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Super Investors SwitchPoint Financial Planning, LLC
SF

SwitchPoint Financial Planning, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$180M
Positions
71
Quarter ended
September 30, 2026
Filed
November 02, 2026

Reported portfolio value by quarter (8 quarters reported)

$180M $104M
Q4 24 Q2 25 Q4 25 Q2 26 Q3 26

$104M in Q4 2024 → $180M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 20.6% Added 2.3% 833,068 $37M
DE Dimensional ETF Trust 16.5% Added 3.2% 790,161 $29.7M
DE Dimensional ETF Trust 6.1% Added 2.1% 276,190 $11M
DE Dimensional ETF Trust 3.4% Added 0.2% 92,511 $6.15M
DE Dimensional ETF Trust 3.0% Trimmed 0.4% 96,902 $5.33M
DE Dimensional ETF Trust 3.0% Trimmed 4.1% 114,501 $5.32M
DE Dimensional ETF Trust 2.4% Unchanged 117,940 $4.37M
Alphabet Inc 2.3% Unchanged 11,927 $4.06M
VI Vanguard Index Fds 2.1% Unchanged 17,673 $3.82M
DE Dimensional ETF Trust 2.1% Trimmed 1.8% 70,809 $3.71M
VI Vanguard Index Fds 1.9% Trimmed 7.5% 9,177 $3.43M
IT Ishares Tr 1.9% Added 2.1% 34,066 $3.43M
CD Cadence Design System Inc 1.9% Trimmed 0.0% 10,351 $3.42M
VI Vanguard Index Fds 1.8% Unchanged 36,017 $3.25M
DE Dimensional ETF Trust 1.8% Added 4.9% 77,428 $3.21M
DE Dimensional ETF Trust 1.7% Added 0.3% 55,085 $3.08M
VS Vanguard Scottsdale Fds 1.6% New 21,952 $2.83M
VS Vanguard Scottsdale Fds 1.4% New 23,959 $2.6M
DE Dimensional ETF Trust 1.4% Added 12% 62,633 $2.51M
AC American Centy ETF Tr 1.3% Added 7.5% 18,802 $2.41M
DE Dimensional ETF Trust 1.3% Added 36% 49,794 $2.29M
DE Dimensional ETF Trust 1.2% Unchanged 28,004 $2.17M
VS Vanguard Star Fds 1.2% Trimmed 27% 25,422 $2.16M
DE Dimensional ETF Trust 1.2% Added 1.7% 53,986 $2.12M
Apple Inc 1.0% Added 1.0% 5,410 $1.8M
DE Dimensional ETF Trust 1.0% Unchanged 21,451 $1.78M
Nvidia Corporation 0.9% Added 4.0% 7,193 $1.64M
Microsoft Corp 0.8% Trimmed 2.9% 2,968 $1.52M
VI Vanguard Index Fds 0.8% Unchanged 5,041 $1.43M
SS SPDR Series Trust 0.8% New 33,164 $1.42M
VM Vanguard Mun Bd Fds 0.8% Trimmed 26% 28,641 $1.36M
IT Ishares Tr 0.7% New 13,240 $1.28M
VW Vanguard Wellington Fd 0.7% Trimmed 0.6% 12,278 $1.21M
VI Vanguard Index Fds 0.6% Trimmed 0.6% 1,585 $1.11M
I Ishares Inc 0.5% New 11,718 $951K
Amazon Com Inc 0.5% Added 6.8% 3,427 $854K
IT Ishares Tr 0.5% Added 22% 5,699 $811K
VT Vanguard Tax-managed Fds 0.4% Unchanged 11,208 $791K
IT Ishares Tr 0.4% Trimmed 44% 1,002 $767K
IT Ishares Tr 0.4% New 17,386 $767K
IE Invesco Exchange Traded Fd T 0.4% Unchanged 3,587 $746K
SS Schwab Strategic Tr 0.4% New 21,356 $697K
Alphabet Inc 0.4% Trimmed 29% 2,010 $692K
DE Dimensional ETF Trust 0.3% Unchanged 13,697 $581K
IT Ishares Tr 0.3% Unchanged 7,791 $577K
IT Ishares Tr 0.3% Added 10% 7,061 $559K
BH Berkshire Hathaway Inc Del 0.3% Trimmed 18% 1,087 $541K
IB International Business Machs 0.3% Added 6.6% 2,171 $477K
DE Dimensional ETF Trust 0.3% Unchanged 8,884 $461K
ES Ea Series Trust 0.2% Added 6.7% 5,995 $419K
Meta Platforms Inc 0.2% Added 6.9% 524 $380K
DE Dimensional ETF Trust 0.2% Unchanged 7,453 $323K
Micron Technology Inc 0.2% Trimmed 1.7% 287 $306K
EH Elevance Health Inc Formerly 0.2% Added 0.8% 744 $289K
EL Eli Lilly & Co 0.2% Trimmed 28% 249 $288K
IT Ishares Tr 0.2% Unchanged 634 $274K
Exxonmobil Holdings Corp 0.2% New 1,665 $271K
IT Ishares Tr 0.1% Unchanged 964 $268K
Costco Wholesale Corporation 0.1% Unchanged 285 $260K
VI Vanguard Index Fds 0.1% Added 0.6% 2,809 $252K

Showing top 60 of 71 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 7 quarters.

Q3 2026

quarter ended September 30, 2026 · filed November 02, 2026

Company Action Shares changed Value of change % of portfolio
VS Vanguard Scottsdale Fds New +21,952 +$2.83M 1.6%
VS Vanguard Scottsdale Fds New +23,959 +$2.6M 1.4%
SS SPDR Series Trust New +33,164 +$1.42M 0.8%
IT Ishares Tr New +13,240 +$1.28M 0.7%
DE Dimensional ETF Trust Exited −17,034 −$1.13M —
I Ishares Inc New +11,718 +$951K 0.5%
DE Dimensional ETF Trust Added +24,324 +$915K 16.5%
DE Dimensional ETF Trust Added +18,858 +$838K 20.6%
VS Vanguard Star Fds Trimmed −9,192 −$781K 1.2%
IT Ishares Tr New +17,386 +$767K 0.4%

Showing the 10 largest of 61 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 17, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +75,446 +$3.35M 20.9%
VI Vanguard Index Fds Added +30,014 +$2.59M 1.8%
DE Dimensional ETF Trust Added +62,776 +$2.34M 16.5%
VS Vanguard Star Fds Added +6,787 +$580K 1.7%
DE Dimensional ETF Trust Added +13,187 +$536K 6.3%
IT Ishares Tr Added +4,041 +$407K 1.9%
DE Dimensional ETF Trust Added +7,286 +$348K 3.3%
Micron Technology Inc New +292 +$337K 0.2%
VI Vanguard Index Fds Added +749 +$277K 2.1%
AM Applied Matls Inc New +308 +$223K 0.1%

Showing the 10 largest of 52 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 30, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +23,576 +$1.13M 3.6%
DE Dimensional ETF Trust Added +25,119 +$976K 19.5%
DE Dimensional ETF Trust Added +27,100 +$963K 16.9%
Exxon Mobil Corp New +5,008 +$850K 0.6%
IT Ishares Tr Trimmed −6,328 −$637K 2.0%
IT Ishares Tr New +7,791 +$578K 0.4%
DE Dimensional ETF Trust Added +9,550 +$403K 1.5%
DE Dimensional ETF Trust Added +7,227 +$250K 6.0%
Chevron Corporation New +1,037 +$215K 0.1%
Oracle Corp Exited −1,078 −$210K —

Showing the 10 largest of 44 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 17, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Trimmed −1,673 −$561K 2.0%
WF Wells Fargo Co New Exited −6,281 −$526K —
IB International Business Machs New +1,521 +$450K 0.3%
DE Dimensional ETF Trust Added +10,626 +$421K 19.8%
DE Dimensional ETF Trust Trimmed −7,194 −$359K 1.9%
Consolidated Water Co Inc New +8,109 +$286K 0.2%
DE Dimensional ETF Trust Added +5,346 +$256K 3.0%
DE Dimensional ETF Trust Trimmed −5,343 −$249K 3.2%
TP Texas Pacific Land Corporati Added +753 +$216K 0.2%
Nvidia Corporation Added +998 +$186K 0.8%

Showing the 10 largest of 41 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 13, 2025

Company Action Shares changed Value of change % of portfolio
Alphabet Inc New +12,101 +$2.95M 2.1%
DE Dimensional ETF Trust Added +42,578 +$1.64M 19.6%
DE Dimensional ETF Trust Added +36,311 +$1.19M 16.1%
IT Ishares Tr Added +5,987 +$603K 2.5%
DE Dimensional ETF Trust Added +14,513 +$465K 5.7%
Alphabet Inc Added +1,389 +$338K 0.5%
DE Dimensional ETF Trust Added +5,093 +$245K 2.9%
Johnson & Johnson New +1,083 +$201K 0.1%
DE Dimensional ETF Trust Added +3,277 +$192K 0.6%
AC American Centy ETF Tr Trimmed −1,169 −$127K 1.4%

Showing the 10 largest of 42 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 01, 2025

Company Action Shares changed Value of change % of portfolio
AC American Centy ETF Tr New +19,146 +$1.93M 1.6%
DE Dimensional ETF Trust Exited −24,402 −$1.5M —
DE Dimensional ETF Trust Added +40,545 +$1.17M 1.3%
DE Dimensional ETF Trust Added +30,887 +$1.07M 2.0%
DE Dimensional ETF Trust Added +20,198 +$856K 2.5%
IT Ishares Tr Added +1,185 +$736K 0.9%
BH Berkshire Hathaway Inc Del New +1 +$729K 0.6%
DE Dimensional ETF Trust Trimmed −18,186 −$652K 19.4%
DE Dimensional ETF Trust Trimmed −21,575 −$640K 5.6%
DE Dimensional ETF Trust New +11,712 +$635K 0.5%

Showing the 10 largest of 53 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 29, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust New +24,402 +$1.5M 1.4%
IT Ishares Tr Added +11,157 +$1.12M 2.7%
DE Dimensional ETF Trust Trimmed −19,849 −$655K 21.2%
DE Dimensional ETF Trust Added +13,181 +$554K 1.5%
BH Berkshire Hathaway Inc Del Trimmed −985 −$525K 0.5%
VI Vanguard Index Fds Added +1,636 +$450K 2.7%
WF Wells Fargo Co New New +6,196 +$445K 0.4%
VW Vanguard World Fd Exited −508 −$316K —
VS Vanguard Specialized Funds Exited −1,388 −$272K —
VW Vanguard World Fd New +3,476 +$247K 0.2%

Showing the 10 largest of 34 changes.

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