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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 58.34% of Single Point Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$15M), AGG, BND, FLOT, VUG, MU, VTEB, IWF, USHY, IEFA.
Started 22 new stock positions in IBTQ, SPYM, IBTP, CAT, MKSI, EFG, IBTL, DE, IBTM, AXP. LLY, MU, AMD, ABBV, XYLD, IBTI, IBTR, IBTO, IBTK, IBTJ, GEV, GLW.
Reduced shares in these 10 stocks: IVV, IWB, VB, IEMG, , Honeywell International, SPY, MUB, AAPL, GOOGL.
Sold out of its positions in T, Honeywell International.
Single Point Partners was a net buyer of stock by $24M.
Single Point Partners has $568M in assets under management (AUM), dropping by 13.03%.
Central Index Key (CIK): 0001801184

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Portfolio Holdings for Single Point Partners

Single Point Partners holds 103 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	29.4	$167M		223k	748.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.8	$56M		720k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.8	$50M	+2%	1.6M	31.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.4	$36M		245k	148.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.0	$23M	-2%	56k	409.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$21M		220k	96.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$20M	+288%	246k	80.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.9	$17M	+3%	329k	50.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.7	$15M		2.2M	6.76	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$14M		128k	107.62	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$13M	-2%	154k	82.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$11M	-3%	38k	303.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.7	$9.6M	+9%	188k	51.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$8.8M		29k	300.45	View chart
Ishares Tr Broad Usd High (USHY)	1.3	$7.4M	+7%	200k	37.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$7.0M		10k	686.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.2	$6.7M		63k	106.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$6.6M		92k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$5.5M		15k	370.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$5.4M	-3%	7.2k	746.76	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$4.6M		11k	426.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$4.5M	+23%	62k	73.41	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.8	$4.4M		85k	51.78	View chart
Apple (AAPL)	0.8	$4.3M	-2%	15k	289.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$3.6M		191k	18.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$3.4M		14k	246.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.7M		33k	82.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.6M		44k	59.69	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$1.8M	+11%	17k	101.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.5M		42k	36.87	View chart
Bank of America Corporation (BAC)	0.3	$1.5M		26k	56.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M		98k	13.48	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$1.3M		9.1k	143.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M	-7%	3.3k	357.39	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M		3.5k	327.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$999k		2.7k	368.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$979k		7.1k	137.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$938k	+485%	11k	86.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$906k		5.7k	158.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$877k		32k	27.70	View chart
Amazon (AMZN)	0.2	$877k	+4%	3.7k	238.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$873k	+2%	30k	29.43	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$847k		17k	50.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$846k	+222%	6.8k	124.17	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$796k		1.1k	703.34	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$786k	-5%	7.9k	100.16	View chart
Microsoft Corporation (MSFT)	0.1	$726k		1.9k	373.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$647k	+2%	4.0k	163.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$620k		7.8k	79.97	View chart
Micron Technology (MU)	0.1	$618k	NEW	535.00	1154.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$616k		7.3k	83.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$610k		4.9k	124.44	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$609k		5.6k	109.44	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.1	$600k		8.2k	72.93	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$498k		11k	44.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$461k	-3%	626.00	736.40	View chart
Home Depot (HD)	0.1	$435k	+2%	1.2k	352.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$427k		853.00	500.39	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$419k		4.3k	96.38	View chart
NVIDIA Corporation (NVDA)	0.1	$400k	-6%	2.0k	200.07	View chart
International Business Machines (IBM)	0.1	$391k	-4%	1.4k	281.26	View chart
American Electric Power Company (AEP)	0.1	$391k	-2%	2.9k	136.82	View chart
Broadcom (AVGO)	0.1	$385k	+31%	1.0k	377.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$370k		1.5k	242.36	View chart
Meta Platforms Cl A (META)	0.1	$336k	+7%	596.00	563.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$336k	+14%	1.8k	189.70	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$332k	NEW	15k	22.14	View chart
Ishares Tr Ibonds Dec 2036 (IBTR)	0.1	$332k	NEW	13k	24.90	View chart
Ishares Tr Ibonds Dec 2035 (IBTQ)	0.1	$332k	NEW	13k	25.09	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$331k	NEW	15k	21.65	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.1	$331k	NEW	13k	25.38	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$331k	NEW	17k	19.54	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.1	$331k	NEW	14k	24.13	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.1	$331k	NEW	15k	22.70	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$331k	NEW	16k	20.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$324k		3.6k	90.11	View chart
Johnson & Johnson (JNJ)	0.1	$321k	+11%	1.3k	254.06	View chart
Eastern Bankshares (EBC)	0.1	$312k		14k	22.24	View chart
Citigroup Com New (C)	0.1	$308k		2.2k	139.96	View chart
Corning Incorporated (GLW)	0.1	$303k	NEW	1.2k	255.43	View chart
MKS Instruments (MKSI)	0.1	$298k	NEW	670.00	444.80	View chart
Public Service Enterprise (PEG)	0.1	$296k		3.6k	81.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$295k		1.3k	227.06	View chart
Advanced Micro Devices (AMD)	0.0	$268k	NEW	462.00	580.85	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$266k		5.5k	48.12	View chart
Lowe's Companies (LOW)	0.0	$265k	-3%	1.2k	220.49	View chart
Visa Com Cl A (V)	0.0	$261k		759.00	343.23	View chart
Ge Vernova (GEV)	0.0	$259k	NEW	220.00	1174.86	View chart
American Express Company (AXP)	0.0	$247k	NEW	729.00	338.18	View chart
Eli Lilly & Co. (LLY)	0.0	$241k	NEW	201.00	1199.45	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$234k	-2%	1.5k	154.29	View chart
Coca-Cola Company (KO)	0.0	$233k	-7%	2.9k	81.27	View chart
Palantir Technologies Cl A (PLTR)	0.0	$227k	+2%	1.9k	116.66	View chart
Abbvie (ABBV)	0.0	$222k	NEW	883.00	251.64	View chart
Corteva (CTVA)	0.0	$214k		2.5k	84.69	View chart
Deere & Company (DE)	0.0	$213k	NEW	336.00	634.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$213k	NEW	1.7k	124.42	View chart
Caterpillar (CAT)	0.0	$213k	NEW	200.00	1064.90	View chart
Verizon Communications (VZ)	0.0	$212k		5.0k	42.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$212k	NEW	2.4k	87.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$96k	+23%	13k	7.17	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$23k	+27%	23k	1.00	View chart
Global X Fds S&p 500 Covered Call Option (XYLD)	0.0	$9.0k	NEW	22k	0.41	View chart

Past Filings by Single Point Partners

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

Single Point Partners 2026 Q2 filed July 16, 2026
Single Point Partners 2026 Q1 filed April 15, 2026
Single Point Partners 2025 Q4 filed Jan. 26, 2026
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

View all past filings

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