SwitchPoint Financial Planning, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), SwitchPoint Financial Planning, LLC reported 64 stock positions worth $147.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.5% of the portfolio, followed by Dimensional International (DFIC, 16.9%) and Dimensional Emrg MRKT Core (DFEM, 6.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 31 and reduced 9. The biggest buy was Dimensional Short Duration (DFSD, shares +27%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −18%).

Most Recent 13F
Q2 2026
Location
LEHI, UT
CIK
0002055526
Portfolio Value
$147.5M (Q1 2026)
SEC Filing
0002055526-26-000002 ↗ filed Apr 30, 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 $147.5M Q1 2026 Q2 2026: $173.2M Q2 2026

Holdings 64 stocks · $147.5M
DFAC Dimensional US Core Equity 2 19.47% 738,764 $28.7M Add +3.5%
DFIC Dimensional International Co. 16.94% 703,061 $25.0M Add +4.0%
DFEM Dimensional Emrg MRKT Core 6.03% 257,206 $8.9M Add +2.9%
DFAT Dimensional US Target Value 3.91% 92,239 $5.8M Add +0.1%
DFSD Dimensional Short Duration 3.64% 112,064 $5.4M Add +26.6%
DFUV Dimensional US Marketwide Va 3.19% 97,085 $4.7M Reduce -0.9%
DFAX Dimensional World Ex US Core 2.72% 117,940 $4.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 2.35% 17,683 $3.5M Add +0.1%
GOOG Alphabet Inc. Class C 2.35% 12,094 $3.5M No change
DFAU Dimensional US Core Equity M 2.21% 72,101 $3.3M No change
SGOV iShares 0-3 Month Treasury B 2.00% 29,328 $3.0M Reduce -17.8%
VTI VG Morningstar TS MKT ETF-US 2.00% 9,177 $2.9M Add +5.7%
CDNS Cadence Design SYS Inc. 1.95% 10,350 $2.9M Reduce -0.0%
DFIV Dimensional International Va 1.95% 54,369 $2.9M Add +1.1%
DFAI Dimensional International Co. 1.83% 69,460 $2.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 1.78% 6,003 $2.6M Add +0.3%
DFCF Dimensional Core Fixed Inc. 1.51% 52,751 $2.2M Add +22.1%
VXUS Vanguard Total Intl Stock 1.45% 27,827 $2.1M Add +0.9%
AVUS Avantis U.S. Equity ETF 1.36% 17,977 $2.0M No change
DFAS Dimensional US Small Cap ETF 1.35% 28,004 $2.0M No change
DFNM Dimensional National Muni BD 1.33% 40,930 $2.0M Add +4.1%
DFAE Dimensional Emerging Core Eq 1.26% 54,761 $1.9M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.25% 36,900 $1.8M Add +0.6%
DFUS Dimensional US Eq MKT ETF 1.03% 21,451 $1.5M No change
AAPL Apple Inc. 0.92% 5,360 $1.4M Add +2.1%
VB Vanguard Most SM-Cap ETF-Usd 0.90% 5,095 $1.3M Add +1.8%
VTES Vanguard SH Term Tax-Ex Bond 0.85% 12,448 $1.3M Add +5.0%
IVV iShares Core S&P 500 ETF 0.79% 1,785 $1.2M No change
NVDA Nvidia Corp. 0.74% 6,242 $1.1M Add +6.1%
MSFT Microsoft Corp. 0.71% 2,837 $1.1M Reduce -5.2%
VOO Vanguard S&P 500 ETF 0.66% 1,640 $980K Add +3.5%
DXUV Dimensional US Vtor Eqty ETF 0.64% 15,799 $938K Add +0.4%
XOM Exxon Mobil Corp. 0.58% 5,008 $850K New
GOOGL Alphabet Inc. Class A 0.55% 2,814 $809K No change
VEA Vanguard Ftse Developed ETF 0.49% 11,208 $718K Add +5.9%
BRK.A Berkshire Hathaway Inc. Class A 0.49% 1 $718K No change
RSP Invesco S&P 500 Equal Weight 0.47% 3,587 $688K No change
BRK.B Berkshire Hathaway Inc. Class B 0.42% 1,298 $622K Add +1.4%
AMZN Amazon.com Inc. 0.40% 2,800 $583K Reduce -1.3%
ISHG iShares -3 Year Internationa 0.39% 7,791 $578K New
TPL Texas Pacific Land Corp. 0.37% 1,158 $550K Add +2.2%
IVW iShares S&P 500 Growth ETF 0.36% 4,656 $527K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 2,046 $496K Add +34.5%
DFEV Dimensional Emrg MRKT Val 0.33% 13,697 $490K No change
EFV iShares MSCI Eafe Value ETF 0.32% 6,415 $477K No change
WMT Walmart Inc. 0.31% 3,710 $461K Add +0.4%
FRDM Freedom 100 Emeging MRKT ETF 0.23% 6,278 $343K Reduce -0.4%
ITOT iShares Core S&P Total U.S. 0.22% 2,250 $320K No change
LLY Eli Lilly & Co. 0.21% 341 $314K Add +0.3%
DISV Dimensional International SM 0.20% 7,453 $294K No change
COST Costco Wholesale Corp. 0.19% 287 $286K Add +2.1%
JNJ Johnson & Johnson 0.19% 1,146 $280K Add +2.2%
META Meta Platforms Inc. Class A 0.19% 481 $275K Reduce -0.4%
DFGP Dimensional GLBL Core PL Fix 0.18% 4,838 $261K No change
VGIT Vanguard Intermediate-Term T 0.17% 4,320 $257K Add +0.6%
CNX CNX Resources Corp. 0.17% 6,514 $251K Add +0.1%
VNQ Vanguard Real Estate ETF 0.17% 2,776 $246K Add +0.7%
IWM iShares Russell 2000 ETF 0.16% 964 $239K No change
CWCO Consolidated Water Co.-Ord SH 0.16% 7,109 $235K Reduce -12.3%
IWV iShares Russell 3000 ETF 0.16% 634 $235K No change
EDV Vanguard Extended Dur Treas 0.15% 3,474 $226K Reduce -0.0%
CVX Chevron Corp. 0.15% 1,037 $215K New
ELV Elevance Health Inc. 0.15% 733 $214K Add +1.0%
SBSW Sibanye-Stillwater Ltd.-ADR 0.09% 10,880 $134K No change

Portfolio Sells Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Reduce -17.8% 2.00% −0.51
CDNS Cadence Design SYS Inc. Reduce -0.0% 1.95% −0.32
MSFT Microsoft Corp. Reduce -5.2% 0.71% −0.30
ORCL Oracle Corp. Sold out 0.00% −0.15
AMZN Amazon.com Inc. Reduce -1.3% 0.40% −0.06
CWCO Consolidated Water Co.-Ord SH Reduce -12.3% 0.16% −0.04
META Meta Platforms Inc. Class A Reduce -0.4% 0.19% −0.04
DFUV Dimensional US Marketwide Va Reduce -0.9% 3.19% −0.01
EDV Vanguard Extended Dur Treas Reduce -0.0% 0.15% −0.01
FRDM Freedom 100 Emeging MRKT ETF Reduce -0.4% 0.23% +0.01

Portfolio Buys Q4 2025 → Q1 2026
DFSD Dimensional Short Duration Add +26.6% 3.64% +0.67
DFIC Dimensional International Co. Add +4.0% 16.94% +0.62
XOM Exxon Mobil Corp. New 0.58% +0.58
ISHG iShares -3 Year Internationa New 0.39% +0.39
DFEM Dimensional Emrg MRKT Core Add +2.9% 6.03% +0.23
DFCF Dimensional Core Fixed Inc. Add +22.1% 1.51% +0.22
CVX Chevron Corp. New 0.15% +0.15
TPL Texas Pacific Land Corp. Add +2.2% 0.37% +0.14
DFIV Dimensional International Va Add +1.1% 1.95% +0.07
DFAT Dimensional US Target Value Add +0.1% 3.91% +0.06
JNJ Johnson & Johnson Add +2.2% 0.19% +0.03
WMT Walmart Inc. Add +0.4% 0.31% +0.02
COST Costco Wholesale Corp. Add +2.1% 0.19% +0.02
VEA Vanguard Ftse Developed ETF Add +5.9% 0.49% +0.02
IBM Intl Business Machines Corp. Add +34.5% 0.34% +0.02
VTES Vanguard SH Term Tax-Ex Bond Add +5.0% 0.85% +0.01
DFNM Dimensional National Muni BD Add +4.1% 1.33% +0.00
CNX CNX Resources Corp. Add +0.1% 0.17% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +1.8% 0.90% +0.00
VXUS Vanguard Total Intl Stock Add +0.9% 1.45% −0.00
VNQ Vanguard Real Estate ETF Add +0.7% 0.17% −0.00
VGIT Vanguard Intermediate-Term T Add +0.6% 0.17% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 2.35% −0.01
DXUV Dimensional US Vtor Eqty ETF Add +0.4% 0.64% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +1.4% 0.42% −0.03
NVDA Nvidia Corp. Add +6.1% 0.74% −0.03
VOO Vanguard S&P 500 ETF Add +3.5% 0.66% −0.03
ELV Elevance Health Inc. Add +1.0% 0.15% −0.03
VTI VG Morningstar TS MKT ETF-US Add +5.7% 2.00% −0.04
LLY Eli Lilly & Co. Add +0.3% 0.21% −0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +0.6% 1.25% −0.04
AAPL Apple Inc. Add +2.1% 0.92% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +0.3% 1.78% −0.27
DFAC Dimensional US Core Equity 2 Add +3.5% 19.47% −0.32

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