SwitchPoint Financial Planning
SwitchPoint Financial Planning reported 71 stocks worth $180M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are Dimensional ETF Trust (20.6%), DFIC (16.5%) and DFEM (6.1%). Compared with Q2 2026, the fund opened new positions in VONG, VONV and TFI, added to DFIC, DFEM and SGOV, trimmed DFUV, DFSD and DFAU and sold out of BRK.A, XOM and TPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $37M | 20.6% | 833K | +19K (+2%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $29.7M | 16.5% | 790K | +24K (+3%) | 8 of 8 | |
| 3 |  DFEM Dimensional ETF Trust | $11M | 6.1% | 276K | +5,797 (+2%) | 8 of 8 | |
| 4 | DIMENSIONAL U S TARGETED | $6.1M | 3.4% | 93K | +143 (+0%) | 8 of 8 | |
| 5 |  DFUV Dimensional US Marketwide Value ETF | $5.3M | 3.0% | 97K | −347 (−0%) | 8 of 8 | |
| 6 |  DFSD Dimensional Shrt Drt Fxd | $5.3M | 3.0% | 115K | −4,849 (−4%) | 8 of 8 | |
| 7 |  DFAX Dimensional ETF Trust | $4.4M | 2.4% | 118K | No change | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $4.1M | 2.3% | 12K | No change | 5 of 8 | |
| 9 |  VTV Vanguard Index Fds | $3.8M | 2.1% | 18K | No change | 8 of 8 | |
| 10 |  DFAU Dimensional ETF Trust | $3.7M | 2.1% | 71K | −1,292 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.1M | 17K |
 BRK.A Berkshire Hathaway Inc Dclass A | $749K | 1 |
 XOM Exxon Mobil Corp | $680K | 4,976 |
 TPL Texas Pacific Land C | $498K | 1,137 |
 WMT Walmart Inc | $420K | 3,705 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SwitchPoint Financial Planning 13F FAQ
What does SwitchPoint Financial Planning own?
SwitchPoint Financial Planning reported 71 stocks worth $180M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are Dimensional ETF Trust (20.6%), DFIC (16.5%) and DFEM (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did SwitchPoint Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 23 added to, 15 trimmed and 11 sold out. New positions include VONG, VONV and TFI. It sold all of BRK.A, XOM and TPL.
When will SwitchPoint Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SwitchPoint Financial Planning's portfolio worth?
The Q3 2026 filing reports $180M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.