Action Point Financial Planning
$984M 13F equity value
2,794 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Action Point Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 486,464 | $43M | 4.3% |
| AVLV | AMERICAN CENTY ETF TR | 336,376 | $31M | 3.1% |
| AVUV | AMERICAN CENTY ETF TR | 157,475 | $20M | 2.0% |
| AVDE | AMERICAN CENTY ETF TR | 207,668 | $19M | 1.9% |
| DFSV | DIMENSIONAL ETF TRUST | 442,556 | $17M | 1.7% |
| XLG | INVESCO EXCHANGE TRADED FD T | 275,854 | $17M | 1.7% |
| PYLD | PIMCO ETF TR | 607,691 | $16M | 1.6% |
| SCHD | SCHWAB STRATEGIC TR | 485,030 | $15M | 1.6% |
| AVEM | AMERICAN CENTY ETF TR | 153,472 | $15M | 1.5% |
| AVUS | AMERICAN CENTY ETF TR | 114,661 | $15M | 1.5% |
Track Action Point Financial Planning's 13F portfolio: $984M in reported holdings, 2,794 positions. Top holdings and quarterly changes on SentiSense.
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