SwitchPoint Financial Planning, LLC
CIK: 0002055526SEC EDGAR →
Portfolio Value
$142.8M
Holdings
62
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 713,645 | $28.3M | 19.79% |
| 2 | DIMENSIONAL ETF TRUST | 675,961 | $23.3M | 16.31% |
| 3 | DIMENSIONAL ETF TRUST | 249,979 | $8.3M | 5.79% |
| 4 | DIMENSIONAL ETF TRUST | 92,109 | $5.5M | 3.84% |
| 5 | DIMENSIONAL ETF TRUST | 97,976 | $4.6M | 3.20% |
| 6 | DIMENSIONAL ETF TRUST | 88,488 | $4.2M | 2.97% |
| 7 | DIMENSIONAL ETF TRUST | 117,940 | $3.9M | 2.70% |
| 8 | ALPHABET INC | 12,094 | $3.8M | 2.66% |
| 9 | ISHARES TR | 35,656 | $3.6M | 2.51% |
| 10 | VANGUARD INDEX FDS | 17,673 | $3.4M | 2.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $125.3M | 87.8% |
| Technology | 6 | $7.9M | 5.5% |
| Communication Services | 3 | $5.0M | 3.5% |
| Unknown | 2 | $1.4M | 1.0% |
| Healthcare | 3 | $848K | 0.6% |
| Consumer Cyclical | 1 | $654K | 0.5% |
| Consumer Defensive | 2 | $651K | 0.5% |
| Energy | 2 | $562K | 0.4% |
| Utilities | 1 | $286K | 0.2% |
| Basic Materials | 1 | $155K | 0.1% |