,115 $283K Reduce -2.7%
META Meta Platforms Inc. Class A 0.16% 490 $276K Add +1.9%
IWV iShares Russell 3000 ETF 0.16% 634 $270K No change
VNQ Vanguard Real Estate ETF 0.16% 2,792 $269K Add +0.6%
COST Costco Wholesale Corp. 0.15% 285 $267K Reduce -0.7%
VGIT Vanguard Intermediate-Term T 0.15% 4,362 $257K Add +1.0%
EDV Vanguard Extended Dur Treas 0.13% 3,474 $226K No change
AMAT Applied Materials Inc. 0.13% 308 $223K New
CNX CNX Resources Corp. 0.13% 6,492 $220K Reduce -0.3%
TSM Taiwan Semiconductor-SP ADR 0.13% 461 $220K New
VWO Vanguard Ftse Emerging Marke 0.13% 3,674 $219K New
NUE Nucor Corp. 0.13% 979 $218K New
SPYV SS SPDR P S&P 500 Value ETF 0.12% 3,500 $213K New
DON Wisdomtree US Midcap Dividen 0.12% 3,758 $212K New
CWCO Consolidated Water Co.-Ord SH 0.12% 7,109 $210K No change
SCHF Schwab Intl Equity ETF 0.12% 7,260 $201K New
SBSW Sibanye-Stillwater Ltd.-ADR 0.05% 10,880 $92K No change

Portfolio Sells Q1 2026 → Q2 2026
DFNM Dimensional National Muni BD Reduce -10.6% 1.02% −0.31
XOM Exxon Mobil Corp. Reduce -0.6% 0.39% −0.18
CVX Chevron Corp. Sold out 0.00% −0.15
VTES Vanguard SH Term Tax-Ex Bond Reduce -0.8% 0.72% −0.13
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.1% 2.22% −0.13
TPL Texas Pacific Land Corp. Reduce -1.8% 0.29% −0.09
WMT Walmart Inc. Reduce -0.1% 0.24% −0.07
AVUS Avantis U.S. Equity ETF Reduce -2.7% 1.29% −0.06
CNX CNX Resources Corp. Reduce -0.3% 0.13% −0.04
COST Costco Wholesale Corp. Reduce -0.7% 0.15% −0.04
VOO Vanguard S&P 500 ETF Reduce -2.7% 0.63% −0.03
AAPL Apple Inc. Reduce -0.1% 0.89% −0.03
JNJ Johnson & Johnson Reduce -2.7% 0.16% −0.03
DFAE Dimensional Emerging Core Eq Reduce -3.0% 1.23% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.1% 0.88% −0.02
IBM Intl Business Machines Corp. Reduce -0.4% 0.33% −0.01
FRDM Freedom 100 Emeging MRKT ETF Reduce -10.5% 0.24% +0.00
GOOG Alphabet Inc. Class C Reduce -1.4% 2.43% +0.08

Portfolio Buys Q1 2026 → Q2 2026
DFAC Dimensional US Core Equity 2 Add +10.2% 20.85% +1.39
DFEM Dimensional Emrg MRKT Core Add +5.1% 6.34% +0.32
CDNS Cadence Design SYS Inc. Add +0.0% 2.24% +0.29
VXUS Vanguard Total Intl Stock Add +24.4% 1.71% +0.25
MU Micron Technology Inc. New 0.19% +0.19
AMAT Applied Materials Inc. New 0.13% +0.13
TSM Taiwan Semiconductor-SP ADR New 0.13% +0.13
VWO Vanguard Ftse Emerging Marke New 0.13% +0.13
NUE Nucor Corp. New 0.13% +0.13
VTI VG Morningstar TS MKT ETF-US Add +8.2% 2.12% +0.12
SPYV SS SPDR P S&P 500 Value ETF New 0.12% +0.12
DON Wisdomtree US Midcap Dividen New 0.12% +0.12
SCHF Schwab Intl Equity ETF New 0.12% +0.12
DFGP Dimensional GLBL Core PL Fix Add +83.6% 0.28% +0.10
NVDA Nvidia Corp. Add +10.8% 0.80% +0.06
AMZN Amazon.com Inc. Add +14.6% 0.44% +0.05
LLY Eli Lilly & Co. Add +2.0% 0.24% +0.03
ELV Elevance Health Inc. Add +0.7% 0.16% +0.02
DXUV Dimensional US Vtor Eqty ETF Add +7.8% 0.65% +0.02
VNQ Vanguard Real Estate ETF Add +0.6% 0.16% −0.01
VGIT Vanguard Intermediate-Term T Add +1.0% 0.15% −0.03
META Meta Platforms Inc. Class A Add +1.9% 0.16% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.0% 0.38% −0.04
MSFT Microsoft Corp. Add +7.7% 0.66% −0.05
SGOV iShares 0-3 Month Treasury B Add +13.8% 1.94% −0.06
DFAI Dimensional International Co. Add +6.2% 1.76% −0.08
DFUV Dimensional US Marketwide Va Add +0.2% 3.09% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Add +4.7% 1.13% −0.12
DFCF Dimensional Core Fixed Inc. Add +6.1% 1.36% −0.15
DFAT Dimensional US Target Value Add +0.1% 3.73% −0.18
DFIV Dimensional International Va Add +1.0% 1.71% −0.23
DFSD Dimensional Short Duration Add +6.5% 3.29% −0.35
DFIC Dimensional International Co. Add +8.9% 16.48% −0.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 71$173.2MDFAC, DFIC, DFEM, DFAT, DFSD
Q1 2026 64$147.5MDFAC, DFIC, DFEM, DFAT, DFSD
Q4 2025 62$142.8MDFAC, DFIC, DFEM, DFAT, DFUV
Q3 2025 61$138.1MDFAC, DFIC, DFEM, DFAT, DFUV
Q2 2025 59$122.0MDFAC, DFIC, DFEM, DFAT, DFUV
Q1 2025 51$105.4MDFAC, DFIC, DFEM, DFAT, DFUV
Q4 2024 50$104.4MDFAC, DFIC, DFEM, DFAT, DFUV