Single Point Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$502.5M
Q ending 2026-03-31
Prior quarter
$505.8M
Q ending 2025-12-31
Change
-0.6% QoQ · +117859.1% YoY
Positions
83
reported holdings
Largest positions
All 83 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $146.3M | 224K |
| Ishares Tr | IJH | Shares | $48.3M | 715K |
| Ishares Tr | AGG | Shares | $47.0M | 1.6M |
| Ishares Tr | IJR | Shares | $30.3M | 244K |
| Ishares Tr | IWB | Shares | $20.2M | 57K |
| Ishares Tr | IEFA | Shares | $19.5M | 215K |
| Vanguard Index Fds | VO | Shares | $18.2M | 63K |
| Vanguard Mun Bd Fds | VTEB | Shares | $15.8M | 317K |
| Ishares Tr | MUB | Shares | $13.8M | 130K |
| Ishares Tr | ITOT | Shares | $13.2M | 2.2M |
| Ishares Inc | IEMG | Shares | $11.0M | 158K |
| Vanguard Index Fds | VB | Shares | $10.3M | 39K |
| Ishares Tr | FLOT | Shares | $8.8M | 172K |
| Ishares Tr | IWM | Shares | $7.3M | 30K |
| Ishares Tr | USHY | Shares | $6.8M | 185K |
| Ishares Tr | SUB | Shares | $6.7M | 63K |
| Vanguard Index Fds | VOO | Shares | $6.1M | 10K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.9M | 92K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.9M | 7K |
| Vanguard Index Fds | VTI | Shares | $4.7M | 15K |
| Spdr Index Shs Fds | SPEM | Shares | $4.0M | 85K |
| Ishares Tr | IWV | Shares | $4.0M | 11K |
| Apple Inc | AAPL | Shares | $3.8M | 15K |
| Vanguard Bd Index Fds | BND | Shares | $3.7M | 50K |
| Ishares Tr | IXUS | Shares | $3.2M | 190K |
| Vanguard Index Fds | VXF | Shares | $2.9M | 14K |
| Ishares Tr | SHY | Shares | $2.7M | 33K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.4M | 45K |
| Vanguard Wellington Fd | VTES | Shares | $1.6M | 16K |
| Schwab Strategic Tr | SCHM | Shares | $1.3M | 41K |
| Bank America Corp | BAC | Shares | $1.3M | 26K |
| Alphabet Inc | GOOG | Shares | $1.2M | 98K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Bny Mellon Etf Trust | BKLC | Shares | $1.1M | 9K |
| Alphabet Inc | GOOGL | Shares | $1.0M | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 3K |
| Accenture Plc Ireland | Shares | $968K | 5K | |
| Ishares Tr | IWF | Shares | $901K | 2K |
| Bondbloxx Etf Trust | XHLF | Shares | $864K | 17K |
| Vanguard Whitehall Fds | VYM | Shares | $848K | 6K |
| Goldman Sachs Etf Tr | GBIL | Shares | $832K | 8K |
| Vanguard Index Fds | VUG | Shares | $812K | 2K |
| Ishares Tr | IVW | Shares | $805K | 7K |
| Schwab Strategic Tr | SCHF | Shares | $795K | 32K |
| Schwab Strategic Tr | SCHX | Shares | $745K | 29K |
| Amazon Com Inc | AMZN | Shares | $734K | 4K |
| Microsoft Corp | MSFT | Shares | $730K | 2K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $698K | 1K |
| Ishares Tr | HYG | Shares | $622K | 8K |
| Ishares Tr | TIP | Shares | $614K | 6K |
| Vanguard Intl Equity Index F | VEU | Shares | $556K | 7K |
| Ishares Tr | ESGU | Shares | $543K | 4K |
| Spdr Series Trust | EFIV | Shares | $519K | 8K |
| Dimensional Etf Trust | DFAC | Shares | $437K | 11K |
| Spdr Series Trust | JNK | Shares | $423K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $409K | 853 |
| Home Depot Inc | HD | Shares | $395K | 1K |
| American Elec Pwr Co Inc | AEP | Shares | $382K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $376K | 651 |
| Nvidia Corporation | NVDA | Shares | $373K | 2K |
| International Business Machs | IBM | Shares | $354K | 1K |
| Ishares Tr | IWD | Shares | $327K | 2K |
| Meta Platforms Inc | META | Shares | $318K | 555 |
| Rtx Corporation | RTX | Shares | $298K | 2K |
| Lowes Cos Inc | LOW | Shares | $296K | 1K |
| Public Svc Enterprise Group | PEG | Shares | $295K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $278K | 2K |
| Johnson & Johnson | JNJ | Shares | $277K | 1K |
| Ishares Tr | IVE | Shares | $274K | 1K |
| Eastern Bankshares Inc | EBC | Shares | $273K | 14K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $270K | 4K |
| Schwab Strategic Tr | SCHC | Shares | $259K | 6K |
| Verizon Communications Inc | VZ | Shares | $251K | 5K |
| Citigroup Inc | C | Shares | $250K | 2K |
| Broadcom Inc | AVGO | Shares | $239K | 772 |
| Coca Cola Co | KO | Shares | $235K | 3K |
| Visa Inc | V | Shares | $233K | 769 |
| Vanguard Intl Equity Index F | VSS | Shares | $226K | 2K |
| At&T Inc | T | Shares | $216K | 7K |
| Honeywell Intl Inc | HONGBP | Shares | $214K | 946 |
| Corteva Inc | CTVA | Shares | $211K | 3K |
| Ishares Tr | ACWX | Shares | $85K | 11K |
| Ishares Tr | SMMD | Shares | $18K | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.