Single Point Partners

Single Point Partners as of June 30, 2026

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