StockDriftsStockDriftsTop 50 Switchpoint Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.85% | 814.2K | $36.1M | +10.21%(+75.45K) | $35.41(+30.53%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.48% | 765.8K | $28.5M | +8.93%(+62.78K) | $28.27(+39.10%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.34% | 270.4K | $11.0M | +5.13%(+13.19K) | $28.09(+41.65%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.73% | 92.4K | $6.5M | +0.14%(+129) | $55.66(+30.64%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.29% | 119.3K | $5.7M | +6.50%(+7.29K) | $47.53(-0.11%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.09% | 97.2K | $5.3M | +0.17%(+164) | $41.33(+39.57%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 2.51% | 117.9K | $4.3M | +0.00%(+0) | $25.94(+47.06%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.43% | 11.9K | $4.2M | -1.38%(-167) | $210.47(+63.23%) | 2026-06-30 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.24% | 10.4K | $3.9M | +0.04%(+4) | $285.78(+13.66%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.22% | 17.7K | $3.9M | -0.06%(-10) | $172.17(+32.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.00% |
Switchpoint Financial Planning LLC reports $173.19M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (20.9%), DFIC (16.5%) and DFEM (6.3%). The top 20 holdings account for 80.34% of reported assets. Its disclosed equity book has returned +32.15% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Switchpoint Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055526). View Switchpoint Financial Planning LLC’s 13F filings on SEC