Single Point Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Single Point Partners, LLC reported 79 stock positions worth $430.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 26.2% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 10.1%) and iShares Russell 1000 ETF (IWB, 8.9%). Compared with Q4 2023, it opened 6 new positions, sold out of 4, added to 21 and reduced 38. The biggest buy was a new position in iShares Broad Usd High Yield (USHY) and the biggest sale Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $430.5M (Q1 2024)
- SEC Filing
- 0001844709-24-000005 ↗ filed Apr 11, 2024
Holdings Value
Holdings 79 stocks · $430.5M
| IVV iShares Core S&P 500 ETF | 26.16% | 214,217 | $112.6M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 10.06% | 713,081 | $43.3M | Add +1.7% |
| IWB iShares Russell 1000 ETF | 8.95% | 133,748 | $38.5M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 6.44% | 283,080 | $27.7M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 6.00% | 233,780 | $25.8M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.66% | 63,041 | $15.8M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 3.20% | 127,881 | $13.8M | Add +6.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.92% | 169,558 | $12.6M | Add +34.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.78% | 236,915 | $12.0M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 2.76% | 230,361 | $11.9M | Reduce -9.2% |
| ITOT iShares Core S&P Total U.S. | 2.39% | 89,299 | $10.3M | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.32% | 43,625 | $10.0M | Reduce -2.4% |
| FLOT iShares Floating Rate Bond E | 1.61% | 136,000 | $6.9M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 1.61% | 32,865 | $6.9M | Reduce -3.3% |
| SUB iShares Short-Term National | 1.32% | 54,419 | $5.7M | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 97,469 | $4.9M | Reduce -0.6% |
| USHY iShares Broad Usd High Yield | 1.02% | 120,426 | $4.4M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 15,973 | $4.2M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 7,861 | $4.1M | Reduce -0.3% |
| VXF Vanguard Extended Market ETF | 0.87% | 21,352 | $3.7M | Reduce -6.3% |
| SCHM Schwab US Mid Cap ETF | 0.84% | 44,192 | $3.6M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.81% | 7,209 | $3.5M | Add +2.5% |
| SPEM State Street SP PTF Em ETF | 0.76% | 90,159 | $3.3M | Reduce -19.9% |
| IWV iShares Russell 3000 ETF | 0.73% | 10,416 | $3.1M | Add +0.1% |
| AAPL Apple Inc. | 0.69% | 17,231 | $3.0M | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.69% | 36,102 | $3.0M | Reduce -3.3% |
| BND Vanguard Total Bond Market | 0.63% | 37,273 | $2.7M | Add +10.6% |
| VWO Vanguard Ftse Emerging Marke | 0.61% | 62,520 | $2.6M | Reduce -12.4% |
| IXUS iShares Core Intl Stock ETF | 0.53% | 33,323 | $2.3M | Reduce -1.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.43% | 28,961 | $1.8M | Reduce -55.0% |
| MSFT Microsoft Corp. | 0.39% | 3,986 | $1.7M | Reduce -3.7% |
| GBIL Goldman Sachs Access Treasur | 0.31% | 13,174 | $1.3M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 0.30% | 8,426 | $1.3M | Reduce -3.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.30% | 16,486 | $1.3M | Reduce -76.0% |
| GOOGL Alphabet Inc. Class A | 0.24% | 6,979 | $1.1M | Reduce -4.3% |
| SCHF Schwab Intl Equity ETF | 0.24% | 26,549 | $1.0M | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.23% | 28,233 | $1.0M | Reduce -5.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.23% | 9,864 | $993K | Add +2.1% |
| AMZN Amazon.com Inc. | 0.21% | 5,009 | $904K | Add +1.8% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 9,228 | $879K | Reduce -0.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 6,981 | $816K | Reduce -38.4% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 6,187 | $749K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 3,677 | $736K | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 8,410 | $710K | No change |
| MDY State Street SPDR S&P Midcap | 0.16% | 1,248 | $695K | No change |
| DFAC Dimensional US Core Equity 2 | 0.16% | 20,969 | $670K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 1,936 | $666K | Reduce -1.3% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,572 | $656K | Reduce -3.4% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,924 | $648K | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.12% | 595 | $537K | Add +4.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 8,692 | $510K | Add +7.3% |
| META Meta Platforms Inc. Class A | 0.11% | 1,013 | $492K | Reduce -11.7% |
| HD Home Depot Inc. | 0.11% | 1,222 | $469K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.10% | 8,785 | $445K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 957 | $425K | Reduce -0.8% |
| PEP Pepsico Inc. | 0.07% | 1,771 | $312K | Add +5.0% |
| DOCN Digitalocean Holdings Inc. | 0.07% | 8,075 | $308K | Reduce -12.2% |
| DFIV Dimensional International Va | 0.07% | 8,270 | $304K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 720 | $303K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 7,768 | $296K | Reduce -6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,539 | $294K | Add +22.4% |
| EBC Eastern Bankshares Inc. | 0.07% | 145,401 | $293K | No change |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.06% | 12,897 | $274K | Reduce -30.8% |
| AEP American Electric Power | 0.06% | 3,126 | $269K | Reduce -6.6% |
| HON Honeywell International Inc. | 0.06% | 1,283 | $263K | Reduce -11.5% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 2,248 | $258K | Add +4.8% |
| ESGV Vanguard ESG US Stock ETF | 0.06% | 2,684 | $250K | New |
| PEG Public Service Enterprise GP | 0.06% | 3,661 | $247K | No change |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,299 | $243K | No change |
| COST Costco Wholesale Corp. | 0.05% | 315 | $231K | New |
| DHR Danaher Corp. | 0.05% | 905 | $226K | Reduce -6.4% |
| DFAX Dimensional World Ex US Core | 0.05% | 8,192 | $208K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,424 | $207K | New |
| SPGI S&P Global Inc. | 0.05% | 475 | $202K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.05% | 2,205 | $202K | No change |
| MRK Merck & Co. Inc. | 0.05% | 1,524 | $201K | New |
| EFA iShares MSCI Eafe ETF | 0.05% | 10,420 | $198K | New |
| NDMO Nuveen Dynamic Municipal Opp | 0.04% | 17,000 | $186K | No change |
| PDO PIMCO Dynamic Income Opport | 0.03% | 10,405 | $138K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -76.0% | 0.30% | −1.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -55.0% | 0.43% | −0.57 |
| IEMG iShares Core MSCI Emerging | Reduce -9.2% | 2.76% | −0.44 |
| SPEM State Street SP PTF Em ETF | Reduce -19.9% | 0.76% | −0.23 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -38.4% | 0.19% | −0.14 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.4% | 0.61% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -3.3% | 1.61% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.3% | 0.69% | −0.08 |
| VXF Vanguard Extended Market ETF | Reduce -6.3% | 0.87% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.4% | 2.32% | −0.06 |
| GBIL Goldman Sachs Access Treasur | Reduce -9.6% | 0.31% | −0.05 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.05 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 1.14% | −0.03 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Reduce -30.8% | 0.06% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 3.66% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.8% | 0.23% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.3% | 0.53% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.8% | 0.20% | −0.02 |
| HON Honeywell International Inc. | Reduce -11.5% | 0.06% | −0.01 |
| DOCN Digitalocean Holdings Inc. | Reduce -12.2% | 0.07% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 0.24% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 0.30% | −0.01 |
| MVST Microvast Holdings Inc. | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Reduce -6.6% | 0.06% | −0.01 |
| DHR Danaher Corp. | Reduce -6.4% | 0.05% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.4% | 0.15% | −0.00 |
| BAC Bank of America Corp. | Reduce -6.1% | 0.07% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.10% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.7% | 0.84% | +0.00 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.39% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 0.15% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 0.15% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.07% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.8% | 2.39% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.17% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 0.11% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.96% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.96% | +0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 8.95% | +0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 26.16% | +1.36 |
Portfolio Buys Q4 2023 → Q1 2024
| USHY iShares Broad Usd High Yield | New | 1.02% | +1.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +34.0% | 2.92% | +0.71 |
| IJH iShares Core S&P Midcap ETF | Add +1.7% | 10.06% | +0.38 |
| ESGV Vanguard ESG US Stock ETF | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +4.0% | 0.12% | +0.05 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| EFA iShares MSCI Eafe ETF | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 0.81% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.8% | 0.21% | +0.02 |
| IBM Intl Business Machines Corp. | Add +22.4% | 0.07% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.73% | +0.02 |
| BND Vanguard Total Bond Market | Add +10.6% | 0.63% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.3% | 0.12% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +4.8% | 0.06% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.10% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.17% | +0.00 |
| PEP Pepsico Inc. | Add +5.0% | 0.07% | +0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +2.1% | 0.23% | −0.01 |
| SUB iShares Short-Term National | Add +6.0% | 1.32% | −0.02 |
| MUB iShares National Muni Bond E | Add +6.0% | 3.20% | −0.06 |
| FLOT iShares Floating Rate Bond E | Add +1.9% | 1.61% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 6.00% | −0.08 |
| AAPL Apple Inc. | Add +1.1% | 0.69% | −0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.1% | 2.78% | −0.20 |
| AGG iShares Core U.S. Aggregate | Add +4.6% | 6.44% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 102 | $568.0M | IVV, IJH, AGG, IJR, IWB |
| Q1 2026 | 83 | $502.5M | IVV, IJH, AGG, IJR, IWB |
| Q4 2025 | 87 | $505.8M | IVV, IJH, AGG, IJR, IWB |
| Q3 2025 | 89 | $492.7M | IVV, IJH, AGG, IJR, IWB |
| Q2 2025 | 88 | $457.3M | IVV, IJH, AGG, IJR, IWB |
| Q1 2025 | 87 | $426.0M | IVV, IJH, AGG, IJR, IWB |
| Q4 2024 | 81 | $434.3M | IVV, IJH, AGG, IJR, MUB |
| Q3 2024 | 34 | $62.7M | IEFA, IEMG, FLOT, USHY, SPY |
| Q2 2024 | 34 | $58.4M | IEFA, IEMG, FLOT, USHY, SPY |
| Q1 2024 | 79 | $430.5M | IVV, IJH, IWB, AGG, IJR |