Single Point Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Single Point Partners, LLC reported 81 stock positions worth $434.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.9%) and iShares Core U.S. Aggregate (AGG, 8.6%). Compared with Q3 2024, it opened 50 new positions, sold out of 3, added to 10 and reduced 14. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $434.3M (Q4 2024)
- SEC Filing
- 0001801184-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 81 stocks · $434.3M
| IVV iShares Core S&P 500 ETF | 29.06% | 214,352 | $126.2M | New |
| IJH iShares Core S&P Midcap ETF | 9.92% | 691,416 | $43.1M | New |
| AGG iShares Core U.S. Aggregate | 8.62% | 400,127 | $37.4M | New |
| IJR iShares Core S&P Small-Cap E | 6.35% | 239,452 | $27.6M | New |
| MUB iShares National Muni Bond E | 4.32% | 175,873 | $18.7M | New |
| IWB iShares Russell 1000 ETF | 4.01% | 54,061 | $17.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.50% | 57,528 | $15.2M | New |
| IEFA iShares Core MSCI Eafe ETF | 3.08% | 190,349 | $13.4M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.72% | 235,468 | $11.8M | New |
| ITOT iShares Core S&P Total U.S. | 2.49% | 84,059 | $10.8M | New |
| IEMG iShares Core MSCI Emerging | 1.91% | 159,108 | $8.3M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.84% | 33,211 | $8.0M | New |
| FLOT iShares Floating Rate Bond E | 1.82% | 155,730 | $7.9M | Add +4.5% |
| SUB iShares Short-Term National | 1.55% | 63,787 | $6.7M | New |
| IWM iShares Russell 2000 ETF | 1.43% | 28,037 | $6.2M | New |
| USHY iShares Broad Usd High Yield | 1.39% | 163,482 | $6.0M | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 1.22% | 9,792 | $5.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 7,832 | $4.6M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 87,195 | $4.2M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.95% | 14,243 | $4.1M | New |
| AAPL Apple Inc. | 0.92% | 16,034 | $4.0M | Reduce -4.5% |
| IWV iShares Russell 3000 ETF | 0.78% | 10,157 | $3.4M | New |
| SPEM State Street SP PTF Em ETF | 0.75% | 84,618 | $3.2M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.68% | 35,908 | $2.9M | New |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 55,243 | $2.4M | New |
| IXUS iShares Core Intl Stock ETF | 0.50% | 32,703 | $2.2M | Reduce -0.7% |
| VXF Vanguard Extended Market ETF | 0.49% | 11,221 | $2.1M | New |
| BND Vanguard Total Bond Market | 0.43% | 25,861 | $1.9M | New |
| ACN Accenture PLC Class A | 0.38% | 4,714 | $1.7M | New |
| DINO HF Sinclair Corp. | 0.33% | 41,324 | $1.4M | New |
| MSFT Microsoft Corp. | 0.31% | 3,176 | $1.3M | New |
| GOOG Alphabet Inc. Class C | 0.29% | 6,645 | $1.3M | Reduce -11.7% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.27% | 11,715 | $1.2M | New |
| GOOGL Alphabet Inc. Class A | 0.25% | 5,836 | $1.1M | Reduce -3.9% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 35,765 | $991K | New |
| GBIL Goldman Sachs Access Treasur | 0.23% | 9,893 | $988K | New |
| AMZN Amazon.com Inc. | 0.21% | 4,237 | $930K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,266 | $783K | Reduce -9.6% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 6,113 | $780K | New |
| IWF iShares Russell 1000 Growth | 0.18% | 1,937 | $778K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,881 | $772K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.18% | 9,758 | $767K | New |
| IVW iShares S&P 500 Growth ETF | 0.18% | 7,518 | $763K | New |
| DFAC Dimensional US Core Equity 2 | 0.17% | 20,969 | $725K | No change |
| MDY State Street SPDR S&P Midcap | 0.16% | 1,248 | $711K | No change |
| SCHX Schwab US Large-Cap ETF | 0.16% | 30,548 | $708K | New |
| NVDA Nvidia Corp. | 0.15% | 4,745 | $637K | Reduce -17.4% |
| GLD SPDR Gold Shares | 0.14% | 2,439 | $591K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.13% | 9,197 | $559K | New |
| TIP iShares Tips Bond ETF | 0.13% | 5,194 | $553K | New |
| SCHF Schwab Intl Equity ETF | 0.13% | 29,618 | $548K | New |
| JNK SS SPDR BB High Yield Bond | 0.12% | 5,393 | $515K | Reduce -2.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 8,568 | $492K | New |
| EFIV SS SPDR S&P 500 ESG ETF | 0.11% | 8,191 | $463K | Add +0.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.10% | 13,045 | $448K | New |
| HD Home Depot Inc. | 0.10% | 1,142 | $444K | New |
| META Meta Platforms Inc. Class A | 0.10% | 725 | $425K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,655 | $364K | New |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 2,525 | $325K | Add +3.5% |
| PEG Public Service Enterprise GP | 0.07% | 3,784 | $320K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 6,804 | $299K | Reduce -3.1% |
| AEP American Electric Power | 0.07% | 3,126 | $288K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 2,462 | $282K | New |
| COST Costco Wholesale Corp. | 0.06% | 288 | $264K | No change |
| LLY Eli Lilly & Co. | 0.06% | 326 | $252K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 553 | $251K | Reduce -15.1% |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,299 | $248K | New |
| BX Blackstone Inc. | 0.06% | 1,396 | $241K | No change |
| HON Honeywell International Inc. | 0.06% | 1,060 | $239K | New |
| DGRO iShares Core Dividend Growth | 0.05% | 3,853 | $236K | Reduce -2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,452 | $231K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.05% | 1,242 | $230K | New |
| SPGI S&P Global Inc. | 0.05% | 460 | $229K | No change |
| AXP American Express Co. | 0.05% | 732 | $217K | New |
| DHR Danaher Corp. | 0.05% | 936 | $215K | New |
| PEP Pepsico Inc. | 0.05% | 1,391 | $211K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 1,740 | $210K | New |
| V Visa Inc. Class A | 0.05% | 658 | $208K | New |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,145 | $204K | Add +2.7% |
| EBC Eastern Bankshares Inc. | 0.05% | 11,545 | $199K | Reduce -88.9% |
| SMMD iShares Russell 2500 ETF | 0.00% | 12,443 | $12K | Add +20.9% |
Portfolio Sells Q3 2024 → Q4 2024
| IEMG iShares Core MSCI Emerging | Reduce -0.9% | 1.91% | −12.78 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.06% | −6.12 |
| AAPL Apple Inc. | Reduce -4.5% | 0.92% | −5.31 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.7% | 0.50% | −3.32 |
| GOOG Alphabet Inc. Class C | Reduce -11.7% | 0.29% | −1.71 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 0.25% | −1.35 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.21% | −1.05 |
| JPM JPMorgan Chase & Co. | Reduce -9.6% | 0.18% | −1.03 |
| NVDA Nvidia Corp. | Reduce -17.4% | 0.15% | −0.97 |
| JNK SS SPDR BB High Yield Bond | Reduce -2.4% | 0.12% | −0.74 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.74 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.1% | 0.06% | −0.42 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.41 |
| EBC Eastern Bankshares Inc. | Reduce -88.9% | 0.05% | −0.40 |
| BAC Bank of America Corp. | Reduce -3.1% | 0.07% | −0.38 |
| DFAX Dimensional World Ex US Core | Sold out | 0.00% | −0.35 |
| DGRO iShares Core Dividend Growth | Reduce -2.5% | 0.05% | −0.34 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | New | 29.06% | +29.06 |
| IJH iShares Core S&P Midcap ETF | New | 9.92% | +9.92 |
| AGG iShares Core U.S. Aggregate | New | 8.62% | +8.62 |
| IJR iShares Core S&P Small-Cap E | New | 6.35% | +6.35 |
| MUB iShares National Muni Bond E | New | 4.32% | +4.32 |
| IWB iShares Russell 1000 ETF | New | 4.01% | +4.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 3.50% | +3.50 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 2.72% | +2.72 |
| ITOT iShares Core S&P Total U.S. | New | 2.49% | +2.49 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 1.84% | +1.84 |
| SUB iShares Short-Term National | New | 1.55% | +1.55 |
| IWM iShares Russell 2000 ETF | New | 1.43% | +1.43 |
| VOO Vanguard S&P 500 ETF | New | 1.22% | +1.22 |
| VEA Vanguard Ftse Developed ETF | New | 0.96% | +0.96 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.95% | +0.95 |
| IWV iShares Russell 3000 ETF | New | 0.78% | +0.78 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.68% | +0.68 |
| VWO Vanguard Ftse Emerging Marke | New | 0.56% | +0.56 |
| VXF Vanguard Extended Market ETF | New | 0.49% | +0.49 |
| BND Vanguard Total Bond Market | New | 0.43% | +0.43 |
| ACN Accenture PLC Class A | New | 0.38% | +0.38 |
| DINO HF Sinclair Corp. | New | 0.33% | +0.33 |
| MSFT Microsoft Corp. | New | 0.31% | +0.31 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.27% | +0.27 |
| SCHM Schwab US Mid Cap ETF | New | 0.23% | +0.23 |
| GBIL Goldman Sachs Access Treasur | New | 0.23% | +0.23 |
| VYM Vanguard High DVD Yield ETF | New | 0.18% | +0.18 |
| IWF iShares Russell 1000 Growth | New | 0.18% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.18% | +0.18 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.18% | +0.18 |
| IVW iShares S&P 500 Growth ETF | New | 0.18% | +0.18 |
| SCHX Schwab US Large-Cap ETF | New | 0.16% | +0.16 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.13% | +0.13 |
| TIP iShares Tips Bond ETF | New | 0.13% | +0.13 |
| SCHF Schwab Intl Equity ETF | New | 0.13% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.11% | +0.11 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | New | 0.08% | +0.08 |
| PEG Public Service Enterprise GP | New | 0.07% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.06% | +0.06 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| HON Honeywell International Inc. | New | 0.06% | +0.06 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| DHR Danaher Corp. | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | New | 0.05% | +0.05 |
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 |