Single Point Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Single Point Partners, LLC reported 88 stock positions worth $457.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.7% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.4%) and iShares Core U.S. Aggregate (AGG, 8.7%). Compared with Q1 2025, it opened 6 new positions, sold out of 5, added to 30 and reduced 36. The biggest buy was iShares Russell 1000 ETF (IWB, shares +10%) and the biggest sale iShares National Muni Bond E (MUB, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $457.3M (Q2 2025)
- SEC Filing
- 0001801184-25-000004 ↗ filed Jul 21, 2025
Holdings Value
Holdings 88 stocks · $457.3M
| IVV iShares Core S&P 500 ETF | 29.70% | 218,729 | $135.8M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 9.36% | 690,178 | $42.8M | Reduce -2.3% |
| AGG iShares Core U.S. Aggregate | 8.68% | 414,026 | $39.7M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 5.72% | 239,211 | $26.1M | Reduce -3.3% |
| IWB iShares Russell 1000 ETF | 4.34% | 58,430 | $19.8M | Add +10.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.94% | 64,110 | $18.0M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.70% | 202,884 | $16.9M | Add +1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.27% | 305,014 | $15.0M | Add +16.5% |
| MUB iShares National Muni Bond E | 2.83% | 123,771 | $12.9M | Reduce -18.0% |
| ITOT iShares Core S&P Total U.S. | 2.28% | 77,075 | $10.4M | Reduce -6.5% |
| IEMG iShares Core MSCI Emerging | 2.05% | 155,846 | $9.4M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.02% | 38,916 | $9.3M | Add +14.4% |
| FLOT iShares Floating Rate Bond E | 1.64% | 147,128 | $7.5M | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 1.36% | 28,750 | $6.2M | Add +2.5% |
| USHY iShares Broad Usd High Yield | 1.31% | 160,113 | $6.0M | Add +0.4% |
| SUB iShares Short-Term National | 1.24% | 53,303 | $5.7M | Reduce -3.3% |
| VOO Vanguard S&P 500 ETF | 1.21% | 9,743 | $5.6M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 91,541 | $5.2M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 7,497 | $4.6M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.94% | 14,099 | $4.3M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.82% | 10,654 | $3.7M | Add +4.8% |
| SPEM State Street SP PTF Em ETF | 0.80% | 85,703 | $3.7M | Add +1.1% |
| AAPL Apple Inc. | 0.69% | 15,320 | $3.1M | Reduce -1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.62% | 34,174 | $2.8M | Reduce -6.3% |
| VXF Vanguard Extended Market ETF | 0.59% | 13,964 | $2.7M | Add +23.3% |
| IXUS iShares Core Intl Stock ETF | 0.57% | 33,421 | $2.6M | Add +3.7% |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 51,753 | $2.6M | Reduce -4.0% |
| BND Vanguard Total Bond Market | 0.40% | 24,976 | $1.8M | Reduce -5.3% |
| MSFT Microsoft Corp. | 0.39% | 3,611 | $1.8M | Reduce -7.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 4,803 | $1.4M | Reduce -2.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.30% | 13,705 | $1.4M | Add +11.7% |
| ACN Accenture PLC Class A | 0.30% | 4,522 | $1.4M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 27,631 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.28% | 247,681 | $1.3M | Reduce -51.2% |
| SCHM Schwab US Mid Cap ETF | 0.24% | 39,495 | $1.1M | Add +10.5% |
| BKLC BNY Mellon US LRG Cap Cor | 0.23% | 9,037 | $1.1M | New |
| GOOGL Alphabet Inc. Class A | 0.23% | 5,913 | $1.0M | Reduce -10.3% |
| IWF iShares Russell 1000 Growth | 0.22% | 2,394 | $1.0M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.21% | 4,445 | $975K | Reduce -0.8% |
| GBIL Goldman Sachs Access Treasur | 0.19% | 8,592 | $860K | Reduce -6.6% |
| GLD SPDR Gold Shares | 0.18% | 2,700 | $823K | No change |
| IVW iShares S&P 500 Growth ETF | 0.18% | 7,349 | $809K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 1,822 | $800K | Reduce -3.1% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 5,790 | $772K | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 29,859 | $730K | No change |
| MDY State Street SPDR S&P Midcap | 0.15% | 1,248 | $707K | No change |
| SCHF Schwab Intl Equity ETF | 0.15% | 31,815 | $703K | Add +7.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.15% | 8,487 | $685K | Reduce -7.0% |
| META Meta Platforms Inc. Class A | 0.14% | 875 | $646K | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 0.13% | 16,123 | $578K | Reduce -16.1% |
| TIP iShares Tips Bond ETF | 0.13% | 5,194 | $572K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,418 | $499K | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,655 | $488K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.10% | 8,205 | $480K | Add +0.1% |
| HD Home Depot Inc. | 0.09% | 1,159 | $425K | No change |
| JNK SS SPDR BB High Yield Bond | 0.09% | 4,370 | $425K | Reduce -19.3% |
| NVDA Nvidia Corp. | 0.09% | 2,666 | $421K | Add +4.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 690 | $381K | Reduce -20.9% |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 2,683 | $363K | Add +3.1% |
| IWD iShares Russell 1000 Value E | 0.08% | 1,855 | $360K | Reduce -0.6% |
| AEP American Electric Power | 0.07% | 3,076 | $319K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 654 | $318K | Add +19.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.07% | 2,289 | $308K | Reduce -6.9% |
| PEG Public Service Enterprise GP | 0.07% | 3,645 | $307K | No change |
| V Visa Inc. Class A | 0.06% | 834 | $296K | Add +2.1% |
| RTX RTX Corp. | 0.06% | 2,008 | $293K | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.06% | 292 | $289K | Reduce -0.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.06% | 6,786 | $289K | Reduce -45.5% |
| LOW Lowe's Cos Inc. | 0.06% | 1,276 | $283K | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 2,276 | $281K | Reduce -4.2% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 1,880 | $256K | New |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,299 | $254K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.06% | 3,469 | $252K | Reduce -33.4% |
| SPGI S&P Global Inc. | 0.06% | 477 | $252K | No change |
| HON Honeywell International Inc. | 0.05% | 1,065 | $248K | Reduce -1.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,469 | $247K | Add +0.2% |
| PEP Pepsico Inc. | 0.05% | 1,798 | $237K | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.05% | 302 | $235K | No change |
| AVGO Broadcom Inc. | 0.05% | 816 | $225K | New |
| KO The Coca-Cola Co. | 0.05% | 3,142 | $224K | Reduce -3.6% |
| T AT&T Inc. | 0.05% | 7,596 | $220K | Reduce -6.2% |
| BX Blackstone Inc. | 0.05% | 1,473 | $220K | New |
| VZ Verizon Communications Inc. | 0.05% | 5,068 | $219K | Add +1.6% |
| AXP American Express Co. | 0.05% | 682 | $217K | New |
| EBC Eastern Bankshares Inc. | 0.05% | 13,810 | $211K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,144 | $209K | New |
| ILPT Industrial Logistics Propert | 0.01% | 10,500 | $48K | No change |
| SMMD iShares Russell 2500 ETF | 0.00% | 12,443 | $12K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -18.0% | 2.83% | −0.91 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.3% | 5.72% | −0.35 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.32 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.3% | 9.36% | −0.32 |
| FLOT iShares Floating Rate Bond E | Reduce -0.8% | 1.64% | −0.14 |
| AAPL Apple Inc. | Reduce -1.9% | 0.69% | −0.13 |
| SUB iShares Short-Term National | Reduce -3.3% | 1.24% | −0.13 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -6.3% | 0.62% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.5% | 2.28% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -51.2% | 0.28% | −0.08 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -5.3% | 0.40% | −0.05 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.05 |
| DFAX Dimensional World Ex US Core | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -45.5% | 0.06% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Reduce -19.3% | 0.09% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -6.6% | 0.19% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -33.4% | 0.06% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -16.1% | 0.13% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -7.0% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.05% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.0% | 0.56% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.9% | 0.08% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 0.23% | −0.01 |
| TJX TJX Companies Inc. | Reduce -4.2% | 0.06% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.6% | 0.05% | −0.01 |
| T AT&T Inc. | Reduce -6.2% | 0.05% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.6% | 0.08% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.06% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.05% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -6.9% | 0.07% | +0.00 |
| RTX RTX Corp. | Reduce -0.2% | 0.06% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.4% | 0.11% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.1% | 0.17% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 0.21% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 1.01% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.8% | 0.30% | +0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 2.05% | +0.04 |
| MSFT Microsoft Corp. | Reduce -7.7% | 0.39% | +0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 29.70% | +0.78 |
Portfolio Buys Q1 2025 → Q2 2025
| IWB iShares Russell 1000 ETF | Add +10.5% | 4.34% | +0.53 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.2% | 3.94% | +0.34 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.4% | 2.02% | +0.25 |
| BKLC BNY Mellon US LRG Cap Cor | New | 0.23% | +0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.5% | 3.27% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.9% | 3.70% | +0.17 |
| VXF Vanguard Extended Market ETF | Add +23.3% | 0.59% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +4.4% | 1.21% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 1.14% | +0.08 |
| IWV iShares Russell 3000 ETF | Add +4.8% | 0.82% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | New | 0.05% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +2.5% | 1.36% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +3.7% | 0.57% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.94% | +0.04 |
| NVDA Nvidia Corp. | Add +4.1% | 0.09% | +0.03 |
| META Meta Platforms Inc. Class A | Add +1.9% | 0.14% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Add +10.5% | 0.24% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.9% | 0.22% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +1.1% | 0.80% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +7.4% | 0.15% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +11.7% | 0.30% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +3.1% | 0.08% | +0.01 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.1% | 0.07% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.05% | 0.00 |
| V Visa Inc. Class A | Add +2.1% | 0.06% | −0.00 |
| VZ Verizon Communications Inc. | Add +1.6% | 0.05% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.17% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.06% | −0.01 |
| ACN Accenture PLC Class A | Add +1.8% | 0.30% | −0.03 |
| USHY iShares Broad Usd High Yield | Add +0.4% | 1.31% | −0.06 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 8.68% | −0.41 |
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 |