Single Point Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Single Point Partners, LLC reported 87 stock positions worth $426.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 28.9% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.7%) and iShares Core U.S. Aggregate (AGG, 9.1%). Compared with Q4 2024, it opened 10 new positions, sold out of 4, added to 39 and reduced 30. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1%) and the biggest sale iShares National Muni Bond E (MUB, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $426.0M (Q1 2025)
- SEC Filing
- 0001801184-25-000003 ↗ filed Apr 14, 2025
Holdings Value
Holdings 87 stocks · $426.0M
| IVV iShares Core S&P 500 ETF | 28.92% | 219,262 | $123.2M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 9.68% | 706,625 | $41.2M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 9.09% | 405,452 | $38.7M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 6.07% | 247,337 | $25.9M | Add +3.3% |
| IWB iShares Russell 1000 ETF | 3.81% | 52,887 | $16.2M | Reduce -2.2% |
| MUB iShares National Muni Bond E | 3.74% | 151,022 | $15.9M | Reduce -14.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.60% | 59,259 | $15.3M | Add +3.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.54% | 199,118 | $15.1M | Add +4.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.05% | 261,767 | $13.0M | Add +11.2% |
| ITOT iShares Core S&P Total U.S. | 2.36% | 82,472 | $10.1M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 2.01% | 158,344 | $8.5M | Reduce -0.5% |
| FLOT iShares Floating Rate Bond E | 1.78% | 148,289 | $7.6M | Reduce -4.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.77% | 34,009 | $7.5M | Add +2.4% |
| USHY iShares Broad Usd High Yield | 1.38% | 159,481 | $5.9M | Reduce -2.5% |
| SUB iShares Short-Term National | 1.37% | 55,116 | $5.8M | Reduce -13.6% |
| IWM iShares Russell 2000 ETF | 1.31% | 28,039 | $5.6M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 1.13% | 9,332 | $4.8M | Reduce -4.7% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 88,614 | $4.5M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 7,576 | $4.2M | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 13,997 | $3.8M | Reduce -1.7% |
| AAPL Apple Inc. | 0.81% | 15,625 | $3.5M | Reduce -2.5% |
| SPEM State Street SP PTF Em ETF | 0.78% | 84,807 | $3.3M | Add +0.2% |
| IWV iShares Russell 3000 ETF | 0.76% | 10,164 | $3.2M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.71% | 36,478 | $3.0M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.57% | 53,911 | $2.4M | Reduce -2.4% |
| IXUS iShares Core Intl Stock ETF | 0.53% | 32,226 | $2.3M | Reduce -1.5% |
| VXF Vanguard Extended Market ETF | 0.46% | 11,323 | $2.0M | Add +0.9% |
| BND Vanguard Total Bond Market | 0.45% | 26,366 | $1.9M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.36% | 507,576 | $1.5M | Add +7538.5% |
| MSFT Microsoft Corp. | 0.34% | 3,912 | $1.5M | Add +23.2% |
| ACN Accenture PLC Class A | 0.33% | 4,443 | $1.4M | Reduce -5.8% |
| DINO HF Sinclair Corp. | 0.32% | 41,324 | $1.4M | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.29% | 12,269 | $1.2M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 4,939 | $1.2M | Add +51.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 27,631 | $1.2M | Add +306.1% |
| GOOGL Alphabet Inc. Class A | 0.24% | 6,588 | $1.0M | Add +12.9% |
| SCHM Schwab US Mid Cap ETF | 0.22% | 35,734 | $936K | Reduce -0.1% |
| GBIL Goldman Sachs Access Treasur | 0.22% | 9,197 | $921K | Reduce -7.0% |
| IWF iShares Russell 1000 Growth | 0.20% | 2,372 | $856K | Add +22.5% |
| AMZN Amazon.com Inc. | 0.20% | 4,483 | $853K | Add +5.8% |
| GLD SPDR Gold Shares | 0.18% | 2,700 | $778K | Add +10.7% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 5,784 | $746K | Reduce -5.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.17% | 9,124 | $720K | Reduce -6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,881 | $698K | No change |
| IVW iShares S&P 500 Growth ETF | 0.16% | 7,349 | $682K | Reduce -2.3% |
| MDY State Street SPDR S&P Midcap | 0.16% | 1,248 | $666K | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 29,859 | $659K | Reduce -2.3% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 19,219 | $634K | Reduce -8.3% |
| SCHF Schwab Intl Equity ETF | 0.14% | 29,618 | $586K | No change |
| TIP iShares Tips Bond ETF | 0.14% | 5,194 | $577K | No change |
| JNK SS SPDR BB High Yield Bond | 0.12% | 5,412 | $516K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.12% | 859 | $495K | Add +18.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,523 | $456K | Reduce -12.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.10% | 12,463 | $447K | Reduce -4.5% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.10% | 8,198 | $439K | Add +0.1% |
| HD Home Depot Inc. | 0.10% | 1,159 | $425K | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,655 | $412K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 872 | $409K | New |
| IWD iShares Russell 1000 Value E | 0.08% | 1,866 | $351K | Add +50.2% |
| AEP American Electric Power | 0.08% | 3,076 | $336K | Reduce -1.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.08% | 5,211 | $331K | Reduce -43.3% |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 2,602 | $317K | Add +3.0% |
| PEG Public Service Enterprise GP | 0.07% | 3,645 | $300K | Reduce -3.7% |
| LOW Lowe's Cos Inc. | 0.07% | 1,273 | $297K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 549 | $292K | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 2,376 | $289K | Add +36.5% |
| V Visa Inc. Class A | 0.07% | 817 | $286K | Add +24.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 2,458 | $284K | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.07% | 293 | $277K | Add +1.7% |
| NVDA Nvidia Corp. | 0.07% | 2,560 | $277K | Reduce -46.0% |
| PEP Pepsico Inc. | 0.07% | 1,848 | $277K | Add +32.9% |
| RTX RTX Corp. | 0.06% | 2,012 | $267K | New |
| LLY Eli Lilly & Co. | 0.06% | 302 | $249K | Reduce -7.4% |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,299 | $248K | No change |
| SPGI S&P Global Inc. | 0.06% | 477 | $243K | Add +3.7% |
| DGRO iShares Core Dividend Growth | 0.06% | 3,858 | $238K | Add +0.1% |
| KO The Coca-Cola Co. | 0.05% | 3,260 | $233K | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,461 | $230K | Add +0.3% |
| T AT&T Inc. | 0.05% | 8,096 | $229K | New |
| HON Honeywell International Inc. | 0.05% | 1,077 | $228K | Add +1.6% |
| EBC Eastern Bankshares Inc. | 0.05% | 13,810 | $226K | Add +19.6% |
| VZ Verizon Communications Inc. | 0.05% | 4,990 | $226K | New |
| ABBV Abbvie Inc. | 0.05% | 1,058 | $222K | New |
| DFAX Dimensional World Ex US Core | 0.05% | 7,862 | $206K | New |
| XOM Exxon Mobil Corp. | 0.05% | 1,686 | $201K | New |
| ILPT Industrial Logistics Propert | 0.01% | 10,500 | $36K | New |
| SMMD iShares Russell 2500 ETF | 0.00% | 12,443 | $12K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| MUB iShares National Muni Bond E | Reduce -14.1% | 3.74% | −0.58 |
| IWB iShares Russell 1000 ETF | Reduce -2.2% | 3.81% | −0.20 |
| SUB iShares Short-Term National | Reduce -13.6% | 1.37% | −0.18 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.9% | 2.36% | −0.13 |
| AAPL Apple Inc. | Reduce -2.5% | 0.81% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -4.7% | 1.13% | −0.09 |
| NVDA Nvidia Corp. | Reduce -46.0% | 0.07% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.3% | 0.99% | −0.06 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.33% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -43.3% | 0.08% | −0.05 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
| FLOT iShares Floating Rate Bond E | Reduce -4.8% | 1.78% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 0.90% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -8.3% | 0.15% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.3% | 0.16% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -7.0% | 0.22% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.22% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.3% | 0.15% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -6.5% | 0.17% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -2.5% | 1.38% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -12.2% | 0.11% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.4% | 0.18% | −0.00 |
| PEG Public Service Enterprise GP | Reduce -3.7% | 0.07% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -7.4% | 0.06% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.2% | 0.07% | +0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -4.5% | 0.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.07% | +0.01 |
| AEP American Electric Power | Reduce -1.6% | 0.08% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.4% | 0.57% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.5% | 0.53% | +0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 2.01% | +0.09 |
Portfolio Buys Q4 2024 → Q1 2025
| AGG iShares Core U.S. Aggregate | Add +1.3% | 9.09% | +0.47 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.6% | 3.54% | +0.45 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +11.2% | 3.05% | +0.33 |
| BAC Bank of America Corp. | Add +306.1% | 0.27% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +51.2% | 0.28% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 3.60% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 1.06% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.10% | +0.10 |
| LOW Lowe's Cos Inc. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +7538.5% | 0.36% | +0.07 |
| RTX RTX Corp. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| VZ Verizon Communications Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | New | 0.05% | +0.05 |
| DFAX Dimensional World Ex US Core | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +10.7% | 0.18% | +0.05 |
| MSFT Microsoft Corp. | Add +23.2% | 0.34% | +0.04 |
| SPEM State Street SP PTF Em ETF | Add +0.2% | 0.78% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.6% | 0.71% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +50.2% | 0.08% | +0.03 |
| BND Vanguard Total Bond Market | Add +1.9% | 0.45% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +22.5% | 0.20% | +0.02 |
| TJX TJX Companies Inc. | Add +36.5% | 0.07% | +0.02 |
| V Visa Inc. Class A | Add +24.2% | 0.07% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +4.7% | 0.29% | +0.02 |
| META Meta Platforms Inc. Class A | Add +18.5% | 0.12% | +0.02 |
| PEP Pepsico Inc. | Add +32.9% | 0.07% | +0.02 |
| ILPT Industrial Logistics Propert | New | 0.01% | +0.01 |
| EBC Eastern Bankshares Inc. | Add +19.6% | 0.05% | +0.01 |
| SPGI S&P Global Inc. | Add +3.7% | 0.06% | +0.00 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.07% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.3% | 0.12% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +0.1% | 0.06% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.3% | 0.05% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +3.0% | 0.07% | −0.00 |
| HON Honeywell International Inc. | Add +1.6% | 0.05% | −0.00 |
| HD Home Depot Inc. | Add +1.5% | 0.10% | −0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.10% | −0.00 |
| AMZN Amazon.com Inc. | Add +5.8% | 0.20% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +12.9% | 0.24% | −0.02 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.76% | −0.02 |
| VXF Vanguard Extended Market ETF | Add +0.9% | 0.46% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 1.77% | −0.07 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 1.31% | −0.11 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 28.92% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Add +2.2% | 9.68% | −0.24 |
| IJR iShares Core S&P Small-Cap E | Add +3.3% | 6.07% | −0.28 |
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 |