SwitchPoint Financial Planning, LLC
RIA/Wealth
SwitchPoint Financial Planning, LLC is a RIA/Wealth based in Bellingham, WA led by James Rhead Sweeney, reporting $281.5M in AUM as of Q3 2025 with 88% ETF concentration, 62% concentrated in top 10 holdings, and 20% allocation to DFAC.
Managing PartnerJames Rhead Sweeney
- Portfolio Value
- $137.2M
- Positions
- 60
- Top Holding
- DFAC at 19.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SwitchPoint Financial Planning, LLC's portfolio (62.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.1M | 19.76% | +$1.6M Bought | — 703.0K shares | |
ETF ETF | $22.2M | 16.20% | +$1.2M Bought | — 678.0K shares | |
ETF ETF | $7.9M | 5.76% | +$465.4K Bought | — 246.5K shares | |
ETF ETF | $5.4M | 3.93% | +$10.9K Bought | — 92.7K shares | |
ETF ETF | $4.6M | 3.37% | +$9.8K Bought | — 103.3K shares | |
ETF ETF | $4.0M | 2.92% | +$245.4K Bought | — 83.1K shares | |
ETF ETF | $3.7M | 2.70% | — | — 117.9K shares | |
Software - Application Technology | $3.6M | 2.65% | +$1.1K Bought | 0.00% 10.3K shares | |
ETF ETF | $3.5M | 2.52% | +$602.9K Bought | — 34.3K shares | |
ETF ETF | $3.4M | 2.48% | +$1.6K Bought | — 10.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SwitchPoint Financial Planning, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+97.61% | |
+21.16% | |
+9.44% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.11% | |
-3.14% | |
-1.12% | |
-0.77% | |
-0.7% |
Analytics
Portfolio insights and performance metrics for SwitchPoint Financial Planning, LLC
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