Single Point Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Single Point Partners, LLC reported 87 stock positions worth $505.8 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, 8.8%). Compared with Q3 2025, it opened 5 new positions, sold out of 7, added to 31 and reduced 38. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +10%) and the biggest sale Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $505.8M (Q4 2025)
- SEC Filing
- 0001801184-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 87 stocks · $505.8M
| IVV iShares Core S&P 500 ETF | 30.05% | 221,909 | $152.0M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 9.27% | 710,034 | $46.9M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 8.81% | 466,883 | $44.6M | Add +10.5% |
| IJR iShares Core S&P Small-Cap E | 5.77% | 242,702 | $29.2M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 4.23% | 57,292 | $21.4M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 3.83% | 216,676 | $19.4M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.65% | 63,636 | $18.5M | Reduce -0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.12% | 313,898 | $15.8M | Add +0.8% |
| MUB iShares National Muni Bond E | 2.74% | 129,531 | $13.9M | Add +5.4% |
| ITOT iShares Core S&P Total U.S. | 2.24% | 76,056 | $11.3M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 2.09% | 157,436 | $10.6M | Reduce -0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.00% | 39,285 | $10.1M | Reduce -0.1% |
| FLOT iShares Floating Rate Bond E | 1.69% | 167,925 | $8.5M | Add +6.8% |
| IWM iShares Russell 2000 ETF | 1.44% | 29,539 | $7.3M | Add +1.7% |
| USHY iShares Broad Usd High Yield | 1.33% | 180,299 | $6.7M | Add +5.8% |
| SUB iShares Short-Term National | 1.30% | 61,419 | $6.6M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 1.25% | 10,064 | $6.3M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 1.13% | 91,439 | $5.7M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 7,469 | $5.1M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 13,834 | $4.6M | Reduce -0.1% |
| AAPL Apple Inc. | 0.89% | 16,552 | $4.5M | Reduce -2.4% |
| IWV iShares Russell 3000 ETF | 0.82% | 10,683 | $4.1M | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.79% | 85,569 | $4.0M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.70% | 47,965 | $3.6M | Add +0.7% |
| VXF Vanguard Extended Market ETF | 0.58% | 13,984 | $2.9M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.58% | 34,512 | $2.9M | Add +2.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.54% | 32,714 | $2.7M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.52% | 48,872 | $2.6M | Reduce -2.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.29% | 14,537 | $1.5M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.29% | 162,550 | $1.5M | Reduce -34.1% |
| MSFT Microsoft Corp. | 0.29% | 3,029 | $1.5M | Reduce -5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 26,392 | $1.5M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.27% | 4,372 | $1.4M | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.26% | 4,111 | $1.3M | Reduce -1.5% |
| SCHM Schwab US Mid Cap ETF | 0.24% | 40,467 | $1.2M | Add +2.4% |
| BKLC BNY Mellon US LRG Cap Cor | 0.24% | 9,084 | $1.2M | Add +0.3% |
| GLD SPDR Gold Shares | 0.21% | 2,700 | $1.1M | No change |
| ACN Accenture PLC Class A | 0.21% | 3,868 | $1.0M | Reduce -16.5% |
| IWF iShares Russell 1000 Growth | 0.20% | 2,116 | $1.0M | Reduce -6.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,822 | $889K | No change |
| AMZN Amazon.com Inc. | 0.17% | 3,804 | $878K | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 7,121 | $878K | Reduce -2.4% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 5,919 | $849K | Add +0.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.16% | 16,350 | $822K | New |
| SCHX Schwab US Large-Cap ETF | 0.15% | 29,072 | $782K | No change |
| SCHF Schwab Intl Equity ETF | 0.15% | 32,105 | $772K | Add +0.9% |
| GBIL Goldman Sachs Access Treasur | 0.14% | 6,861 | $686K | Reduce -13.7% |
| MDY State Street SPDR S&P Midcap | 0.13% | 1,131 | $682K | Reduce -9.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 8,415 | $678K | Add +0.2% |
| TIP iShares Tips Bond ETF | 0.11% | 5,194 | $571K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,413 | $545K | Reduce -0.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.11% | 8,217 | $544K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,604 | $475K | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.09% | 684 | $452K | Reduce -3.8% |
| NVDA Nvidia Corp. | 0.09% | 2,404 | $448K | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 0.09% | 11,233 | $445K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 865 | $435K | Add +8.3% |
| JNK SS SPDR BB High Yield Bond | 0.09% | 4,422 | $430K | Add +0.7% |
| HD Home Depot Inc. | 0.08% | 1,240 | $427K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 2,863 | $427K | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 631 | $388K | Reduce -4.4% |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 1,956 | $348K | Reduce -0.2% |
| AEP American Electric Power | 0.07% | 2,942 | $339K | Reduce -4.4% |
| IWD iShares Russell 1000 Value E | 0.06% | 1,530 | $322K | Reduce -15.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 2,065 | $317K | Reduce -9.2% |
| LOW Lowe's Cos Inc. | 0.06% | 1,261 | $304K | No change |
| RTX RTX Corp. | 0.06% | 1,650 | $303K | Reduce -7.2% |
| PEG Public Service Enterprise GP | 0.06% | 3,645 | $293K | No change |
| V Visa Inc. Class A | 0.06% | 793 | $278K | Reduce -8.5% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,299 | $275K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.05% | 5,947 | $271K | Reduce -11.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,580 | $269K | Add +0.3% |
| JNJ Johnson & Johnson | 0.05% | 1,264 | $262K | New |
| C Citigroup Inc. | 0.05% | 2,200 | $257K | Add +4.9% |
| EBC Eastern Bankshares Inc. | 0.05% | 13,845 | $255K | No change |
| AXP American Express Co. | 0.05% | 654 | $242K | No change |
| AVGO Broadcom Inc. | 0.05% | 698 | $241K | Add +1.2% |
| PEP Pepsico Inc. | 0.05% | 1,647 | $236K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 1,548 | $222K | Reduce -11.1% |
| LLY Eli Lilly & Co. | 0.04% | 206 | $221K | New |
| SPGI S&P Global Inc. | 0.04% | 422 | $221K | Reduce -4.5% |
| KO The Coca-Cola Co. | 0.04% | 3,091 | $216K | Reduce -0.5% |
| DHR Danaher Corp. | 0.04% | 915 | $209K | New |
| ABBV Abbvie Inc. | 0.04% | 912 | $208K | No change |
| VZ Verizon Communications Inc. | 0.04% | 4,987 | $203K | Reduce -0.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 10,825 | $84K | New |
| SMMD iShares Russell 2500 ETF | 0.00% | 17,892 | $18K | Add +43.8% |
Portfolio Sells Q3 2025 → Q4 2025
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 3.65% | −0.18 |
| IWB iShares Russell 1000 ETF | Reduce -1.3% | 4.23% | −0.08 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.29% | −0.05 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.5% | 0.52% | −0.03 |
| ACN Accenture PLC Class A | Reduce -16.5% | 0.21% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -13.7% | 0.14% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.9% | 0.54% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 2.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 2.24% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 0.79% | −0.02 |
| ILPT Industrial Logistics Propert | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -6.5% | 0.20% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.09% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -9.4% | 0.13% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -0.0% | 2.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -15.9% | 0.06% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 1.25% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -11.9% | 0.05% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 1.01% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -11.1% | 0.04% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.4% | 0.17% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.26% | −0.01 |
| V Visa Inc. Class A | Reduce -8.5% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.92% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.8% | 0.04% | −0.00 |
| TJX TJX Companies Inc. | Reduce -9.2% | 0.06% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.4% | 0.08% | −0.00 |
| NVDA Nvidia Corp. | Reduce -1.5% | 0.09% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.2% | 0.07% | −0.00 |
| AEP American Electric Power | Reduce -4.4% | 0.07% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -3.6% | 0.09% | −0.00 |
| RTX RTX Corp. | Reduce -7.2% | 0.06% | −0.00 |
| SPGI S&P Global Inc. | Reduce -4.5% | 0.04% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.2% | 0.11% | +0.00 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.04% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -34.1% | 0.29% | +0.00 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.29% | +0.01 |
| AAPL Apple Inc. | Reduce -2.4% | 0.89% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -9.2% | 0.27% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Add +10.5% | 8.81% | +0.50 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.16% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.8% | 3.83% | +0.10 |
| MUB iShares National Muni Bond E | Add +5.4% | 2.74% | +0.09 |
| FLOT iShares Floating Rate Bond E | Add +6.8% | 1.69% | +0.06 |
| JNJ Johnson & Johnson | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| USHY iShares Broad Usd High Yield | Add +5.8% | 1.33% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 1.13% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.02% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +2.9% | 0.58% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +1.7% | 1.44% | +0.01 |
| C Citigroup Inc. | Add +4.9% | 0.05% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.5% | 0.17% | +0.01 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +5.1% | 0.29% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.3% | 0.09% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +3.7% | 0.08% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +2.4% | 0.24% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.9% | 0.15% | +0.00 |
| AVGO Broadcom Inc. | Add +1.2% | 0.05% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.11% | +0.00 |
| SMMD iShares Russell 2500 ETF | Add +43.8% | 0.00% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.3% | 0.05% | 0.00 |
| BKLC BNY Mellon US LRG Cap Cor | Add +0.3% | 0.24% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.17% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.7% | 0.09% | −0.00 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.82% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.2% | 0.13% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 0.58% | −0.02 |
| BND Vanguard Total Bond Market | Add +0.7% | 0.70% | −0.02 |
| SUB iShares Short-Term National | Add +0.9% | 1.30% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 30.05% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.8% | 3.12% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 9.27% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 5.77% | −0.08 |
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 |