13F HOLDINGS REPORT
SwitchPoint Financial Planning, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002055526-26-000001
Total Value
$142.8M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 713,645 | $28.3M | 19.79% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 675,961 | $23.3M | 16.31% |
| 3 | DIMENSIONAL ETF TRUST | 25434V732 | 249,979 | $8.3M | 5.79% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 92,109 | $5.5M | 3.84% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 97,976 | $4.6M | 3.20% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 88,488 | $4.2M | 2.97% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 117,940 | $3.9M | 2.70% |
| 8 | ISHARES TR | 46436E718 | 35,656 | $3.6M | 2.51% |
| 9 | ALPHABET INC | GOOG | 11,174 | $3.5M | 2.46% |
| 10 | VANGUARD INDEX FDS | 922908744 | 17,673 | $3.4M | 2.36% |
| 11 | DIMENSIONAL ETF TRUST | 25434V104 | 72,101 | $3.4M | 2.36% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 10,308 | $3.2M | 2.26% |
| 13 | VANGUARD INDEX FDS | 922908736 | 5,987 | $2.9M | 2.05% |
| 14 | VANGUARD INDEX FDS | 922908769 | 8,683 | $2.9M | 2.04% |
| 15 | DIMENSIONAL ETF TRUST | 25434V807 | 53,777 | $2.7M | 1.88% |
| 16 | DIMENSIONAL ETF TRUST | 25434V203 | 69,460 | $2.6M | 1.85% |
| 17 | VANGUARD STAR FDS | 921909768 | 27,588 | $2.1M | 1.46% |
| 18 | AMERICAN CENTY ETF TR | 025072885 | 17,977 | $2.0M | 1.41% |
| 19 | DIMENSIONAL ETF TRUST | 25434V500 | 28,004 | $2.0M | 1.37% |
| 20 | DIMENSIONAL ETF TRUST | 25434V849 | 39,303 | $1.9M | 1.33% |
| 21 | VANGUARD MUN BD FDS | 922907746 | 36,677 | $1.8M | 1.29% |
| 22 | DIMENSIONAL ETF TRUST | 25434V872 | 43,201 | $1.8M | 1.29% |
| 23 | DIMENSIONAL ETF TRUST | 25434V302 | 54,761 | $1.8M | 1.25% |
| 24 | DIMENSIONAL ETF TRUST | 25434V401 | 21,451 | $1.6M | 1.11% |
| 25 | VANGUARD INDEX FDS | 922908751 | 5,006 | $1.3M | 0.90% |
| 26 | ISHARES TR | 464287200 | 1,785 | $1.2M | 0.86% |
| 27 | VANGUARD WELLINGTON FD | 921935870 | 11,850 | $1.2M | 0.84% |
| 28 | VANGUARD INDEX FDS | 922908363 | 1,585 | $994,001 | 0.70% |
| 29 | DIMENSIONAL ETF TRUST | 25434V559 | 15,740 | $940,937 | 0.66% |
| 30 | MICROSOFT CORP | MSFT | 1,846 | $892,679 | 0.63% |
| 31 | APPLE INC | AAPL | 3,279 | $891,403 | 0.62% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.53% |
| 33 | ALPHABET INC | GOOG | 2,344 | $733,582 | 0.51% |
| 34 | NVIDIA CORPORATION | NVDA | 3,895 | $726,445 | 0.51% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,587 | $687,151 | 0.48% |
| 36 | VANGUARD TAX-MANAGED FDS | 921943858 | 10,580 | $660,933 | 0.46% |
| 37 | ISHARES TR | 464287309 | 4,656 | $573,899 | 0.40% |
| 38 | MICROSOFT CORP | MSFT | 1,026 | $496,136 | 0.35% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 961 | $483,158 | 0.34% |
| 40 | APPLE INC | AAPL | 1,714 | $466,055 | 0.33% |
| 41 | DIMENSIONAL ETF TRUST | 25434V740 | 13,697 | $462,137 | 0.32% |
| 42 | ISHARES TR | 464288877 | 6,415 | $458,095 | 0.32% |
| 43 | INTERNATIONAL BUSINESS MACHS | INTR | 1,462 | $433,057 | 0.30% |
| 44 | AMAZON COM INC | AMZN | 1,530 | $353,155 | 0.25% |
| 45 | ISHARES TR | 464287150 | 2,250 | $334,553 | 0.23% |
| 46 | EA SERIES TRUST | 02072L607 | 6,305 | $323,246 | 0.23% |
| 47 | TEXAS PACIFIC LAND CORPORATI | TPL | 1,125 | $323,121 | 0.23% |
| 48 | NVIDIA CORPORATION | NVDA | 1,661 | $309,783 | 0.22% |
| 49 | WALMART INC | WMT | 2,669 | $297,353 | 0.21% |
| 50 | CONSOLIDATED WATER CO INC | CWCO | 8,109 | $286,167 | 0.20% |
| 51 | DIMENSIONAL ETF TRUST | 25434V781 | 7,453 | $283,214 | 0.20% |
| 52 | ALPHABET INC | GOOG | 887 | $278,341 | 0.19% |
| 53 | AMAZON COM INC | AMZN | 1,176 | $271,444 | 0.19% |
| 54 | DIMENSIONAL ETF TRUST | 25434V583 | 4,838 | $261,591 | 0.18% |
| 55 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,294 | $257,316 | 0.18% |
| 56 | ISHARES TR | 464287689 | 634 | $245,263 | 0.17% |
| 57 | META PLATFORMS INC | META | 370 | $244,280 | 0.17% |
| 58 | VANGUARD INDEX FDS | 922908553 | 2,756 | $243,843 | 0.17% |
| 59 | ELEVANCE HEALTH INC FORMERLY | ELV | 678 | $237,556 | 0.17% |
| 60 | ISHARES TR | 464287655 | 964 | $237,298 | 0.17% |
| 61 | CNX RES CORP | CNX | 6,451 | $237,203 | 0.17% |
| 62 | VANGUARD WORLD FD | 921910709 | 3,475 | $225,942 | 0.16% |
| 63 | COSTCO WHSL CORP NEW | 22160K105 | 256 | $221,042 | 0.15% |
| 64 | ELI LILLY & CO | LLY | 185 | $199,071 | 0.14% |
| 65 | SIBANYE STILLWATER LTD | SBYSF | 10,880 | $155,040 | 0.11% |
| 66 | ELI LILLY & CO | LLY | 142 | $152,724 | 0.11% |
| 67 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 297 | $149,287 | 0.10% |
| 68 | ALPHABET INC | GOOG | 431 | $134,990 | 0.09% |
| 69 | ORACLE CORP | ORCL-PD | 661 | $128,792 | 0.09% |
| 70 | JOHNSON & JOHNSON | JNJ | 600 | $124,134 | 0.09% |
| 71 | WALMART INC | WMT | 973 | $108,436 | 0.08% |
| 72 | JOHNSON & JOHNSON | JNJ | 484 | $100,118 | 0.07% |
| 73 | ORACLE CORP | ORCL-PD | 406 | $79,165 | 0.06% |
| 74 | APPLE INC | AAPL | 256 | $69,596 | 0.05% |
| 75 | NVIDIA CORPORATION | NVDA | 325 | $60,613 | 0.04% |
| 76 | META PLATFORMS INC | META | 88 | $58,088 | 0.04% |
| 77 | MICROSOFT CORP | MSFT | 120 | $58,034 | 0.04% |
| 78 | AMAZON COM INC | AMZN | 130 | $30,007 | 0.02% |
| 79 | COSTCO WHSL CORP NEW | 22160K105 | 23 | $19,834 | 0.01% |
| 80 | META PLATFORMS INC | META | 25 | $16,502 | 0.01% |
| 81 | ELEVANCE HEALTH INC FORMERLY | ELV | 44 | $15,424 | 0.01% |
| 82 | INTERNATIONAL BUSINESS MACHS | INTR | 48 | $14,082 | 0.01% |
| 83 | ELI LILLY & CO | LLY | 13 | $13,971 | 0.01% |
| 84 | CADENCE DESIGN SYSTEM INC | CDNS | 41 | $12,816 | 0.01% |
| 85 | ALPHABET INC | GOOG | 39 | $12,207 | 0.01% |
| 86 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22 | $11,058 | 0.01% |
| 87 | ALPHABET INC | GOOG | 33 | $10,355 | 0.01% |
| 88 | JOHNSON & JOHNSON | JNJ | 37 | $7,657 | 0.01% |
| 89 | WALMART INC | WMT | 52 | $5,793 | 0.00% |
| 90 | INTERNATIONAL BUSINESS MACHS | INTR | 11 | $3,258 | 0.00% |
| 91 | ORACLE CORP | ORCL-PD | 11 | $2,144 | 0.00% |
| 92 | COSTCO WHSL CORP NEW | 22160K105 | 2 | $1,725 | 0.00% |
| 93 | TEXAS PACIFIC LAND CORPORATI | TPL | 6 | $1,723 | 0.00% |
| 94 | ELEVANCE HEALTH INC FORMERLY | ELV | 4 | $1,402 | 0.00% |
| 95 | CNX RES CORP | CNX | 38 | $1,397 | 0.00% |
| 96 | CADENCE DESIGN SYSTEM INC | CDNS | 2 | $625 | 0.00% |
| 97 | CNX RES CORP | CNX | 16 | $588 | 0.00% |
| 98 | TEXAS PACIFIC LAND CORPORATI | TPL | 2 | $574 | 0.00% |