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Kyle Wilhelm

Switchpoint Financial Planning, Llc

Assets Managed
$147.485M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
2mo 28d ago
Growth Rate
3.3%(2Q avg: 3.36%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Switchpoint Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Switchpoint Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.485M in assets, with a quarterly growth rate of 3.3% and a 2-quarter average growth rate of 3.36%. The portfolio is managed by Kyle Wilhelm, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.52%
19.47%
$28.708M
738,764 shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.01%
16.94%
$24.98M
703,061 shares@ $35.53 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 2.9%
6.03%
$8.886M
257,206 shares@ $34.55 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.15%
3.91%
$5.76M
92,239 shares@ $62.46 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 26.65%
3.64%
$5.366M
112,064 shares@ $47.89 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.9%
3.19%
$4.705M
97,085 shares@ $48.46 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
2.72%
$4.006M
117,940 shares@ $33.98 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.06%
2.36%
$3.469M
17,683 shares@ $196.21 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
2.36%
$3.469M
12,094 shares@ $286.87 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
2.21%
$3.253M
72,101 shares@ $45.12 avg price

1-10 of 64