Institutional Fund
Switchpoint Financial Planning, LLC
Lehi, UTCIK 20555265 filings on record
Portfolio Value
$147.49M
Q1 2026
Holdings
64
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+3.3%
from $142.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust19.5%
- Dimensional ETF Trust16.9%
- Dimensional ETF Trust6.0%
- Dimensional ETF Trust3.9%
- Dimensional ETF Trust3.6%
- Dimensional ETF Trust3.2%
- Other46.8%
Portfolio Holdings
64 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 738.8K | $28.71M | 19.5% | +25.1K | Added |
| 2 | Dimensional ETF Trust | 703.1K | $24.98M | 16.9% | +27.1K | Added |
| 3 | Dimensional ETF Trust | 257.2K | $8.89M | 6.0% | +7.2K | Added |
| 4 | Dimensional ETF Trust | 92.2K | $5.76M | 3.9% | +130 | Added |
| 5 | Dimensional ETF Trust | 112.1K | $5.37M | 3.6% | +23.6K | Added |
| 6 | Dimensional ETF Trust | 97.1K | $4.70M | 3.2% | −891 | Reduced |
| 7 | Dimensional ETF Trust | 117.9K | $4.01M | 2.7% | 0 | Held |
| 8 | Vanguard Index Fds | 17.7K | $3.47M | 2.4% | +10 | Added |
| 9 | Alphabet Inc | 12.1K | $3.47M | 2.4% | 0 | Held |
| 10 | Dimensional ETF Trust | 72.1K | $3.25M | 2.2% | 0 | Held |
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