§ 13F · FUND PROFILE
SwitchPoint Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138M (13F)Positions · 96Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 739K | $29M | 19.5% | +4% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 703K | $25M | 16.9% | +4% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 257K | $9M | 6.0% | +3% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 92K | $6M | 3.9% | ±0% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 112K | $5M | 3.6% | +27% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 97K | $5M | 3.2% | −1% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 118K | $4M | 2.7% | ±0% |
| 8 | VTV | VANGUARD INDEX FDS | 18K | $3M | 2.4% | ±0% |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 72K | $3M | 2.2% | ±0% |
| 10 | GOOG | ALPHABET INC | 11K | $3M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWITCHPOINT SIGNAL
AC read
SwitchPoint Financial Planning, LLC is a Other fund managing $138 million in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed