Single Point Partners

Single Point Partners as of Dec. 31, 2025

Portfolio Holdings for Single Point Partners

Single Point Partners holds 87 positions in its portfolio as reported in the December 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 $152M 222k 684.94
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $47M 710k 66.00
Ishares Tr Core Us Aggbd Et (AGG) 8.8 $45M 467k 95.48
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $29M 243k 120.18
Ishares Tr Rus 1000 Etf (IWB) 4.2 $21M 57k 373.44
Ishares Tr Core Msci Eafe (IEFA) 3.8 $19M 217k 89.46
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $19M 64k 290.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.1 $16M 314k 50.29
Ishares Tr National Mun Etf (MUB) 2.7 $14M 130k 107.11
Ishares Tr Core S&p Ttl Stk (ITOT) 2.2 $11M 76k 148.69
Ishares Core Msci Emkt (IEMG) 2.1 $11M 157k 67.22
Vanguard Index Fds Small Cp Etf (VB) 2.0 $10M 39k 257.95
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.7 $8.5M 168k 50.86
Ishares Tr Russell 2000 Etf (IWM) 1.4 $7.3M 30k 246.16
Ishares Tr Broad Usd High (USHY) 1.3 $6.7M 180k 37.40
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $6.6M 61k 106.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $6.3M 10k 627.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.7M 91k 62.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $5.1M 7.5k 681.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $4.6M 14k 335.27
Apple (AAPL) 0.9 $4.5M 17k 271.85
Ishares Tr Russell 3000 Etf (IWV) 0.8 $4.1M 11k 386.85
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $4.0M 86k 46.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $3.6M 48k 74.07
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.9M 14k 209.13
Ishares Tr Core Msci Total (IXUS) 0.6 $2.9M 35k 84.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.7M 33k 82.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.6M 49k 53.76
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $1.5M 15k 101.57
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 163k 9.05
Microsoft Corporation (MSFT) 0.3 $1.5M 3.0k 483.57
Bank of America Corporation (BAC) 0.3 $1.5M 26k 55.00
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 4.4k 313.00
JPMorgan Chase & Co. (JPM) 0.3 $1.3M 4.1k 322.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.2M 41k 30.07
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $1.2M 9.1k 131.20
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M 2.7k 396.37
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.0M 3.9k 268.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.1k 473.26
Vanguard Index Fds Growth Etf (VUG) 0.2 $889k 1.8k 487.86
Amazon (AMZN) 0.2 $878k 3.8k 230.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $878k 7.1k 123.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $849k 5.9k 143.51
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.2 $822k 16k 50.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $782k 29k 26.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $772k 32k 24.04
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $686k 6.9k 99.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $682k 1.1k 603.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $679k 8.4k 80.63
Ishares Tr Tips Bd Etf (TIP) 0.1 $571k 5.2k 109.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $545k 7.4k 73.56
Spdr Series Trust State Street Spd (EFIV) 0.1 $544k 8.2k 66.15
International Business Machines (IBM) 0.1 $475k 1.6k 296.25
Meta Platforms Cl A (META) 0.1 $452k 684.00 660.35
NVIDIA Corporation (NVDA) 0.1 $448k 2.4k 186.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $445k 11k 39.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $435k 865.00 502.65
Spdr Series Trust State Street Spd (JNK) 0.1 $430k 4.4k 97.21
Home Depot (HD) 0.1 $427k 1.2k 344.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $427k 2.9k 148.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $388k 631.00 614.31
Palantir Technologies Cl A (PLTR) 0.1 $348k 2.0k 177.74
American Electric Power Company (AEP) 0.1 $339k 2.9k 115.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $322k 1.5k 210.39
TJX Companies (TJX) 0.1 $317k 2.1k 153.61
Lowe's Companies (LOW) 0.1 $304k 1.3k 241.16
Raytheon Technologies Corp (RTX) 0.1 $303k 1.7k 183.37
Public Service Enterprise (PEG) 0.1 $293k 3.6k 80.31
Visa Com Cl A (V) 0.1 $278k 793.00 350.85
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $276k 1.3k 212.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $271k 5.9k 45.53
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $269k 3.6k 75.04
Johnson & Johnson (JNJ) 0.1 $262k 1.3k 206.95
Citigroup Com New (C) 0.1 $257k 2.2k 116.69
Eastern Bankshares (EBC) 0.1 $255k 14k 18.43
American Express Company (AXP) 0.0 $242k 654.00 369.87
Broadcom (AVGO) 0.0 $241k 698.00 345.86
Pepsi (PEP) 0.0 $236k 1.6k 143.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $222k 1.5k 143.32
Eli Lilly & Co. (LLY) 0.0 $221k 206.00 1074.68
S&p Global (SPGI) 0.0 $221k 422.00 522.99
Coca-Cola Company (KO) 0.0 $216k 3.1k 69.91
Danaher Corporation (DHR) 0.0 $210k 915.00 228.92
Abbvie (ABBV) 0.0 $208k 912.00 228.49
Verizon Communications (VZ) 0.0 $203k 5.0k 40.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $84k 11k 7.72
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $18k 18k 1.00