2026 Q2 Portfolio Activity
In 2026 Q2, SwitchPoint Financial Planning, LLC maintained a portfolio of 72 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.19% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 10.2%.
Position History
hover any row below to update
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Total Positions
72
Quarter
2026 Q2
Top Holding
DFAC (20.9%)
Top 10 Concentration
63.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 72
SwitchPoint Financial Planning, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 20.85% | 19.47% |
#1
Prev: #1
|
8.0 |
—
|
75,446 | 10.2% |
P
S
|
814,210 | $36,118,358 |
$35.31
+27.6%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | ||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 16.48% | 16.94% |
#2
Prev: #2
|
7.5 |
—
|
62,776 | 8.9% |
P
S
|
765,837 | $28,535,074 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.34% | 6.03% |
#3
Prev: #3
|
5.5 |
—
|
13,187 | 5.1% |
P
S
|
270,393 | $10,988,776 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 3.73% | 3.91% |
#4
Prev: #4
|
2.5 |
—
|
129 | 0.1% |
P
S
|
92,368 | $6,456,539 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 3.29% | 3.64% |
#5
Prev: #5
|
3.8 |
—
|
7,286 | 6.5% |
P
S
|
119,350 | $5,698,959 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 3.09% | 3.19% |
#6
Prev: #6
|
1.7 |
—
|
164 | 0.2% |
P
S
|
97,249 | $5,349,691 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 2.51% | 2.72% |
#7
Prev: #7
|
2.0 |
—
|
no change | no change |
P
S
|
117,940 | $4,344,910 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.43% | 2.35% |
#8
1
Prev: #9
|
1.5 |
—
|
-167 | -1.4% |
P
S
|
11,927 | $4,214,274 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 2.24% | 1.95% |
#9
4
Prev: #13
|
1.4 |
—
|
4 | 0.0% |
P
S
|
10,354 | $3,886,063 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.22% | 2.35% |
#10
2
Prev: #8
|
1.4 |
—
|
-10 | -0.1% |
P
S
|
17,673 | $3,851,549 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 2.15% | 2.21% |
#11
1
Prev: #10
|
1.9 |
—
|
no change | no change |
P
S
|
72,101 | $3,726,901 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.12% | 2.00% |
#12
Prev: #12
|
2.8 |
—
|
749 | 8.2% |
P
S
|
9,926 | $3,673,017 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
SGOV
ISHARES TR
|
ETF | 1.94% | 2.00% |
#13
2
Prev: #11
|
2.8 |
—
|
4,041 | 13.8% |
P
S
|
33,369 | $3,359,234 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.79% | 1.78% |
#14
2
Prev: #16
|
3.7 |
—
|
30,014 | 500.0% |
P
S
|
36,017 | $3,102,498 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.76% | 1.83% |
#15
Prev: #15
|
2.7 |
—
|
4,317 | 6.2% |
P
S
|
73,777 | $3,043,301 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.71% | 1.95% |
#16
2
Prev: #14
|
1.2 |
—
|
534 | 1.0% |
P
S
|
54,903 | $2,965,863 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.71% | 1.45% |
#17
1
Prev: #18
|
3.2 |
—
|
6,787 | 24.4% |
P
S
|
34,614 | $2,959,148 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.36% | 1.51% |
#18
1
Prev: #17
|
2.5 |
—
|
3,204 | 6.1% |
P
S
|
55,955 | $2,361,851 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.33% | 1.35% |
#19
1
Prev: #20
|
1.5 |
—
|
no change | no change |
P
S
|
28,004 | $2,305,849 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.29% | 1.36% |
#20
1
Prev: #19
|
1.0 |
—
|
-480 | -2.7% |
P
S
|
17,497 | $2,241,016 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.23% | 1.26% |
#21
1
Prev: #22
|
1.0 |
—
|
-1,664 | -3.0% |
P
S
|
53,097 | $2,135,030 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.13% | 1.25% |
#22
1
Prev: #23
|
1.0 |
—
|
1,741 | 4.7% |
P
S
|
38,641 | $1,954,462 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.02% | 1.33% |
#23
2
Prev: #21
|
0.9 |
—
|
-4,338 | -10.6% |
P
S
|
36,592 | $1,768,674 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.01% | 1.03% |
#24
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
21,451 | $1,757,732 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AAPL
APPLE INC
|
Technology | 0.89% | 0.92% |
#25
Prev: #25
|
0.9 |
—
|
-4 | -0.1% |
P
S
|
5,356 | $1,549,905 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.88% | 0.90% |
#26
Prev: #26
|
0.9 |
—
|
-54 | -1.1% |
P
S
|
5,041 | $1,528,028 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.80% | 0.74% |
#27
2
Prev: #29
|
2.3 |
—
|
673 | 10.8% |
P
S
|
6,915 | $1,383,622 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IVV
ISHARES TR
|
ETF | 0.77% | 0.79% |
#28
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
1,785 | $1,336,769 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.72% | 0.85% |
#29
2
Prev: #27
|
0.8 |
—
|
-102 | -0.8% |
P
S
|
12,346 | $1,250,773 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.66% | 0.71% |
#30
Prev: #30
|
2.3 |
—
|
219 | 7.7% |
P
S
|
3,056 | $1,139,961 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DXUV
DIMENSIONAL ETF...
|
ETF | 0.65% | 0.64% |
#31
1
Prev: #32
|
2.3 |
—
|
1,235 | 7.8% |
P
S
|
17,034 | $1,132,761 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.63% | 0.66% |
#32
1
Prev: #31
|
0.8 |
—
|
-45 | -2.7% |
P
S
|
1,595 | $1,095,462 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.58% | 0.55% |
#33
1
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
2,814 | $1,005,536 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.46% | 0.49% |
#34
1
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
11,208 | $798,570 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.44% | 0.40% |
#35
4
Prev: #39
|
2.2 |
—
|
410 | 14.6% |
P
S
|
3,210 | $765,071 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.44% | 0.47% |
#36
1
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
3,587 | $763,235 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.43% | 0.49% |
#37
1
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
1 | $748,850 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.39% | 0.58% |
#38
5
Prev: #33
|
0.7 |
—
|
-32 | -0.6% |
P
S
|
4,976 | $680,319 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.38% | 0.42% |
#39
1
Prev: #38
|
0.7 |
—
|
26 | 2.0% |
P
S
|
1,324 | $662,628 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IVW
ISHARES TR
|
Warrant | 0.37% | 0.36% |
#40
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
4,656 | $640,340 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.34% | 0.33% |
#41
3
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
13,697 | $584,411 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
ISHG
ISHARES TR
|
ETF | 0.33% | 0.39% |
#42
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
7,791 | $578,443 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.33% | 0.34% |
#43
Prev: #43
|
0.6 |
—
|
-9 | -0.4% |
P
S
|
2,037 | $572,825 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.29% | 0.37% |
#44
3
Prev: #41
|
0.6 |
—
|
-21 | -1.8% |
P
S
|
1,137 | $497,595 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
EFV
ISHARES TR
|
ETF | 0.28% | 0.32% |
#45
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
6,415 | $491,068 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 0.28% | 0.18% |
#46
8
Prev: #54
|
3.1 |
—
|
4,046 | 83.6% |
P
S
|
8,884 | $483,823 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.24% | 0.31% |
#47
1
Prev: #46
|
0.6 |
—
|
-5 | -0.1% |
P
S
|
3,705 | $419,628 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.24% | 0.21% |
#48
1
Prev: #49
|
0.6 |
—
|
7 | 2.1% |
P
S
|
348 | $417,535 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
FRDM
EA SERIES TRUST
|
ETF | 0.24% | 0.23% |
#49
2
Prev: #47
|
0.6 |
—
|
-659 | -10.5% |
P
S
|
5,619 | $409,624 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
ITOT
ISHARES TR
|
ETF | 0.21% | 0.22% |
#50
2
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
2,250 | $369,608 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-50 of 72 holdings