Single Point Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Single Point Partners, LLC reported 102 stock positions worth $568.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 29.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.8%) and iShares Core U.S. Aggregate (AGG, 8.8%). Compared with Q1 2026, it opened 21 new positions, sold out of 2, added to 36 and reduced 35. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +0%) and the biggest sale iShares National Muni Bond E (MUB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001801184
- Portfolio Value
- $568.0M (Q2 2026)
- SEC Filing
- 0001801184-26-000003 ↗ filed Jul 16, 2026
Holdings Value
Holdings 102 stocks · $568.0M
| IVV iShares Core S&P 500 ETF | 29.35% | 222,628 | $166.7M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 9.78% | 720,093 | $55.5M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 8.82% | 1,598,788 | $50.1M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 6.39% | 244,736 | $36.3M | Add +0.4% |
| IWB iShares Russell 1000 ETF | 4.00% | 55,525 | $22.7M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.74% | 219,717 | $21.2M | Add +2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.49% | 246,038 | $19.8M | Reduce -2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.93% | 329,001 | $16.6M | Add +3.6% |
| ITOT iShares Core S&P Total U.S. | 2.66% | 2,234,223 | $15.1M | Add +0.1% |
| MUB iShares National Muni Bond E | 2.43% | 128,051 | $13.8M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 2.24% | 153,639 | $12.7M | Reduce -2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.01% | 37,745 | $11.4M | Reduce -3.8% |
| FLOT iShares Floating Rate Bond E | 1.69% | 187,550 | $9.6M | Add +9.2% |
| IWM iShares Russell 2000 ETF | 1.56% | 29,413 | $8.8M | Reduce -0.7% |
| USHY iShares Broad Usd High Yield | 1.30% | 199,560 | $7.4M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 1.24% | 10,262 | $7.0M | Add +0.1% |
| SUB iShares Short-Term National | 1.17% | 62,504 | $6.7M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.16% | 92,241 | $6.6M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 14,854 | $5.5M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 7,205 | $5.4M | Reduce -3.7% |
| IWV iShares Russell 3000 ETF | 0.80% | 10,695 | $4.6M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.80% | 61,893 | $4.5M | Add +24.0% |
| SPEM State Street SP PTF Em ETF | 0.77% | 84,845 | $4.4M | Reduce -0.1% |
| AAPL Apple Inc. | 0.75% | 14,747 | $4.3M | Reduce -2.5% |
| IXUS iShares Core Intl Stock ETF | 0.63% | 190,730 | $3.6M | Add +0.6% |
| VXF Vanguard Extended Market ETF | 0.60% | 13,768 | $3.4M | Reduce -1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.47% | 32,557 | $2.7M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 44,097 | $2.6M | Reduce -1.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.31% | 17,369 | $1.8M | Add +11.7% |
| SCHM Schwab US Mid Cap ETF | 0.27% | 41,502 | $1.5M | Add +0.5% |
| BAC Bank of America Corp. | 0.26% | 25,692 | $1.5M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 97,541 | $1.3M | Reduce -0.3% |
| BKLC BNY Mellon US LRG Cap Cor | 0.23% | 9,142 | $1.3M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,309 | $1.2M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,482 | $1.1M | Add +0.0% |
| GLD SPDR Gold Shares | 0.18% | 2,710 | $998K | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 7,121 | $979K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 10,888 | $938K | Reduce -2.4% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 5,730 | $906K | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.15% | 31,654 | $877K | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.15% | 3,677 | $876K | Add +4.3% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 29,671 | $873K | Add +2.1% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.15% | 16,835 | $847K | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 0.15% | 6,810 | $846K | Reduce -19.4% |
| MDY State Street SPDR S&P Midcap | 0.14% | 1,131 | $795K | No change |
| GBIL Goldman Sachs Access Treasur | 0.14% | 7,851 | $786K | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.13% | 1,945 | $726K | Reduce -1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 3,952 | $647K | Add +2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 7,755 | $620K | Reduce -0.8% |
| MU Micron Technology Inc. | 0.11% | 535 | $618K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 7,349 | $615K | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.11% | 4,903 | $610K | Add +0.5% |
| TIP iShares Tips Bond ETF | 0.11% | 5,563 | $609K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.11% | 8,230 | $600K | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 0.09% | 11,233 | $498K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 626 | $461K | Reduce -3.8% |
| HD Home Depot Inc. | 0.08% | 1,234 | $435K | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 853 | $427K | No change |
| JNK SS SPDR BB High Yield Bond | 0.07% | 4,349 | $419K | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.07% | 1,998 | $400K | Reduce -6.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,391 | $391K | Reduce -4.9% |
| AEP American Electric Power | 0.07% | 2,855 | $391K | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.07% | 1,018 | $385K | Add +31.9% |
| IWD iShares Russell 1000 Value E | 0.07% | 1,528 | $370K | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.06% | 596 | $336K | Add +7.4% |
| RTX RTX Corp. | 0.06% | 1,769 | $336K | Add +14.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.06% | 14,996 | $332K | New |
| IBTR Ishars Ibond Dec 2036 TT ETF | 0.06% | 13,318 | $332K | New |
| IBTQ iShares Ibonds Dec 2035 TT | 0.06% | 13,219 | $332K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 15,309 | $331K | New |
| IBTP iShares Ibonds Dec 2034 ETF | 0.06% | 13,044 | $331K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.06% | 16,943 | $331K | New |
| IBTO iShares Ibonds Dec 2033 Tres | 0.06% | 13,718 | $331K | New |
| IBTM iShares Ibnds Dec 2032 TT | 0.06% | 14,585 | $331K | New |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 16,393 | $331K | New |
| SPHQ Invesco S&P 500 Quality ETF | 0.06% | 3,599 | $324K | Add +0.2% |
| JNJ Johnson & Johnson | 0.06% | 1,264 | $321K | Add +11.7% |
| EBC Eastern Bankshares Inc. | 0.06% | 14,045 | $312K | Add +0.7% |
| C Citigroup Inc. | 0.05% | 2,200 | $308K | No change |
| GLW Corning Inc. | 0.05% | 1,185 | $303K | New |
| MKSI MKS Inc. | 0.05% | 670 | $298K | New |
| PEG Public Service Enterprise GP | 0.05% | 3,645 | $296K | No change |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,299 | $295K | No change |
| AMD Advanced Micro Devices | 0.05% | 462 | $268K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.05% | 5,525 | $266K | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.05% | 1,201 | $265K | Reduce -4.0% |
| V Visa Inc. Class A | 0.05% | 759 | $261K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.05% | 220 | $258K | New |
| AXP American Express Co. | 0.04% | 729 | $247K | New |
| LLY Eli Lilly & Co. | 0.04% | 201 | $241K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 1,516 | $234K | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.04% | 2,863 | $233K | Reduce -7.5% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,942 | $227K | Add +2.2% |
| ABBV Abbvie Inc. | 0.04% | 883 | $222K | New |
| CTVA Corteva Inc. | 0.04% | 2,524 | $214K | No change |
| DE Deere & Co. | 0.04% | 336 | $213K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 1,712 | $213K | New |
| CAT Caterpillar Inc. | 0.04% | 200 | $213K | New |
| VZ Verizon Communications Inc. | 0.04% | 5,001 | $212K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 2,407 | $212K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 13,393 | $96K | Add +23.7% |
| SMMD iShares Russell 2500 ETF | 0.00% | 22,779 | $23K | Add +27.3% |
Options reported separately and not counted above: XYLD calls ($9K).
Portfolio Sells Q1 2026 → Q2 2026
| MUB iShares National Muni Bond E | Reduce -1.4% | 2.43% | −0.32 |
| SUB iShares Short-Term National | Reduce -1.1% | 1.17% | −0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.9% | 3.49% | −0.13 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.6% | 0.47% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -19.4% | 0.15% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.8% | 2.01% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.5% | 0.14% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -2.2% | 4.00% | −0.03 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -1.9% | 0.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 0.95% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 0.77% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.5% | 0.46% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.13% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.8% | 0.11% | −0.01 |
| AAPL Apple Inc. | Reduce -2.5% | 0.75% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 0.05% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -1.6% | 0.07% | −0.01 |
| AEP American Electric Power | Reduce -2.1% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -7.5% | 0.04% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.3% | 0.05% | −0.00 |
| NVDA Nvidia Corp. | Reduce -6.6% | 0.07% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -1.4% | 0.15% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.1% | 0.04% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.8% | 0.11% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -4.9% | 0.07% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.23% | −0.00 |
| V Visa Inc. Class A | Reduce -1.3% | 0.05% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 0.07% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 0.17% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -7.3% | 0.21% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.8% | 0.08% | +0.01 |
| VXF Vanguard Extended Market ETF | Reduce -1.6% | 0.60% | +0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 2.24% | +0.04 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 1.56% | +0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 29.35% | +0.24 |
Portfolio Buys Q1 2026 → Q2 2026
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 6.39% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 9.78% | +0.17 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| BND Vanguard Total Bond Market | Add +24.0% | 0.80% | +0.07 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.06% | +0.06 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.06% | +0.06 |
| IBTR Ishars Ibond Dec 2036 TT ETF | New | 0.06% | +0.06 |
| IBTQ iShares Ibonds Dec 2035 TT | New | 0.06% | +0.06 |
| IBTO iShares Ibonds Dec 2033 Tres | New | 0.06% | +0.06 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.06% | +0.06 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.06% | +0.06 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.06% | +0.06 |
| IBTP iShares Ibonds Dec 2034 ETF | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| MKSI MKS Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 2.66% | +0.04 |
| ABBV Abbvie Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.04% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.97% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 1.24% | +0.02 |
| AVGO Broadcom Inc. | Add +31.9% | 0.07% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 0.27% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.80% | +0.01 |
| BAC Bank of America Corp. | Add +0.0% | 0.26% | +0.01 |
| AMZN Amazon.com Inc. | Add +4.3% | 0.15% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +2.9% | 0.11% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +2.1% | 0.15% | +0.01 |
| BKLC BNY Mellon US LRG Cap Cor | Add +0.3% | 0.23% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 0.06% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +0.1% | 0.11% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +0.6% | 0.63% | +0.00 |
| JNJ Johnson & Johnson | Add +11.7% | 0.06% | +0.00 |
| EBC Eastern Bankshares Inc. | Add +0.7% | 0.06% | +0.00 |
| SMMD iShares Russell 2500 ETF | Add +27.3% | 0.00% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +23.7% | 0.02% | 0.00 |
| RTX RTX Corp. | Add +14.6% | 0.06% | −0.00 |
| HD Home Depot Inc. | Add +2.7% | 0.08% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.20% | −0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +11.7% | 0.31% | −0.00 |
| META Meta Platforms Inc. Class A | Add +7.4% | 0.06% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.16% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 1.16% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +2.2% | 0.04% | −0.02 |
Options Activity Q1 2026 → Q2 2026
| XYLD Global X S&P 500 Cove Call E | call | New | 22,102 | $9K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |