13F Insight
DOSSIER · 13F-HR · Q2 2026

ACTION POINT FINANCIAL PLANNING, LLC

$984M in tracked AUM across 49,774 positions as of Q2 2026.

AP
CIK 0002116119 · last filed Jun 30, 2026
Total AUM
$984M
as of Q2 2026
Holdings
49,774
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Action Point Financial Planning allocates over 82% of its $112.1 million portfolio across systematic factor ETFs, led by Avantis and Dimensional Fund Advisors. In its inaugural 13F report for Q1 2026, single stocks like Nvidia ($676k) and Apple ($486k) represent less than 1.5% of total assets.

Portfolio Architecture

  • Avantis & Dimensional Heavyweights: Top holdings are dominated by factor-tilted funds, including Avantis U.S. Large Cap Value ETF (AVLV, $12.01M), Dimensional U.S. Core Equity 2 ETF (DFAC, $10.63M), and Avantis U.S. Equity ETF (AVUS, $8.64M).
  • Broad Asset Class Coverage: International value, emerging market factors, and fixed income funds (Vanguard Short-Term Corporate Bond ETF) round out the portfolio allocation.
  • De-emphasized Single Equities: Individual corporate positions comprise a nominal footprint, with Nvidia (3,878 shares) and Caterpillar (680 shares) kept under 1% total weight.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$43M486K4.3%02
AVLV
AMERICAN CENTY ETF TR
$31M336K3.1%03
AVUV
AMERICAN CENTY ETF TR
$20M157K2.0%04
AVDE
AMERICAN CENTY ETF TR
$19M208K1.9%05
DFSV
DIMENSIONAL ETF TRUST
$17M443K1.7%06
XLG
INVESCO EXCHANGE TRADED FD T
$17M276K1.7%07
PYLD
PIMCO ETF TR
$16M608K1.6%08
SCHD
SCHWAB STRATEGIC TR
$15M485K1.6%09
AVEM
AMERICAN CENTY ETF TR
$15M153K1.5%10
AVUS
AMERICAN CENTY ETF TR
$15M115K1.5%

Filing history

2026Q2Jun 30
$984M▲ 778.2%
49,774 positionsView →2026Q1Mar 31
$112M—
242 positionsView →