Action Point Financial Planning, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Action Point Financial Planning, Llc disclosed 2774 stock positions valued at approximately $928.20M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 2774
- Portfolio Value
- $928.20M
Holdings by Sector
Action Point Financial Planning, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 4.22% | 446,083 | +435,897 | +4279.37% | $39,201,021 |
| AMERICAN CENTY ETF TR | AVLV | Other | 3.25% | 330,449 | +181,497 | +121.85% | $30,134,923 |
| AMERICAN CENTY ETF TR | AVUV | Other | 2.03% | 151,309 | +116,129 | +330.10% | $18,866,069 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.95% | 202,778 | +121,541 | +149.61% | $18,085,524 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.78% | 426,791 | +426,791 | +100.00% | $16,555,095 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 1.69% | 255,658 | +250,731 | +5088.92% | $15,654,774 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.58% | 114,494 | +36,766 | +47.30% | $14,661,552 |
| PIMCO ETF TR | PYLD | Other | 1.56% | 544,544 | +544,544 | +100.00% | $14,441,140 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.54% | 450,856 | +450,856 | +100.00% | $14,296,006 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.53% | 320,820 | +47,283 | +17.29% | $14,230,824 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.48% | 141,991 | +85,278 | +150.37% | $13,697,155 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 1.47% | 761,976 | +761,976 | +100.00% | $13,623,230 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.45% | 322,156 | +322,156 | +100.00% | $13,441,565 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.35% | 303,360 | +248,515 | +453.12% | $12,510,238 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 1.28% | 615,809 | +615,809 | +100.00% | $11,878,964 |
| ISHARES TR | IVV | Other | 1.26% | 15,657 | +11,261 | +256.16% | $11,715,148 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.22% | 269,091 | +194,026 | +258.48% | $11,356,084 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.18% | 198,948 | +90,541 | +83.52% | $10,942,476 |
| NVIDIA CORPORATION | NVDA | Technology | 1.11% | 50,952 | +47,074 | +1213.87% | $10,300,365 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.03% | 97,089 | +97,089 | +100.00% | $9,533,632 |
| INVESCO QQQ TR | QQQ | Other | 1.02% | 12,882 | +12,882 | +100.00% | $9,496,313 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 1.01% | 172,651 | +60,303 | +53.68% | $9,401,374 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.01% | 276,515 | +276,515 | +100.00% | $9,356,640 |
| WISDOMTREE TR | AGGY | Other | 1.00% | 214,271 | +214,271 | +100.00% | $9,316,274 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.97% | 223,386 | +195,338 | +696.44% | $8,979,127 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.95% | 220,902 | +147,339 | +200.29% | $8,864,131 |
| VICTORY PORTFOLIOS II | UBND | Other | 0.87% | 370,925 | +370,925 | +100.00% | $8,058,335 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.86% | 96,760 | +78,111 | +418.85% | $7,993,967 |
| VANGUARD INDEX FDS | VUG | Other | 0.84% | 91,041 | +77,633 | +579.01% | $7,841,563 |
| BROADCOM INC | AVGO | Technology | 0.84% | 20,758 | +20,758 | +100.00% | $7,838,798 |
Showing 30 of 2,774 holdings in the latest reporting period.