Switch Point Financial Planning, LLC Portfolio Holdings

Switch Point Financial Planning, LLC

  • $104 Billion
  • Q4 2024

Switch Point Financial Planning, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 50 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 $24.2B, Dimensional ETF Tr Dimensional with a value of $16.2B, Dimensional ETF Tr Emerging Mk with a value of $6.59B, Dimensional ETF Tr U S Target with a value of $5.15B, and Dimensional ETF Tr Us Marketwi with a value of $4.44B.

Examining the 13F form we can see an increase of $104B in the current position value.

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 $104 Billion
ETFs: $90.7 Billion
Technology: $6.1 Billion
Consumer Cyclical: $1.07 Billion
Financial Services: $879 Million
Healthcare: $255 Million
Consumer Defensive: $250 Million
Energy: $236 Million
Communication Services: $211 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.2 Billion 23.13% of portfolio
698,476
Q4 2024 New
$0
$16.2 Billion 15.47% of portfolio
625,362
Q4 2024 New
$0
$6.59 Billion 6.31% of portfolio
251,745
Q4 2024 New
$0
$5.15 Billion 4.93% of portfolio
92,475
Q4 2024 New
$0
$4.44 Billion 4.25% of portfolio
108,489
Q4 2024 New
$0
$3.6 Billion 3.45% of portfolio
76,825
Q4 2024 New
$83.4B
$3.11 Billion 2.98% of portfolio
10,342
Q4 2024 New
$0
$2.93 Billion 2.81% of portfolio
117,940
Q4 2024 New
$0
$2.63 Billion 2.52% of portfolio
15,518
Q4 2024 New
$0
$2.53 Billion 2.42% of portfolio
8,715
Q4 2024 New
$0
$2.12 Billion 2.03% of portfolio
59,893
Q4 2024 New
$0
$2.1 Billion 2.01% of portfolio
51,903
Q4 2024 New
$0
$2.07 Billion 1.98% of portfolio
43,241
Q4 2024 New
$0
$2.03 Billion 1.95% of portfolio
4,954
Q4 2024 New
$0
$1.89 Billion 1.81% of portfolio
37,758
Q4 2024 New
$0
$1.82 Billion 1.74% of portfolio
28,004
Q4 2024 New
$0
$1.63 Billion 1.56% of portfolio
27,588
Q4 2024 New
$0
$1.62 Billion 1.55% of portfolio
25,440
Q4 2024 New
Vanguard Wellington Fd
-
$1.34 Billion 1.28% of portfolio
-
Q4 2024 New
$0
$1.2 Billion 1.15% of portfolio
5,006
Q4 2024 New
$0
$1.16 Billion 1.11% of portfolio
39,663
Q4 2024 New
$3.74T
$1.15 Billion 1.1% of portfolio
4,607
Q4 2024 New
$3.07T
$1.09 Billion 1.05% of portfolio
2,597
Q4 2024 New
$0
$1.04 Billion 1.0% of portfolio
25,191
Q4 2024 New
$0
$900 Million 0.86% of portfolio
1,671
Q4 2024 New
$615B
$879 Million 0.84% of portfolio
1,940
Q4 2024 New
$2.37T
$645 Million 0.62% of portfolio
2,942
Q4 2024 New
$0
$629 Million 0.6% of portfolio
3,587
Q4 2024 New
$331B
$508 Million 0.49% of portfolio
3,786
Q4 2024 New
$0
$473 Million 0.45% of portfolio
4,656
Q4 2024 New
$53.7B
$422 Million 0.4% of portfolio
3,213
Q4 2024 New
$0
$363 Million 0.35% of portfolio
14,290
Q4 2024 New
$0
$353 Million 0.34% of portfolio
600
Q4 2024 New
$0
$359 Million 0.34% of portfolio
13,697
Q4 2024 New
$0
$345 Million 0.33% of portfolio
7,218
Q4 2024 New
$0
$316 Million 0.3% of portfolio
508
Q4 2024 New
$0
$272 Million 0.26% of portfolio
1,388
Q4 2024 New
$93.9B
$255 Million 0.24% of portfolio
690
Q4 2024 New
Dimensional ETF Trust
-
$256 Million 0.24% of portfolio
-
Q4 2024 New
$468B
$250 Million 0.24% of portfolio
272
Q4 2024 New
$53.4B
$236 Million 0.23% of portfolio
2,006
Q4 2024 New
$0
$241 Million 0.23% of portfolio
4,149
Q4 2024 New
$5.38B
$236 Million 0.23% of portfolio
6,443
Q4 2024 New
$0
$223 Million 0.21% of portfolio
2,508
Q4 2024 New
$1.62T
$211 Million 0.2% of portfolio
360
Q4 2024 New
$0
$212 Million 0.2% of portfolio
634
Q4 2024 New
$0
$213 Million 0.2% of portfolio
19,354
Q4 2024 New
$0
$202 Million 0.19% of portfolio
8,660
Q4 2024 New
Manager Directed Portfolios
-
$185 Million 0.18% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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