Action Point Financial Planning, Llc Portfolio Stock Holdings
Action Point Financial Planning, Llc disclosed 69 stock positions valued at approximately $112.1 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 69
- Portfolio Value
- $112.1M
Holdings by Sector
Action Point Financial Planning, Llc Portfolio Holdings in Q1 2026
67 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVLV | Other | 10.71% | 148,952 | +148,952 | +100.00% | $12,005,922 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 9.48% | 273,537 | +273,537 | +100.00% | $10,629,531 |
| AMERICAN CENTY ETF TR | AVUS | Other | 7.71% | 77,728 | +77,728 | +100.00% | $8,641,274 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.15% | 81,237 | +81,237 | +100.00% | $6,891,913 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 5.41% | 112,348 | +112,348 | +100.00% | $6,065,518 |
| VANGUARD INDEX FDS | VUG | Other | 5.22% | 13,408 | +13,408 | +100.00% | $5,853,263 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 4.69% | 108,407 | +108,407 | +100.00% | $5,253,238 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.08% | 56,713 | +56,713 | +100.00% | $4,569,872 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.47% | 35,180 | +35,180 | +100.00% | $3,886,173 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.00% | 43,410 | +43,410 | +100.00% | $3,358,900 |
| ISHARES TR | IEFA | Other | 2.83% | 35,063 | +35,063 | +100.00% | $3,174,291 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.83% | 75,065 | +75,065 | +100.00% | $3,169,137 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.59% | 73,563 | +73,563 | +100.00% | $2,901,170 |
| ISHARES TR | IVV | Other | 2.56% | 4,396 | +4,396 | +100.00% | $2,869,978 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.91% | 54,845 | +54,845 | +100.00% | $2,136,643 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.81% | 25,580 | +25,580 | +100.00% | $2,027,488 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.38% | 18,649 | +18,649 | +100.00% | $1,542,957 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.31% | 41,379 | +41,379 | +100.00% | $1,470,130 |
| ISHARES TR | IGSB | Other | 1.26% | 26,952 | +26,952 | +100.00% | $1,416,440 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.19% | 21,398 | +21,398 | +100.00% | $1,336,274 |
| ISHARES TR | SUSB | Other | 1.03% | 46,280 | +46,280 | +100.00% | $1,159,983 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.00% | 32,458 | +32,458 | +100.00% | $1,121,432 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.97% | 1,674 | +1,674 | +100.00% | $1,087,369 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.96% | 31,589 | +31,589 | +100.00% | $1,073,011 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.85% | 28,048 | +28,048 | +100.00% | $949,637 |
| ISHARES TR | EUSB | Other | 0.82% | 21,227 | +21,227 | +100.00% | $923,288 |
| ISHARES TR | IJH | Other | 0.77% | 12,833 | +12,833 | +100.00% | $866,618 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.76% | 20,571 | +20,571 | +100.00% | $854,550 |
| SPDR SERIES TRUST | SPLG | Other | 0.70% | 10,186 | +10,186 | +100.00% | $779,562 |
| ISHARES TR | SUSA | Other | 0.62% | 5,288 | +5,288 | +100.00% | $698,470 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 3,878 | +3,878 | +100.00% | $676,149 |
| ISHARES INC | IEMG | Other | 0.58% | 9,395 | +9,395 | +100.00% | $655,185 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.57% | 15,460 | +15,460 | +100.00% | $635,240 |
| ISHARES TR | ITOT | Other | 0.51% | 4,046 | +4,046 | +100.00% | $576,129 |
| AMERICAN CENTY ETF TR | AVMU | Other | 0.51% | 12,406 | +12,406 | +100.00% | $568,106 |
| VANGUARD INDEX FDS | VTI | Other | 0.49% | 1,700 | +1,700 | +100.00% | $545,377 |
| VANGUARD INDEX FDS | VBK | Other | 0.46% | 1,714 | +1,714 | +100.00% | $518,056 |
| APPLE INC | AAPL | Technology | 0.43% | 1,918 | +1,918 | +100.00% | $486,515 |
| CATERPILLAR INC | CAT | Industrials | 0.43% | 680 | +680 | +100.00% | $481,753 |
| ISHARES TR | SGOV | Other | 0.40% | 4,473 | +4,473 | +100.00% | $450,252 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.40% | 9,344 | +9,344 | +100.00% | $447,391 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.35% | 7,806 | +7,806 | +100.00% | $395,058 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.31% | 7,036 | +7,036 | +100.00% | $351,680 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.31% | 4,860 | +4,860 | +100.00% | $345,692 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 0.28% | 6,000 | +6,000 | +100.00% | $316,801 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.28% | 3,092 | +3,092 | +100.00% | $308,767 |
| ISHARES TR | ESML | Other | 0.26% | 6,196 | +6,196 | +100.00% | $291,330 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.26% | 5,600 | +5,600 | +100.00% | $289,760 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.25% | 4,379 | +4,379 | +100.00% | $280,542 |
| VANGUARD WORLD FD | VSGX | Other | 0.25% | 3,883 | +3,883 | +100.00% | $278,528 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.24% | 4,927 | +4,927 | +100.00% | $268,713 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 1,330 | +1,330 | +100.00% | $260,946 |
| FIRST TR EXCHNG TRADED FD VI | MMLG | Other | 0.22% | 8,000 | +8,000 | +100.00% | $250,800 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.22% | 4,826 | +4,826 | +100.00% | $244,435 |
| FIDELITY COVINGTON TRUST | FDMO | Other | 0.21% | 2,988 | +2,988 | +100.00% | $239,306 |
| VANGUARD INDEX FDS | VV | Other | 0.21% | 790 | +790 | +100.00% | $236,092 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.21% | 5,480 | +5,480 | +100.00% | $232,352 |
| VANGUARD BD INDEX FDS | BND | Other | 0.20% | 3,068 | +3,068 | +100.00% | $225,854 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 0.20% | 4,287 | +4,287 | +100.00% | $224,803 |
| ISHARES TR | CMF | Other | 0.20% | 3,944 | +3,944 | +100.00% | $224,291 |
| INVESCO EXCH TRADED FD TR II | PWZ | Other | 0.20% | 9,384 | +9,384 | +100.00% | $223,999 |
| ISHARES TR | ESGD | Other | 0.20% | 2,320 | +2,320 | +100.00% | $221,777 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 458 | +458 | +100.00% | $218,994 |
| ISHARES TR | IJR | Other | 0.18% | 1,650 | +1,650 | +100.00% | $205,112 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.18% | 6,604 | +6,604 | +100.00% | $201,422 |
| BLACKROCK MUNIHOLDINGS FD IN | MHD | Financial Services | 0.13% | 12,990 | +12,990 | +100.00% | $146,527 |
| FS CREDIT OPPORTUNITIES CORP | FSCO | Financial Services | 0.08% | 16,600 | +16,600 | +100.00% | $84,655 |