ACTION POINT FINANCIAL PLANNING, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Grand Rapids, MI
CIK
0002116119
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
69
112,097
AVLV, DFAC, AVUS, AVDE
13F-HR
5/7/2026
000142050626000829