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ACTION POINT FINANCIAL PLANNING, LLC — 13F Holdings & Portfolio

CIK 2116119 · latest 13F-HR filed 2026-05-07

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$112.1M

Long-equity book

Holdings

242

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $3.4M 2.99% 86,333 SH
2 AMERICAN CENTY ETF TR AVDE 025072703 $2.9M 2.55% 33,672 SH
3 AMERICAN CENTY ETF TR AVUS 025072885 $2.7M 2.41% 24,273 SH
4 AMERICAN CENTY ETF TR AVEM 025072604 $2.3M 2.04% 28,401 SH
5 DIMENSIONAL ETF TRUST DFGP 25434V583 $2.3M 2.03% 42,227 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.1M 1.83% 52,889 SH
7 AMERICAN CENTY ETF TR AVLV 025072349 $1.4M 1.23% 17,140 SH
8 AMERICAN CENTY ETF TR AVUV 025072877 $1.3M 1.18% 11,942 SH
9 AMERICAN CENTY ETF TR AVLV 025072349 $1.3M 1.17% 16,231 SH
10 VANGUARD MALVERN FDS VCRB 922020748 $1.2M 1.04% 15,092 SH
11 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.2M 1.03% 23,788 SH
12 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.2M 1.03% 23,731 SH
13 DIMENSIONAL ETF TRUST DFGP 25434V583 $1.1M 0.99% 20,642 SH
14 AMERICAN CENTY ETF TR AVUS 025072885 $1.1M 0.98% 9,888 SH
15 VANGUARD INDEX FDS VUG 922908736 $1.1M 0.96% 2,452 SH
16 AMERICAN CENTY ETF TR AVDE 025072703 $973.9K 0.87% 11,480 SH
17 ISHARES TR SUSB 46435G243 $912.9K 0.81% 36,420 SH
18 ISHARES TR IVV 464287200 $912.5K 0.81% 1,398 SH
19 VANGUARD MALVERN FDS VCRB 922020748 $911.5K 0.81% 11,780 SH
20 AMERICAN CENTY ETF TR AVEM 025072604 $906.9K 0.81% 11,254 SH
21 DIMENSIONAL ETF TRUST DFUV 25434V724 $888.6K 0.79% 18,337 SH
22 DIMENSIONAL ETF TRUST DISV 25434V781 $886.6K 0.79% 22,480 SH
23 AMERICAN CENTY ETF TR AVUS 025072885 $829.1K 0.74% 7,458 SH
24 ISHARES TR IEFA 46432F842 $826.5K 0.74% 9,130 SH
25 VANGUARD INDEX FDS VUG 922908736 $822.5K 0.73% 1,883 SH
26 AMERICAN CENTY ETF TR AVLV 025072349 $817.9K 0.73% 10,147 SH
27 AMERICAN CENTY ETF TR AVUV 025072877 $815.4K 0.73% 7,381 SH
28 DIMENSIONAL ETF TRUST DFIC 25434V799 $794.3K 0.71% 22,358 SH
29 ISHARES TR IEFA 46432F842 $790.8K 0.71% 8,736 SH
30 DIMENSIONAL ETF TRUST DFAC 25434V708 $766.4K 0.68% 19,723 SH
31 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $762.5K 0.68% 9,620 SH
32 AMERICAN CENTY ETF TR AVUS 025072885 $755.1K 0.67% 6,792 SH
33 DIMENSIONAL ETF TRUST DFAC 25434V708 $730.0K 0.65% 18,786 SH
34 AMERICAN CENTY ETF TR AVDE 025072703 $727.8K 0.65% 8,579 SH
35 DIMENSIONAL ETF TRUST DISV 25434V781 $718.5K 0.64% 18,218 SH
36 ISHARES TR SUSA 464288802 $698.5K 0.62% 5,288 SH
37 ISHARES TR IEFA 46432F842 $690.0K 0.62% 7,622 SH
38 DIMENSIONAL ETF TRUST DFAC 25434V708 $656.5K 0.59% 16,894 SH
39 AMERICAN CENTY ETF TR AVLV 025072349 $636.6K 0.57% 7,898 SH
40 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $628.9K 0.56% 968 SH
41 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $623.6K 0.56% 7,868 SH
42 DIMENSIONAL ETF TRUST DFAC 25434V708 $616.9K 0.55% 15,876 SH
43 ISHARES TR IGSB 464288646 $607.6K 0.54% 11,561 SH
44 ISHARES TR IVV 464287200 $586.6K 0.52% 899 SH
45 DIMENSIONAL ETF TRUST DFCF 25434V872 $585.0K 0.52% 13,858 SH
46 DIMENSIONAL ETF TRUST DFGP 25434V583 $581.5K 0.52% 10,770 SH
47 ISHARES TR ITOT 464287150 $576.1K 0.51% 4,046 SH
48 VANGUARD MUN BD FDS VCRM 922907712 $573.9K 0.51% 7,638 SH
49 DIMENSIONAL ETF TRUST DFAI 25434V203 $572.2K 0.51% 14,688 SH
50 AMERICAN CENTY ETF TR AVMU 025072695 $568.1K 0.51% 12,406 SH