Stablepoint Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Stablepoint Partners, LLC reported 245 stock positions worth $640.9 million. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by First Trust Enh Short Mat FD (FTSM, 2.0%) and Broadcom (AVGO, 2.0%). Compared with Q3 2025, it opened 3 new positions, sold out of 6, added to 114 and reduced 110. The biggest buy was First Trust Enh Short Mat FD (FTSM, shares +54%) and the biggest sale an exit from Invesco Bulletshares 2025 HY (BSJP).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0002011237
- Portfolio Value
- $640.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000053 ↗ filed Jan 13, 2026
Holdings Value
Holdings 245 stocks · $640.9M
| AAPL Apple Inc. | 3.17% | 74,738 | $20.3M | Reduce -1.0% |
| FTSM First Trust Enh Short Mat FD | 2.04% | 218,218 | $13.1M | Add +53.8% |
| AVGO Broadcom Inc. | 1.97% | 36,402 | $12.6M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.94% | 38,599 | $12.4M | Add +0.4% |
| SRLN SS Blackstone Sr Loan ETF | 1.85% | 287,083 | $11.8M | Add +2.6% |
| VNLA Janus Henderson Short Durati | 1.83% | 238,708 | $11.7M | Add +2.2% |
| IAU iShares Gold Trust | 1.81% | 143,183 | $11.6M | Reduce -3.2% |
| STX Seagate Technology Holdings | 1.71% | 39,873 | $11.0M | Reduce -2.0% |
| MSFT Microsoft Corp. | 1.67% | 22,144 | $10.7M | Add +0.5% |
| NEE Nextera Energy Inc. | 1.66% | 132,300 | $10.6M | Add +0.4% |
| AMGN Amgen Inc. | 1.60% | 31,299 | $10.2M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.55% | 43,169 | $10.0M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.41% | 28,973 | $9.1M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 1.30% | 268,706 | $8.3M | Add +0.4% |
| KO The Coca-Cola Co. | 1.27% | 116,673 | $8.2M | Add +1.5% |
| TIP iShares Tips Bond ETF | 1.24% | 72,497 | $8.0M | Add +3.9% |
| COF Capital One Financial Corp. | 1.22% | 32,235 | $7.8M | Add +1.8% |
| WMT Walmart Inc. | 1.18% | 67,790 | $7.6M | Add +0.9% |
| MRK Merck & Co. Inc. | 1.17% | 71,437 | $7.5M | Add +1.1% |
| CVS CVS Health Corp. | 1.14% | 91,951 | $7.3M | Add +0.1% |
| JNJ Johnson & Johnson | 1.14% | 35,252 | $7.3M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 1.14% | 15,058 | $7.3M | Add +1.3% |
| MDT Medtronic PLC | 1.06% | 70,835 | $6.8M | Reduce -0.1% |
| CVX Chevron Corp. | 1.05% | 44,259 | $6.7M | Add +1.5% |
| META Meta Platforms Inc. Class A | 1.03% | 10,047 | $6.6M | Reduce -0.8% |
| PEP Pepsico Inc. | 1.03% | 46,153 | $6.6M | Reduce -1.5% |
| MCD McDonald's Corp. | 1.02% | 21,373 | $6.5M | Add +1.8% |
| QCOM Qualcomm Inc. | 1.01% | 37,936 | $6.5M | Add +0.7% |
| CSCO Cisco Systems Inc. | 1.01% | 84,096 | $6.5M | Add +0.3% |
| TD Toronto-Dominion Bank | 1.00% | 68,148 | $6.4M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.99% | 44,471 | $6.4M | Reduce -3.0% |
| PSX Phillips 66 | 0.97% | 48,389 | $6.2M | Add +1.1% |
| UL Unilever PLC-Sponsored ADR | 0.95% | 92,678 | $6.1M | Add +1.6% |
| FE Firstenergy Corp. | 0.93% | 133,023 | $6.0M | Add +1.2% |
| FVD First Trust Value Line DVD | 0.93% | 129,212 | $6.0M | Add +60.9% |
| WBS Webster Financial Corp. | 0.91% | 92,538 | $5.8M | Add +1.6% |
| GSK GSK PLC-Spon ADR | 0.91% | 118,493 | $5.8M | Reduce -0.1% |
| T AT&T Inc. | 0.90% | 231,803 | $5.8M | Add +2.3% |
| BX Blackstone Inc. | 0.88% | 36,550 | $5.6M | Add +1.6% |
| KMI Kinder Morgan Inc. | 0.87% | 203,824 | $5.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.84% | 29,008 | $5.4M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.83% | 130,583 | $5.3M | Reduce -4.6% |
| FITB Fifth Third Bancorp | 0.81% | 110,541 | $5.2M | Add +1.5% |
| ABBV Abbvie Inc. | 0.80% | 22,524 | $5.1M | Add +0.8% |
| D Dominion Energy Inc. | 0.79% | 86,522 | $5.1M | Reduce -2.4% |
| EIX Edison International | 0.78% | 83,425 | $5.0M | Reduce -3.2% |
| IEF iShares 7-10 Year Treasury B | 0.78% | 51,992 | $5.0M | Add +9.3% |
| DUK Duke Energy Corp. | 0.75% | 41,075 | $4.8M | Add +1.2% |
| CCI Crown Castle Inc. | 0.75% | 53,791 | $4.8M | Reduce -5.6% |
| MET Metlife Inc. | 0.74% | 60,001 | $4.7M | Reduce 0.0% |
| SDY SS SPDR S&P Dividend ETF | 0.72% | 33,006 | $4.6M | Add +103.1% |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 20,547 | $4.5M | Add +14.6% |
| BSJQ Invesco Bulletshares 2026 HY | 0.66% | 180,256 | $4.2M | Add +10.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 26,979 | $4.1M | Reduce -0.0% |
| PFE Pfizer Inc. | 0.64% | 165,928 | $4.1M | Reduce -9.3% |
| TSLA Tesla Inc. | 0.63% | 9,030 | $4.1M | Reduce -2.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.62% | 58,693 | $4.0M | Add +3.0% |
| TMUS T-Mobile US Inc. | 0.60% | 18,850 | $3.8M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 12,144 | $3.7M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.56% | 3,320 | $3.6M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.55% | 11,321 | $3.6M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.55% | 43,056 | $3.5M | Add +0.0% |
| FV First Trust DW Focus 5 Fund | 0.52% | 53,329 | $3.4M | Add +0.4% |
| MU Micron Technology Inc. | 0.52% | 11,648 | $3.3M | Reduce -0.7% |
| RTX RTX Corp. | 0.49% | 17,115 | $3.1M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.48% | 24,969 | $3.1M | Add +1.4% |
| DOW Dow Inc. | 0.46% | 127,095 | $3.0M | Reduce -33.7% |
| PH Parker Hannifin Corp. | 0.46% | 3,377 | $3.0M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.46% | 12,306 | $3.0M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.46% | 5,197 | $2.9M | Add +0.5% |
| KMB Kimberly-Clark Corp. | 0.45% | 28,498 | $2.9M | Reduce -19.7% |
| LYB Lyondellbasell Indu Class A | 0.43% | 63,821 | $2.8M | Reduce -21.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 4,428 | $2.7M | Add +2.9% |
| NFLX Netflix Inc. | 0.42% | 28,971 | $2.7M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.42% | 21,750 | $2.7M | Add +0.6% |
| DE Deere & Co. | 0.41% | 5,703 | $2.7M | Add +2.3% |
| OSK Oshkosh Corp. | 0.41% | 21,113 | $2.7M | Add +2.6% |
| ABT Abbott Laboratories | 0.41% | 21,066 | $2.6M | Add +1.0% |
| MDLZ Mondelez International Inc. Class A | 0.41% | 48,751 | $2.6M | Add +0.4% |
| SBUX Starbucks Corp. | 0.40% | 30,579 | $2.6M | Reduce -1.1% |
| DGX Quest Diagnostics Inc. | 0.40% | 14,765 | $2.6M | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.39% | 53,214 | $2.5M | Add +3.3% |
| PLD Prologis Inc. | 0.38% | 19,243 | $2.5M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 4,226 | $2.4M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.37% | 11,161 | $2.4M | Add +0.0% |
| V Visa Inc. Class A | 0.37% | 6,812 | $2.4M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.36% | 19,137 | $2.3M | Reduce -2.9% |
| AXP American Express Co. | 0.36% | 6,183 | $2.3M | Reduce -4.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 7,773 | $2.3M | Reduce -0.1% |
| RJF Raymond James Financial Inc. | 0.34% | 13,645 | $2.2M | Add +1.4% |
| TT Trane Technologies PLC | 0.34% | 5,566 | $2.2M | Reduce -6.2% |
| ORCL Oracle Corp. | 0.33% | 10,808 | $2.1M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.33% | 8,194 | $2.1M | Reduce -0.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.33% | 22,789 | $2.1M | Add +1.7% |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 14,177 | $2.1M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 4,362 | $2.0M | Reduce -1.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 45,768 | $2.0M | Add +3.4% |
| STLD Steel Dynamics Inc. | 0.31% | 11,810 | $2.0M | Reduce -0.8% |
| APO Apollo Global Management Inc. | 0.30% | 13,435 | $1.9M | Add +0.8% |
| WMB Williams Cos Inc. | 0.30% | 32,246 | $1.9M | Reduce -1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −1.15 |
| KMB Kimberly-Clark Corp. | Reduce -19.7% | 0.45% | −0.25 |
| DOW Dow Inc. | Reduce -33.7% | 0.46% | −0.23 |
| LYB Lyondellbasell Indu Class A | Reduce -21.1% | 0.43% | −0.20 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.33% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 1.03% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -1.5% | 0.60% | −0.13 |
| CCI Crown Castle Inc. | Reduce -5.6% | 0.75% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -4.6% | 0.83% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -3.0% | 0.99% | −0.12 |
| PFE Pfizer Inc. | Reduce -9.3% | 0.64% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -26.5% | 0.17% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.2% | 0.32% | −0.08 |
| D Dominion Energy Inc. | Reduce -2.4% | 0.79% | −0.07 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.06 |
| TT Trane Technologies PLC | Reduce -6.2% | 0.34% | −0.06 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -10.9% | 0.20% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -0.8% | 0.87% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -14.4% | 0.16% | −0.05 |
| MET Metlife Inc. | Reduce 0.0% | 0.74% | −0.05 |
| FTGC First Trust Global Tactical | Reduce -21.7% | 0.10% | −0.04 |
| BBY Best Buy Co. Inc. | Reduce -12.8% | 0.13% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.6% | 0.24% | −0.04 |
| NVDA Nvidia Corp. | Reduce -2.6% | 0.84% | −0.04 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.04 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Reduce -19.9% | 0.20% | −0.03 |
| GE General Electric | Reduce -36.5% | 0.06% | −0.03 |
| BLK BlackRock Inc. | Reduce -1.1% | 0.22% | −0.03 |
| WMB Williams Cos Inc. | Reduce -1.1% | 0.30% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.2% | 0.32% | −0.02 |
| VLO Valero Energy Corp. | Reduce -1.1% | 0.29% | −0.02 |
| DIS The Walt Disney Co. | Reduce -13.0% | 0.12% | −0.02 |
| MFIC Midcap Financial Investment | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -11.2% | 0.16% | −0.02 |
| GLD SPDR Gold Shares | Reduce -27.3% | 0.07% | −0.02 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.63% | −0.02 |
| ET Energy Transfer LP | Reduce -1.5% | 0.22% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -8.0% | 0.14% | −0.01 |
| CG The Carlyle Group Inc. | Reduce -2.6% | 0.13% | −0.01 |
| MLM Martin Marietta Materials | Reduce -3.1% | 0.21% | −0.01 |
| SBUX Starbucks Corp. | Reduce -1.1% | 0.40% | −0.01 |
| HD Home Depot Inc. | Reduce -5.2% | 0.05% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -16.2% | 0.06% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -16.6% | 0.03% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -14.8% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.5% | 1.03% | −0.01 |
| SNOW Snowflake Inc. | Reduce -0.9% | 0.19% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.35% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| FTSM First Trust Enh Short Mat FD | Add +53.8% | 2.04% | +0.69 |
| SDY SS SPDR S&P Dividend ETF | Add +103.1% | 0.72% | +0.36 |
| FVD First Trust Value Line DVD | Add +60.9% | 0.93% | +0.34 |
| MRK Merck & Co. Inc. | Add +1.1% | 1.17% | +0.23 |
| AMGN Amgen Inc. | Add +0.9% | 1.60% | +0.21 |
| COF Capital One Financial Corp. | Add +1.8% | 1.22% | +0.15 |
| TD Toronto-Dominion Bank | Add +0.2% | 1.00% | +0.14 |
| CSCO Cisco Systems Inc. | Add +0.3% | 1.01% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 0.46% | +0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +14.6% | 0.70% | +0.09 |
| AMD Advanced Micro Devices | Add +0.0% | 0.37% | +0.09 |
| WMT Walmart Inc. | Add +0.9% | 1.18% | +0.08 |
| NEE Nextera Energy Inc. | Add +0.4% | 1.66% | +0.08 |
| KO The Coca-Cola Co. | Add +1.5% | 1.27% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.55% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.7% | 0.33% | +0.05 |
| KGS Kodiak Gas Services Inc. | New | 0.05% | +0.05 |
| IEF iShares 7-10 Year Treasury B | Add +9.3% | 0.78% | +0.05 |
| WBS Webster Financial Corp. | Add +1.6% | 0.91% | +0.05 |
| BSJQ Invesco Bulletshares 2026 HY | Add +10.1% | 0.66% | +0.05 |
| GILD Gilead Sciences Inc. | Add +1.4% | 0.48% | +0.04 |
| CVS CVS Health Corp. | Add +0.1% | 1.14% | +0.04 |
| LVS Las Vegas Sands Corp. | Add +0.5% | 0.23% | +0.04 |
| PLD Prologis Inc. | Add +1.1% | 0.38% | +0.04 |
| FITB Fifth Third Bancorp | Add +1.5% | 0.81% | +0.04 |
| MUNI PIMCO Intermediate Municipal | New | 0.03% | +0.03 |
| USB US Bancorp | Add +1.1% | 0.28% | +0.02 |
| CB Chubb Ltd. | Add +1.4% | 0.27% | +0.02 |
| FBT First Trust Nyse Arca Biotec | Add +2.2% | 0.16% | +0.02 |
| AIG American International Group | Add +1.6% | 0.27% | +0.02 |
| APO Apollo Global Management Inc. | Add +0.8% | 0.30% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.8% | 0.22% | +0.02 |
| CGNG Cap Group New Geography Eq | Add +7.3% | 0.22% | +0.02 |
| WULF Terawulf Inc. | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.7% | 1.01% | +0.02 |
| NDAQ Nasdaq Inc. | Add +3.0% | 0.17% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 1.94% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.4% | 0.32% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 0.42% | +0.01 |
| EQT Eqt Corp. | Add +12.7% | 0.17% | +0.01 |
| INDB Independent Bank Corp. | Add +1.1% | 0.28% | +0.01 |
| MCK McKesson Corp. | Add +0.2% | 0.29% | +0.01 |
| FEZ State Street SPDR Euro Stoxx | Add +3.3% | 0.25% | +0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.0% | 0.62% | +0.01 |
| TIP iShares Tips Bond ETF | Add +3.9% | 1.24% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +13.8% | 0.08% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +3.3% | 0.39% | +0.01 |
| DE Deere & Co. | Add +2.3% | 0.41% | +0.01 |
| CGDV Cap Group Dividend Value | Add +4.3% | 0.13% | +0.01 |
| TKO Tko Group Holdings Inc. | Add +1.1% | 0.29% | +0.01 |
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 |