FIDUCIARY FINANCIAL ADVISORS
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Grand Rapids, MI
CIK
0002116119
Alternate names
ACTION POINT FINANCIAL PLANNING, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
13F-HR
8/13/2026
000142050626001640
Q1 2026
69
112,097
AVLV, DFAC, AVUS, AVDE
13F-HR
5/7/2026
000142050626000829