Action Point Financial Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$112.1M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
69
reported holdings
Largest positions
All 69 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVLV | Shares | $12.0M | 149K |
| Dimensional Etf Trust | DFAC | Shares | $10.6M | 274K |
| American Centy Etf Tr | AVUS | Shares | $8.6M | 78K |
| American Centy Etf Tr | AVDE | Shares | $6.9M | 81K |
| Dimensional Etf Trust | DFGP | Shares | $6.1M | 112K |
| Vanguard Index Fds | VUG | Shares | $5.9M | 13K |
| Dimensional Etf Trust | DFUV | Shares | $5.3M | 108K |
| American Centy Etf Tr | AVEM | Shares | $4.6M | 57K |
| American Centy Etf Tr | AVUV | Shares | $3.9M | 35K |
| Vanguard Malvern Fds | VCRB | Shares | $3.4M | 43K |
| Ishares Tr | IEFA | Shares | $3.2M | 35K |
| Dimensional Etf Trust | DFCF | Shares | $3.2M | 75K |
| Dimensional Etf Trust | DISV | Shares | $2.9M | 74K |
| Ishares Tr | IVV | Shares | $2.9M | 4K |
| Dimensional Etf Trust | DFAI | Shares | $2.1M | 55K |
| Vanguard Scottsdale Fds | VCSH | Shares | $2.0M | 26K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.5M | 19K |
| Dimensional Etf Trust | DFIC | Shares | $1.5M | 41K |
| Ishares Tr | IGSB | Shares | $1.4M | 27K |
| Dimensional Etf Trust | DFAT | Shares | $1.3M | 21K |
| Ishares Tr | SUSB | Shares | $1.2M | 46K |
| Dimensional Etf Trust | DFEM | Shares | $1.1M | 32K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.1M | 2K |
| Dimensional Etf Trust | DFAX | Shares | $1.1M | 32K |
| Dimensional Etf Trust | DFAE | Shares | $950K | 28K |
| Ishares Tr | EUSB | Shares | $923K | 21K |
| Ishares Tr | IJH | Shares | $867K | 13K |
| American Centy Etf Tr | AVIG | Shares | $855K | 21K |
| Spdr Series Trust | SPYM | Shares | $780K | 10K |
| Ishares Tr | SUSA | Shares | $698K | 5K |
| Nvidia Corporation | NVDA | Shares | $676K | 4K |
| Ishares Inc | IEMG | Shares | $655K | 9K |
| Dimensional Etf Trust | DFSU | Shares | $635K | 15K |
| Ishares Tr | ITOT | Shares | $576K | 4K |
| Vanguard Mun Bd Fds | VCRM | Shares | $574K | 8K |
| American Centy Etf Tr | AVMU | Shares | $568K | 12K |
| Vanguard Index Fds | VTI | Shares | $545K | 2K |
| Vanguard Index Fds | VBK | Shares | $518K | 2K |
| Apple Inc | AAPL | Shares | $487K | 2K |
| Caterpillar Inc | CAT | Shares | $482K | 680 |
| Ishares Tr | SGOV | Shares | $450K | 4K |
| Dimensional Etf Trust | DFSD | Shares | $447K | 9K |
| J P Morgan Exchange Traded F | JPST | Shares | $395K | 8K |
| J P Morgan Exchange Traded F | JMUB | Shares | $352K | 7K |
| Dimensional Etf Trust | DFAS | Shares | $346K | 5K |
| First Tr Exchng Traded Fd Vi | FMAY | Shares | $317K | 6K |
| American Centy Etf Tr | AVDV | Shares | $309K | 3K |
| Ishares Tr | ESML | Shares | $291K | 6K |
| Dimensional Etf Trust | DFSB | Shares | $290K | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $281K | 4K |
| Vanguard World Fd | VSGX | Shares | $279K | 4K |
| Invesco Exchange Traded Fd T | XLG | Shares | $269K | 5K |
| Vanguard Index Fds | VTV | Shares | $261K | 1K |
| First Tr Exchng Traded Fd Vi | AFGR | Shares | $251K | 8K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $244K | 5K |
| Fidelity Covington Trust | FDMO | Shares | $239K | 3K |
| Vanguard Index Fds | VV | Shares | $236K | 790 |
| Dimensional Etf Trust | DFSI | Shares | $232K | 5K |
| Vanguard Bd Index Fds | BND | Shares | $226K | 3K |
| Dimensional Etf Trust | DFGX | Shares | $225K | 4K |
| Ishares Tr | CMF | Shares | $224K | 4K |
| Invesco Exch Traded Fd Tr Ii | PWZ | Shares | $224K | 9K |
| Ishares Tr | ESGD | Shares | $222K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $219K | 458 |
| Ishares Tr | IJR | Shares | $205K | 2K |
| Schwab Strategic Tr | SCHV | Shares | $201K | 7K |
| Vanguard Instl Index Fd | VBIL | Shares | $201K | 3K |
| Blackrock Muniholdings Fd In | MHD | Shares | $147K | 13K |
| Fs Credit Opportunities Corp | FSCO | Shares | $85K | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.