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FIDUCIARY FINANCIAL ADVISORS
hedge fundUpdated 20 days agoManaged by Action Point Financial Planning, Llc • Latest filing Q2 2026
Portfolio value
$984.4B
Q2 2026
Filings
2
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
49,774 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AVGO BROADCOM INC | $6.9B | 18.4K | 0.71% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $3.6B | 81.5K | 0.37% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $3.1B | 24.3K | 0.32% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $2.9B | 32.6K | 0.30% | — |
| 5 | ? N/A AMERICAN CENTY ETF TR | $2.5B | 25.9K | 0.25% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $2.3B | 52.9K | 0.24% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $2.3B | 42.2K | 0.23% | — |
| 8 | N NVDA NVIDIA CORPORATION | $2.1B | 10.7K | 0.22% | — |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.7B | 57.9K | 0.17% | — |
| 10 | ? N/A AMERICAN CENTY ETF TR | $1.6B | 17.1K | 0.16% | — |
| 11 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.6B | 52.9K | 0.16% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $1.5B | 11.9K | 0.15% | — |
| 13 | ? N/A AMERICAN CENTY ETF TR | $1.4B | 15.8K | 0.15% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $1.3B | 23.8K | 0.13% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $1.3B | 23.7K | 0.13% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.3B | 43.9K | 0.13% | — |
| 17 | V VGES VANGUARD INDEX FDS | $1.3B | 14.7K | 0.13% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $1.3B | 9.9K | 0.13% | — |
| 19 | G GS-PD GOLDMAN SACHS ETF TR | $1.2B | 8.7K | 0.12% | — |
| 20 | S STT-PG SPDR SERIES TRUST | $1.2B | 14.0K | 0.12% | — |