ACTION POINT FINANCIAL PLANNING, LLC
CIK
2116119
Location
GRAND RAPIDS, MI
Portfolio Value
Micro
$3,184,172
Diversification
Moderately concentrated
Filing Date
Mar 31, 2026
Global Rank
#8,435
/ 8,605
· as of Mar 2026
Top Industry
Semiconductors
32.3%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.4%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−5.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026Top Position
34.2%
of portfolio value
Top 5
92.7%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
2,158
Moderately concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.5% | $1,163,091 |
| Unclassified | 34.2% | $1,088,669 |
| Industrials | 15.1% | $481,752 |
| Financial Services | 14.2% | $450,660 |
7 positions ·
$3,184,172 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,674 | $1,088,669 | 34.19% | |
| NVDA |
Nvidia Corp
Technology
|
First | 3,878 | $676,322 | 21.24% | |
| AAPL |
Apple Inc.
Technology
|
First | 1,918 | $486,769 | 15.29% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 680 | $481,752 | 15.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 458 | $219,473 | 6.89% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
First | 12,990 | $146,527 | 4.60% | |
| FSCO |
FS Credit Opportunities Corp.
Financial Services
|
First | 16,600 | $84,660 | 2.66% |