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ACTION POINT FINANCIAL PLANNING, LLC

First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.

124 FULTON STREET EAST SUITE 200, GRAND RAPIDS, MI 49503 • 6166223062

Q1 2026 · Filed 2026-05-07
Market Value
$112M
Holdings
68
New Purchases
68
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
60.2%
Turnover
100.0%

Industry Breakdown

IndustryWeight
Financial Services 98.5%
Technology 1.0%
Industrials 0.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $13M 11.6%
Large Cap 30 $75M 67.5%
Mid Cap 14 $18M 15.9%
Small Cap 11 $5M 4.2%
Micro Cap 2 $819K 0.7%

Portfolio Analytics

Avg Market Cap
$238.8B
Median Market Cap
$13.8B
Avg P/E
31.9
Median P/E
34.9
Avg Dividend Yield
0.01%
Avg Beta
0.89
# Stocks
5
# ETFs / Funds
63

Top Holdings (68 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVLV 10.77% 148,952 $12M $80.60
2 DFAC 9.53% 273,537 $11M $38.86
3 AVUS 7.75% 77,728 $9M $111.17
4 AVDE 6.18% 81,237 $7M $84.84
5 DFGP 5.44% 112,348 $6M $53.99
6 VUG 5.25% 13,408 $6M $436.55
7 DFUV 4.71% 108,407 $5M $48.46
8 AVEM 4.10% 56,713 $5M $80.58
9 AVUV 3.48% 35,180 $4M $110.47
10 VCRB 3.01% 43,410 $3M $77.38
11 IEFA 2.85% 35,063 $3M $90.53
12 DFCF 2.84% 75,065 $3M $42.22
13 DISV 2.60% 73,563 $3M $39.44
14 IVV 2.57% 4,396 $3M $652.86
15 DFAI 1.92% 54,845 $2M $38.96
16 VCSH 1.82% 25,580 $2M $79.26
17 VCIT 1.38% 18,649 $2M $82.74
18 DFIC 1.32% 41,379 $1M $35.53
19 IGSB 1.27% 26,952 $1M $52.55
20 DFAT 1.20% 21,398 $1M $62.45
21 SUSB 1.04% 46,280 $1M $25.06
22 DFEM 1.01% 32,458 $1M $34.55
23 SPY 0.98% 1,674 $1M $649.56
24 DFAX 0.96% 31,589 $1M $33.97
25 DFAE 0.85% 28,048 $950K $33.86
26 EUSB 0.83% 21,227 $923K $43.50
27 IJH 0.78% 12,833 $867K $67.53
28 AVIG 0.77% 20,571 $855K $41.54
29 SPLG 0.70% 10,186 $780K $76.53
30 SUSA 0.63% 5,288 $698K $132.09
31 NVDA 0.61% 3,878 $676K $174.36
32 IEMG 0.59% 9,395 $655K $69.74
33 DFSU 0.57% 15,460 $635K $41.09
34 ITOT 0.52% 4,046 $576K $142.39
35 AVMU 0.51% 12,406 $568K $45.79
36 VTI 0.49% 1,700 $545K $320.81
37 VBK 0.46% 1,714 $518K $302.25
38 AAPL 0.44% 1,918 $487K $253.66
39 CAT 0.43% 680 $482K $708.46
40 SGOV 0.40% 4,473 $450K $100.66
41 DFSD 0.40% 9,344 $447K $47.88
42 JPST 0.35% 7,806 $395K $50.61
43 JMUB 0.32% 7,036 $352K $49.98
44 DFAS 0.31% 4,860 $346K $71.13
45 FMAY 0.28% 6,000 $317K $52.80
46 AVDV 0.28% 3,092 $309K $99.86
47 ESML 0.26% 6,196 $291K $47.02
48 DFSB 0.26% 5,600 $290K $51.74
49 VEA 0.25% 4,379 $281K $64.07
50 VSGX 0.25% 3,883 $279K $71.73
51 XLG 0.24% 4,927 $269K $54.54
52 VTV 0.23% 1,330 $261K $196.20
53 MMLG 0.22% 8,000 $251K $31.35
54 FMB 0.22% 4,826 $244K $50.65
55 FDMO 0.21% 2,988 $239K $80.09
56 VV 0.21% 790 $236K $298.85
57 DFSI 0.21% 5,480 $232K $42.40
58 BND 0.20% 3,068 $226K $73.62
59 DFGX 0.20% 4,287 $225K $52.44
60 CMF 0.20% 3,944 $224K $56.87
61 PWZ 0.20% 9,384 $224K $23.87
62 ESGD 0.20% 2,320 $222K $95.59
63 BRK-B 0.20% 458 $219K $478.15
64 IJR 0.18% 1,650 $205K $124.31
65 SCHV 0.18% 6,604 $201K $30.50
66 VBIL 0.18% 2,654 $201K $75.65
67 MHD 0.13% 12,990 $147K $11.28
68 FSCO 0.08% 16,600 $85K $5.10

New Positions

SymbolValue% Port
AVLV $12M 10.77%
DFAC $11M 9.53%
AVUS $9M 7.75%
AVDE $7M 6.18%
DFGP $6M 5.44%
VUG $6M 5.25%
DFUV $5M 4.71%
AVEM $5M 4.10%
AVUV $4M 3.48%
VCRB $3M 3.01%
IEFA $3M 2.85%
DFCF $3M 2.84%
DISV $3M 2.60%
IVV $3M 2.57%
DFAI $2M 1.92%
View SEC EDGAR Filings for ACTION POINT FINANCIAL PLANNING, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms