Investor
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119 · filed 2026-05-07 · SEC filing
13F book
$112.1M
Positions
69
Largest name
10.7%
American Centy Etf Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 149K | $12M | 10.7% | — | Held |
| Dimensional Etf Trust | — | 273.5K | $10.6M | 9.5% | — | Held |
| American Centy Etf Tr | — | 77.7K | $8.64M | 7.7% | — | Held |
| American Centy Etf Tr | — | 81.2K | $6.89M | 6.1% | — | Held |
| Dimensional Etf Trust | — | 112.3K | $6.07M | 5.4% | — | Held |
| Vanguard Growth Etf | — | 13.4K | $5.85M | 5.2% | — | Held |
| Dimensional Etf Trust | — | 108.4K | $5.25M | 4.7% | — | Held |
| American Centy Etf Tr | — | 56.7K | $4.57M | 4.1% | — | Held |
| American Centy Etf Tr | — | 35.2K | $3.89M | 3.5% | — | Held |
| Vanguard Malvern Fds | — | 43.4K | $3.36M | 3.0% | — | Held |
| Ishares Tr | — | 35.1K | $3.17M | 2.8% | — | Held |
| Dimensional Etf Trust | — | 75.1K | $3.17M | 2.8% | — | Held |
| Dimensional Etf Trust | — | 73.6K | $2.9M | 2.6% | — | Held |
| Ishares Tr | — | 4.4K | $2.87M | 2.6% | — | Held |
| Dimensional Etf Trust | — | 54.8K | $2.14M | 1.9% | — | Held |
| Vanguard Scottsdale Fds | — | 25.6K | $2.03M | 1.8% | — | Held |
| Vanguard Scottsdale Fds | — | 18.6K | $1.54M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 41.4K | $1.47M | 1.3% | — | Held |
| Ishares Tr | — | 27K | $1.42M | 1.3% | — | Held |
| Dimensional Etf Trust | — | 21.4K | $1.34M | 1.2% | — | Held |
| Ishares Tr | — | 46.3K | $1.16M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 32.5K | $1.12M | 1.0% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.67K | $1.09M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 31.6K | $1.07M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 28K | $949.6K | 0.8% | — | Held |
| Ishares Tr | — | 21.2K | $923.3K | 0.8% | — | Held |
| Ishares Tr | — | 12.8K | $866.6K | 0.8% | — | Held |
| American Centy Etf Tr | — | 20.6K | $854.5K | 0.8% | — | Held |
| Spdr Series Trust | — | 10.2K | $779.6K | 0.7% | — | Held |
| Ishares Tr | — | 5.29K | $698.5K | 0.6% | — | Held |
| Nvidia Corp | NVDA | 3.88K | $676.1K | 0.6% | — | Held |
| Ishares Inc | — | 9.39K | $655.2K | 0.6% | — | Held |
| Dimensional Etf Trust | — | 15.5K | $635.2K | 0.6% | — | Held |
| Ishares Tr | — | 4.05K | $576.1K | 0.5% | — | Held |
| Vanguard Mun Bd Fds | — | 7.64K | $573.9K | 0.5% | — | Held |
| American Centy Etf Tr | — | 12.4K | $568.1K | 0.5% | — | Held |
| Vanguard Index Fds | — | 1.7K | $545.4K | 0.5% | — | Held |
| Vanguard Index Fds | — | 1.71K | $518.1K | 0.5% | — | Held |
| Apple Inc. | AAPL | 1.92K | $486.5K | 0.4% | — | Held |
| Caterpillar Inc | CAT | 680 | $481.8K | 0.4% | — | Held |
| Ishares 0-3 Month | — | 4.47K | $450.3K | 0.4% | — | Held |
| Dimensional Etf Trust | — | 9.34K | $447.4K | 0.4% | — | Held |
| J P Morgan Exchange Traded F | — | 7.81K | $395.1K | 0.4% | — | Held |
| J P Morgan Exchange Traded F | — | 7.04K | $351.7K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 4.86K | $345.7K | 0.3% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 6K | $316.8K | 0.3% | — | Held |
| American Centy Etf Tr | — | 3.09K | $308.8K | 0.3% | — | Held |
| Ishares Tr | — | 6.2K | $291.3K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 5.6K | $289.8K | 0.3% | — | Held |
| Vanguard Tax-Managed Fds | — | 4.38K | $280.5K | 0.3% | — | Held |
| Vanguard World Fd | — | 3.88K | $278.5K | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 4.93K | $268.7K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.33K | $260.9K | 0.2% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 8K | $250.8K | 0.2% | — | Held |
| First Tr Exch Traded Fd Iii | — | 4.83K | $244.4K | 0.2% | — | Held |
| Fidelity Covington Trust | — | 2.99K | $239.3K | 0.2% | — | Held |
| Vanguard Index Fds | — | 790 | $236.1K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 5.48K | $232.4K | 0.2% | — | Held |
| Vanguard Bd Index Fds | — | 3.07K | $225.9K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 4.29K | $224.8K | 0.2% | — | Held |
| Ishares Tr | — | 3.94K | $224.3K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 9.38K | $224K | 0.2% | — | Held |
| Ishares Tr | — | 2.32K | $221.8K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 458 | $219K | 0.2% | — | Held |
| Ishares Tr | — | 1.65K | $205.1K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 6.6K | $201.4K | 0.2% | — | Held |
| Vanguard Instl Index Fd | — | 2.65K | $200.8K | 0.2% | — | Held |
| Blackrock Muniholdings Fd In | — | 13K | $146.5K | 0.1% | — | Held |
| FS Credit Opportunities Corp. | FSCO | 16.6K | $84.7K | 0.1% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.