Action Point Financial Planning, LLC 13F Holdings · Q2 2026
Action Point Financial Planning, LLC reported 2,786 securities worth $984.45M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (4.34%), AVLV (3.12%), AVUV (1.99%). Among its top 25 positions this quarter: 10 new, 15 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $42.7M | 4.34% | 486,464 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $30.7M | 3.12% | 336,376 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $19.6M | 1.99% | 157,475 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $18.5M | 1.88% | 207,668 | Added |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $17.2M | 1.74% | 442,556 | New |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | $16.9M | 1.72% | 275,854 | Added |
| 7 | PYLD | PIMCO ETF TR | $16.1M | 1.64% | 607,691 | New |
| 8 | SCHD | SCHWAB STRATEGIC TR | $15.4M | 1.56% | 485,030 | New |
| 9 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 1.50% | 153,472 | Added |
| 10 | AVUS | AMERICAN CENTY ETF TR | $14.7M | 1.49% | 114,661 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $14.2M | 1.45% | 320,820 | Added |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $14.1M | 1.44% | 338,698 | New |
| 13 | FPE | FIRST TR EXCH TRADED FD III | $14.1M | 1.43% | 787,556 | New |
| 14 | QQQ | INVESCO QQQ TR | $13.2M | 1.34% | 17,901 | New |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $12.7M | 1.29% | 307,567 | Added |
| 16 | IVV | ISHARES TR | $12.7M | 1.29% | 16,956 | Added |
| 17 | FPEI | FIRST TR EXCH TRADED FD III | $12.2M | 1.24% | 632,338 | New |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $11.5M | 1.17% | 117,219 | New |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $11.4M | 1.16% | 270,750 | Added |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $11.0M | 1.11% | 199,131 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $10.7M | 1.09% | 52,908 | Added |
| 22 | AGGY | WISDOMTREE TR | $9.8M | 0.99% | 224,614 | New |
| 23 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 0.97% | 282,570 | New |
| 24 | DFGP | DIMENSIONAL ETF TRUST | $9.4M | 0.96% | 173,102 | Added |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $9.1M | 0.93% | 227,032 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR