Stablepoint Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Stablepoint Partners, LLC reported 249 stock positions worth $587.9 million. Its top holding was Apple (AAPL) at 2.5% of the portfolio, followed by Broadcom (AVGO, 1.9%) and JPMorgan Chase (JPM, 1.9%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 144 and reduced 76. The biggest buy was Broadcom (AVGO, shares +5%) and the biggest sale Unitedhealth (UNH, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0002011237
- Portfolio Value
- $587.9M (Q2 2025)
- SEC Filing
- 0001951757-25-001080 ↗ filed Aug 13, 2025
Holdings Value
Holdings 249 stocks · $587.9M
| AAPL Apple Inc. | 2.51% | 71,998 | $14.8M | Add +1.1% |
| AVGO Broadcom Inc. | 1.95% | 41,569 | $11.5M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 1.93% | 39,151 | $11.4M | Add +0.1% |
| MSFT Microsoft Corp. | 1.92% | 22,681 | $11.3M | Reduce -0.5% |
| VNLA Janus Henderson Short Durati | 1.86% | 222,628 | $11.0M | Reduce -1.4% |
| SRLN SS Blackstone Sr Loan ETF | 1.85% | 260,870 | $10.8M | Add +3.8% |
| IAU iShares Gold Trust | 1.71% | 161,208 | $10.1M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.60% | 42,883 | $9.4M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.54% | 130,291 | $9.0M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 1.49% | 146,574 | $8.8M | Add +4.9% |
| AMGN Amgen Inc. | 1.42% | 29,890 | $8.3M | Add +3.4% |
| KO The Coca-Cola Co. | 1.41% | 117,249 | $8.3M | Add +1.2% |
| PFF iShares Preferred & Income S | 1.29% | 247,607 | $7.6M | Add +3.6% |
| META Meta Platforms Inc. Class A | 1.29% | 10,262 | $7.6M | Reduce -0.7% |
| STX Seagate Technology Holdings | 1.27% | 51,905 | $7.5M | Add +2.5% |
| T AT&T Inc. | 1.22% | 248,178 | $7.2M | Add +0.9% |
| TIP iShares Tips Bond ETF | 1.22% | 65,210 | $7.2M | Reduce -2.0% |
| CVS CVS Health Corp. | 1.17% | 99,410 | $6.9M | Add +1.1% |
| COF Capital One Financial Corp. | 1.16% | 32,166 | $6.8M | Add +2.7% |
| PG The Procter & Gamble Co. | 1.15% | 42,385 | $6.8M | Add +1.3% |
| BSJP Invesco Bulletshares 2025 HY | 1.14% | 291,035 | $6.7M | Add +1.9% |
| WMT Walmart Inc. | 1.11% | 66,442 | $6.5M | Add +1.4% |
| LMT Lockheed Martin Corp. | 1.10% | 13,958 | $6.5M | Add +2.6% |
| UL Unilever PLC | 1.06% | 101,808 | $6.2M | Add +1.6% |
| CCI Crown Castle Inc. | 1.05% | 60,352 | $6.2M | Add +2.8% |
| MCD McDonald's Corp. | 1.03% | 20,762 | $6.1M | Add +1.4% |
| MDT Medtronic PLC | 1.03% | 69,272 | $6.0M | Add +2.4% |
| CSCO Cisco Systems Inc. | 1.01% | 85,633 | $5.9M | Add +1.8% |
| CVX Chevron Corp. | 1.00% | 41,137 | $5.9M | Add +2.7% |
| VZ Verizon Communications Inc. | 0.99% | 134,435 | $5.8M | Add +1.5% |
| TD Toronto-Dominion Bank | 0.97% | 77,955 | $5.7M | Add +1.5% |
| PSX Phillips 66 | 0.97% | 47,648 | $5.7M | Add +0.7% |
| PEP Pepsico Inc. | 0.95% | 42,157 | $5.6M | Add +2.8% |
| JNJ Johnson & Johnson | 0.92% | 35,338 | $5.4M | Add +1.9% |
| KMI Kinder Morgan Inc. | 0.92% | 183,132 | $5.4M | Add +3.5% |
| QCOM Qualcomm Inc. | 0.90% | 33,282 | $5.3M | Add +2.9% |
| BX Blackstone Inc. | 0.90% | 35,265 | $5.3M | Add +0.8% |
| NVDA Nvidia Corp. | 0.88% | 32,827 | $5.2M | Reduce -7.9% |
| FE Firstenergy Corp. | 0.87% | 127,306 | $5.1M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 0.86% | 28,735 | $5.1M | Reduce -0.3% |
| D Dominion Energy Inc. | 0.83% | 86,390 | $4.9M | Add +2.8% |
| DUK Duke Energy Corp. | 0.83% | 41,260 | $4.9M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.83% | 61,369 | $4.9M | Add +1.5% |
| WBS Webster Financial Corp. | 0.82% | 87,949 | $4.8M | Add +3.3% |
| GSK GSK PLC-Spon ADR | 0.81% | 123,294 | $4.7M | Add +2.1% |
| TMUS T-Mobile US Inc. | 0.75% | 18,612 | $4.4M | Reduce -0.3% |
| KMB Kimberly-Clark Corp. | 0.75% | 34,145 | $4.4M | Add +1.4% |
| FITB Fifth Third Bancorp | 0.75% | 106,815 | $4.4M | Add +3.0% |
| MET Metlife Inc. | 0.73% | 53,433 | $4.3M | Add +2.7% |
| UBER Uber Technologies Inc. | 0.72% | 45,431 | $4.2M | Reduce -2.7% |
| NFLX Netflix Inc. | 0.71% | 3,110 | $4.2M | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.70% | 22,237 | $4.1M | Add +0.6% |
| PFE Pfizer Inc. | 0.69% | 166,735 | $4.0M | Add +3.5% |
| LYB Lyondellbasell Indu Class A | 0.66% | 67,125 | $3.9M | Add +4.7% |
| DOW Dow Inc. | 0.65% | 144,594 | $3.8M | Add +5.3% |
| EIX Edison International | 0.64% | 73,419 | $3.8M | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.63% | 18,235 | $3.7M | Reduce -3.6% |
| IEF iShares 7-10 Year Treasury B | 0.62% | 37,974 | $3.6M | Add +7.5% |
| FVD First Trust Value Line DVD | 0.61% | 79,997 | $3.6M | Reduce -1.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.60% | 53,940 | $3.5M | Add +0.4% |
| BSJQ Invesco Bulletshares 2026 HY | 0.60% | 150,244 | $3.5M | Add +7.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 27,409 | $3.4M | Add +0.7% |
| MDLZ Mondelez International Inc. Class A | 0.55% | 47,714 | $3.2M | Add +0.7% |
| FV First Trust DW Focus 5 Fund | 0.54% | 53,642 | $3.2M | Add +0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 13,416 | $3.0M | Add +2.6% |
| GILD Gilead Sciences Inc. | 0.49% | 25,864 | $2.9M | Reduce -3.6% |
| DE Deere & Co. | 0.48% | 5,567 | $2.8M | Add +1.3% |
| ABT Abbott Laboratories | 0.48% | 20,650 | $2.8M | Add +1.1% |
| ORCL Oracle Corp. | 0.48% | 12,799 | $2.8M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.46% | 8,586 | $2.7M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.46% | 4,938 | $2.7M | Add +1.5% |
| DGX Quest Diagnostics Inc. | 0.45% | 14,774 | $2.7M | Reduce -1.4% |
| OSK Oshkosh Corp. | 0.45% | 23,351 | $2.7M | Add +3.2% |
| SBUX Starbucks Corp. | 0.45% | 28,799 | $2.6M | Add +1.6% |
| RTX RTX Corp. | 0.45% | 17,924 | $2.6M | Add +0.1% |
| TT Trane Technologies PLC | 0.44% | 5,935 | $2.6M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.43% | 3,276 | $2.6M | Reduce -2.4% |
| V Visa Inc. Class A | 0.41% | 6,820 | $2.4M | Reduce -1.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 4,700 | $2.4M | Reduce -5.8% |
| COIN Coinbase Global Inc. Class A | 0.40% | 6,689 | $2.3M | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 0.40% | 21,262 | $2.3M | Add +1.8% |
| PH Parker Hannifin Corp. | 0.40% | 3,348 | $2.3M | Add +3.5% |
| LOW Lowe's Cos Inc. | 0.39% | 10,334 | $2.3M | Add +4.2% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 16,169 | $2.2M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.37% | 20,186 | $2.2M | Reduce -4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 3,921 | $2.2M | Add +4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 7,477 | $2.1M | Add +1.1% |
| AXP American Express Co. | 0.35% | 6,439 | $2.1M | Add +3.1% |
| GOOG Alphabet Inc. Class C | 0.34% | 11,395 | $2.0M | Add +2.6% |
| WMB Williams Cos Inc. | 0.34% | 31,902 | $2.0M | Add +0.7% |
| RJF Raymond James Financial Inc. | 0.34% | 13,035 | $2.0M | Add +2.6% |
| DG Dollar General Corp. | 0.34% | 17,474 | $2.0M | Add +0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 46,532 | $2.0M | Add +2.4% |
| APO Apollo Global Management Inc. | 0.32% | 13,328 | $1.9M | Add +8.2% |
| PLD Prologis Inc. | 0.32% | 17,789 | $1.9M | Add +1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.31% | 44,779 | $1.8M | Add +4.8% |
| SAP Sap SE-Sponsored ADR | 0.31% | 5,898 | $1.8M | Add +1.4% |
| MCK McKesson Corp. | 0.30% | 2,439 | $1.8M | Add +0.6% |
| AMD Advanced Micro Devices | 0.30% | 12,502 | $1.8M | Add +8.2% |
| BABA Alibaba Group Holding-SP ADR | 0.30% | 15,499 | $1.8M | Add +0.3% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -17.4% | 0.19% | −0.22 |
| VNLA Janus Henderson Short Durati | Reduce -1.4% | 1.86% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -0.3% | 0.75% | −0.15 |
| TIP iShares Tips Bond ETF | Reduce -2.0% | 1.22% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -4.6% | 0.37% | −0.09 |
| FTGC First Trust Global Tactical | Reduce -26.4% | 0.14% | −0.07 |
| INTU Intuit Inc. | Reduce -35.5% | 0.24% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.43% | −0.07 |
| SLV iShares Silver Trust | Reduce -26.9% | 0.15% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -3.6% | 0.49% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -16.8% | 0.13% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -1.1% | 0.61% | −0.04 |
| IAU iShares Gold Trust | Reduce -1.7% | 1.71% | −0.04 |
| IQV Iqvia Holdings Inc. | Reduce -6.8% | 0.15% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.22% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 0.63% | −0.03 |
| VLO Valero Energy Corp. | Reduce -6.0% | 0.26% | −0.03 |
| V Visa Inc. Class A | Reduce -1.0% | 0.41% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -4.9% | 0.24% | −0.02 |
| ROST Ross Stores Inc. | Reduce -23.1% | 0.06% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -15.1% | 0.17% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -20.5% | 0.07% | −0.02 |
| WAB Wabtec Corp. | Reduce -21.8% | 0.08% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -0.2% | 0.11% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -5.4% | 0.08% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -6.1% | 0.08% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -3.6% | 0.08% | −0.01 |
| MPT Medical Properties Trust Inc. | Reduce -6.1% | 0.01% | −0.01 |
| WM Waste Management Inc. | Reduce -0.9% | 0.09% | −0.01 |
| NKE Nike Inc. Class B | Reduce -21.3% | 0.04% | −0.01 |
| DGX Quest Diagnostics Inc. | Reduce -1.4% | 0.45% | −0.01 |
| SYK Stryker Corp. | Reduce -7.5% | 0.09% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -10.0% | 0.04% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.9% | 0.08% | −0.01 |
| MPLX MPLX LP | Reduce -1.2% | 0.06% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.7% | 0.08% | −0.01 |
| XPO Xpo Inc. | Reduce -17.1% | 0.07% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.22% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.3% | 0.06% | −0.01 |
| KBA Kraneshares Bosera MSCI Chin | Reduce -6.7% | 0.04% | −0.00 |
| DIS The Walt Disney Co. | Reduce -17.4% | 0.17% | −0.00 |
| FTHY First Trust Hi YLD Opp 2027 | Reduce -8.8% | 0.03% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -5.7% | 0.06% | −0.00 |
| C Citigroup Inc. | Reduce -15.2% | 0.08% | −0.00 |
| FIXD First Trust Smith Opportunis | Reduce -0.6% | 0.04% | −0.00 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -0.5% | 0.04% | −0.00 |
| SPGI S&P Global Inc. | Reduce -1.8% | 0.06% | −0.00 |
| BKNG Booking Holdings Inc. | Reduce -17.0% | 0.09% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +5.2% | 1.95% | +0.75 |
| STX Seagate Technology Holdings | Add +2.5% | 1.27% | +0.49 |
| COIN Coinbase Global Inc. Class A | Add +0.8% | 0.40% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.93% | +0.19 |
| COF Capital One Financial Corp. | Add +2.7% | 1.16% | +0.15 |
| TD Toronto-Dominion Bank | Add +1.5% | 0.97% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.6% | 0.52% | +0.12 |
| RBRK Rubrik Inc. Class A | Add +6.5% | 0.29% | +0.09 |
| AMD Advanced Micro Devices | Add +8.2% | 0.30% | +0.09 |
| MU Micron Technology Inc. | Add +11.0% | 0.24% | +0.08 |
| SNOW Snowflake Inc. | Add +1.2% | 0.24% | +0.07 |
| CSCO Cisco Systems Inc. | Add +1.8% | 1.01% | +0.07 |
| OSK Oshkosh Corp. | Add +3.2% | 0.45% | +0.07 |
| DG Dollar General Corp. | Add +0.6% | 0.34% | +0.06 |
| WMT Walmart Inc. | Add +1.4% | 1.11% | +0.06 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | Add +3.8% | 0.27% | +0.05 |
| NOW ServiceNow Inc. | Add +3.5% | 0.24% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.2% | 0.37% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +1.8% | 0.40% | +0.05 |
| IWY iShares Russell Top 200 Grow | New | 0.05% | +0.05 |
| AXP American Express Co. | Add +3.1% | 0.35% | +0.04 |
| AMT American Tower Corp. | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| KKR KKR & Co. Inc. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | Add +3.5% | 0.40% | +0.04 |
| TKO Tko Group Holdings Inc. | Add +5.2% | 0.27% | +0.04 |
| STT State Street Corp. | New | 0.04% | +0.04 |
| TTD Trade Desk Inc./the Class A | Add +7.5% | 0.16% | +0.04 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.1% | 0.20% | +0.04 |
| IJH iShares Core S&P Midcap ETF | New | 0.03% | +0.03 |
| GWRE Guidewire Software Inc. | Add +14.0% | 0.13% | +0.03 |
| ANET Arista Networks Inc. | Add +0.8% | 0.16% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.34% | +0.03 |
| MLM Martin Marietta Materials | Add +8.5% | 0.19% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.8% | 0.31% | +0.03 |
| RYLD Global X Russell 2000 Cov Class | New | 0.03% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +3.9% | 0.24% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +3.7% | 0.20% | +0.02 |
| CG The Carlyle Group Inc. | Add +10.5% | 0.13% | +0.02 |
| CGNG Cap Group New Geography Eq | Add +5.5% | 0.19% | +0.02 |
| SAP Sap SE-Sponsored ADR | Add +1.4% | 0.31% | +0.02 |
| WBS Webster Financial Corp. | Add +3.3% | 0.82% | +0.02 |
| RJF Raymond James Financial Inc. | Add +2.6% | 0.34% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +1.5% | 0.46% | +0.02 |
| FXL First Trust Technology Alpha | Add +2.6% | 0.15% | +0.02 |
| TXRH Texas Roadhouse Inc. | Add +2.0% | 0.26% | +0.02 |
| GE General Electric | Add +6.5% | 0.08% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +48.9% | 0.06% | +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 |