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Switchpoint Financial Planning, LLC
SwitchPoint Financial Planning LLC is a fee-only registered investment advisory and financial planning firm based in Lehi, Utah. Founded to serve primarily high earners and diligent savers seeking unbiased, expert advice, the firm employs a team of 3 and offers retirement planning and investment management services for a flat fee. As fiduciaries, SwitchPoint aims to eliminate conflicts of interest and provide academically grounded, evidence-based financial strategies tailored to clients’ unique needs and goals.
Investment Strategy
SwitchPoint Financial Planning adopts evidence-based, academically researched investment strategies, providing retirement planning and investment management for a flat fee. The firm acts strictly as a fiduciary, ensuring unbiased advice and customized solutions for each client. Portfolios are designed based on modern portfolio theory and best practices in diversification and asset allocation, with a focus on long-term wealth preservation and growth for high-net-worth individuals and diligent savers.
Latest 13F Filing Activity
Switchpoint Financial Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 59 equity positions with a total 13F market value of $122M. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, Dimensional Etf Trust among other positions. Switchpoint Financial Planning, LLC reduced exposure to Dimensional Etf Trust, Direxion SHS Etf TR, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 19.40% | $23.7M | 660,441 | $34.59 | $35.84 | +$1.3M |
D DFIC | DIMENSIONAL ETF TRUST | 16.35% | $19.9M | 641,665 | $25.95 | $31.09 | +$2.4M |
D DFEM | DIMENSIONAL ETF TRUST | 5.64% | $6.9M | 232,004 | $26.19 | $29.68 | +$176.2K |
D DFAT | DIMENSIONAL ETF TRUST | 4.09% | $5.0M | 92,510 | $55.65 | $53.96 | +$224.0K |
D DFUV | DIMENSIONAL ETF TRUST | 3.57% | $4.4M | 103,100 | $40.92 | $42.28 | -$120.0K |
Industry Allocation
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