SwitchPoint Financial Planning, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), SwitchPoint Financial Planning, LLC reported 59 stock positions worth $122.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.4% of the portfolio, followed by Dimensional International (DFIC, 16.3%) and Dimensional Emrg MRKT Core (DFEM, 5.6%). Compared with Q1 2025, it opened 13 new positions, sold out of 5, added to 27 and reduced 8. The biggest buy was a new position in Avantis U.S. Equity ETF (AVUS) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0002055526
- Portfolio Value
- $122.0M (Q2 2025)
- SEC Filing
- 0002055526-25-000003 ↗ filed Aug 1, 2025
Holdings Value
Holdings 59 stocks · $122.0M
| DFAC Dimensional US Core Equity 2 | 19.40% | 660,441 | $23.7M | Reduce -2.7% |
| DFIC Dimensional International Co. | 16.35% | 641,665 | $19.9M | Add +1.5% |
| DFEM Dimensional Emrg MRKT Core | 5.64% | 232,004 | $6.9M | Reduce -8.5% |
| DFAT Dimensional US Target Value | 4.09% | 92,510 | $5.0M | Reduce -0.1% |
| DFUV Dimensional US Marketwide Va | 3.57% | 103,100 | $4.4M | Reduce -5.1% |
| DFSD Dimensional Short Duration | 3.07% | 78,049 | $3.7M | Add +2.4% |
| DFAX Dimensional World Ex US Core | 2.84% | 117,940 | $3.5M | No change |
| CDNS Cadence Design SYS Inc. | 2.61% | 10,346 | $3.2M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.58% | 10,351 | $3.1M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.56% | 17,673 | $3.1M | Add +13.9% |
| DFAU Dimensional US Core Equity M | 2.50% | 72,101 | $3.1M | Add +38.9% |
| SGOV iShares 0-3 Month Treasury B | 2.33% | 28,295 | $2.8M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.22% | 6,187 | $2.7M | Add +24.9% |
| DFIV Dimensional International Va | 2.13% | 60,782 | $2.6M | Add +1.2% |
| DFAI Dimensional International Co. | 1.98% | 70,004 | $2.4M | Add +79.0% |
| AVUS Avantis U.S. Equity ETF | 1.58% | 19,146 | $1.9M | New |
| VXUS Vanguard Total Intl Stock | 1.56% | 27,588 | $1.9M | No change |
| DFAS Dimensional US Small Cap ETF | 1.46% | 28,004 | $1.8M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.46% | 36,221 | $1.8M | Reduce -4.1% |
| DFCF Dimensional Core Fixed Inc. | 1.38% | 39,870 | $1.7M | Add +3.9% |
| DFNM Dimensional National Muni BD | 1.33% | 34,125 | $1.6M | Reduce -10.9% |
| DFAE Dimensional Emerging Core Eq | 1.30% | 54,835 | $1.6M | Add +283.7% |
| DFUS Dimensional US Eq MKT ETF | 1.22% | 22,154 | $1.5M | Add +2.8% |
| MSFT Microsoft Corp. | 1.12% | 2,759 | $1.4M | Add +18.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.98% | 11,897 | $1.2M | Reduce -9.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.97% | 5,006 | $1.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.91% | 1,785 | $1.1M | Add +197.5% |
| AAPL Apple Inc. | 0.90% | 5,379 | $1.1M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.78% | 1,684 | $957K | Add +0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.60% | 1 | $729K | New |
| NVDA Nvidia Corp. | 0.59% | 4,530 | $716K | Add +12.8% |
| RSP Invesco S&P 500 Equal Weight | 0.53% | 3,587 | $652K | No change |
| DXUV Dimensional US Vtor Eqty ETF | 0.52% | 11,712 | $635K | New |
| VEA Vanguard Ftse Developed ETF | 0.50% | 10,700 | $610K | Add +48.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 1,220 | $593K | Add +27.8% |
| AMZN Amazon.com Inc. | 0.44% | 2,474 | $543K | Add +6.2% |
| IVW iShares S&P 500 Growth ETF | 0.42% | 4,656 | $513K | No change |
| WFC Wells Fargo & Co. | 0.41% | 6,240 | $500K | Add +0.7% |
| DFEV Dimensional Emrg MRKT Val | 0.34% | 13,697 | $411K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.33% | 6,415 | $407K | New |
| TPL Texas Pacific Land Corp. | 0.33% | 379 | $401K | New |
| WMT Walmart Inc. | 0.29% | 3,581 | $350K | New |
| META Meta Platforms Inc. Class A | 0.25% | 413 | $305K | Add +8.4% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 2,250 | $304K | New |
| COST Costco Wholesale Corp. | 0.23% | 285 | $282K | Add +2.9% |
| VNQ Vanguard Real Estate ETF | 0.23% | 3,091 | $275K | Add +0.7% |
| ELV Elevance Health Inc. | 0.22% | 704 | $274K | Add +1.3% |
| DFGP Dimensional GLBL Core PL Fix | 0.22% | 4,838 | $264K | No change |
| VGIT Vanguard Intermediate-Term T | 0.21% | 4,204 | $251K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,423 | $251K | New |
| DISV Dimensional International SM | 0.20% | 7,453 | $245K | No change |
| LLY Eli Lilly & Co. | 0.20% | 307 | $240K | New |
| EDV Vanguard Extended Dur Treas | 0.19% | 3,475 | $234K | Reduce -0.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.19% | 5,644 | $228K | New |
| ORCL Oracle Corp. | 0.18% | 1,033 | $226K | New |
| IWV iShares Russell 3000 ETF | 0.18% | 634 | $223K | No change |
| CNX CNX Resources Corp. | 0.18% | 6,479 | $218K | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.17% | 949 | $205K | New |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.06% | 10,880 | $79K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -2.7% | 19.40% | −1.84 |
| DCOR Dimensional US Core Eq 1 ETF | Sold out | 0.00% | −1.42 |
| DFEM Dimensional Emrg MRKT Core | Reduce -8.5% | 5.64% | −0.72 |
| DFUV Dimensional US Marketwide Va | Reduce -5.1% | 3.57% | −0.68 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 4.09% | −0.43 |
| DFNM Dimensional National Muni BD | Reduce -10.9% | 1.33% | −0.40 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.1% | 1.46% | −0.32 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -9.8% | 0.98% | −0.27 |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | Sold out | 0.00% | −0.21 |
| DFAR Dimensional US Real Est ETF | Sold out | 0.00% | −0.20 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.19 |
| VGSR Vert GLB Sust Re ETF | Sold out | 0.00% | −0.18 |
| EDV Vanguard Extended Dur Treas | Reduce -0.0% | 0.19% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| AVUS Avantis U.S. Equity ETF | New | 1.58% | +1.58 |
| DFAE Dimensional Emerging Core Eq | Add +283.7% | 1.30% | +0.95 |
| DFAI Dimensional International Co. | Add +79.0% | 1.98% | +0.82 |
| DFAU Dimensional US Core Equity M | Add +38.9% | 2.50% | +0.61 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.60% | +0.60 |
| IVV iShares Core S&P 500 ETF | Add +197.5% | 0.91% | +0.59 |
| DXUV Dimensional US Vtor Eqty ETF | New | 0.52% | +0.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +24.9% | 2.22% | +0.48 |
| EFV iShares MSCI Eafe Value ETF | New | 0.33% | +0.33 |
| TPL Texas Pacific Land Corp. | New | 0.33% | +0.33 |
| MSFT Microsoft Corp. | Add +18.8% | 1.12% | +0.30 |
| WMT Walmart Inc. | New | 0.29% | +0.29 |
| ITOT iShares Core S&P Total U.S. | New | 0.25% | +0.25 |
| GOOGL Alphabet Inc. Class A | New | 0.21% | +0.21 |
| LLY Eli Lilly & Co. | New | 0.20% | +0.20 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.19% | +0.19 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| NVDA Nvidia Corp. | Add +12.8% | 0.59% | +0.17 |
| IWM iShares Russell 2000 ETF | New | 0.17% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +48.2% | 0.50% | +0.15 |
| CDNS Cadence Design SYS Inc. | Add +0.0% | 2.61% | +0.12 |
| SBSW Sibanye-Stillwater Ltd.-ADR | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +8.4% | 0.25% | +0.04 |
| AMZN Amazon.com Inc. | Add +6.2% | 0.44% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.9% | 2.56% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +27.8% | 0.49% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.41% | −0.01 |
| CNX CNX Resources Corp. | Add +0.5% | 0.18% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.9% | 0.23% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +2.8% | 1.22% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Add +0.7% | 0.21% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.8% | 0.78% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.23% | −0.04 |
| ELV Elevance Health Inc. | Add +1.3% | 0.22% | −0.06 |
| DFIV Dimensional International Va | Add +1.2% | 2.13% | −0.11 |
| DFCF Dimensional Core Fixed Inc. | Add +3.9% | 1.38% | −0.15 |
| AAPL Apple Inc. | Add +2.5% | 0.90% | −0.20 |
| DFIC Dimensional International Co. | Add +1.5% | 16.35% | −0.31 |
| SGOV iShares 0-3 Month Treasury B | Add +0.9% | 2.33% | −0.34 |
| DFSD Dimensional Short Duration | Add +2.4% | 3.07% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $173.2M | DFAC, DFIC, DFEM, DFAT, DFSD |
| Q1 2026 | 64 | $147.5M | DFAC, DFIC, DFEM, DFAT, DFSD |
| Q4 2025 | 62 | $142.8M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q3 2025 | 61 | $138.1M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q2 2025 | 59 | $122.0M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q1 2025 | 51 | $105.4M | DFAC, DFIC, DFEM, DFAT, DFUV |
| Q4 2024 | 50 | $104.4M | DFAC, DFIC, DFEM, DFAT, DFUV |