SwitchPoint Financial Planning, LLC holds a focused book of 71 stocks worth $173.2M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Alphabet Inc-CL C. Their largest long position is Dimensional US Core Equity 2 at 21% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SwitchPoint Financial Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 72 / 71 | $136.7B |
| UBS Group AG | 71 / 71 | $116.9B |
| LPL Financial LLC | 71 / 71 | $73.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 71 / 71 | $19.0B |
| OSAIC HOLDINGS, INC. | 71 / 71 | $16.1B |
| Integrated Wealth Concepts LLC | 71 / 71 | $4.0B |
| Farther Finance Advisors, LLC | 71 / 71 | $3.5B |
| MORGAN STANLEY | 70 / 71 | $468.3B |
Ranked by how many of SwitchPoint Financial Planning, LLC's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $36.1M | 814.2K | 20.9% | ▲+10% Added · +75K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $28.5M | 765.8K | 16.5% | ▲+8.9% Added · +63K sh | |
| 3 | Dimensional ETF Trust EMERGING MKTS CO | $11.0M | 270.4K | 6.3% | ▲+5.1% Added · +13K sh | |
| 4 | Dimensional ETF Trust US TARGETED VLU | $6.5M | 92.4K | 3.7% | ▲+0.1% Added · +129 sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $5.7M | 119.3K | 3.3% | ▲+6.5% Added · +7K sh | |
| 6 | Dimensional ETF Trust US MKTWIDE VALUE | $5.3M | 97.2K | 3.1% | ▲+0.2% Added · +164 sh | |
| 7 | Dimensional ETF Trust WORLD EX US CORE | $4.3M | 117.9K | 2.5% | —Held | |
| 8 | Alphabet Inc CAP STK CL C | $4.2M | 11.9K | 2.4% | ▼−1.4% Reduced · −167 sh | |
| 9 | Cadence Design System Inc COM | $3.9M | 10.4K | 2.2% | ▲~0% Added · +4 sh | |
| 10 | Vanguard Index FDS VALUE ETF | $3.9M | 17.7K | 2.2% | ▼−0.1% Reduced · −10 sh | |
| 11 | Dimensional ETF Trust US CORE EQT MKT | $3.7M | 72.1K | 2.2% | —Held | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $3.7M | 9.9K | 2.1% | ▲+8.2% Added · +749 sh | |
| 13 | Ishares TR 0-3 MTH TREASURY | $3.4M | 33.4K | 1.9% | ▲+14% Added · +4K sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $3.1M | 36.0K | 1.8% | ▲+500% Added · +30K sh | |
| 15 | Dimensional ETF Trust INTL CORE EQT MK | $3.0M | 73.8K | 1.8% | ▲+6.2% Added · +4K sh | |
| 16 | Dimensional ETF Trust INTERNATNAL VAL | $3.0M | 54.9K | 1.7% | ▲+1.0% Added · +534 sh | |
| 17 | Vanguard Star FDS VG TL INTL STK F | $3.0M | 34.6K | 1.7% | ▲+24% Added · +7K sh | |
| 18 | Dimensional ETF Trust CORE FIXE IN ETF | $2.4M | 56.0K | 1.4% | ▲+6.1% Added · +3K sh | |
| 19 | Dimensional ETF Trust US SMALL CAP ETF | $2.3M | 28.0K | 1.3% | —Held | |
| 20 | American Centy ETF TR US EQT ETF | $2.2M | 17.5K | 1.3% | ▼−2.7% Reduced · −480 sh | |
| 21 | Dimensional ETF Trust EMGR CRE EQT MNG | $2.1M | 53.1K | 1.2% | ▼−3.0% Reduced · −2K sh | |
| 22 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.0M | 38.6K | 1.1% | ▲+4.7% Added · +2K sh | |
| 23 | Dimensional ETF Trust NATL MUN BD ETF | $1.8M | 36.6K | 1.0% | ▼−11% Reduced · −4K sh | |
| 24 | Dimensional ETF Trust US EQUI MARK ETF | $1.8M | 21.5K | 1.0% | —Held | |
| 25 | Apple Inc COM | $1.5M | 5.4K | 0.9% | ▼−0.1% Reduced · −4 sh | |
| 26 | Vanguard Index FDS SMALL CP ETF | $1.5M | 5.0K | 0.9% | ▼−1.1% Reduced · −54 sh | |
| 27 | Nvidia Corporation COM | $1.4M | 6.9K | 0.8% | ▲+11% Added · +673 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $1.3M | 1.8K | 0.8% | —Held | |
| 29 | Vanguard Wellington FD SHORT TRM TAX EX | $1.3M | 12.3K | 0.7% | ▼−0.8% Reduced · −102 sh | |
| 30 | Microsoft Corp COM | $1.1M | 3.1K | 0.7% | ▲+7.7% Added · +219 sh | |
| 31 | Dimensional ETF Trust DIMENSIONAL US | $1.1M | 17.0K | 0.7% | ▲+7.8% Added · +1K sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.6% | ▼−2.7% Reduced · −45 sh | |
| 33 | Alphabet Inc CAP STK CL A | $1.0M | 2.8K | 0.6% | —Held | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $799K | 11.2K | 0.5% | —Held | |
| 35 | Amazon Com Inc COM | $765K | 3.2K | 0.4% | ▲+15% Added · +410 sh | |
| 36 | Invesco Exchange Traded FD T S&P500 EQL WGT | $763K | 3.6K | 0.4% | —Held | |
| 37 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.4% | —Held | |
| 38 | Exxon Mobil Corp COM | $680K | 5.0K | 0.4% | ▼−0.6% Reduced · −32 sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $663K | 1.3K | 0.4% | ▲+2.0% Added · +26 sh | |
| 40 | Ishares TR S&P 500 GRWT ETF | $640K | 4.7K | 0.4% | —Held | |
| 41 | Dimensional ETF Trust EMERGING MKTS VA | $584K | 13.7K | 0.3% | —Held | |
| 42 | Ishares TR 3YRTB ETF | $578K | 7.8K | 0.3% | —Held | |
| 43 | International Business Machs COM | $573K | 2.0K | 0.3% | ▼−0.4% Reduced · −9 sh | |
| 44 | Texas Pacific Land Corporati COM | $498K | 1.1K | 0.3% | ▼−1.8% Reduced · −21 sh | |
| 45 | Ishares TR EAFE VALUE ETF | $491K | 6.4K | 0.3% | —Held | |
| 46 | Dimensional ETF Trust GLOB CO PLUS ETF | $484K | 8.9K | 0.3% | ▲+84% Added · +4K sh | |
| 47 | Walmart Inc COM | $420K | 3.7K | 0.2% | ▼−0.1% Reduced · −5 sh | |
| 48 | Eli Lilly & Co COM | $418K | 348 | 0.2% | ▲+2.0% Added · +7 sh | |
| 49 | Ea Series Trust FREEDOM 100 EM | $410K | 5.6K | 0.2% | ▼−10% Reduced · −659 sh | |
| 50 | Ishares TR CORE S&P TTL STK | $370K | 2.3K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055526/holdings"
Use Arkolith to show SwitchPoint Financial Planning, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.