Institutional Fund
Action Point Financial Planning, LLC
Grand Rapids, MICIK 21161191 filings on record
Portfolio Value
$112.10M
Q1 2026
Holdings
69
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr10.7%
- Dimensional ETF Trust9.5%
- American Centy ETF Tr7.7%
- American Centy ETF Tr6.1%
- Dimensional ETF Trust5.4%
- Vanguard Index Fds5.2%
- Other55.3%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 149.0K | $12.01M | 10.7% | +149.0K | First Filing |
| 2 | Dimensional ETF Trust | 273.5K | $10.63M | 9.5% | +273.5K | First Filing |
| 3 | American Centy ETF Tr | 77.7K | $8.64M | 7.7% | +77.7K | First Filing |
| 4 | American Centy ETF Tr | 81.2K | $6.89M | 6.1% | +81.2K | First Filing |
| 5 | Dimensional ETF Trust | 112.3K | $6.07M | 5.4% | +112.3K | First Filing |
| 6 | Vanguard Index Fds | 13.4K | $5.85M | 5.2% | +13.4K | First Filing |
| 7 | Dimensional ETF Trust | 108.4K | $5.25M | 4.7% | +108.4K | First Filing |
| 8 | American Centy ETF Tr | 56.7K | $4.57M | 4.1% | +56.7K | First Filing |
| 9 | American Centy ETF Tr | 35.2K | $3.89M | 3.5% | +35.2K | First Filing |
| 10 | Vanguard Malvern Fds | 43.4K | $3.36M | 3.0% | +43.4K | First Filing |
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