13F-HR filed by SwitchPoint Financial Planning, LLC
SwitchPoint Financial Planning, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 61 holding rows worth $138,076,551.
- Accession
- 0002055526-25-000005
- Filer
- CIK 2055526
- Filed
- 2025-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 96 entries on the cover page, a total value of $138,076,551 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,076,551 with VALUE read as dollars as filed, 13F file number 028-24924. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 703,019 | $27,115,442 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 677,976 | $22,230,839 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 246,517 | $7,905,792 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 92,697 | $5,395,879 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 103,319 | $4,617,343 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 83,142 | $4,006,624 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 117,940 | $3,700,957 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 10,349 | $3,635,189 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 34,282 | $3,452,178 | dollars as filed | |
| VTI | 922908769 | COM | 10,356 | $3,398,601 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 72,101 | $3,299,342 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 17,673 | $3,295,900 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,101 | $2,947,199 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 5,993 | $2,874,267 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 60,971 | $2,811,982 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 69,784 | $2,536,648 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 27,588 | $2,026,612 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 17,977 | $1,954,100 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 28,004 | $1,917,154 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 36,546 | $1,829,858 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 36,771 | $1,764,273 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 54,761 | $1,726,614 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 40,313 | $1,723,804 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 22,154 | $1,604,853 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,849 | $1,475,536 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,587 | $1,422,585 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,006 | $1,272,926 | dollars as filed | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 11,951 | $1,218,106 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,785 | $1,194,701 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,671 | $1,023,287 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,883 | $911,098 | dollars as filed | |
| Dimensional US Vector Equity ETF | 25434V559 | SHS | 14,989 | $875,970 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $754,200 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,812 | $683,594 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 3,587 | $680,479 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 10,580 | $633,954 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,254 | $630,548 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,581 | $566,710 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,656 | $562,072 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 6,281 | $526,473 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 13,697 | $436,797 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 6,415 | $435,129 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,633 | $374,448 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 380 | $355,093 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 452 | $331,991 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,250 | $327,713 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,094 | $307,652 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,112 | $284,503 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 4,838 | $268,848 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 7,453 | $265,998 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 283 | $262,257 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 5,833 | $258,470 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 4,245 | $254,830 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 634 | $240,248 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 314 | $239,848 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 3,475 | $237,897 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 964 | $233,249 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 702 | $226,951 | dollars as filed | |
| CNX RES CORP COM | 12653C108 | Stock | 6,473 | $207,912 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,083 | $200,737 | dollars as filed | |
| SIBANYE STILLWATER LTD SPONSORED ADR | 82575P107 | ADR | 10,880 | $122,291 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002055526-25-000005 | this filing | 2025-11-13 | acceptance time not in the bulk data set |