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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 58.14% of Single Point Partners's stock portfolio.
Added to shares of these 10 stocks: AGG (+$33M), ITOT (+$13M), IXUS, IVV, IJH, VTI, T, HON, CTVA, ACN.
Started 3 new stock positions in HON, T, CTVA.
Reduced shares in these 10 stocks: GOOG, MSFT, AAPL, TJX, AXP, PEP, GOOGL, VWO, LLY, SPGI.
Sold out of its positions in ABBV, AXP, DHR, LLY, PEP, SPGI, TJX.
Single Point Partners was a net buyer of stock by $48M.
Single Point Partners has $503M in assets under management (AUM), dropping by -0.64%.
Central Index Key (CIK): 0001801184

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Portfolio Holdings for Single Point Partners

Single Point Partners holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	29.1	$146M		224k	653.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.6	$48M		715k	67.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.4	$47M	+234%	1.6M	30.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.0	$30M		244k	124.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.0	$20M		57k	356.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.9	$20M		215k	90.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$18M		63k	287.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.2	$16M		317k	49.89	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$14M		130k	106.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$13M	+2835%	2.2M	5.90	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$11M		158k	69.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$10M		39k	261.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.7	$8.8M	+2%	172k	50.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$7.3M		30k	248.00	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$6.8M	+2%	185k	36.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$6.7M	+2%	63k	106.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$6.1M		10k	597.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$5.9M		92k	64.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$4.9M		7.5k	650.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$4.7M	+6%	15k	320.80	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$4.0M		85k	46.91	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$4.0M		11k	370.67	View chart
Apple (AAPL)	0.8	$3.8M	-8%	15k	253.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$3.7M	+4%	50k	73.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$3.2M	+449%	190k	16.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$2.9M		14k	205.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$2.7M		33k	82.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.4M	-8%	45k	54.05	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$1.6M	+7%	16k	101.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.3M	+2%	41k	30.96	View chart
Bank of America Corporation (BAC)	0.2	$1.3M	-2%	26k	48.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	-39%	98k	11.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M		2.7k	430.36	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.2	$1.1M		9.1k	124.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.0M	-18%	3.6k	287.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.0M	-15%	3.5k	294.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$968k	+26%	4.9k	198.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$901k		2.1k	426.42	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$864k	+4%	17k	50.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$848k	-3%	5.7k	148.10	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$832k	+21%	8.3k	100.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$812k	+2%	1.9k	436.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$806k		7.1k	113.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$795k		32k	24.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$745k		29k	25.64	View chart
Amazon (AMZN)	0.1	$734k	-7%	3.5k	208.29	View chart
Microsoft Corporation (MSFT)	0.1	$730k	-34%	2.0k	370.22	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$698k		1.1k	616.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$622k	-7%	7.8k	79.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$614k	+7%	5.6k	110.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$556k		7.4k	75.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$543k	+34%	3.8k	141.42	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$519k		8.2k	63.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$437k		11k	38.86	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$423k		4.4k	95.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$409k		853.00	479.20	View chart
Home Depot (HD)	0.1	$396k	-3%	1.2k	329.02	View chart
American Electric Power Company (AEP)	0.1	$382k		2.9k	131.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$376k	+3%	651.00	577.18	View chart
NVIDIA Corporation (NVDA)	0.1	$373k	-10%	2.1k	174.37	View chart
International Business Machines (IBM)	0.1	$354k	-8%	1.5k	242.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$327k		1.5k	213.67	View chart
Meta Platforms Cl A (META)	0.1	$318k	-18%	555.00	572.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$298k	-6%	1.5k	192.87	View chart
Lowe's Companies (LOW)	0.1	$296k		1.3k	236.28	View chart
Public Service Enterprise (PEG)	0.1	$295k		3.6k	80.96	View chart
Palantir Technologies Cl A (PLTR)	0.1	$278k	-2%	1.9k	146.27	View chart
Johnson & Johnson (JNJ)	0.1	$277k	-10%	1.1k	244.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$274k		1.3k	211.15	View chart
Eastern Bankshares (EBC)	0.1	$273k		14k	19.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$270k		3.6k	75.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$259k	-6%	5.5k	46.74	View chart
Verizon Communications (VZ)	0.0	$251k		5.0k	50.20	View chart
Citigroup Com New (C)	0.0	$250k		2.2k	113.41	View chart
Broadcom (AVGO)	0.0	$239k	+10%	772.00	309.39	View chart
Coca-Cola Company (KO)	0.0	$235k		3.1k	76.05	View chart
Visa Com Cl A (V)	0.0	$233k	-3%	769.00	302.36	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$226k		1.5k	145.76	View chart
At&t (T)	0.0	$216k	NEW	7.4k	28.99	View chart
Honeywell International (HON)	0.0	$214k	NEW	946.00	225.98	View chart
Corteva (CTVA)	0.0	$211k	NEW	2.5k	83.71	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$85k		11k	7.86	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$18k		18k	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 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
Single Point Partners 2022 Q2 filed July 29, 2022

View all past filings

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