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Single Point Partners

Latest statistics and disclosures from Single Point Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IJH, AGG, IJR, IWB, and represent 57.87% of Single Point Partners's stock portfolio.
Added to shares of these 10 stocks: IVV, BND, IJH, AGG, SUB, IEFA, FLOT, AAPL, IJR, USHY.
Started 2 new stock positions in C, ABBV.
Reduced shares in these 10 stocks: GOOGL, LLY, MSFT, JPM, DFAC, AMZN, IWB, META, MUB, ITOT.
Sold out of its position in LLY.
Single Point Partners was a net buyer of stock by $7.4M.
Single Point Partners has $493M in assets under management (AUM), dropping by 7.74%.
Central Index Key (CIK): 0001801184

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Portfolio Holdings for Single Point Partners

Single Point Partners holds 89 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	30.1	$148M		222k	669.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.3	$46M		703k	65.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.3	$41M	+2%	423k	96.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.8	$29M		243k	118.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.3	$21M		58k	365.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$19M		64k	293.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$18M	+3%	211k	87.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.2	$16M	+2%	312k	50.07	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$13M		123k	106.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.3	$11M		77k	145.65	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$10M		158k	65.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$10M		39k	254.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.6	$8.0M	+6%	157k	51.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$7.0M		29k	241.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$6.5M	+14%	61k	106.78	View chart
Ishares Tr Broad Usd High (USHY)	1.3	$6.4M	+6%	170k	37.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$6.2M	+3%	10k	612.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$5.5M		91k	59.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$5.0M		7.5k	666.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$4.5M		14k	328.17	View chart
Apple (AAPL)	0.9	$4.3M	+10%	17k	254.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$4.0M		11k	378.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$4.0M		86k	46.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$3.5M	+90%	48k	74.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$2.9M		14k	209.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$2.8M		34k	82.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.8M	-2%	33k	82.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.7M	-3%	50k	54.18	View chart
Microsoft Corporation (MSFT)	0.3	$1.7M	-11%	3.2k	517.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.4M		247k	5.73	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$1.4M		14k	101.92	View chart
Bank of America Corporation (BAC)	0.3	$1.4M	-3%	27k	51.59	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-13%	4.2k	315.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.2M		40k	29.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M	-18%	4.8k	243.11	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$1.2M		9.1k	128.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.1M	+2%	4.6k	246.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	-5%	2.3k	468.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$960k		2.7k	355.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$881k		7.3k	120.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$874k		1.8k	479.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$831k		5.9k	140.96	View chart
Amazon (AMZN)	0.2	$823k	-15%	3.7k	219.59	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$796k	-7%	7.9k	100.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$766k	-2%	29k	26.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$744k		1.2k	596.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$741k		32k	23.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$682k		8.4k	81.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$578k		5.2k	111.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$530k		7.4k	71.37	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$522k		8.2k	63.59	View chart
Meta Platforms Cl A (META)	0.1	$522k	-18%	711.00	733.96	View chart
Home Depot (HD)	0.1	$503k	+6%	1.2k	405.34	View chart
International Business Machines (IBM)	0.1	$470k		1.7k	282.16	View chart
NVIDIA Corporation (NVDA)	0.1	$455k	-8%	2.4k	186.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$433k	-30%	11k	38.57	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$430k		4.4k	97.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$402k	+2%	2.8k	145.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$402k	+22%	799.00	502.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$396k	-4%	660.00	600.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$371k		1.8k	203.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$358k	+4%	2.0k	182.41	View chart
American Electric Power Company (AEP)	0.1	$346k		3.1k	112.51	View chart
TJX Companies (TJX)	0.1	$329k		2.3k	144.54	View chart
Lowe's Companies (LOW)	0.1	$317k		1.3k	251.31	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$307k		6.7k	45.51	View chart
Public Service Enterprise (PEG)	0.1	$304k		3.6k	83.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$298k	-11%	1.8k	167.33	View chart
Visa Com Cl A (V)	0.1	$296k	+3%	867.00	341.50	View chart
Costco Wholesale Corporation (COST)	0.1	$288k	+6%	311.00	925.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$268k		1.3k	206.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$262k	+2%	3.6k	73.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$253k		1.5k	170.85	View chart
Eastern Bankshares (EBC)	0.1	$251k		14k	18.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$248k	-23%	1.7k	142.56	View chart
Pepsi (PEP)	0.0	$231k	-8%	1.6k	140.47	View chart
Broadcom (AVGO)	0.0	$228k	-15%	690.00	329.68	View chart
Honeywell International (HON)	0.0	$222k		1.1k	210.46	View chart
Verizon Communications (VZ)	0.0	$221k		5.0k	43.95	View chart
American Express Company (AXP)	0.0	$217k	-4%	654.00	332.08	View chart
S&p Global (SPGI)	0.0	$215k	-7%	442.00	487.07	View chart
At&t (T)	0.0	$214k		7.6k	28.24	View chart
Citigroup Com New (C)	0.0	$213k	NEW	2.1k	101.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$211k	-20%	2.8k	76.72	View chart
Abbvie (ABBV)	0.0	$211k	NEW	912.00	231.54	View chart
Coca-Cola Company (KO)	0.0	$206k		3.1k	66.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$205k	-8%	1.1k	194.52	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$90k	+47%	16k	5.83	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$12k		12k	1.00	View chart

Past Filings by Single Point Partners

SEC 13F filings are viewable for Single Point Partners going back to 2019

Single Point Partners 2025 Q3 filed Oct. 20, 2025
Single Point Partners 2025 Q2 filed July 21, 2025
Single Point Partners 2025 Q1 filed April 14, 2025
Single Point Partners 2024 Q4 filed Jan. 29, 2025
Single Point Partners 2024 Q3 filed Oct. 3, 2024
Single Point Partners 2024 Q2 filed July 12, 2024
Single Point Partners 2024 Q1 filed April 11, 2024
Single Point Partners 2023 Q4 filed Jan. 11, 2024
Single Point Partners 2023 Q3 filed Oct. 12, 2023
Single Point Partners 2023 Q2 filed July 10, 2023
Single Point Partners 2023 Q1 filed April 6, 2023
Single Point Partners 2022 Q4 filed Jan. 10, 2023
Single Point Partners 2022 Q3 filed Oct. 7, 2022
Single Point Partners 2022 Q2 filed July 29, 2022
Single Point Partners 2022 Q1 filed April 28, 2022
Single Point Partners 2021 Q4 filed Jan. 27, 2022

View all past filings

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