SwitchPoint Financial Planning Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.77M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.66M |
| 3 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$1.48M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.31M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$943K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Vector Equity Portfolio ETF Class Shares
DXUV
|
+$1.13M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$790K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$749K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$598K |
| 5 |
ExxonMobil
XOM
|
+$518K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.1% |
| 2 | Technology | 5.21% |
| 3 | Communication Services | 2.86% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Healthcare | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
iShares Core S&P Total US Stock Market ETF
ITOT
$95B
| – | – |
-2,250
| Closed | -$370K | – |
|
77
Nucor
NUE
$63B
| – | – |
-979
| Closed | -$218K | – |
|
78
Schwab International Equity ETF
SCHF
$67.6B
| – | – |
-7,260
| Closed | -$201K | – |
|
79
Texas Pacific Land
TPL
$22.8B
| – | – |
-1,137
| Closed | -$498K | – |
|
80
Walmart Inc
WMT
$1.01T
| – | – |
-3,705
| Closed | -$420K | – |
|
|
81
U.S. Vector Equity Portfolio ETF Class Shares
DXUV
$592M
| – | – |
-17,034
| Closed | -$1.13M | – |
|
Similar funds
SwitchPoint Financial Planning's Q3 2026 Portfolio in Review
As of Q3 2026, SwitchPoint Financial Planning held 81 positions worth $180M, up 3.8% from $173M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
SwitchPoint Financial Planning deployed $7.23M of net new capital in Q3 2026, opening 10 new positions and adding to 23 existing holdings. Its largest new stake was Vanguard Russell 1000 Growth ETF: 21,952 shares worth $2.83M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, up from 88% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Vanguard Total International Stock ETF, an estimated $790K trimmed.
- SwitchPoint Financial Planning's largest Q3 2026 buy was Vanguard Russell 1000 Growth ETF: 21,952 shares worth $2.83M.
- SwitchPoint Financial Planning added most to Dimensional International Core Equity 2 ETF in Q3 2026, an estimated $934K increase.
- SwitchPoint Financial Planning's biggest Q3 2026 reduction was Vanguard Total International Stock ETF, cutting an estimated $790K.
- SwitchPoint Financial Planning fully exited U.S. Vector Equity Portfolio ETF Class Shares in Q3 2026, selling an estimated $1.13M.
- SwitchPoint Financial Planning's ten largest holdings make up 61% of its $180M portfolio in Q3 2026.
- SwitchPoint Financial Planning opened 10 new positions and closed 10 in Q3 2026.
- SwitchPoint Financial Planning's portfolio value rose 3.8% quarter-over-quarter to $180M.
Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.