ACTION POINT FINANCIAL PLANNING, LLC

Q1 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$112,097
Net value change ($000)
—
New positions
69
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLV 12,006 —
DFAC 10,630 —
AVUS 8,641 —
AVDE 6,892 —
DFGP 6,066 —
VUG 5,853 —
DFUV 5,253 —
AVEM 4,570 —
AVUV 3,886 —
VCRB 3,359 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type