§ 13F · FUND PROFILE
SwitchPoint Financial Planning, LLC.
AUM · $173M (13F)Positions · 113Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 814K | $36M | 20.9% | +10% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 766K | $29M | 16.5% | +9% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 270K | $11M | 6.3% | +5% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 92K | $6M | 3.7% | ±0% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 119K | $6M | 3.3% | +7% |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 97K | $5M | 3.1% | ±0% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 118K | $4M | 2.5% | ±0% |
| 8 | GOOG | ALPHABET INC | 11K | $4M | 2.2% | −1% |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | 10K | $4M | 2.2% | ±0% |
| 10 | VTV | VANGUARD INDEX FDS | 18K | $4M | 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 $173 million in assets. The fund runs a portfolio of 113 positions.
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