Single Point Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Single Point Partners, LLC reported 83 stock positions worth $502.5 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, 9.6%) and iShares Core U.S. Aggregate (AGG, 9.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 7, added to 38 and reduced 30. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +235%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $502.5M (Q1 2026)
- SEC Filing
- 0001801184-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 83 stocks · $502.5M
| IVV iShares Core S&P 500 ETF | 29.12% | 224,004 | $146.3M | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 9.61% | 715,156 | $48.3M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 9.35% | 1,562,047 | $47.0M | Add +234.6% |
| IJR iShares Core S&P Small-Cap E | 6.03% | 243,717 | $30.3M | Add +0.4% |
| IWB iShares Russell 1000 ETF | 4.03% | 56,780 | $20.2M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.88% | 215,431 | $19.5M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.62% | 63,373 | $18.2M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.15% | 317,426 | $15.8M | Add +1.1% |
| MUB iShares National Muni Bond E | 2.74% | 129,797 | $13.8M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 2.62% | 2,232,613 | $13.2M | Add +2835.5% |
| IEMG iShares Core MSCI Emerging | 2.20% | 158,237 | $11.0M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.04% | 39,227 | $10.3M | Reduce -0.1% |
| FLOT iShares Floating Rate Bond E | 1.74% | 171,794 | $8.8M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 1.46% | 29,628 | $7.3M | Add +0.3% |
| USHY iShares Broad Usd High Yield | 1.36% | 185,317 | $6.8M | Add +2.8% |
| SUB iShares Short-Term National | 1.34% | 63,178 | $6.7M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 1.22% | 10,253 | $6.1M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 1.17% | 91,932 | $5.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 7,484 | $4.9M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.94% | 14,747 | $4.7M | Add +6.6% |
| SPEM State Street SP PTF Em ETF | 0.79% | 84,935 | $4.0M | Reduce -0.7% |
| IWV iShares Russell 3000 ETF | 0.79% | 10,689 | $4.0M | Add +0.1% |
| AAPL Apple Inc. | 0.76% | 15,121 | $3.8M | Reduce -8.7% |
| BND Vanguard Total Bond Market | 0.73% | 49,927 | $3.7M | Add +4.1% |
| IXUS iShares Core Intl Stock ETF | 0.63% | 189,515 | $3.2M | Add +449.1% |
| VXF Vanguard Extended Market ETF | 0.57% | 13,986 | $2.9M | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.54% | 32,748 | $2.7M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 44,751 | $2.4M | Reduce -8.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.31% | 15,557 | $1.6M | Add +7.0% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 41,309 | $1.3M | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 25,686 | $1.3M | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 97,835 | $1.2M | Reduce -39.8% |
| GLD SPDR Gold Shares | 0.23% | 2,700 | $1.2M | No change |
| BKLC BNY Mellon US LRG Cap Cor | 0.23% | 9,112 | $1.1M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.20% | 3,569 | $1.0M | Reduce -18.4% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,481 | $1.0M | Reduce -15.3% |
| ACN Accenture PLC Class A | 0.19% | 4,880 | $968K | Add +26.2% |
| IWF iShares Russell 1000 Growth | 0.18% | 2,112 | $901K | Reduce -0.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.17% | 17,163 | $864K | Add +5.0% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 5,724 | $848K | Reduce -3.3% |
| GBIL Goldman Sachs Access Treasur | 0.17% | 8,304 | $832K | Add +21.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,859 | $812K | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 7,121 | $805K | No change |
| SCHF Schwab Intl Equity ETF | 0.16% | 32,105 | $795K | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 29,072 | $745K | No change |
| AMZN Amazon.com Inc. | 0.15% | 3,524 | $734K | Reduce -7.4% |
| MSFT Microsoft Corp. | 0.15% | 1,973 | $730K | Reduce -34.9% |
| MDY State Street SPDR S&P Midcap | 0.14% | 1,131 | $698K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 7,814 | $622K | Reduce -7.1% |
| TIP iShares Tips Bond ETF | 0.12% | 5,563 | $614K | Add +7.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,405 | $556K | Reduce -0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 3,841 | $543K | Add +34.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.10% | 8,223 | $519K | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 0.09% | 11,233 | $437K | No change |
| JNK SS SPDR BB High Yield Bond | 0.08% | 4,419 | $423K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 853 | $409K | Reduce -1.4% |
| HD Home Depot Inc. | 0.08% | 1,202 | $395K | Reduce -3.1% |
| AEP American Electric Power | 0.08% | 2,917 | $382K | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 651 | $376K | Add +3.2% |
| NVDA Nvidia Corp. | 0.07% | 2,140 | $373K | Reduce -11.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,462 | $354K | Reduce -8.8% |
| IWD iShares Russell 1000 Value E | 0.07% | 1,531 | $327K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.06% | 555 | $318K | Reduce -18.9% |
| RTX RTX Corp. | 0.06% | 1,544 | $298K | Reduce -6.4% |
| LOW Lowe's Cos Inc. | 0.06% | 1,251 | $296K | Reduce -0.8% |
| PEG Public Service Enterprise GP | 0.06% | 3,645 | $295K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 1,901 | $278K | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.06% | 1,132 | $277K | Reduce -10.4% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,299 | $274K | No change |
| EBC Eastern Bankshares Inc. | 0.05% | 13,945 | $273K | Add +0.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.05% | 3,592 | $270K | Add +0.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.05% | 5,541 | $259K | Reduce -6.8% |
| VZ Verizon Communications Inc. | 0.05% | 5,001 | $251K | Add +0.3% |
| C Citigroup Inc. | 0.05% | 2,200 | $250K | No change |
| AVGO Broadcom Inc. | 0.05% | 772 | $239K | Add +10.6% |
| KO The Coca-Cola Co. | 0.05% | 3,095 | $235K | Add +0.1% |
| V Visa Inc. Class A | 0.05% | 769 | $233K | Reduce -3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 1,548 | $226K | No change |
| T AT&T Inc. | 0.04% | 7,438 | $216K | New |
| HON Honeywell International Inc. | 0.04% | 946 | $214K | New |
| CTVA Corteva Inc. | 0.04% | 2,524 | $211K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 10,825 | $85K | No change |
| SMMD iShares Russell 2500 ETF | 0.00% | 17,892 | $18K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IWB iShares Russell 1000 ETF | Reduce -0.9% | 4.03% | −0.20 |
| MSFT Microsoft Corp. | Reduce -34.9% | 0.15% | −0.14 |
| AAPL Apple Inc. | Reduce -8.7% | 0.76% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 0.20% | −0.07 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -15.3% | 0.20% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -39.8% | 0.23% | −0.06 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.04 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.4% | 0.48% | −0.04 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.25% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 3.62% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -7.4% | 0.15% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -18.9% | 0.06% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -8.8% | 0.07% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.18% | −0.02 |
| NVDA Nvidia Corp. | Reduce -11.0% | 0.07% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.8% | 0.06% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -7.1% | 0.12% | −0.01 |
| V Visa Inc. Class A | Reduce -3.0% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -3.1% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.08% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -6.8% | 0.05% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.06% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.1% | 0.08% | −0.00 |
| RTX RTX Corp. | Reduce -6.4% | 0.06% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.3% | 0.17% | +0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -0.7% | 0.79% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.11% | +0.00 |
| JNJ Johnson & Johnson | Reduce -10.4% | 0.06% | +0.00 |
| AEP American Electric Power | Reduce -0.8% | 0.08% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 2.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 3.88% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Add +234.6% | 9.35% | +0.54 |
| ITOT iShares Core S&P Total U.S. | Add +2835.5% | 2.62% | +0.38 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 9.61% | +0.34 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 6.03% | +0.26 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 2.20% | +0.10 |
| IXUS iShares Core Intl Stock ETF | Add +449.1% | 0.63% | +0.05 |
| FLOT iShares Floating Rate Bond E | Add +2.3% | 1.74% | +0.05 |
| SUB iShares Short-Term National | Add +2.9% | 1.34% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 1.17% | +0.04 |
| HON Honeywell International Inc. | New | 0.04% | +0.04 |
| CTVA Corteva Inc. | New | 0.04% | +0.04 |
| GBIL Goldman Sachs Access Treasur | Add +21.0% | 0.17% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.1% | 3.15% | +0.03 |
| BND Vanguard Total Bond Market | Add +4.1% | 0.73% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +2.8% | 1.36% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 1.46% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.6% | 0.94% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +34.2% | 0.11% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +7.0% | 0.31% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +2.1% | 0.25% | +0.01 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.05% | +0.01 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +5.0% | 0.17% | +0.01 |
| TIP iShares Tips Bond ETF | Add +7.1% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.05% | +0.00 |
| EBC Eastern Bankshares Inc. | Add +0.7% | 0.05% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 0.54% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.07% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.3% | 0.05% | +0.00 |
| AVGO Broadcom Inc. | Add +10.6% | 0.05% | −0.00 |
| MUB iShares National Muni Bond E | Add +0.2% | 2.74% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.2% | 0.07% | −0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.10% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.0% | 0.57% | −0.01 |
| BKLC BNY Mellon US LRG Cap Cor | Add +0.3% | 0.23% | −0.01 |
| ACN Accenture PLC Class A | Add +26.2% | 0.19% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.0% | 0.16% | −0.01 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.79% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.9% | 1.22% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.97% | −0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 29.12% | −0.94 |
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 |