Single Point Partners

Single Point Partners as of Sept. 30, 2026

Portfolio Holdings for Single Point Partners

Single Point Partners holds 96 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.3 $171M 224k 765.85
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $53M 730k 71.95
Ishares Tr Core Us Aggbd Et (AGG) 8.6 $49M 1.6M 30.09
Ishares Tr Core S&p Scp Etf (IJR) 5.9 $34M 247k 136.04
Ishares Tr Rus 1000 Etf (IWB) 4.0 $23M 55k 416.14
Ishares Tr Core Msci Eafe (IEFA) 3.8 $22M 224k 96.88
Vanguard Index Fds Mrngstr Mid Cap (VO) 3.4 $19M 244k 78.42
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $16M 2.2M 7.17
Ishares Tr National Mun Etf (MUB) 2.7 $15M 150k 101.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $15M 308k 47.36
Ishares Core Msci Emkt (IEMG) 2.2 $13M 156k 81.16
Vanguard Index Fds Mrngstr Sml Cap (VB) 1.9 $11M 37k 284.50
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.9 $11M 206k 51.05
Ishares Tr Russell 2000 Etf (IWM) 1.5 $8.3M 30k 277.89
Ishares Tr Broad Usd High (USHY) 1.4 $7.6M 214k 35.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $7.1M 10k 700.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $6.9M 97k 70.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $6.4M 91k 70.15
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $6.3M 60k 104.54
Vanguard Index Fds MRNGSTR TTL STK (VTI) 1.0 $5.7M 15k 374.25
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $5.4M 7.1k 762.67
Apple (AAPL) 0.9 $4.8M 15k 333.02
Ishares Tr Russell 3000 Etf (IWV) 0.8 $4.6M 11k 431.64
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.8 $4.5M 87k 51.76
Ishares Tr Core Msci Total (IXUS) 0.6 $3.6M 191k 19.03
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $3.3M 14k 231.63
Vanguard Wellington Short Trm Tax Ex (VTES) 0.5 $2.7M 27k 98.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.7M 45k 59.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.6M 32k 81.20
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.6M 16k 100.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.6M 46k 34.02
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.2 $1.3M 28k 48.97
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 97k 11.21
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 2.7k 380.87
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 3.0k 344.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $986k 6.9k 142.26
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.2 $963k 11k 90.11
Amazon (AMZN) 0.2 $907k 3.6k 249.11
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $891k 32k 27.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $885k 30k 30.00
Accenture Plc Ireland Shs Class A (ACN) 0.2 $882k 4.8k 183.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $859k 5.5k 155.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $853k 6.8k 125.26
Microsoft Corporation (MSFT) 0.1 $825k 1.6k 512.85
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $808k 16k 50.25
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $743k 1.1k 656.71
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $672k 4.0k 166.79
Ishares Tr Tips Bd Etf (TIP) 0.1 $632k 6.1k 104.04
JPMorgan Chase & Co. (JPM) 0.1 $631k 1.9k 330.83
Spdr Series Trust Spdr S&p 500 Esg (EFIV) 0.1 $610k 8.2k 74.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $604k 7.3k 82.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $590k 7.6k 77.21
Micron Technology (MU) 0.1 $570k 535.00 1065.11
Dimensional Etf Trust Us Cor Equ 2 Etf 0.1 $499k 11k 44.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $462k 624.00 739.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $417k 838.00 498.09
NVIDIA Corporation (NVDA) 0.1 $408k 1.8k 228.34
Spdr Series Trust St Bloo High Etf (JNK) 0.1 $393k 4.2k 92.74
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $392k 1.7k 228.28
Home Depot (HD) 0.1 $375k 1.3k 284.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $369k 1.5k 247.95
Meta Platforms Cl A (META) 0.1 $348k 480.00 725.22
Johnson & Johnson (JNJ) 0.1 $347k 1.3k 264.84
Palantir Technologies Cl A (PLTR) 0.1 $345k 1.8k 187.04
American Electric Power Company (AEP) 0.1 $339k 2.9k 118.65
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $329k 15k 21.91
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $328k 15k 22.32
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $325k 15k 21.23
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $325k 6.5k 50.21
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $322k 17k 18.99
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $319k 16k 19.47
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $317k 15k 21.74
Ishares Tr Ibonds Dec 2033 (IBTO) 0.1 $315k 14k 22.99
Ishares Tr Ibonds Dec 2034 (IBTP) 0.1 $314k 13k 24.04
Ishares Tr Ibonds Dec 2035 (IBTQ) 0.1 $312k 13k 23.63
Ishares Tr Ibonds Dec 2036 (IBTR) 0.1 $312k 13k 23.40
International Business Machines (IBM) 0.1 $306k 1.4k 219.98
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $303k 3.6k 84.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $275k 5.5k 49.74
Fidelity Merrimack Str Tr Systematic Mun (FMUN) 0.0 $274k 5.8k 46.78
Bank of America Corporation (BAC) 0.0 $252k 4.6k 54.43
Public Service Enterprise (PEG) 0.0 $246k 3.6k 67.34
Eastern Bankshares (EBC) 0.0 $231k 11k 20.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $230k 1.5k 155.27
Raytheon Technologies Corp (RTX) 0.0 $223k 1.2k 185.92
Deere & Company (DE) 0.0 $222k 331.00 670.53
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $219k 9.1k 24.12
Visa Com Cl A (V) 0.0 $218k 606.00 359.60
Broadcom (AVGO) 0.0 $216k 614.00 351.36
Hecla Mining Company (HL) 0.0 $213k 13k 17.03
Spdr Series Trust St Str P500etf (SPYM) 0.0 $213k 2.4k 89.76
Eli Lilly & Co. (LLY) 0.0 $209k 178.00 1172.56
Costco Wholesale Corporation (COST) 0.0 $209k 229.00 910.34
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $205k 1.7k 119.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $96k 14k 7.00
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $33k 33k 1.00