SwitchPoint Financial Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Kyle Wilhelm, reports a total of 107 equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion managed through Dimensional ETF Trust funds. The top holdings include the Dimensional ETF Trust International Core Equity fund, which is held in 790,161 shares, and the Dimensional ETF Trust US Core Equity 2 ETF, held in 833,068 shares. Other notable ETF positions include Dimensional ETF Trust Emerging Markets Co, held in 276,190 shares, and Dimensional ETF Trust US Marketwide Value, held in 96,902 shares.
Among individual common stock holdings, Alphabet Inc. Class A is listed with 1,981 shares, while Microsoft Corporation is held in 2,305 shares. Other individual stock positions include Apple Inc. (1,610 shares), NVIDIA Corporation (6,981 shares), and Eli Lilly & Co. (245 shares). The filing also lists various other large-cap and small-cap equities, including Costco Wholesale Corporation, Johnson & Johnson, and Taiwan Semiconductor Manufacturing Co.
