Investor
SwitchPoint Financial Planning, LLC
CIK 0002055526 · filed 2026-04-30 · SEC filing
13F book
$147.5M
Positions
64
3 new · 1 sold
Largest name
19.5%
Dimensional Etf Trust
Est. mark
−$389.6K
Price effect on 61 names still held. Flow $5.09M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 738.8K | $28.7M | 19.5% | −$521K | Added$455.1K |
| Dimensional Etf Trust | — | 703.1K | $25M | 16.9% | $723.2K | Added$1.69M |
| Dimensional Etf Trust | — | 257.2K | $8.89M | 6.0% | $367.5K | Added$617.2K |
| Dimensional Etf Trust | — | 92.2K | $5.76M | 3.9% | $268K | Added$276.1K |
| Dimensional Etf Trust | — | 112.1K | $5.37M | 3.6% | −$6.16K | Added$1.12M |
| Dimensional Etf Trust | — | 97.1K | $4.7M | 3.2% | $181.5K | Cut$140K |
| Dimensional Etf Trust | — | 117.9K | $4.01M | 2.7% | $146.2K | Held |
| Vanguard Index Fds | — | 17.7K | $3.47M | 2.4% | $92.1K | Added$94K |
| Alphabet Inc | — | 12.1K | $3.47M | 2.4% | −$325.8K | Held |
| Dimensional Etf Trust | — | 72.1K | $3.25M | 2.2% | −$121.1K | Held |
| Ishares 0-3 Month | — | 29.3K | $2.95M | 2.0% | $8.17K | Cut−$627K |
| Vanguard Index Fds | — | 9.18K | $2.94M | 2.0% | −$125.6K | Added$32.9K |
| Cadence Design System Inc | — | 10.3K | $2.88M | 1.9% | −$359.2K | Cut−$359.6K |
| Dimensional Etf Trust | — | 54.4K | $2.87M | 1.9% | $154.9K | Added$186.1K |
| Dimensional Etf Trust | — | 69.5K | $2.71M | 1.8% | $59K | Held |
| Vanguard Growth Etf | — | 6K | $2.62M | 1.8% | −$305.8K | Added−$298.8K |
| Dimensional Etf Trust | — | 52.8K | $2.23M | 1.5% | −$14.7K | Added$388.5K |
| Vanguard Star Fds | — | 27.8K | $2.15M | 1.5% | $46.1K | Added$64.5K |
| American Centy Etf Tr | — | 18K | $2M | 1.4% | −$10.8K | Held |
| Dimensional Etf Trust | — | 28K | $1.99M | 1.4% | $40.9K | Held |
| Dimensional Etf Trust | — | 40.9K | $1.96M | 1.3% | −$9.43K | Added$68.5K |
| Dimensional Etf Trust | — | 54.8K | $1.85M | 1.3% | $70.6K | Held |
| Vanguard Mun Bd Fds | — | 36.9K | $1.84M | 1.2% | −$14.7K | Added−$3.54K |
| Dimensional Etf Trust | — | 21.5K | $1.52M | 1.0% | −$69.9K | Held |
| Apple Inc. | AAPL | 5.36K | $1.36M | 0.9% | −$94.8K | Added−$66.7K |
| Vanguard Index Fds | — | 5.09K | $1.33M | 0.9% | $19.9K | Added$43.2K |
| Vanguard Wellington Fd | — | 12.4K | $1.26M | 0.9% | −$5.15K | Added$55.3K |
| Ishares Tr | — | 1.78K | $1.17M | 0.8% | −$56.6K | Held |
| Nvidia Corp | NVDA | 6.24K | $1.09M | 0.7% | −$71.2K | Added−$8.24K |
| Microsoft Corp | MSFT | 2.84K | $1.05M | 0.7% | −$321.8K | Cut−$396.7K |
| Vanguard Index Fds | — | 1.64K | $980K | 0.7% | −$46.9K | Added−$14K |
| Dimensional Etf Trust | — | 15.8K | $937.7K | 0.6% | −$6.77K | Added−$3.27K |
| Exxon Mobil Corp | — | 5.01K | $849.7K | 0.6% | — | New |
| Alphabet Inc | — | 2.81K | $809.1K | 0.5% | −$71.7K | Held |
| Vanguard Tax-Managed Fds | — | 11.2K | $718.2K | 0.5% | $17K | Added$57.3K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.5% | −$36.7K | Held |
| Invesco Exchange Traded Fd T | — | 3.59K | $688.4K | 0.5% | $1.29K | Held |
| Berkshire Hathaway Inc Del | — | 1.3K | $622.1K | 0.4% | −$30K | Added−$21.4K |
| Amazon Com Inc | AMZN | 2.8K | $583.2K | 0.4% | −$63.1K | Cut−$71.5K |
| Ishares Tr | — | 7.79K | $578K | 0.4% | — | New |
| Texas Pacific Land Corporati | — | 1.16K | $549.5K | 0.4% | $212.3K | Added$224.1K |
| Ishares Tr | — | 4.66K | $526.6K | 0.4% | −$47.3K | Held |
| International Business Machs | — | 2.05K | $495.9K | 0.3% | −$81.7K | Added$45.5K |
| Dimensional Etf Trust | — | 13.7K | $490.1K | 0.3% | $27.9K | Held |
| Ishares Tr | — | 6.42K | $477K | 0.3% | $18.9K | Held |
| Walmart Inc. | WMT | 3.71K | $461.1K | 0.3% | $47.5K | Added$49.5K |
| Ea Series Trust | — | 6.28K | $343.1K | 0.2% | $21.2K | Cut$19.8K |
| Ishares Tr | — | 2.25K | $320.5K | 0.2% | −$14.1K | Held |
| Eli Lilly & Co | LLY | 341 | $313.7K | 0.2% | −$52.9K | Added−$52K |
| Dimensional Etf Trust | — | 7.45K | $293.9K | 0.2% | $10.7K | Held |
| Costco Whsl Corp New | — | 287 | $286.1K | 0.2% | $37.5K | Added$43.5K |
| Johnson & Johnson | JNJ | 1.15K | $280.1K | 0.2% | $42.1K | Added$48.2K |
| Meta Platforms, Inc. | META | 481 | $275.2K | 0.2% | −$42.4K | Cut−$43.7K |
| Dimensional Etf Trust | — | 4.84K | $261.2K | 0.2% | −$387 | Held |
| Vanguard Scottsdale Fds | — | 4.32K | $257.2K | 0.2% | −$1.62K | Added−$67 |
| Cnx Res Corp | — | 6.51K | $251.1K | 0.2% | $11.6K | Added$11.9K |
| Vanguard Index Fds | — | 2.78K | $246.2K | 0.2% | $587 | Added$2.36K |
| Ishares Tr | — | 964 | $239.1K | 0.2% | $1.77K | Held |
| Consolidated Water Co. Ltd. | CWCO | 7.11K | $235.4K | 0.2% | −$15.4K | Cut−$50.7K |
| Ishares Tr | — | 634 | $235K | 0.2% | −$10.3K | Held |
| Vanguard World Fd | — | 3.47K | $225.6K | 0.2% | −$241 | Cut−$306 |
| Chevron Corp New | CVX | 1.04K | $214.6K | 0.1% | — | New |
| Elevance Health Inc Formerly | — | 733 | $214.5K | 0.1% | −$42K | Added−$39.9K |
| Sibanye Stillwater Ltd | — | 10.9K | $134K | 0.1% | −$21K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.