ACTION POINT FINANCIAL PLANNING, LLC - Portfolio overview

ACTION POINT FINANCIAL PLANNING, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. AVDE - AMERICAN CENTY ETF TR, 10.14%
2. VCRB - VANGUARD MALVERN FDS, 4.14%
3. SUSB - ISHARES TR, 3.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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