Switch Point Financial Planning, LLC Portfolio Holdings
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
Switch Point Financial Planning, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 96 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 $27.1B, Dimensional ETF Tr Dimensional with a value of $22.2B, Dimensional ETF Tr Emerging Mk with a value of $7.91B, Dimensional ETF Tr U S Target with a value of $5.4B, and Dimensional ETF Tr Us Marketwi with a value of $4.62B.
Examining the 13F form we can see an increase of $16.1B in the current position value, from $122B to 138B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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