§ 13F · FUND PROFILE
SwitchPoint Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122.0T (13F)Positions · 75Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$736.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 714K | $28.3T | 19.8% | +2% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 676K | $23.3T | 16.3% | ±0% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 250K | $8.3T | 5.8% | +1% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 92K | $5.5T | 3.8% | −1% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 98K | $4.6T | 3.2% | −5% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 88K | $4.2T | 3.0% | +6% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 118K | $3.9T | 2.7% | ±0% |
| 8 | SGOV | ISHARES TR | 36K | $3.6T | 2.5% | +4% |
| 9 | GOOG | ALPHABET INC | 11K | $3.5T | 2.5% | ±0% |
| 10 | VTV | VANGUARD INDEX FDS | 18K | $3.4T | 2.4% | ±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 $122025.4 trillion in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed