Switch Point Financial Planning, LLC Portfolio Holdings

Switch Point Financial Planning, LLC

  • $105 Billion
  • Q1 2025

Switch Point Financial Planning, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 63 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 $22.4B, Dimensional ETF Tr Dimensional with a value of $17.6B, Dimensional ETF Tr Emerging Mk with a value of $6.71B, Dimensional ETF Tr U S Target with a value of $4.77B, and Dimensional ETF Tr Us Marketwi with a value of $4.48B.

Examining the 13F form we can see an increase of $975M in the current position value, from $104B to 105B.

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 $105 Billion
ETFs: $91.4 Billion
Technology: $5.1 Billion
Financial Services: $953 Million
Consumer Cyclical: $645 Million
Healthcare: $302 Million
Consumer Defensive: $262 Million
Communication Services: $220 Million
Energy: $203 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 21.24% of portfolio
678,627
Q1 2025 Reduced 2.84%
$0
$17.6 Billion 16.65% of portfolio
632,241
Q1 2025 Added 1.1%
$0
$6.71 Billion 6.36% of portfolio
253,579
Q1 2025 Added 0.73%
$0
$4.77 Billion 4.52% of portfolio
92,597
Q1 2025 Added 0.13%
$0
$4.48 Billion 4.25% of portfolio
108,690
Q1 2025 Added 0.19%
$0
$3.62 Billion 3.44% of portfolio
76,208
Q1 2025 Reduced 0.8%
$0
$3.09 Billion 2.93% of portfolio
117,940
Q4 2024 New
$0
$2.84 Billion 2.7% of portfolio
10,351
Q1 2025 Added 18.77%
$0
$2.82 Billion 2.68% of portfolio
28,052
Q1 2025 Added 66.04%
$0
$2.68 Billion 2.54% of portfolio
15,518
Q4 2024 New
$81.7B
$2.63 Billion 2.49% of portfolio
10,342
Q4 2024 New
$0
$2.36 Billion 2.24% of portfolio
60,042
Q1 2025 Added 0.25%
$0
$2 Billion 1.89% of portfolio
51,903
Q4 2024 New
$0
$1.87 Billion 1.78% of portfolio
37,767
Q1 2025 Added 0.02%
$0
$1.84 Billion 1.74% of portfolio
4,954
Q4 2024 New
$0
$1.82 Billion 1.73% of portfolio
38,320
Q1 2025 Reduced 11.38%
$0
$1.67 Billion 1.59% of portfolio
28,004
Q4 2024 New
$0
$1.61 Billion 1.53% of portfolio
38,372
Q1 2025 Added 52.32%
Dimensional ETF Trust
-
$1.5 Billion 1.42% of portfolio
-
Q1 2025 New
Vanguard Wellington Fd
-
$1.33 Billion 1.26% of portfolio
-
Q1 2025 Reduced 1.13%
$0
$1.3 Billion 1.24% of portfolio
21,558
Q1 2025 Reduced 15.26%
$0
$1.22 Billion 1.16% of portfolio
39,117
Q1 2025 Reduced 1.38%
$3.42T
$1.17 Billion 1.11% of portfolio
5,248
Q1 2025 Added 13.91%
$0
$1.11 Billion 1.05% of portfolio
5,006
Q4 2024 New
$2.95T
$872 Million 0.83% of portfolio
2,323
Q1 2025 Reduced 10.55%
$0
$859 Million 0.81% of portfolio
1,671
Q4 2024 New
$0
$621 Million 0.59% of portfolio
3,587
Q4 2024 New
$694B
$509 Million 0.48% of portfolio
955
Q1 2025 Reduced 50.77%
$1.88T
$443 Million 0.42% of portfolio
2,330
Q1 2025 Reduced 20.8%
$270B
$445 Million 0.42% of portfolio
6,196
Q1 2025 New
$271B
$435 Million 0.41% of portfolio
4,016
Q1 2025 Added 6.08%
$0
$432 Million 0.41% of portfolio
4,656
Q4 2024 New
$0
$370 Million 0.35% of portfolio
14,290
Q4 2024 New
$0
$371 Million 0.35% of portfolio
13,697
Q4 2024 New
$0
$367 Million 0.35% of portfolio
7,218
Q4 2024 New
$0
$337 Million 0.32% of portfolio
600
Q4 2024 New
$99.3B
$302 Million 0.29% of portfolio
695
Q1 2025 Added 0.72%
$0
$278 Million 0.26% of portfolio
3,069
Q1 2025 Added 22.37%
$440B
$262 Million 0.25% of portfolio
277
Q1 2025 Added 1.84%
Dimensional ETF Trust
-
$258 Million 0.25% of portfolio
-
Q4 2024 New
$0
$248 Million 0.24% of portfolio
4,175
Q1 2025 Added 0.63%
$0
$247 Million 0.23% of portfolio
3,476
Q1 2025 New
$0
$217 Million 0.21% of portfolio
7,453
Q1 2025 New
$1.25T
$220 Million 0.21% of portfolio
381
Q1 2025 Added 5.83%
$0
$224 Million 0.21% of portfolio
19,354
Q4 2024 New
$0
$206 Million 0.2% of portfolio
8,660
Q4 2024 New
$0
$201 Million 0.19% of portfolio
634
Q4 2024 New
$48.7B
$202 Million 0.19% of portfolio
1,690
Q1 2025 Reduced 47.4%
$5.31B
$203 Million 0.19% of portfolio
6,448
Q1 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $105 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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