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ACTION POINT FINANCIAL PLANNING, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    grand rapids, MI
  • CIK
    0002116119
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

69

$112.1M
AVLV, DFAC, AVUS, AVDE
13F-HR
May 7, 2026
000142050626000829