Switch Point Financial Planning, LLC Portfolio Holdings

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

Switch Point Financial Planning, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $23.7B, Dimensional ETF Tr Dimensional with a value of $19.9B, Dimensional ETF Tr Emerging Mk with a value of $6.89B, Dimensional ETF Tr U S Target with a value of $4.99B, and Dimensional ETF Tr Us Marketwi with a value of $4.36B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $105B to 122B.

Switch Point Financial Planning, LLC is based out at Lehi, UT

Below you can find more details about Switch Point Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $105 Billion
Technology: $6.61 Billion
Financial Services: $1.82 Billion
Consumer Defensive: $633 Million
Energy: $619 Million
Communication Services: $556 Million
Consumer Cyclical: $543 Million
Healthcare: $513 Million
Other: $78.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Billion 19.4% of portfolio
660,441
Q2 2025 Reduced 2.68%
$0
$19.9 Billion 16.35% of portfolio
641,665
Q2 2025 Added 1.49%
$0
$6.89 Billion 5.64% of portfolio
232,004
Q2 2025 Reduced 8.51%
$0
$4.99 Billion 4.09% of portfolio
92,510
Q2 2025 Reduced 0.09%
$0
$4.36 Billion 3.57% of portfolio
103,100
Q2 2025 Reduced 5.14%
$0
$3.75 Billion 3.07% of portfolio
78,049
Q2 2025 Added 2.42%
$0
$3.46 Billion 2.84% of portfolio
117,940
Q4 2024 New
$97B
$3.19 Billion 2.61% of portfolio
10,346
Q2 2025 Added 0.04%
$0
$3.15 Billion 2.58% of portfolio
10,351
Q1 2025 Added 18.77%
$0
$3.12 Billion 2.56% of portfolio
17,673
Q2 2025 Added 13.89%
$0
$3.05 Billion 2.5% of portfolio
72,101
Q2 2025 Added 38.91%
$0
$2.85 Billion 2.33% of portfolio
28,295
Q2 2025 Added 0.87%
$0
$2.71 Billion 2.22% of portfolio
6,187
Q2 2025 Added 24.89%
$0
$2.6 Billion 2.13% of portfolio
60,782
Q2 2025 Added 1.23%
$0
$2.42 Billion 1.98% of portfolio
70,004
Q2 2025 Added 78.96%
$0
$1.93 Billion 1.58% of portfolio
19,146
Q2 2025 New
$0
$1.78 Billion 1.46% of portfolio
28,004
Q4 2024 New
$0
$1.78 Billion 1.46% of portfolio
36,221
Q2 2025 Reduced 4.09%
$0
$1.68 Billion 1.38% of portfolio
39,870
Q2 2025 Added 3.9%
$0
$1.62 Billion 1.33% of portfolio
34,125
Q2 2025 Reduced 10.95%
$0
$1.59 Billion 1.3% of portfolio
54,835
Q2 2025 Added 283.73%
$0
$1.48 Billion 1.22% of portfolio
22,154
Q2 2025 Added 2.76%
$3.95T
$1.37 Billion 1.12% of portfolio
2,759
Q2 2025 Added 18.77%
Vanguard Wellington Fd
-
$1.2 Billion 0.98% of portfolio
-
Q2 2025 Reduced 9.79%
$0
$1.19 Billion 0.97% of portfolio
5,006
Q4 2024 New
$0
$1.11 Billion 0.91% of portfolio
1,785
Q2 2025 Added 197.5%
$3.69T
$1.1 Billion 0.9% of portfolio
5,379
Q2 2025 Added 2.5%
$0
$957 Million 0.78% of portfolio
1,684
Q2 2025 Added 0.78%
$423B
$729 Million 0.6% of portfolio
1
Q2 2025 New
$456B
$716 Million 0.59% of portfolio
4,530
Q2 2025 Added 12.8%
$0
$652 Million 0.53% of portfolio
3,587
Q4 2024 New
Dimensional ETF Trust
-
$635 Million 0.52% of portfolio
-
Q2 2025 New
$0
$610 Million 0.5% of portfolio
10,700
Q2 2025 Added 48.24%
$621B
$593 Million 0.49% of portfolio
1,220
Q2 2025 Added 27.75%
$2.26T
$543 Million 0.44% of portfolio
2,474
Q2 2025 Added 6.18%
$0
$513 Million 0.42% of portfolio
4,656
Q4 2024 New
$302B
$500 Million 0.41% of portfolio
6,240
Q2 2025 Added 0.71%
$0
$411 Million 0.34% of portfolio
13,697
Q4 2024 New
$6.61B
$401 Million 0.33% of portfolio
379
Q2 2025 New
$0
$407 Million 0.33% of portfolio
6,415
Q2 2025 New
$281B
$350 Million 0.29% of portfolio
3,581
Q2 2025 New
$0
$304 Million 0.25% of portfolio
2,250
Q2 2025 New
$1.78T
$305 Million 0.25% of portfolio
413
Q2 2025 Added 8.4%
$439B
$282 Million 0.23% of portfolio
285
Q2 2025 Added 2.89%
$0
$275 Million 0.23% of portfolio
3,091
Q2 2025 Added 0.72%
Dimensional ETF Trust
-
$264 Million 0.22% of portfolio
-
Q4 2024 New
$70.7B
$274 Million 0.22% of portfolio
704
Q2 2025 Added 1.29%
$0
$251 Million 0.21% of portfolio
4,204
Q2 2025 Added 0.69%
$1.21T
$251 Million 0.21% of portfolio
1,423
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $122 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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