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SWITCHPOINT FINANCIAL PLANNING, LLC
SWITCHPOINT FINANCIAL PLANNING, LLC
Latest filing: 2026-06-30
SWITCHPOINT FINANCIAL PLANNING, LLC runs SWITCHPOINT FINANCIAL PLANNING, LLC and currently holds 71 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $173.19M. Their top holdings are DFAC, DFIC, DFEM, DFAT, DFSD. The top five represent 50.7% of reported portfolio weight. SWITCHPOINT FINANCIAL PLANNING, LLC ranks #807 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SWITCHPOINT FINANCIAL PLANNING, LLC initiated 8 new positions. They added to 24 existing positions. They trimmed 16 positions. Their current best-performing preview position is CDNS with returns of +35.07%.
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71 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 20.85% | $35.90 | $45.61 | +27.05% | Added +10.21% |
 DFIC DIMENSIONAL ETF TRUST | 16.48% | $27.54 | $39.39 | +43.03% | Added +8.93% |
 DFEM DIMENSIONAL ETF TRUST | 6.34% | $27.52 | $39.90 | +44.99% | Added +5.13% |
 DFAT DIMENSIONAL ETF TRUST | 3.73% | $55.69 | $71.70 | +28.75% | Added +0.14% |
 DFSD DIMENSIONAL ETF TRUST | 3.29% | $47.25 | $47.31 | +0.13% | Added +6.50% |
 DFUV DIMENSIONAL ETF TRUST | 3.09% | $40.95 | $57.42 | +40.22% | Added +0.17% |
 DFAX DIMENSIONAL ETF TRUST | 2.51% | $24.86 | $38.13 | +53.38% | Held |
 GOOG ALPHABET INC | 2.43% | $243.55 | $341.75 | +40.32% | Trimmed -1.38% |
 CDNS CADENCE DESIGN SYSTEM INC | 2.24% | $300.51 | $319.02 | +6.16% | Added +0.04% |
 VTV VANGUARD INDEX FDS | 2.22% | $170.22 | $226.35 | +32.97% | Trimmed -0.06% |
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