13F HOLDINGS REPORT
SwitchPoint Financial Planning, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002055526-25-000005
Total Value
$138.1M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 703,019 | $27.1M | 19.64% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 677,976 | $22.2M | 16.10% |
| 3 | DIMENSIONAL ETF TRUST | 25434V732 | 246,517 | $7.9M | 5.73% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 92,697 | $5.4M | 3.91% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 103,319 | $4.6M | 3.34% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 83,142 | $4.0M | 2.90% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 117,940 | $3.7M | 2.68% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 10,308 | $3.6M | 2.62% |
| 9 | ISHARES TR | 46436E718 | 34,282 | $3.5M | 2.50% |
| 10 | VANGUARD INDEX FDS | 922908769 | 10,356 | $3.4M | 2.46% |
| 11 | DIMENSIONAL ETF TRUST | 25434V104 | 72,101 | $3.3M | 2.39% |
| 12 | VANGUARD INDEX FDS | 922908744 | 17,673 | $3.3M | 2.39% |
| 13 | VANGUARD INDEX FDS | 922908736 | 5,993 | $2.9M | 2.08% |
| 14 | DIMENSIONAL ETF TRUST | 25434V807 | 60,971 | $2.8M | 2.04% |
| 15 | ALPHABET INC | GOOG | 11,181 | $2.7M | 1.97% |
| 16 | DIMENSIONAL ETF TRUST | 25434V203 | 69,784 | $2.5M | 1.84% |
| 17 | VANGUARD STAR FDS | 921909768 | 27,588 | $2.0M | 1.47% |
| 18 | AMERICAN CENTY ETF TR | 025072885 | 17,977 | $2.0M | 1.42% |
| 19 | DIMENSIONAL ETF TRUST | 25434V500 | 28,004 | $1.9M | 1.39% |
| 20 | VANGUARD MUN BD FDS | 922907746 | 36,546 | $1.8M | 1.33% |
| 21 | DIMENSIONAL ETF TRUST | 25434V849 | 36,771 | $1.8M | 1.28% |
| 22 | DIMENSIONAL ETF TRUST | 25434V302 | 54,761 | $1.7M | 1.25% |
| 23 | DIMENSIONAL ETF TRUST | 25434V872 | 40,313 | $1.7M | 1.25% |
| 24 | DIMENSIONAL ETF TRUST | 25434V401 | 22,154 | $1.6M | 1.16% |
| 25 | VANGUARD INDEX FDS | 922908751 | 5,006 | $1.3M | 0.92% |
| 26 | VANGUARD WELLINGTON FD | 921935870 | 11,951 | $1.2M | 0.88% |
| 27 | ISHARES TR | 464287200 | 1,785 | $1.2M | 0.87% |
| 28 | VANGUARD INDEX FDS | 922908363 | 1,671 | $1.0M | 0.74% |
| 29 | MICROSOFT CORP | MSFT | 1,804 | $934,340 | 0.68% |
| 30 | DIMENSIONAL ETF TRUST | 25434V559 | 14,989 | $875,970 | 0.63% |
| 31 | APPLE INC | AAPL | 3,230 | $822,430 | 0.60% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.55% |
| 33 | NVIDIA CORPORATION | NVDA | 3,821 | $712,950 | 0.52% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,587 | $680,479 | 0.49% |
| 35 | VANGUARD TAX-MANAGED FDS | 921943858 | 10,580 | $633,954 | 0.46% |
| 36 | APPLE INC | AAPL | 2,268 | $577,493 | 0.42% |
| 37 | ALPHABET INC | GOOG | 2,342 | $569,270 | 0.41% |
| 38 | ISHARES TR | 464287309 | 4,656 | $562,072 | 0.41% |
| 39 | MICROSOFT CORP | MSFT | 1,003 | $519,442 | 0.38% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 954 | $479,726 | 0.35% |
| 41 | WELLS FARGO CO NEW | 949746101 | 5,663 | $474,673 | 0.34% |
| 42 | DIMENSIONAL ETF TRUST | 25434V740 | 13,697 | $436,797 | 0.32% |
| 43 | ISHARES TR | 464288877 | 6,415 | $435,129 | 0.32% |
| 44 | TEXAS PACIFIC LAND CORPORATI | TPL | 377 | $352,292 | 0.26% |
| 45 | ISHARES TR | 464287150 | 2,250 | $327,713 | 0.24% |
| 46 | AMAZON COM INC | AMZN | 1,409 | $309,374 | 0.22% |
| 47 | VANGUARD INDEX FDS | 922908553 | 3,112 | $284,503 | 0.21% |
| 48 | WALMART INC | WMT | 2,651 | $273,212 | 0.20% |
| 49 | DIMENSIONAL ETF TRUST | 25434V583 | 4,838 | $268,848 | 0.19% |
| 50 | META PLATFORMS INC | META | 364 | $267,366 | 0.19% |
| 51 | DIMENSIONAL ETF TRUST | 25434V781 | 7,453 | $265,998 | 0.19% |
| 52 | EA SERIES TRUST | 02072L607 | 5,833 | $258,470 | 0.19% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,245 | $254,830 | 0.18% |
| 54 | AMAZON COM INC | AMZN | 1,132 | $248,553 | 0.18% |
| 55 | ISHARES TR | 464287689 | 634 | $240,248 | 0.17% |
| 56 | VANGUARD WORLD FD | 921910709 | 3,475 | $237,897 | 0.17% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 256 | $237,265 | 0.17% |
| 58 | ISHARES TR | 464287655 | 964 | $233,249 | 0.17% |
| 59 | ALPHABET INC | GOOG | 887 | $216,029 | 0.16% |
| 60 | ELEVANCE HEALTH INC FORMERLY | ELV | 663 | $214,350 | 0.16% |
| 61 | CNX RES CORP | CNX | 6,435 | $206,692 | 0.15% |
| 62 | ORACLE CORP | ORCL-PD | 670 | $188,360 | 0.14% |
| 63 | NVIDIA CORPORATION | NVDA | 919 | $171,467 | 0.12% |
| 64 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 292 | $146,800 | 0.11% |
| 65 | ELI LILLY & CO | LLY | 180 | $137,521 | 0.10% |
| 66 | SIBANYE STILLWATER LTD | SBYSF | 10,880 | $122,291 | 0.09% |
| 67 | ORACLE CORP | ORCL-PD | 413 | $116,198 | 0.08% |
| 68 | JOHNSON & JOHNSON | JNJ | 594 | $110,108 | 0.08% |
| 69 | ALPHABET INC | GOOG | 431 | $104,843 | 0.08% |
| 70 | ELI LILLY & CO | LLY | 131 | $100,038 | 0.07% |
| 71 | WALMART INC | WMT | 963 | $99,278 | 0.07% |
| 72 | JOHNSON & JOHNSON | JNJ | 476 | $88,219 | 0.06% |
| 73 | META PLATFORMS INC | META | 77 | $56,547 | 0.04% |
| 74 | WELLS FARGO CO NEW | 949746101 | 603 | $50,543 | 0.04% |
| 75 | NVIDIA CORPORATION | NVDA | 143 | $26,681 | 0.02% |
| 76 | COSTCO WHSL CORP NEW | 22160K105 | 25 | $23,141 | 0.02% |
| 77 | APPLE INC | AAPL | 89 | $22,662 | 0.02% |
| 78 | MICROSOFT CORP | MSFT | 42 | $21,754 | 0.02% |
| 79 | CADENCE DESIGN SYSTEM INC | CDNS | 40 | $14,050 | 0.01% |
| 80 | ELEVANCE HEALTH INC FORMERLY | ELV | 37 | $11,955 | 0.01% |
| 81 | ALPHABET INC | GOOG | 39 | $9,481 | 0.01% |
| 82 | AMAZON COM INC | AMZN | 40 | $8,783 | 0.01% |
| 83 | META PLATFORMS INC | META | 11 | $8,078 | 0.01% |
| 84 | ALPHABET INC | GOOG | 33 | $8,037 | 0.01% |
| 85 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8 | $4,022 | 0.00% |
| 86 | ORACLE CORP | ORCL-PD | 11 | $3,094 | 0.00% |
| 87 | TEXAS PACIFIC LAND CORPORATI | TPL | 3 | $2,801 | 0.00% |
| 88 | JOHNSON & JOHNSON | JNJ | 13 | $2,410 | 0.00% |
| 89 | ELI LILLY & CO | LLY | 3 | $2,289 | 0.00% |
| 90 | WALMART INC | WMT | 19 | $1,958 | 0.00% |
| 91 | COSTCO WHSL CORP NEW | 22160K105 | 2 | $1,851 | 0.00% |
| 92 | WELLS FARGO CO NEW | 949746101 | 15 | $1,257 | 0.00% |
| 93 | CNX RES CORP | CNX | 35 | $1,124 | 0.00% |
| 94 | ELEVANCE HEALTH INC FORMERLY | ELV | 2 | $646 | 0.00% |
| 95 | CADENCE DESIGN SYSTEM INC | CDNS | 1 | $351 | 0.00% |
| 96 | CNX RES CORP | CNX | 3 | $96 | 0.00% |