Switch Point Financial Planning, LLC Incresed Positions in Q3 2025

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42.6K
+ 6.45%
$36.04 - $38.78 $1.53M - $1.65M
703K $27.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
36.3K
+ 5.66%
$30.76 - $33.01 $1.12M - $1.2M
678K $22.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.5K
+ 6.26%
$29.55 - $32.52 $429K - $472K
247K $7.91B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.99K
+ 21.16%
$100.37 - $100.74 $601K - $603K
34.3K $3.45B
CDNS
Cadence Design Systems Inc

Technology
3
+ 0.03%
$309.46 - $373.37 $928 - $1.12K
10.3K $3.64B
GOOGL
Alphabet Inc.

Communication Services
1.39K
+ 97.61%
$174.36 - $254.72 $242K - $354K
2.81K $684M
DFAT
Dimensional ETF Tr U S Target

ETFs
187
+ 0.2%
$53.36 - $59.69 $9.98K - $11.2K
92.7K $5.4B
AAPL
Apple Inc.

Technology
208
+ 3.87%
$202.38 - $256.87 $42.1K - $53.4K
5.59K $1.42B
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.09K
+ 6.53%
$47.86 - $48.43 $244K - $247K
83.1K $4.01B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
219
+ 0.21%
$41.91 - $44.87 $9.18K - $9.83K
103K $4.62B
Dimensional ETF Trust
3.28K
+ 27.98%
N/A
15K $876M
DFIV
Dimensional ETF Tr

ETFs
189
+ 0.31%
$42.66 - $46.53 $8.06K - $8.79K
61K $2.81B
NVDA
Nvidia Corp

Technology
353
+ 7.79%
$153.3 - $186.58 $54.1K - $65.9K
4.88K $911M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.65K
+ 7.75%
$47.18 - $48.17 $125K - $127K
36.8K $1.76B
MSFT
Microsoft Corp

Technology
90
+ 3.26%
$491.09 - $535.64 $44.2K - $48.2K
2.85K $1.48B
ORCL
Oracle Corp

Technology
61
+ 5.91%
$218.96 - $328.33 $13.4K - $20K
1.09K $308M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
325
+ 0.9%
$48.5 - $50.19 $15.8K - $16.3K
36.5K $1.83B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
443
+ 1.11%
$41.8 - $43.15 $18.5K - $19.1K
40.3K $1.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 2.79%
$459.11 - $506.91 $15.6K - $17.2K
1.25K $631M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
189
+ 3.35%
$40.04 - $45.11 $7.57K - $8.53K
5.83K $258M
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 1.58%
$214.92 - $244.84 $3.22K - $3.67K
964 $233M
META
Meta Platforms, Inc.

Communication Services
39
+ 9.44%
$695.21 - $791.73 $27.1K - $30.9K
452 $332M
WFC
Wells Fargo & Company

Financial Services
41
+ 0.66%
$77.05 - $85.16 $3.16K - $3.49K
6.28K $526M
WMT
Walmart Inc.

Consumer Defensive
52
+ 1.45%
$94.4 - $104.27 $4.91K - $5.42K
3.63K $374M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 4.32%
$211.65 - $238.24 $22.6K - $25.5K
2.58K $567M
Vanguard Wellington Fd
54
+ 0.45%
N/A
12K $1.22B
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 0.68%
$88.47 - $93.24 $1.86K - $1.96K
3.11K $285M
VGIT
Vanguard Intermediate Term Tre

ETFs
41
+ 0.98%
$58.97 - $60.36 $2.42K - $2.47K
4.25K $255M
LLY
Eli Lilly & CO

Healthcare
7
+ 2.28%
$625.65 - $812.69 $4.38K - $5.69K
314 $240M
TPL
Texas Pacific Land Corp

Energy
1
+ 0.26%
$854.83 - $1075.97 $855 - $1.08K
380 $355M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Switch Point Financial Planning, LLC Portfolio

Follow Switch Point Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Switch Point Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Switch Point Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email