Stablepoint Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Stablepoint Partners, LLC reported 260 stock positions worth $672.6 million. Its top holding was Apple (AAPL) at 2.8% of the portfolio, followed by First Trust Enh Short Mat FD (FTSM, 2.0%) and Nextera Energy (NEE, 1.8%). Compared with Q4 2025, it opened 28 new positions, sold out of 13, added to 114 and reduced 98. The biggest buy was a new position in SS Ultra Short TM Bond ETF (ULST) and the biggest sale Janus Henderson Short Durati (VNLA, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0002011237
- Portfolio Value
- $672.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000764 ↗ filed Apr 30, 2026
Holdings Value
Holdings 260 stocks · $672.6M
| AAPL Apple Inc. | 2.77% | 73,385 | $18.6M | Reduce -1.8% |
| FTSM First Trust Enh Short Mat FD | 1.95% | 219,580 | $13.1M | Add +0.6% |
| NEE Nextera Energy Inc. | 1.80% | 130,623 | $12.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.71% | 39,144 | $11.5M | Add +1.4% |
| AVGO Broadcom Inc. | 1.63% | 35,399 | $11.0M | Reduce -2.8% |
| AMGN Amgen Inc. | 1.62% | 30,968 | $10.9M | Reduce -1.1% |
| SRLN SS Blackstone Sr Loan ETF | 1.59% | 266,815 | $10.7M | Reduce -7.1% |
| IAU iShares Gold Trust | 1.54% | 117,815 | $10.4M | Reduce -17.7% |
| PFF iShares Preferred & Income S | 1.53% | 339,843 | $10.3M | Add +26.5% |
| TIP iShares Tips Bond ETF | 1.45% | 88,228 | $9.7M | Add +21.7% |
| CVX Chevron Corp. | 1.37% | 44,682 | $9.2M | Add +1.0% |
| KO The Coca-Cola Co. | 1.37% | 121,507 | $9.2M | Add +4.1% |
| AMZN Amazon.com Inc. | 1.35% | 43,475 | $9.1M | Add +0.7% |
| PSX Phillips 66 | 1.32% | 48,615 | $8.9M | Add +0.5% |
| ULST SS Ultra Short TM Bond ETF | 1.30% | 215,734 | $8.7M | New |
| MSFT Microsoft Corp. | 1.27% | 22,991 | $8.5M | Add +3.8% |
| TOTL SS Doubleline TR Tact ETF | 1.25% | 211,583 | $8.4M | New |
| LMT Lockheed Martin Corp. | 1.24% | 13,838 | $8.4M | Reduce -8.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.24% | 127,287 | $8.4M | Add +116.9% |
| T AT&T Inc. | 1.19% | 277,237 | $8.0M | Add +19.6% |
| MRK Merck & Co. Inc. | 1.19% | 66,669 | $8.0M | Reduce -6.7% |
| WMT Walmart Inc. | 1.17% | 63,435 | $7.9M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 1.15% | 26,931 | $7.7M | Reduce -7.0% |
| VZ Verizon Communications Inc. | 1.15% | 154,137 | $7.7M | Add +18.0% |
| PEP Pepsico Inc. | 1.11% | 48,224 | $7.5M | Add +4.5% |
| JNJ Johnson & Johnson | 1.08% | 29,757 | $7.3M | Reduce -15.6% |
| KMI Kinder Morgan Inc. | 1.07% | 215,197 | $7.2M | Add +5.6% |
| PG The Procter & Gamble Co. | 1.07% | 49,625 | $7.2M | Add +11.6% |
| MCD McDonald's Corp. | 1.05% | 22,652 | $7.0M | Add +6.0% |
| FE Firstenergy Corp. | 1.01% | 133,638 | $6.8M | Add +0.5% |
| BSJT Invesco Bulletshares 2029 HY | 1.00% | 319,190 | $6.7M | New |
| CSCO Cisco Systems Inc. | 0.98% | 84,870 | $6.6M | Add +0.9% |
| WBS Webster Financial Corp. | 0.96% | 93,404 | $6.5M | Add +0.9% |
| MDT Medtronic PLC | 0.94% | 73,137 | $6.3M | Add +3.3% |
| CVS CVS Health Corp. | 0.94% | 88,169 | $6.3M | Reduce -4.1% |
| EIX Edison International | 0.91% | 83,783 | $6.1M | Add +0.4% |
| COF Capital One Financial Corp. | 0.90% | 32,997 | $6.0M | Add +2.4% |
| GSK GSK PLC-Spon ADR | 0.89% | 108,849 | $6.0M | Reduce -8.1% |
| DUK Duke Energy Corp. | 0.87% | 44,826 | $5.9M | Add +9.1% |
| D Dominion Energy Inc. | 0.87% | 94,516 | $5.8M | Add +9.2% |
| CCI Crown Castle Inc. | 0.86% | 71,396 | $5.8M | Add +32.7% |
| TD Toronto-Dominion Bank | 0.85% | 61,423 | $5.7M | Reduce -9.9% |
| PFE Pfizer Inc. | 0.83% | 198,246 | $5.6M | Add +19.5% |
| UL Unilever PLC-Sponsored ADR | 0.82% | 97,229 | $5.5M | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.82% | 9,635 | $5.5M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.81% | 42,544 | $5.5M | Add +12.2% |
| NVDA Nvidia Corp. | 0.75% | 29,015 | $5.1M | Add +0.0% |
| FITB Fifth Third Bancorp | 0.75% | 108,395 | $5.0M | Reduce -1.9% |
| IEF iShares 7-10 Year Treasury B | 0.74% | 51,953 | $5.0M | Reduce -0.1% |
| MET Metlife Inc. | 0.71% | 67,478 | $4.8M | Add +12.5% |
| ABBV Abbvie Inc. | 0.71% | 21,886 | $4.8M | Reduce -2.8% |
| KTB Kontoor Brands Inc. | 0.71% | 67,577 | $4.7M | New |
| TMUS T-Mobile US Inc. | 0.70% | 22,317 | $4.7M | Add +18.4% |
| KMB Kimberly-Clark Corp. | 0.64% | 44,705 | $4.3M | Add +56.9% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 19,955 | $4.3M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 26,132 | $4.2M | Reduce -3.1% |
| FVD First Trust Value Line DVD | 0.61% | 87,952 | $4.1M | Reduce -31.9% |
| UPS United Parcel Service Class B | 0.60% | 40,979 | $4.0M | New |
| STX Seagate Technology Holdings | 0.60% | 10,289 | $4.0M | Reduce -74.2% |
| PSA Public Storage | 0.59% | 14,588 | $4.0M | New |
| BX Blackstone Inc. | 0.54% | 31,679 | $3.6M | Reduce -13.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 10,282 | $3.5M | Reduce -15.3% |
| FV First Trust DW Focus 5 Fund | 0.50% | 56,190 | $3.4M | Add +5.4% |
| NFLX Netflix Inc. | 0.49% | 34,611 | $3.3M | Add +19.5% |
| DE Deere & Co. | 0.48% | 5,753 | $3.2M | Add +0.9% |
| GILD Gilead Sciences Inc. | 0.48% | 23,221 | $3.2M | Reduce -7.0% |
| UBER Uber Technologies Inc. | 0.48% | 44,992 | $3.2M | Add +4.5% |
| TSLA Tesla Inc. | 0.48% | 8,612 | $3.2M | Reduce -4.6% |
| RTX RTX Corp. | 0.46% | 16,139 | $3.1M | Reduce -5.7% |
| OSK Oshkosh Corp. | 0.45% | 20,742 | $3.1M | Reduce -1.8% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 52,834 | $3.0M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 0.45% | 10,607 | $3.0M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 0.45% | 3,293 | $3.0M | Reduce -0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.45% | 20,685 | $3.0M | Reduce -37.3% |
| SBUX Starbucks Corp. | 0.44% | 32,772 | $2.9M | Add +7.2% |
| DGX Quest Diagnostics Inc. | 0.43% | 14,626 | $2.9M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 4,887 | $2.8M | Add +10.4% |
| VNLA Janus Henderson Short Durati | 0.42% | 57,596 | $2.8M | Reduce -75.9% |
| VLO Valero Energy Corp. | 0.41% | 11,219 | $2.8M | Reduce -0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.41% | 57,329 | $2.8M | Add +7.7% |
| PH Parker Hannifin Corp. | 0.41% | 3,067 | $2.7M | Reduce -9.2% |
| IVW iShares S&P 500 Growth ETF | 0.39% | 23,227 | $2.6M | Add +6.8% |
| LOW Lowe's Cos Inc. | 0.39% | 11,016 | $2.6M | Reduce -10.5% |
| PLD Prologis Inc. | 0.38% | 19,238 | $2.5M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 8,740 | $2.5M | Add +12.4% |
| ISRG Intuitive Surgical Inc. | 0.36% | 5,181 | $2.4M | Reduce -0.3% |
| WMB Williams Cos Inc. | 0.35% | 32,140 | $2.3M | Reduce -0.3% |
| TT Trane Technologies PLC | 0.34% | 5,565 | $2.3M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.34% | 13,519 | $2.3M | Reduce -29.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.34% | 49,722 | $2.3M | Add +8.6% |
| V Visa Inc. Class A | 0.33% | 7,366 | $2.2M | Add +8.1% |
| ABT Abbott Laboratories | 0.33% | 21,583 | $2.2M | Add +2.5% |
| AZN Astrazeneca PLC | 0.32% | 10,742 | $2.1M | Reduce -5.7% |
| AMAT Applied Materials Inc. | 0.31% | 6,155 | $2.1M | Reduce -24.9% |
| RJF Raymond James Financial Inc. | 0.30% | 14,014 | $2.0M | Add +2.7% |
| ORCL Oracle Corp. | 0.29% | 13,226 | $1.9M | Add +22.4% |
| MCK McKesson Corp. | 0.29% | 2,238 | $1.9M | Reduce -0.9% |
| SRE Sempra | 0.29% | 19,762 | $1.9M | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.28% | 9,417 | $1.9M | Reduce -15.6% |
| CB Chubb Ltd. | 0.28% | 5,774 | $1.9M | Add +5.2% |
Portfolio Sells Q4 2025 → Q1 2026
| VNLA Janus Henderson Short Durati | Reduce -75.9% | 0.42% | −1.41 |
| STX Seagate Technology Holdings | Reduce -74.2% | 0.60% | −1.11 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -73.3% | 0.17% | −0.49 |
| DOW Dow Inc. | Sold out | 0.00% | −0.46 |
| AAPL Apple Inc. | Reduce -1.8% | 2.77% | −0.40 |
| LYB Lyondellbasell Indu Class A | Reduce -93.9% | 0.05% | −0.38 |
| BX Blackstone Inc. | Reduce -13.3% | 0.54% | −0.34 |
| AVGO Broadcom Inc. | Reduce -2.8% | 1.63% | −0.34 |
| FVD First Trust Value Line DVD | Reduce -31.9% | 0.61% | −0.31 |
| IAU iShares Gold Trust | Reduce -17.7% | 1.54% | −0.27 |
| SDY SS SPDR S&P Dividend ETF | Reduce -37.3% | 0.45% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -7.0% | 1.15% | −0.26 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -7.1% | 1.59% | −0.26 |
| MU Micron Technology Inc. | Reduce -54.1% | 0.27% | −0.25 |
| DG Dollar General Corp. | Reduce -73.8% | 0.06% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -4.1% | 0.82% | −0.22 |
| CVS CVS Health Corp. | Reduce -4.1% | 0.94% | −0.20 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.19 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.17 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.16 |
| TSLA Tesla Inc. | Reduce -4.6% | 0.48% | −0.16 |
| TD Toronto-Dominion Bank | Reduce -9.9% | 0.85% | −0.15 |
| TGT Target Corp. | Reduce -72.4% | 0.07% | −0.14 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.45% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.6% | 0.28% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -0.3% | 0.36% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -6.3% | 0.45% | −0.10 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.71% | −0.10 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Reduce -15.6% | 0.28% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -1.1% | 0.22% | −0.08 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.4% | 0.24% | −0.08 |
| AXP American Express Co. | Reduce -0.1% | 0.28% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -10.5% | 0.39% | −0.08 |
| DIS The Walt Disney Co. | Reduce -49.7% | 0.05% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 0.64% | −0.07 |
| LVS Las Vegas Sands Corp. | Reduce -8.7% | 0.17% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.3% | 0.52% | −0.06 |
| FITB Fifth Third Bancorp | Reduce -1.9% | 0.75% | −0.06 |
| JNJ Johnson & Johnson | Reduce -15.6% | 1.08% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.9% | 0.19% | −0.06 |
| PH Parker Hannifin Corp. | Reduce -9.2% | 0.41% | −0.05 |
| STLD Steel Dynamics Inc. | Reduce -14.9% | 0.27% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.1% | 0.74% | −0.04 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 0.19% | −0.04 |
| USB US Bancorp | Reduce -6.4% | 0.24% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| ULST SS Ultra Short TM Bond ETF | New | 1.30% | +1.30 |
| TOTL SS Doubleline TR Tact ETF | New | 1.25% | +1.25 |
| BSJT Invesco Bulletshares 2029 HY | New | 1.00% | +1.00 |
| KTB Kontoor Brands Inc. | New | 0.71% | +0.71 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +116.9% | 1.24% | +0.63 |
| UPS United Parcel Service Class B | New | 0.60% | +0.60 |
| PSA Public Storage | New | 0.59% | +0.59 |
| PSX Phillips 66 | Add +0.5% | 1.32% | +0.34 |
| CVX Chevron Corp. | Add +1.0% | 1.37% | +0.32 |
| VZ Verizon Communications Inc. | Add +18.0% | 1.15% | +0.32 |
| T AT&T Inc. | Add +19.6% | 1.19% | +0.30 |
| TPL Texas Pacific Land Corp. | New | 0.27% | +0.27 |
| GEV GE Vernova Inc. | New | 0.25% | +0.25 |
| PFF iShares Preferred & Income S | Add +26.5% | 1.53% | +0.23 |
| DKS Dick's Sporting Goods Inc. | New | 0.23% | +0.23 |
| SOLS Solstice Adv Materials Inc. | New | 0.23% | +0.23 |
| TIP iShares Tips Bond ETF | Add +21.7% | 1.45% | +0.20 |
| KGS Kodiak Gas Services Inc. | Add +222.8% | 0.26% | +0.20 |
| KMI Kinder Morgan Inc. | Add +5.6% | 1.07% | +0.20 |
| KMB Kimberly-Clark Corp. | Add +56.9% | 0.64% | +0.19 |
| HD Home Depot Inc. | Add +433.6% | 0.24% | +0.19 |
| PFE Pfizer Inc. | Add +19.5% | 0.83% | +0.18 |
| EHC Encompass Health Corp. | New | 0.17% | +0.17 |
| BOOT Boot Barn Holdings Inc. | New | 0.15% | +0.15 |
| EIX Edison International | Add +0.4% | 0.91% | +0.13 |
| DUK Duke Energy Corp. | Add +9.1% | 0.87% | +0.12 |
| CCI Crown Castle Inc. | Add +32.7% | 0.86% | +0.12 |
| HOOD Robinhood Markets Inc. Class A | New | 0.11% | +0.11 |
| EQT Eqt Corp. | Add +47.1% | 0.28% | +0.11 |
| KO The Coca-Cola Co. | Add +4.1% | 1.37% | +0.10 |
| TMUS T-Mobile US Inc. | Add +18.4% | 0.70% | +0.10 |
| BSJR Invesco Bulletshares 2027 HY | New | 0.10% | +0.10 |
| PEP Pepsico Inc. | Add +4.5% | 1.11% | +0.08 |
| D Dominion Energy Inc. | Add +9.2% | 0.87% | +0.08 |
| FE Firstenergy Corp. | Add +0.5% | 1.01% | +0.08 |
| PG The Procter & Gamble Co. | Add +11.6% | 1.07% | +0.07 |
| NFLX Netflix Inc. | Add +19.5% | 0.49% | +0.07 |
| DE Deere & Co. | Add +0.9% | 0.48% | +0.07 |
| MFIC Midcap Financial Investment | New | 0.06% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +13.8% | 0.26% | +0.06 |
| WBS Webster Financial Corp. | Add +0.9% | 0.96% | +0.06 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +8.4% | 0.45% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.04% | +0.04 |
| TFLO iShares Treasury Floating Ra | New | 0.04% | +0.04 |
| AGZ iShares Agency Bond ETF | New | 0.04% | +0.04 |
| MBB iShares MBS ETF | New | 0.04% | +0.04 |
| FTGC First Trust Global Tactical | Add +19.4% | 0.14% | +0.04 |
| TLH iShares 10-20 Year Treasury | New | 0.04% | +0.04 |
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 |