Stablepoint Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Stablepoint Partners, LLC reported 260 stock positions worth $722.7 million. Its top holding was Apple (AAPL) at 2.9% of the portfolio, followed by Broadcom (AVGO, 1.8%) and JPMorgan Chase (JPM, 1.8%). Compared with Q1 2026, it opened 7 new positions, sold out of 7, added to 129 and reduced 92. The biggest buy was CVS Health (CVS, shares +0%) and the biggest sale Nextera Energy (NEE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0002011237
- Portfolio Value
- $722.7M (Q2 2026)
- SEC Filing
- 0001951757-26-000964 ↗ filed Jul 9, 2026
Holdings Value
Holdings 260 stocks · $722.7M
| AAPL Apple Inc. | 2.91% | 72,741 | $21.0M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.83% | 35,058 | $13.2M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.77% | 39,169 | $12.8M | Add +0.1% |
| FTSM First Trust Enh Short Mat FD | 1.77% | 213,638 | $12.8M | Reduce -2.7% |
| NEE Nextera Energy Inc. | 1.58% | 130,434 | $11.4M | Reduce -0.1% |
| AMGN Amgen Inc. | 1.56% | 31,144 | $11.3M | Add +0.6% |
| SRLN SS Blackstone Sr Loan ETF | 1.50% | 269,885 | $10.9M | Add +1.1% |
| PFF iShares Preferred & Income S | 1.46% | 346,842 | $10.6M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.43% | 43,401 | $10.3M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 1.38% | 84,673 | $9.9M | Reduce -0.2% |
| KO The Coca-Cola Co. | 1.37% | 121,836 | $9.9M | Add +0.3% |
| STX Seagate Technology Holdings | 1.35% | 10,123 | $9.8M | Reduce -1.6% |
| TIP iShares Tips Bond ETF | 1.34% | 88,501 | $9.7M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.27% | 25,660 | $9.2M | Reduce -4.7% |
| CVS CVS Health Corp. | 1.26% | 88,359 | $9.1M | Add +0.2% |
| IAU iShares Gold Trust | 1.25% | 120,038 | $9.1M | Add +1.9% |
| ULST SS Ultra Short TM Bond ETF | 1.24% | 220,840 | $8.9M | Add +2.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.23% | 132,146 | $8.9M | Add +3.8% |
| TOTL SS Doubleline TR Tact ETF | 1.20% | 219,753 | $8.7M | Add +3.9% |
| MRK Merck & Co. Inc. | 1.20% | 67,206 | $8.6M | Add +0.8% |
| MSFT Microsoft Corp. | 1.18% | 22,861 | $8.5M | Reduce -0.6% |
| PSX Phillips 66 | 1.14% | 48,662 | $8.2M | Add +0.1% |
| QCOM Qualcomm Inc. | 1.09% | 42,734 | $7.9M | Add +0.5% |
| JNJ Johnson & Johnson | 1.05% | 29,950 | $7.6M | Add +0.7% |
| CVX Chevron Corp. | 1.03% | 45,046 | $7.5M | Add +0.8% |
| TD Toronto-Dominion Bank | 1.03% | 61,446 | $7.5M | Add +0.0% |
| PG The Procter & Gamble Co. | 1.01% | 49,683 | $7.3M | Add +0.1% |
| WMT Walmart Inc. | 1.00% | 63,964 | $7.2M | Add +0.8% |
| BSJT Invesco Bulletshares 2029 HY | 1.00% | 340,722 | $7.2M | Add +6.8% |
| LMT Lockheed Martin Corp. | 0.99% | 13,993 | $7.1M | Add +1.1% |
| WBS Webster Financial Corp. | 0.99% | 93,233 | $7.1M | Reduce -0.2% |
| KMI Kinder Morgan Inc. | 0.95% | 215,632 | $6.9M | Add +0.2% |
| COF Capital One Financial Corp. | 0.93% | 33,451 | $6.7M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.91% | 155,789 | $6.6M | Add +1.1% |
| PEP Pepsico Inc. | 0.91% | 48,466 | $6.6M | Add +0.5% |
| D Dominion Energy Inc. | 0.90% | 95,706 | $6.5M | Add +1.3% |
| FE Firstenergy Corp. | 0.89% | 135,507 | $6.4M | Add +1.4% |
| EIX Edison International | 0.86% | 83,881 | $6.2M | Add +0.1% |
| MCD McDonald's Corp. | 0.86% | 23,041 | $6.2M | Add +1.7% |
| FITB Fifth Third Bancorp | 0.85% | 108,932 | $6.1M | Add +0.5% |
| MU Micron Technology Inc. | 0.84% | 5,241 | $6.0M | Reduce -2.1% |
| UL Unilever PLC-Sponsored ADR | 0.81% | 97,951 | $5.9M | Add +0.7% |
| MDT Medtronic PLC | 0.80% | 74,189 | $5.8M | Add +1.4% |
| T AT&T Inc. | 0.80% | 280,127 | $5.8M | Add +1.0% |
| GSK GSK PLC-Spon ADR | 0.80% | 109,711 | $5.8M | Add +0.8% |
| MET Metlife Inc. | 0.80% | 67,921 | $5.7M | Add +0.7% |
| DUK Duke Energy Corp. | 0.79% | 45,150 | $5.7M | Add +0.7% |
| NVDA Nvidia Corp. | 0.79% | 28,540 | $5.7M | Reduce -1.6% |
| KTB Kontoor Brands Inc. | 0.78% | 67,923 | $5.7M | Add +0.5% |
| CCI Crown Castle Inc. | 0.76% | 72,208 | $5.5M | Add +1.1% |
| ABBV Abbvie Inc. | 0.75% | 21,670 | $5.5M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.75% | 9,612 | $5.4M | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.74% | 9,178 | $5.3M | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 0.72% | 54,935 | $5.2M | Add +5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 21,301 | $5.0M | Add +6.8% |
| KMB Kimberly-Clark Corp. | 0.69% | 45,384 | $5.0M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.68% | 10,288 | $4.9M | Add +0.1% |
| PFE Pfizer Inc. | 0.67% | 201,036 | $4.8M | Add +1.4% |
| PSA Public Storage | 0.65% | 14,745 | $4.7M | Add +1.1% |
| UPS United Parcel Service Class B | 0.62% | 41,729 | $4.5M | Add +1.8% |
| FV First Trust DW Focus 5 Fund | 0.62% | 58,863 | $4.5M | Add +4.8% |
| AMAT Applied Materials Inc. | 0.60% | 6,045 | $4.4M | Reduce -1.8% |
| FVD First Trust Value Line DVD | 0.58% | 87,305 | $4.2M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.54% | 25,971 | $3.9M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.54% | 3,240 | $3.9M | Reduce -1.6% |
| BX Blackstone Inc. | 0.52% | 32,020 | $3.8M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 5,052 | $3.7M | Add +3.4% |
| DE Deere & Co. | 0.51% | 5,827 | $3.7M | Add +1.3% |
| TMUS T-Mobile US Inc. | 0.51% | 21,870 | $3.7M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.50% | 10,263 | $3.6M | Reduce -3.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.49% | 61,245 | $3.5M | Add +6.8% |
| SBUX Starbucks Corp. | 0.47% | 33,318 | $3.4M | Add +1.7% |
| TSLA Tesla Inc. | 0.47% | 8,067 | $3.4M | Reduce -6.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 4,330 | $3.3M | Reduce -9.0% |
| UBER Uber Technologies Inc. | 0.46% | 45,613 | $3.3M | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 23,800 | $3.3M | Add +2.5% |
| OSK Oshkosh Corp. | 0.45% | 21,248 | $3.3M | Add +2.4% |
| SDY SS SPDR S&P Dividend ETF | 0.43% | 20,633 | $3.1M | Reduce -0.3% |
| RTX RTX Corp. | 0.43% | 16,473 | $3.1M | Add +2.1% |
| DGX Quest Diagnostics Inc. | 0.43% | 14,652 | $3.1M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.43% | 9,082 | $3.1M | Reduce -0.4% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 53,019 | $3.1M | Add +0.3% |
| PH Parker Hannifin Corp. | 0.41% | 3,000 | $2.9M | Reduce -2.2% |
| GILD Gilead Sciences Inc. | 0.40% | 23,047 | $2.9M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 35,917 | $2.9M | Add +2.7% |
| VLO Valero Energy Corp. | 0.40% | 11,058 | $2.9M | Reduce -1.4% |
| TT Trane Technologies PLC | 0.38% | 5,565 | $2.7M | No change |
| VNLA Janus Henderson Short Durati | 0.36% | 53,628 | $2.6M | Reduce -6.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.36% | 51,218 | $2.6M | Add +3.0% |
| PLD Prologis Inc. | 0.35% | 18,566 | $2.5M | Reduce -3.5% |
| V Visa Inc. Class A | 0.34% | 7,264 | $2.5M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.34% | 34,517 | $2.5M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.34% | 11,083 | $2.4M | Add +0.6% |
| WMB Williams Cos Inc. | 0.32% | 30,809 | $2.3M | Reduce -4.1% |
| STLD Steel Dynamics Inc. | 0.32% | 9,978 | $2.3M | Reduce -0.7% |
| KGS Kodiak Gas Services Inc. | 0.31% | 29,662 | $2.2M | Add +0.4% |
| GEV GE Vernova Inc. | 0.30% | 1,838 | $2.2M | Reduce -5.3% |
| RBRK Rubrik Inc. Class A | 0.30% | 26,811 | $2.2M | Add +4.4% |
| RJF Raymond James Financial Inc. | 0.30% | 14,150 | $2.2M | Add +1.0% |
| AXP American Express Co. | 0.29% | 6,235 | $2.1M | Add +0.9% |
Portfolio Sells Q1 2026 → Q2 2026
| NEE Nextera Energy Inc. | Reduce -0.1% | 1.58% | −0.22 |
| TMUS T-Mobile US Inc. | Reduce -2.0% | 0.51% | −0.19 |
| FTSM First Trust Enh Short Mat FD | Reduce -2.7% | 1.77% | −0.19 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.34% | −0.15 |
| SLV iShares Silver Trust | Reduce -31.4% | 0.13% | −0.13 |
| ISRG Intuitive Surgical Inc. | Reduce -7.1% | 0.26% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.18% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -0.8% | 0.40% | −0.08 |
| TJX TJX Companies Inc. | Reduce -0.6% | 0.54% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.75% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| EQT Eqt Corp. | Reduce -0.5% | 0.21% | −0.06 |
| COIN Coinbase Global Inc. Class A | Reduce -2.8% | 0.19% | −0.06 |
| MFIC Midcap Financial Investment | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.8% | 0.16% | −0.06 |
| VNLA Janus Henderson Short Durati | Reduce -6.9% | 0.36% | −0.06 |
| FTGC First Trust Global Tactical | Reduce -26.5% | 0.09% | −0.05 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.17% | −0.04 |
| GWRE Guidewire Software Inc. | Reduce -4.2% | 0.12% | −0.04 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.14% | −0.04 |
| TPL Texas Pacific Land Corp. | Reduce -1.2% | 0.23% | −0.04 |
| SLB SLB Ltd. | Reduce -0.1% | 0.22% | −0.04 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.04 |
| LVS Las Vegas Sands Corp. | Reduce -0.4% | 0.13% | −0.03 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -0.7% | 0.58% | −0.03 |
| SRE Sempra | Reduce -0.3% | 0.25% | −0.03 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -4.1% | 0.32% | −0.03 |
| PLD Prologis Inc. | Reduce -3.5% | 0.35% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -27.8% | 0.07% | −0.03 |
| TKO Tko Group Holdings Inc. | Reduce -3.7% | 0.24% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -0.3% | 0.16% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.7% | 0.25% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.17% | −0.03 |
| WULF Terawulf Inc. | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.9% | 0.16% | −0.02 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -5.2% | 0.14% | −0.02 |
| XPO Xpo Inc. | Reduce -21.4% | 0.07% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -1.2% | 0.03% | −0.02 |
| MLM Martin Marietta Materials | Reduce -0.8% | 0.17% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.8% | 0.19% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 0.43% | −0.01 |
| VLO Valero Energy Corp. | Reduce -1.4% | 0.40% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 0.17% | −0.01 |
| LIN Linde PLC | Reduce -24.3% | 0.03% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -11.7% | 0.04% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -17.3% | 0.11% | −0.01 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -2.2% | 0.09% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| CVS CVS Health Corp. | Add +0.2% | 1.26% | +0.32 |
| QCOM Qualcomm Inc. | Add +0.5% | 1.09% | +0.28 |
| TD Toronto-Dominion Bank | Add +0.0% | 1.03% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.1% | 0.68% | +0.16 |
| FV First Trust DW Focus 5 Fund | Add +4.8% | 0.62% | +0.11 |
| RBRK Rubrik Inc. Class A | Add +4.4% | 0.30% | +0.11 |
| FITB Fifth Third Bancorp | Add +0.5% | 0.85% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.4% | 0.51% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 0.29% | +0.09 |
| MET Metlife Inc. | Add +0.7% | 0.80% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| KTB Kontoor Brands Inc. | Add +0.5% | 0.78% | +0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +6.8% | 0.49% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +2.5% | 0.45% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.77% | +0.06 |
| PSA Public Storage | Add +1.1% | 0.65% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +6.8% | 0.70% | +0.06 |
| KGS Kodiak Gas Services Inc. | Add +0.4% | 0.31% | +0.05 |
| FXL First Trust Technology Alpha | Add +2.9% | 0.22% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +6.0% | 0.16% | +0.05 |
| KMB Kimberly-Clark Corp. | Add +1.5% | 0.69% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.9% | 0.22% | +0.04 |
| DASH DoorDash Inc. Class A | New | 0.04% | +0.04 |
| GLW Corning Inc. | New | 0.04% | +0.04 |
| CGNG Cap Group New Geography Eq | Add +4.6% | 0.27% | +0.04 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| D Dominion Energy Inc. | Add +1.3% | 0.90% | +0.04 |
| SBUX Starbucks Corp. | Add +1.7% | 0.47% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.6% | 0.17% | +0.03 |
| COF Capital One Financial Corp. | Add +1.4% | 0.93% | +0.03 |
| FEZ State Street SPDR Euro Stoxx | Add +10.0% | 0.28% | +0.03 |
| EEM iShares MSCI Emerging Market | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | Add +31.5% | 0.22% | +0.03 |
| FTNT Fortinet Inc. | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +1.3% | 0.51% | +0.03 |
| FBT First Trust Nyse Arca Biotec | Add +4.3% | 0.18% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.7% | 0.40% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +23.6% | 0.10% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +21.7% | 0.11% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +11.3% | 0.19% | +0.02 |
| CWB SS SPDR BB Conv Sec ETF | Add +7.7% | 0.15% | +0.02 |
| TXRH Texas Roadhouse Inc. | Add +1.0% | 0.24% | +0.02 |
| UPS United Parcel Service Class B | Add +1.8% | 0.62% | +0.02 |
| USB US Bancorp | Add +0.4% | 0.26% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.0% | 0.36% | +0.02 |
| BBY Best Buy Co. Inc. | Add +1.1% | 0.18% | +0.02 |
| CGDV Cap Group Dividend Value | Add +4.2% | 0.16% | +0.02 |
| DKS Dick's Sporting Goods Inc. | Add +0.6% | 0.25% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.20% | +0.02 |
| GSBD Goldman Sachs BDC Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 260 | $722.7M | AAPL, AVGO, JPM, FTSM, NEE |
| Q1 2026 | 260 | $672.6M | AAPL, FTSM, NEE, JPM, AVGO |
| Q4 2025 | 245 | $640.9M | AAPL, FTSM, AVGO, JPM, SRLN |
| Q3 2025 | 248 | $630.0M | AAPL, AVGO, JPM, SRLN, VNLA |
| Q2 2025 | 249 | $587.9M | AAPL, AVGO, JPM, MSFT, VNLA |
| Q1 2025 | 242 | $552.0M | AAPL, VNLA, SRLN, IAU, JPM |
| Q4 2024 | 241 | $544.8M | AAPL, VNLA, AVGO, JPM, SRLN |
| Q3 2024 | 239 | $548.8M | AAPL, VNLA, NEE, MSFT, JPM |
| Q2 2024 | 241 | $515.9M | AAPL, MSFT, VNLA, JPM, NEE |
| Q1 2024 | 233 | $493.3M | AAPL, MSFT, JPM, AVGO, AMZN |