SwitchPoint Financial Planning, LLC

Registered adviser

CIK

2055526

Location

LEHI, UT

Portfolio Value

Small $165,645,524

Diversification

Highly concentrated

Filing Date

Global Rank

#6,967 / 8,811 ▼ 50

Top Industry

Internet Content & Information 26.7%

Period ended 4 months ago

Filed Aug 17, 2026 · 2mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 282856

Roster of Oct 1, 2026

Regulatory AUM

$367,109,076

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$367,109,076	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$281,485,944	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$227,356,165	Individuals and high net worth (100%)
May 2023 to Mar 2024	$156,872,918	Individuals and high net worth (100%)
Apr 2023	$156,872,918	Individuals and high net worth (100%)
Jun 2022 to Mar 2023	$129,688,276	Individuals and high net worth (99%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.9% of the book (60%+)

Turnover

Low turnover

2.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 87.4%; sector active share 78.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

72.5%

−6.0 pts

Top 5

87.8%

+0.7 pts

Top 10

92.9%

+0.4 pts

HHI

5,344

Highly concentrated−844

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.6%	$145,070,562	46
Technology	5.6%	$9,312,159	8
Communication Services	3.3%	$5,495,813	3
Financial Services	0.9%	$1,411,364	2
Energy	0.8%	$1,398,184	3
Healthcare	0.6%	$985,980	3
Consumer Cyclical	0.5%	$765,070	1
Consumer Defensive	0.4%	$686,234	2
Basic Materials	0.2%	$310,443	2
Utilities	0.1%	$209,715	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+75,446	814,210	$36,118,355
DFIC	Dimensional International Core Equity 2 ETF	+62,776	765,837	$28,535,086
VUG	VANGUARD GROWTH INDEX FUND	+30,014	36,017	$3,102,504
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+13,187	270,393	$10,988,771
DFSD	Dimensional Short-Duration Fixed Income ETF	+7,286	119,350	$5,698,962
VXUS	Vanguard Total International Stock ETF	+6,787	34,614	$2,959,150
DFAI	Dimensional International Core Equity Market ETF	+4,317	73,777	$3,043,301
DFGP	Dimensional Global Core Plus Fixed Income ETF	+4,046	8,884	$483,822
SGOV	iShares 0-3 Month Treasury Bond ETF	+4,041	33,369	$0
DFCF	Dimensional Core Fixed Income ETF	+3,204	55,955	$2,361,860
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+1,741	38,641	$1,954,461
DXUV	Dimensional US Vector Equity ETF	+1,235	17,034	$1,132,761
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+749	9,926	$3,673,017
NVDA	Nvidia Corp	+673	6,915	$1,383,621
DFIV	Dimensional International Value ETF	+534	54,903	$2,965,860
AMZN	Amazon Com Inc	+410	3,210	$765,070
MSFT	Microsoft Corp	+219	3,056	$1,139,948
DFUV	Dimensional U.S. Marketwide Value ETF	+164	97,249	$5,349,667
DFAT	Dimensional U.S. Targeted Value ETF	+129	92,368	$6,456,523
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+42	4,362	$257,270
BRK-B	Berkshire Hathaway Inc	+26	1,324	$662,514
VNQ	VANGUARD REAL ESTATE INDEX FUND	+16	2,792	$269,232
META	Meta Platforms, Inc.	+9	490	$276,010
LLY	ELI LILLY & Co	+7	348	$417,400
ELV	Elevance Health, Inc.	+5	738	$285,405
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	−4,338	36,592	$1,768,674
DFAE	Dimensional Emerging Core Equity Market ETF	−1,664	53,097	$2,135,030
FRDM	Freedom 100 Emerging Markets ETF	−659	5,619	$409,625
AVUS	Avantis U.S. Equity ETF	−480	17,497	$2,241,015
GOOG	Alphabet Inc.	−167	11,927	$4,214,165
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−102	12,346	$1,250,773
VB	Vanguard Index Funds	−54	5,041	$1,528,027
VOO	VANGUARD 500 INDEX FUND	−45	1,595	$1,095,461
XOM	ExxonMobil Holdings Corp	−32	4,976	$680,317
JNJ	Johnson & Johnson	−31	1,115	$283,175
CNX	CNX Resources Corp	−22	6,492	$220,272
TPL	Texas Pacific Land Corp	−21	1,137	$497,595
VTV	VANGUARD VALUE INDEX FUND	−10	17,673	$3,851,476
IBM	International Business Machines Corp	−9	2,037	$572,824
WMT	Walmart Inc.	−5	3,705	$419,627
AAPL	Apple Inc.	−4	5,356	$1,549,810
COST	Costco Wholesale Corp /New	−2	285	$266,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	292	$337,051
AMAT	Applied Materials Inc /De	308	$222,684
TSM	Taiwan Semiconductor Manufacturing Co Ltd	461	$220,159
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	3,674	$219,301
NUE	Nucor Corp	979	$218,072
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	3,500	$212,765
SCHF	Schwab International Equity ETF	7,260	$201,102
DON	WisdomTree U.S. Midcap Dividend Fund	3,758	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,037	$214,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $165,645,524 total · filing declares 113 positions · $173,193,838 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	814,210	+75,446	$36,118,355	+25.8%	7	before history	21.80%
DFIC	Dimensional International Core Equity 2 ETF	Added	765,837	+62,776	$28,535,086	+14.2%	7	before history	17.23%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	270,393	+13,187	$10,988,771	+23.7%	7	before history	6.63%
DFAT	Dimensional U.S. Targeted Value ETF	Added	92,368	+129	$6,456,523	+12.1%	7	before history	3.90%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	119,350	+7,286	$5,698,962	+6.2%	7	before history	3.44%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	97,249	+164	$5,349,667	+13.7%	7	before history	3.23%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Held	117,940	0	$4,344,909	+8.4%	7	before history	2.62%
GOOG	Alphabet Inc. Communication Services	Reduced	11,927	-167	$4,214,165	+21.5%	4	$210.20	2.54%
CDNS	Cadence Design Systems Inc Technology	Added	10,354	+4	$3,886,062	+35.1%	7	before history	2.35%
VTV	VANGUARD VALUE INDEX FUND	Reduced	17,673	-10	$3,851,476	—	7	before history	2.33%
DFAU	Dimensional US Core Equity Market ETF	Held	72,101	0	$3,726,900	+14.6%	7	before history	2.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	9,926	+749	$3,673,017	—	7	before history	2.22%
VUG	VANGUARD GROWTH INDEX FUND	Added	36,017	+30,014	$3,102,504	—	7	before history	1.87%
DFAI	Dimensional International Core Equity Market ETF	Added	73,777	+4,317	$3,043,301	+12.5%	7	before history	1.84%
DFIV	Dimensional International Value ETF	Added	54,903	+534	$2,965,860	+3.4%	7	before history	1.79%
VXUS	Vanguard Total International Stock ETF	Added	34,614	+6,787	$2,959,150	+37.9%	7	before history	1.79%
DFCF	Dimensional Core Fixed Income ETF	Added	55,955	+3,204	$2,361,860	+6.0%	7	before history	1.43%
DFAS	Dimensional U.S. Small Cap ETF	Held	28,004	0	$2,305,849	+15.8%	7	before history	1.39%
AVUS	Avantis U.S. Equity ETF	Reduced	17,497	-480	$2,241,015	+12.1%	5	$93.63	1.35%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	53,097	-1,664	$2,135,030	+15.1%	7	before history	1.29%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	38,641	+1,741	$1,954,461	+6.2%	7	before history	1.18%
DFNM	Dimensional National Municipal Bond ETF	Reduced	36,592	-4,338	$1,768,674	−9.8%	7	before history	1.07%
DFUS	Dimensional U.S. Equity Market ETF	Held	21,451	0	$1,757,694	+15.6%	7	before history	1.06%
AAPL	Apple Inc. Technology	Reduced	5,356	-4	$1,549,810	+13.9%	7	before history	0.94%
VB	Vanguard Index Funds	Reduced	5,041	-54	$1,528,027	+14.5%	7	before history	0.92%
NVDA	Nvidia Corp Technology	Added	6,915	+673	$1,383,621	+27.1%	7	before history	0.84%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	12,346	-102	$1,250,773	−0.7%	7	before history	0.76%
MSFT	Microsoft Corp Technology	Added	3,056	+219	$1,139,948	+8.5%	7	before history	0.69%
DXUV	Dimensional US Vector Equity ETF	Added	17,034	+1,235	$1,132,761	+20.8%	5	$53.19	0.68%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,595	-45	$1,095,461	—	7	before history	0.66%
GOOGL	Alphabet Inc. Communication Services	Held	2,814	0	$1,005,638	+24.3%	5	$186.37	0.61%
VEA	Vanguard FTSE Developed Markets ETF	Held	11,208	0	$798,570	+11.2%	7	before history	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,210	+410	$765,070	+31.2%	7	before history	0.46%
RSP	Victory Portfolios II	Held	3,587	0	$763,205	+10.9%	7	before history	0.46%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$748,850	+4.3%	5	$761,794.60	0.45%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,976	-32	$680,317	−19.9%	2	$145.93	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,324	+26	$662,514	+6.5%	7	before history	0.40%
DFEV	Dimensional Emerging Markets Value ETF	Held	13,697	0	$584,409	+19.2%	7	before history	0.35%
IBM	International Business Machines Corp Technology	Reduced	2,037	-9	$572,824	+15.5%	3	$292.07	0.35%
TPL	Texas Pacific Land Corp Energy	Reduced	1,137	-21	$497,595	−9.5%	5	$409.09	0.30%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	8,884	+4,046	$483,822	+85.2%	7	before history	0.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,705	-5	$419,627	−9.0%	5	$95.65	0.25%
LLY	ELI LILLY & Co Healthcare	Added	348	+7	$417,400	+33.1%	5	$795.39	0.25%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	5,619	-659	$409,625	+19.4%	5	unpriced	0.25%
MU	Micron Technology Inc Technology	NEW	292	NEW	$337,051	NEW	1	$749.89	0.20%
DISV	Dimensional International Small Cap Value ETF	Held	7,453	0	$299,088	+1.7%	6	$28.17	0.18%
ELV	Elevance Health, Inc. Healthcare	Added	738	+5	$285,405	+33.0%	7	before history	0.17%
JNJ	Johnson & Johnson Healthcare	Reduced	1,115	-31	$283,175	+1.1%	4	$173.55	0.17%
META	Meta Platforms, Inc. Communication Services	Added	490	+9	$276,010	+0.3%	7	before history	0.17%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	2,792	+16	$269,232	+9.3%	7	before history	0.16%

Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.