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

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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