SwitchPoint Financial Planning, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), SwitchPoint Financial Planning, LLC reported 61 stock positions worth $138.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.6% of the portfolio, followed by Dimensional International (DFIC, 16.1%) and Dimensional Emrg MRKT Core (DFEM, 5.7%). Compared with Q2 2025, it opened 2 new positions, added to 31 and reduced 9. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −6%).

Most Recent 13F
Q2 2026
Location
LEHI, UT
CIK
0002055526
Portfolio Value
$138.1M (Q3 2025)
SEC Filing
0002055526-25-000005 ↗ filed Nov 13, 2025

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 $138.1M Q3 2025 Q4 2025: $142.8M Q4 2025 Q1 2026: $147.5M Q1 2026 Q2 2026: $173.2M Q2 2026

Holdings 61 stocks · $138.1M
DFAC Dimensional US Core Equity 2 19.64% 703,019 $27.1M Add +6.5%
DFIC Dimensional International Co. 16.10% 677,976 $22.2M Add +5.7%
DFEM Dimensional Emrg MRKT Core 5.73% 246,517 $7.9M Add +6.3%
DFAT Dimensional US Target Value 3.91% 92,697 $5.4M Add +0.2%
DFUV Dimensional US Marketwide Va 3.34% 103,319 $4.6M Add +0.2%
DFSD Dimensional Short Duration 2.90% 83,142 $4.0M Add +6.5%
DFAX Dimensional World Ex US Core 2.68% 117,940 $3.7M No change
CDNS Cadence Design SYS Inc. 2.63% 10,349 $3.6M Add +0.0%
SGOV iShares 0-3 Month Treasury B 2.50% 34,282 $3.5M Add +21.2%
VTI VG Morningstar TS MKT ETF-US 2.46% 10,356 $3.4M Add +0.1%
DFAU Dimensional US Core Equity M 2.39% 72,101 $3.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 2.39% 17,673 $3.3M No change
GOOG Alphabet Inc. Class C 2.13% 12,101 $2.9M New
VUG Vanguard Mrngstar GR ETF-Sui 2.08% 5,993 $2.9M Reduce -3.1%
DFIV Dimensional International Va 2.04% 60,971 $2.8M Add +0.3%
DFAI Dimensional International Co. 1.84% 69,784 $2.5M Reduce -0.3%
VXUS Vanguard Total Intl Stock 1.47% 27,588 $2.0M No change
AVUS Avantis U.S. Equity ETF 1.42% 17,977 $2.0M Reduce -6.1%
DFAS Dimensional US Small Cap ETF 1.39% 28,004 $1.9M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.33% 36,546 $1.8M Add +0.9%
DFNM Dimensional National Muni BD 1.28% 36,771 $1.8M Add +7.8%
DFAE Dimensional Emerging Core Eq 1.25% 54,761 $1.7M Reduce -0.1%
DFCF Dimensional Core Fixed Inc. 1.25% 40,313 $1.7M Add +1.1%
DFUS Dimensional US Eq MKT ETF 1.16% 22,154 $1.6M No change
MSFT Microsoft Corp. 1.07% 2,849 $1.5M Add +3.3%
AAPL Apple Inc. 1.03% 5,587 $1.4M Add +3.9%
VB Vanguard Most SM-Cap ETF-Usd 0.92% 5,006 $1.3M No change
VTES Vanguard SH Term Tax-Ex Bond 0.88% 11,951 $1.2M Add +0.5%
IVV iShares Core S&P 500 ETF 0.87% 1,785 $1.2M No change
VOO Vanguard S&P 500 ETF 0.74% 1,671 $1.0M Reduce -0.8%
NVDA Nvidia Corp. 0.66% 4,883 $911K Add +7.8%
DXUV Dimensional US Vtor Eqty ETF 0.63% 14,989 $876K Add +28.0%
BRK.A Berkshire Hathaway Inc. Class A 0.55% 1 $754K No change
GOOGL Alphabet Inc. Class A 0.50% 2,812 $684K Add +97.6%
RSP Invesco S&P 500 Equal Weight 0.49% 3,587 $680K No change
VEA Vanguard Ftse Developed ETF 0.46% 10,580 $634K Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 1,254 $631K Add +2.8%
AMZN Amazon.com Inc. 0.41% 2,581 $567K Add +4.3%
IVW iShares S&P 500 Growth ETF 0.41% 4,656 $562K No change
WFC Wells Fargo & Co. 0.38% 6,281 $526K Add +0.7%
DFEV Dimensional Emrg MRKT Val 0.32% 13,697 $437K No change
EFV iShares MSCI Eafe Value ETF 0.32% 6,415 $435K No change
WMT Walmart Inc. 0.27% 3,633 $374K Add +1.4%
TPL Texas Pacific Land Corp. 0.26% 380 $355K Add +0.3%
META Meta Platforms Inc. Class A 0.24% 452 $332K Add +9.4%
ITOT iShares Core S&P Total U.S. 0.24% 2,250 $328K No change
ORCL Oracle Corp. 0.22% 1,094 $308K Add +5.9%
VNQ Vanguard Real Estate ETF 0.21% 3,112 $285K Add +0.7%
DFGP Dimensional GLBL Core PL Fix 0.19% 4,838 $269K No change
DISV Dimensional International SM 0.19% 7,453 $266K No change
COST Costco Wholesale Corp. 0.19% 283 $262K Reduce -0.7%
FRDM Freedom 100 Emeging MRKT ETF 0.19% 5,833 $258K Add +3.4%
VGIT Vanguard Intermediate-Term T 0.18% 4,245 $255K Add +1.0%
IWV iShares Russell 3000 ETF 0.17% 634 $240K No change
LLY Eli Lilly & Co. 0.17% 314 $240K Add +2.3%
EDV Vanguard Extended Dur Treas 0.17% 3,475 $238K No change
IWM iShares Russell 2000 ETF 0.17% 964 $233K Add +1.6%
ELV Elevance Health Inc. 0.16% 702 $227K Reduce -0.3%
CNX CNX Resources Corp. 0.15% 6,473 $208K Reduce -0.1%
JNJ Johnson & Johnson 0.15% 1,083 $201K New
SBSW Sibanye-Stillwater Ltd.-ADR 0.09% 10,880 $122K No change

Portfolio Sells Q2 2025 → Q3 2025
AVUS Avantis U.S. Equity ETF Reduce -6.1% 1.42% −0.17
DFAI Dimensional International Co. Reduce -0.3% 1.84% −0.15
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 2.08% −0.14
ELV Elevance Health Inc. Reduce -0.3% 0.16% −0.06
DFAE Dimensional Emerging Core Eq Reduce -0.1% 1.25% −0.05
VOO Vanguard S&P 500 ETF Reduce -0.8% 0.74% −0.04
COST Costco Wholesale Corp. Reduce -0.7% 0.19% −0.04
VEA Vanguard Ftse Developed ETF Reduce -1.1% 0.46% −0.04
CNX CNX Resources Corp. Reduce -0.1% 0.15% −0.03

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C New 2.13% +2.13
GOOGL Alphabet Inc. Class A Add +97.6% 0.50% +0.29
DFAC Dimensional US Core Equity 2 Add +6.5% 19.64% +0.24
SGOV iShares 0-3 Month Treasury B Add +21.2% 2.50% +0.17
JNJ Johnson & Johnson New 0.15% +0.15
AAPL Apple Inc. Add +3.9% 1.03% +0.13
DXUV Dimensional US Vtor Eqty ETF Add +28.0% 0.63% +0.11
DFEM Dimensional Emrg MRKT Core Add +6.3% 5.73% +0.08
NVDA Nvidia Corp. Add +7.8% 0.66% +0.07
ORCL Oracle Corp. Add +5.9% 0.22% +0.04
CDNS Cadence Design SYS Inc. Add +0.0% 2.63% +0.02
IWM iShares Russell 2000 ETF Add +1.6% 0.17% +0.00
FRDM Freedom 100 Emeging MRKT ETF Add +3.4% 0.19% +0.00
META Meta Platforms Inc. Class A Add +9.4% 0.24% −0.01
WMT Walmart Inc. Add +1.4% 0.27% −0.02
VNQ Vanguard Real Estate ETF Add +0.7% 0.21% −0.02
VGIT Vanguard Intermediate-Term T Add +1.0% 0.18% −0.02
LLY Eli Lilly & Co. Add +2.3% 0.17% −0.02
WFC Wells Fargo & Co. Add +0.7% 0.38% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 0.46% −0.03
AMZN Amazon.com Inc. Add +4.3% 0.41% −0.03
DFNM Dimensional National Muni BD Add +7.8% 1.28% −0.05
MSFT Microsoft Corp. Add +3.3% 1.07% −0.06
TPL Texas Pacific Land Corp. Add +0.3% 0.26% −0.07
DFIV Dimensional International Va Add +0.3% 2.04% −0.10
VTES Vanguard SH Term Tax-Ex Bond Add +0.5% 0.88% −0.10
VTI VG Morningstar TS MKT ETF-US Add +0.1% 2.46% −0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +0.9% 1.33% −0.13
DFCF Dimensional Core Fixed Inc. Add +1.1% 1.25% −0.13
DFSD Dimensional Short Duration Add +6.5% 2.90% −0.17
DFAT Dimensional US Target Value Add +0.2% 3.91% −0.18
DFUV Dimensional US Marketwide Va Add +0.2% 3.34% −0.23
DFIC Dimensional International Co. Add +5.7% 16.10% −0.25

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