Single Point Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Single Point Partners, LLC reported 89 stock positions worth $492.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 30.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.3%) and iShares Core U.S. Aggregate (AGG, 8.3%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 37 and reduced 41. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale iShares National Muni Bond E (MUB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $492.7M (Q3 2025)
- SEC Filing
- 0001801184-25-000006 ↗ filed Oct 20, 2025
Holdings Value
Holdings 89 stocks · $492.7M
| IVV iShares Core S&P 500 ETF | 30.09% | 221,488 | $148.2M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 9.31% | 702,999 | $45.9M | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 8.32% | 422,653 | $41.0M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 5.85% | 242,493 | $28.8M | Add +1.4% |
| IWB iShares Russell 1000 ETF | 4.31% | 58,065 | $21.2M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.83% | 64,197 | $18.9M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.74% | 210,809 | $18.4M | Add +3.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.17% | 311,457 | $15.6M | Add +2.1% |
| MUB iShares National Muni Bond E | 2.66% | 122,848 | $13.1M | Reduce -0.8% |
| ITOT iShares Core S&P Total U.S. | 2.26% | 76,472 | $11.1M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 2.11% | 157,469 | $10.4M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.03% | 39,309 | $10.0M | Add +1.0% |
| FLOT iShares Floating Rate Bond E | 1.63% | 157,214 | $8.0M | Add +6.9% |
| IWM iShares Russell 2000 ETF | 1.43% | 29,049 | $7.0M | Add +1.0% |
| SUB iShares Short-Term National | 1.32% | 60,855 | $6.5M | Add +14.2% |
| USHY iShares Broad Usd High Yield | 1.31% | 170,434 | $6.4M | Add +6.5% |
| VOO Vanguard S&P 500 ETF | 1.26% | 10,118 | $6.2M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 1.11% | 91,013 | $5.5M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 7,496 | $5.0M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 13,841 | $4.5M | Reduce -1.8% |
| AAPL Apple Inc. | 0.88% | 16,960 | $4.3M | Add +10.7% |
| IWV iShares Russell 3000 ETF | 0.82% | 10,675 | $4.0M | Add +0.2% |
| SPEM State Street SP PTF Em ETF | 0.81% | 85,641 | $4.0M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.72% | 47,648 | $3.5M | Add +90.8% |
| VXF Vanguard Extended Market ETF | 0.59% | 13,963 | $2.9M | Reduce -0.0% |
| IXUS iShares Core Intl Stock ETF | 0.56% | 33,539 | $2.8M | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.56% | 33,358 | $2.8M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 50,138 | $2.7M | Reduce -3.1% |
| MSFT Microsoft Corp. | 0.34% | 3,213 | $1.7M | Reduce -11.0% |
| GOOG Alphabet Inc. Class C | 0.29% | 246,693 | $1.4M | Reduce -0.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.29% | 13,827 | $1.4M | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 26,713 | $1.4M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.27% | 4,172 | $1.3M | Reduce -13.1% |
| SCHM Schwab US Mid Cap ETF | 0.24% | 39,521 | $1.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,815 | $1.2M | Reduce -18.6% |
| BKLC BNY Mellon US LRG Cap Cor | 0.24% | 9,061 | $1.2M | Add +0.3% |
| ACN Accenture PLC Class A | 0.23% | 4,630 | $1.1M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.22% | 2,264 | $1.1M | Reduce -5.4% |
| GLD SPDR Gold Shares | 0.19% | 2,700 | $960K | No change |
| IVW iShares S&P 500 Growth ETF | 0.18% | 7,298 | $881K | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,822 | $874K | No change |
| VYM Vanguard High DVD Yield ETF | 0.17% | 5,895 | $831K | Add +1.8% |
| AMZN Amazon.com Inc. | 0.17% | 3,747 | $823K | Reduce -15.7% |
| GBIL Goldman Sachs Access Treasur | 0.16% | 7,946 | $796K | Reduce -7.5% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 29,072 | $766K | Reduce -2.6% |
| MDY State Street SPDR S&P Midcap | 0.15% | 1,248 | $744K | No change |
| SCHF Schwab Intl Equity ETF | 0.15% | 31,815 | $741K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.14% | 8,397 | $682K | Reduce -1.1% |
| TIP iShares Tips Bond ETF | 0.12% | 5,194 | $578K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,425 | $530K | Add +0.1% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.11% | 8,211 | $522K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.11% | 711 | $522K | Reduce -18.7% |
| HD Home Depot Inc. | 0.10% | 1,240 | $503K | Add +7.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,664 | $470K | Add +0.5% |
| NVDA Nvidia Corp. | 0.09% | 2,441 | $455K | Reduce -8.4% |
| DFAC Dimensional US Core Equity 2 | 0.09% | 11,233 | $433K | Reduce -30.3% |
| JNK SS SPDR BB High Yield Bond | 0.09% | 4,392 | $430K | Add +0.5% |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 2,760 | $402K | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 799 | $402K | Add +22.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 660 | $396K | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 0.08% | 1,820 | $371K | Reduce -1.9% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 1,960 | $358K | Add +4.3% |
| AEP American Electric Power | 0.07% | 3,076 | $346K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.07% | 2,274 | $329K | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.06% | 1,261 | $317K | Reduce -1.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.06% | 6,748 | $307K | Reduce -0.6% |
| PEG Public Service Enterprise GP | 0.06% | 3,645 | $304K | No change |
| RTX RTX Corp. | 0.06% | 1,778 | $298K | Reduce -11.4% |
| V Visa Inc. Class A | 0.06% | 867 | $296K | Add +4.0% |
| COST Costco Wholesale Corp. | 0.06% | 311 | $288K | Add +6.5% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,299 | $268K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,570 | $262K | Add +2.9% |
| BX Blackstone Inc. | 0.05% | 1,480 | $253K | Add +0.5% |
| EBC Eastern Bankshares Inc. | 0.05% | 13,845 | $251K | Add +0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.05% | 1,741 | $248K | Reduce -23.9% |
| PEP Pepsico Inc. | 0.05% | 1,647 | $231K | Reduce -8.4% |
| AVGO Broadcom Inc. | 0.05% | 690 | $227K | Reduce -15.4% |
| HON Honeywell International Inc. | 0.05% | 1,055 | $222K | Reduce -0.9% |
| VZ Verizon Communications Inc. | 0.04% | 5,028 | $221K | Reduce -0.8% |
| AXP American Express Co. | 0.04% | 654 | $217K | Reduce -4.1% |
| SPGI S&P Global Inc. | 0.04% | 442 | $215K | Reduce -7.3% |
| T AT&T Inc. | 0.04% | 7,587 | $214K | Reduce -0.1% |
| C Citigroup Inc. | 0.04% | 2,098 | $213K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 2,753 | $211K | Reduce -20.6% |
| ABBV Abbvie Inc. | 0.04% | 912 | $211K | New |
| KO The Coca-Cola Co. | 0.04% | 3,107 | $206K | Reduce -1.1% |
| QUAL iShares MSCI USA Quality Fac | 0.04% | 1,052 | $205K | Reduce -8.0% |
| ILPT Industrial Logistics Propert | 0.02% | 15,500 | $90K | Add +47.6% |
| SMMD iShares Russell 2500 ETF | 0.00% | 12,443 | $12K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -0.8% | 2.66% | −0.17 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.4% | 0.56% | −0.06 |
| MSFT Microsoft Corp. | Reduce -11.0% | 0.34% | −0.06 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -15.7% | 0.17% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -30.3% | 0.09% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -13.1% | 0.27% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -18.7% | 0.11% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 1.11% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -0.6% | 4.31% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -7.5% | 0.16% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.92% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -23.9% | 0.05% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.8% | 2.26% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -20.6% | 0.04% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.1% | 0.14% | −0.01 |
| SPGI S&P Global Inc. | Reduce -7.3% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.9% | 0.05% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.1% | 0.55% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 0.22% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.3% | 0.28% | −0.01 |
| PEP Pepsico Inc. | Reduce -8.4% | 0.05% | −0.00 |
| T AT&T Inc. | Reduce -0.1% | 0.04% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -8.0% | 0.04% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 0.16% | −0.00 |
| RTX RTX Corp. | Reduce -11.4% | 0.06% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.9% | 0.08% | −0.00 |
| AXP American Express Co. | Reduce -4.1% | 0.04% | −0.00 |
| AVGO Broadcom Inc. | Reduce -15.4% | 0.05% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.04% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.3% | 0.08% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.6% | 0.06% | −0.00 |
| NVDA Nvidia Corp. | Reduce -8.4% | 0.09% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.01% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 0.18% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.06% | +0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.0% | 0.59% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.29% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -18.6% | 0.24% | +0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 0.81% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Add +1.3% | 30.09% | +0.39 |
| BND Vanguard Total Bond Market | Add +90.8% | 0.72% | +0.32 |
| AAPL Apple Inc. | Add +10.7% | 0.88% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 5.85% | +0.13 |
| SUB iShares Short-Term National | Add +14.2% | 1.32% | +0.08 |
| IWM iShares Russell 2000 ETF | Add +1.0% | 1.43% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +1.0% | 2.11% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 1.26% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.9% | 3.74% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +4.3% | 0.07% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.2% | 0.08% | +0.01 |
| HD Home Depot Inc. | Add +7.0% | 0.10% | +0.01 |
| ILPT Industrial Logistics Propert | Add +47.6% | 0.02% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.0% | 2.03% | +0.01 |
| EBC Eastern Bankshares Inc. | Add +0.3% | 0.05% | +0.00 |
| BX Blackstone Inc. | Add +0.5% | 0.05% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.82% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +2.9% | 0.08% | +0.00 |
| BKLC BNY Mellon US LRG Cap Cor | Add +0.3% | 0.24% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.11% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +1.8% | 0.17% | −0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +2.9% | 0.05% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.11% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Add +0.3% | 0.56% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 0.24% | −0.00 |
| V Visa Inc. Class A | Add +4.0% | 0.06% | −0.00 |
| COST Costco Wholesale Corp. | Add +6.5% | 0.06% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.5% | 0.09% | −0.01 |
| USHY iShares Broad Usd High Yield | Add +6.5% | 1.31% | −0.01 |
| FLOT iShares Floating Rate Bond E | Add +6.9% | 1.63% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.10% | −0.01 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +0.9% | 0.29% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 9.31% | −0.05 |
| ACN Accenture PLC Class A | Add +2.4% | 0.23% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.1% | 3.17% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 3.83% | −0.11 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 8.32% | −0.36 |
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 |