Stablepoint Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Stablepoint Partners, LLC reported 248 stock positions worth $630.0 million. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Broadcom (AVGO, 1.9%) and JPMorgan Chase (JPM, 1.9%). Compared with Q2 2025, it opened 5 new positions, sold out of 6, added to 121 and reduced 90. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale AT&T (T, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0002011237
- Portfolio Value
- $630.0M (Q3 2025)
- SEC Filing
- 0001951757-25-001247 ↗ filed Nov 3, 2025
Holdings Value
Holdings 248 stocks · $630.0M
| AAPL Apple Inc. | 3.05% | 75,487 | $19.2M | Add +4.8% |
| AVGO Broadcom Inc. | 1.93% | 36,919 | $12.2M | Reduce -11.2% |
| JPM JPMorgan Chase & Co. | 1.92% | 38,432 | $12.1M | Reduce -1.8% |
| SRLN SS Blackstone Sr Loan ETF | 1.85% | 279,787 | $11.6M | Add +7.3% |
| VNLA Janus Henderson Short Durati | 1.83% | 233,588 | $11.5M | Add +4.9% |
| MSFT Microsoft Corp. | 1.81% | 22,037 | $11.4M | Reduce -2.8% |
| IAU iShares Gold Trust | 1.71% | 147,886 | $10.8M | Reduce -8.3% |
| NEE Nextera Energy Inc. | 1.58% | 131,760 | $9.9M | Add +1.1% |
| STX Seagate Technology Holdings | 1.52% | 40,677 | $9.6M | Reduce -21.6% |
| AMZN Amazon.com Inc. | 1.50% | 42,992 | $9.4M | Add +0.3% |
| AMGN Amgen Inc. | 1.39% | 31,029 | $8.8M | Add +3.8% |
| FTSM First Trust Enh Short Mat FD | 1.35% | 141,932 | $8.5M | Reduce -3.2% |
| PFF iShares Preferred & Income S | 1.34% | 267,638 | $8.5M | Add +8.1% |
| TIP iShares Tips Bond ETF | 1.23% | 69,746 | $7.8M | Add +7.0% |
| KO The Coca-Cola Co. | 1.21% | 114,980 | $7.6M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.18% | 10,124 | $7.4M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 1.18% | 14,871 | $7.4M | Add +6.5% |
| BSJP Invesco Bulletshares 2025 HY | 1.15% | 313,092 | $7.2M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 1.12% | 29,025 | $7.1M | Add +1.0% |
| PG The Procter & Gamble Co. | 1.12% | 45,842 | $7.0M | Add +8.2% |
| WMT Walmart Inc. | 1.10% | 67,205 | $6.9M | Add +1.1% |
| CVS CVS Health Corp. | 1.10% | 91,861 | $6.9M | Reduce -7.6% |
| CVX Chevron Corp. | 1.08% | 43,615 | $6.8M | Add +6.0% |
| MDT Medtronic PLC | 1.07% | 70,892 | $6.8M | Add +2.3% |
| COF Capital One Financial Corp. | 1.07% | 31,668 | $6.7M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.05% | 35,595 | $6.6M | Add +0.7% |
| PEP Pepsico Inc. | 1.04% | 46,866 | $6.6M | Add +11.2% |
| PSX Phillips 66 | 1.03% | 47,879 | $6.5M | Add +0.5% |
| T AT&T Inc. | 1.02% | 226,702 | $6.4M | Reduce -8.7% |
| MCD McDonald's Corp. | 1.01% | 21,001 | $6.4M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.99% | 37,668 | $6.3M | Add +13.2% |
| BX Blackstone Inc. | 0.98% | 35,972 | $6.1M | Add +2.0% |
| UL Unilever PLC | 0.97% | 102,622 | $6.1M | Add +0.8% |
| FE Firstenergy Corp. | 0.96% | 131,461 | $6.0M | Add +3.3% |
| VZ Verizon Communications Inc. | 0.95% | 136,868 | $6.0M | Add +1.8% |
| MRK Merck & Co. Inc. | 0.94% | 70,629 | $5.9M | Add +15.1% |
| KMI Kinder Morgan Inc. | 0.92% | 205,422 | $5.8M | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.91% | 83,853 | $5.7M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.88% | 29,793 | $5.6M | Reduce -9.2% |
| CCI Crown Castle Inc. | 0.87% | 57,005 | $5.5M | Reduce -5.5% |
| TD Toronto-Dominion Bank | 0.86% | 68,007 | $5.4M | Reduce -12.8% |
| D Dominion Energy Inc. | 0.86% | 88,662 | $5.4M | Add +2.6% |
| WBS Webster Financial Corp. | 0.86% | 91,048 | $5.4M | Add +3.5% |
| ABBV Abbvie Inc. | 0.82% | 22,347 | $5.2M | Add +0.5% |
| GSK GSK PLC-Spon ADR | 0.81% | 118,609 | $5.1M | Reduce -3.8% |
| DUK Duke Energy Corp. | 0.80% | 40,580 | $5.0M | Reduce -1.6% |
| MET Metlife Inc. | 0.78% | 60,002 | $4.9M | Add +12.3% |
| FITB Fifth Third Bancorp | 0.77% | 108,937 | $4.9M | Add +2.0% |
| EIX Edison International | 0.76% | 86,174 | $4.8M | Add +17.4% |
| PFE Pfizer Inc. | 0.74% | 182,839 | $4.7M | Add +9.7% |
| IEF iShares 7-10 Year Treasury B | 0.73% | 47,587 | $4.6M | Add +25.3% |
| TMUS T-Mobile US Inc. | 0.73% | 19,136 | $4.6M | Add +2.8% |
| KMB Kimberly-Clark Corp. | 0.70% | 35,488 | $4.4M | Add +3.9% |
| DOW Dow Inc. | 0.70% | 191,777 | $4.4M | Add +32.6% |
| UBER Uber Technologies Inc. | 0.67% | 43,037 | $4.2M | Reduce -5.3% |
| TSLA Tesla Inc. | 0.65% | 9,217 | $4.1M | Add +7.3% |
| LYB Lyondellbasell Indu Class A | 0.63% | 80,848 | $4.0M | Add +20.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 26,982 | $3.9M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 17,935 | $3.9M | Reduce -1.6% |
| BSJQ Invesco Bulletshares 2026 HY | 0.61% | 163,747 | $3.8M | Add +9.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.61% | 57,004 | $3.8M | Add +5.7% |
| FVD First Trust Value Line DVD | 0.59% | 80,314 | $3.7M | Add +0.4% |
| NFLX Netflix Inc. | 0.55% | 2,883 | $3.5M | Reduce -7.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.54% | 12,222 | $3.4M | Reduce -8.9% |
| FV First Trust DW Focus 5 Fund | 0.52% | 53,123 | $3.3M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.49% | 12,160 | $3.1M | Add +17.7% |
| ORCL Oracle Corp. | 0.48% | 10,839 | $3.0M | Reduce -15.3% |
| MDLZ Mondelez International Inc. Class A | 0.48% | 48,573 | $3.0M | Add +1.8% |
| RTX RTX Corp. | 0.46% | 17,133 | $2.9M | Reduce -4.4% |
| DGX Quest Diagnostics Inc. | 0.45% | 14,750 | $2.8M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.44% | 20,864 | $2.8M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.44% | 11,399 | $2.8M | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.43% | 24,631 | $2.7M | Reduce -4.8% |
| OSK Oshkosh Corp. | 0.42% | 20,573 | $2.7M | Reduce -11.9% |
| SBUX Starbucks Corp. | 0.42% | 30,910 | $2.6M | Add +7.3% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 21,611 | $2.6M | Add +1.6% |
| PH Parker Hannifin Corp. | 0.41% | 3,439 | $2.6M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 4,302 | $2.6M | Add +9.7% |
| LLY Eli Lilly & Co. | 0.41% | 3,367 | $2.6M | Add +2.8% |
| DE Deere & Co. | 0.40% | 5,574 | $2.5M | Add +0.1% |
| BABA Alibaba Group Holding-SP ADR | 0.40% | 14,205 | $2.5M | Reduce -8.3% |
| TT Trane Technologies PLC | 0.40% | 5,935 | $2.5M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.38% | 51,500 | $2.4M | Add +10.7% |
| V Visa Inc. Class A | 0.37% | 6,825 | $2.3M | Add +0.1% |
| RJF Raymond James Financial Inc. | 0.37% | 13,459 | $2.3M | Add +3.3% |
| ISRG Intuitive Surgical Inc. | 0.37% | 5,172 | $2.3M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 7,781 | $2.3M | Add +4.1% |
| SDY SS SPDR S&P Dividend ETF | 0.36% | 16,249 | $2.3M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.35% | 19,700 | $2.2M | Reduce -2.4% |
| PLD Prologis Inc. | 0.35% | 19,032 | $2.2M | Add +7.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 4,414 | $2.2M | Reduce -6.1% |
| AXP American Express Co. | 0.34% | 6,450 | $2.1M | Add +0.2% |
| WMB Williams Cos Inc. | 0.33% | 32,606 | $2.1M | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 4,241 | $2.1M | Add +8.6% |
| COIN Coinbase Global Inc. Class A | 0.32% | 5,916 | $2.0M | Reduce -11.6% |
| MU Micron Technology Inc. | 0.31% | 11,729 | $2.0M | Add +0.9% |
| VLO Valero Energy Corp. | 0.31% | 11,421 | $1.9M | Add +1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.30% | 44,284 | $1.9M | Reduce -1.1% |
| SRE Sempra | 0.29% | 20,434 | $1.8M | Add +7.2% |
| AMD Advanced Micro Devices | 0.29% | 11,157 | $1.8M | Reduce -10.8% |
Portfolio Sells Q2 2025 → Q3 2025
| T AT&T Inc. | Reduce -8.7% | 1.02% | −0.21 |
| KO The Coca-Cola Co. | Reduce -1.9% | 1.21% | −0.20 |
| PYPL PayPal Holdings Inc. | Reduce -78.5% | 0.04% | −0.20 |
| CCI Crown Castle Inc. | Reduce -5.5% | 0.87% | −0.18 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.16 |
| NFLX Netflix Inc. | Reduce -7.3% | 0.55% | −0.16 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.15 |
| FTSM First Trust Enh Short Mat FD | Reduce -3.2% | 1.35% | −0.14 |
| DG Dollar General Corp. | Reduce -21.7% | 0.22% | −0.12 |
| TD Toronto-Dominion Bank | Reduce -12.8% | 0.86% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 1.18% | −0.11 |
| MSFT Microsoft Corp. | Reduce -2.8% | 1.81% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -2.1% | 0.91% | −0.10 |
| COF Capital One Financial Corp. | Reduce -1.6% | 1.07% | −0.10 |
| COIN Coinbase Global Inc. Class A | Reduce -11.6% | 0.32% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Reduce -8.8% | 0.21% | −0.07 |
| CVS CVS Health Corp. | Reduce -7.6% | 1.10% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.1% | 0.34% | −0.06 |
| INTU Intuit Inc. | Reduce -8.9% | 0.18% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -4.8% | 0.43% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -5.3% | 0.67% | −0.05 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.05 |
| RBRK Rubrik Inc. Class A | Reduce -4.2% | 0.23% | −0.05 |
| PM Philip Morris International | Reduce -1.6% | 0.19% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.1% | 0.07% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -27.1% | 0.09% | −0.04 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.03 |
| SNOW Snowflake Inc. | Reduce -8.5% | 0.20% | −0.03 |
| DUK Duke Energy Corp. | Reduce -1.6% | 0.80% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.19% | −0.03 |
| ARKK ARK Innovation ETF | Reduce -36.9% | 0.08% | −0.03 |
| MCK McKesson Corp. | Reduce -7.6% | 0.28% | −0.03 |
| OSK Oshkosh Corp. | Reduce -11.9% | 0.42% | −0.03 |
| NDAQ Nasdaq Inc. | Reduce -8.0% | 0.15% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.14% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 0.61% | −0.02 |
| FV First Trust DW Focus 5 Fund | Reduce -1.0% | 0.52% | −0.02 |
| ROST Ross Stores Inc. | Reduce -39.1% | 0.04% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.35% | −0.02 |
| AVGO Broadcom Inc. | Reduce -11.2% | 1.93% | −0.02 |
| AMD Advanced Micro Devices | Reduce -10.8% | 0.29% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.23% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.21% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -3.5% | 0.19% | −0.01 |
| PGR Progressive Corp. | Reduce -0.4% | 0.06% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -8.6% | 0.07% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -7.3% | 0.16% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.1% | 0.30% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +4.8% | 3.05% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 1.12% | +0.26 |
| TSLA Tesla Inc. | Add +7.3% | 0.65% | +0.19 |
| FLUT Flutter Entertainment PLC-Di | New | 0.16% | +0.16 |
| EQT Eqt Corp. | New | 0.15% | +0.15 |
| JNJ Johnson & Johnson | Add +0.7% | 1.05% | +0.13 |
| ACHR Archer Aviation Inc. Class A | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +0.5% | 0.82% | +0.12 |
| MRK Merck & Co. Inc. | Add +15.1% | 0.94% | +0.11 |
| EIX Edison International | Add +17.4% | 0.76% | +0.11 |
| IEF iShares 7-10 Year Treasury B | Add +25.3% | 0.73% | +0.11 |
| PEP Pepsico Inc. | Add +11.2% | 1.04% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.44% | +0.10 |
| LOW Lowe's Cos Inc. | Add +17.7% | 0.49% | +0.10 |
| QCOM Qualcomm Inc. | Add +13.2% | 0.99% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +45.2% | 0.28% | +0.09 |
| FE Firstenergy Corp. | Add +3.3% | 0.96% | +0.08 |
| LMT Lockheed Martin Corp. | Add +6.5% | 1.18% | +0.08 |
| BX Blackstone Inc. | Add +2.0% | 0.98% | +0.08 |
| CVX Chevron Corp. | Add +6.0% | 1.08% | +0.07 |
| MU Micron Technology Inc. | Add +0.9% | 0.31% | +0.07 |
| PSX Phillips 66 | Add +0.5% | 1.03% | +0.07 |
| EQIN Columbia US Eqty Inc. ETF | New | 0.06% | +0.06 |
| ANET Arista Networks Inc. | Add +2.4% | 0.22% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +8.6% | 0.33% | +0.06 |
| MET Metlife Inc. | Add +12.3% | 0.78% | +0.05 |
| VLO Valero Energy Corp. | Add +1.8% | 0.31% | +0.05 |
| PFE Pfizer Inc. | Add +9.7% | 0.74% | +0.05 |
| PFF iShares Preferred & Income S | Add +8.1% | 1.34% | +0.05 |
| DOW Dow Inc. | Add +32.6% | 0.70% | +0.05 |
| SRE Sempra | Add +7.2% | 0.29% | +0.05 |
| MDT Medtronic PLC | Add +2.3% | 1.07% | +0.04 |
| WBS Webster Financial Corp. | Add +3.5% | 0.86% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.7% | 0.41% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +10.7% | 0.38% | +0.04 |
| NEE Nextera Energy Inc. | Add +1.1% | 1.58% | +0.04 |
| GWRE Guidewire Software Inc. | Add +43.2% | 0.17% | +0.04 |
| SLV iShares Silver Trust | Add +4.3% | 0.19% | +0.04 |
| BBY Best Buy Co. Inc. | Add +19.9% | 0.17% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +48.9% | 0.11% | +0.03 |
| D Dominion Energy Inc. | Add +2.6% | 0.86% | +0.03 |
| MLM Martin Marietta Materials | Add +7.8% | 0.22% | +0.03 |
| RJF Raymond James Financial Inc. | Add +3.3% | 0.37% | +0.03 |
| PLD Prologis Inc. | Add +7.0% | 0.35% | +0.03 |
| FITB Fifth Third Bancorp | Add +2.0% | 0.77% | +0.02 |
| WEC WEC Energy Group Inc. | Add +7.3% | 0.25% | +0.02 |
| SLB SLB Ltd. | Add +17.2% | 0.22% | +0.02 |
| MFIC Midcap Financial Investment | New | 0.02% | +0.02 |
| CG The Carlyle Group Inc. | Add +0.0% | 0.14% | +0.02 |
| PH Parker Hannifin Corp. | Add +2.7% | 0.41% | +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 |