SwitchPoint Financial Planning, LLC
CIK 0002055526 · LEHI, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$173.2M
2026 Q2
Positions
71
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
20.9%
DFIC
DIMENSIONAL ETF TRUST
16.5%
DFEM
DIMENSIONAL ETF TRUST
6.3%
DFAT
DIMENSIONAL ETF TRUST
3.7%
DFSD
DIMENSIONAL ETF TRUST
3.3%
DFUV
DIMENSIONAL ETF TRUST
3.1%
DFAX
DIMENSIONAL ETF TRUST
2.5%
GOOG
ALPHABET INC
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.