Single Point Partners, LLC
- SEC CIK
- 0001801184
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 83
- −4 vs. Q4 2025
- Portfolio value
- $502.5M
- −$3.21M (−0.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G268 | RUSEL 2500 ETF | 17,892 | $17.9K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 10,825 | $85.0K | <0.1% | 00.0% | Unchanged | – |
| CTVACorteva, Inc. | Stock | 2,524 | $211.3K | <0.1% | +2,524 | New | History |
| HONHoneywell International Inc | COM | 946 | $213.8K | <0.1% | +946 | New | History |
| TAT&T Inc. | Stock | 7,438 | $215.6K | <0.1% | +7,438 | New | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,548 | $225.6K | <0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 769 | $232.5K | <0.1% | −24−3.0% | Reduced | History |
| KOCoca Cola Co | Stock | 3,095 | $235.4K | <0.1% | +4+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 772 | $238.8K | <0.1% | +74+10.6% | Added | History |
| CCitigroup Inc | Stock | 2,200 | $249.5K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 5,001 | $251.1K | <0.1% | +14+0.3% | Added | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 5,541 | $259.0K | 0.1% | −406−6.8% | Reduced | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 3,592 | $270.1K | 0.1% | +12+0.3% | Added | – |
| EBCEastern Bankshares, Inc. | COM | 13,945 | $272.8K | 0.1% | +100+0.7% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,299 | $274.3K | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 1,132 | $276.7K | 0.1% | −132−10.4% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 1,901 | $278.1K | 0.1% | −55−2.8% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 3,645 | $295.1K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,251 | $295.6K | 0.1% | −10−0.8% | Reduced | History |
| RTXRTX Corp | Stock | 1,544 | $297.8K | 0.1% | −106−6.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 555 | $317.7K | 0.1% | −129−18.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,531 | $327.1K | 0.1% | +1+0.1% | Added | – |
| IBMInternational Business Machines Corp | Stock | 1,462 | $354.4K | 0.1% | −142−8.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 2,140 | $373.1K | 0.1% | −264−11.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 651 | $375.7K | 0.1% | +20+3.2% | Added | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,917 | $382.4K | 0.1% | −25−0.8% | Reduced | History |
| HDHome Depot, Inc. | Stock | 1,202 | $395.5K | 0.1% | −38−3.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 853 | $408.8K | 0.1% | −12−1.4% | Reduced | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,419 | $423.0K | 0.1% | −3−0.1% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 11,233 | $436.5K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 8,223 | $518.7K | 0.1% | +6+0.1% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,841 | $543.2K | 0.1% | +978+34.2% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,405 | $556.1K | 0.1% | −8−0.1% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 5,563 | $614.0K | 0.1% | +369+7.1% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 7,814 | $621.7K | 0.1% | −601−7.1% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,131 | $697.6K | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,973 | $730.4K | 0.1% | −1,056−34.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,524 | $734.0K | 0.1% | −280−7.4% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,072 | $745.4K | 0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 32,105 | $794.6K | 0.2% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,121 | $805.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,859 | $812.0K | 0.2% | +37+2.0% | Added | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,304 | $832.0K | 0.2% | +1,443+21.0% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,724 | $847.7K | 0.2% | −195−3.3% | Reduced | – |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 17,163 | $863.8K | 0.2% | +813+5.0% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,112 | $900.6K | 0.2% | −4−0.2% | Reduced | – |
| ACNAccenture plc | Stock | 4,880 | $967.7K | 0.2% | +1,012+26.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,481 | $1.02M | 0.2% | −630−15.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,569 | $1.03M | 0.2% | −803−18.4% | Reduced | History |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 9,112 | $1.14M | 0.2% | +28+0.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 2,700 | $1.16M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 97,835 | $1.17M | 0.2% | −64,715−39.8% | Reduced | History |
| BACBank of America Corp | Stock | 25,686 | $1.25M | 0.2% | −706−2.7% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 41,309 | $1.28M | 0.3% | +842+2.1% | Added | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 15,557 | $1.57M | 0.3% | +1,020+7.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 44,751 | $2.42M | 0.5% | −4,121−8.4% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 32,748 | $2.70M | 0.5% | +34+0.1% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 13,986 | $2.88M | 0.6% | +20.0% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 189,515 | $3.17M | 0.6% | +155,003+449.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 49,927 | $3.68M | 0.7% | +1,962+4.1% | Added | – |
| AAPLApple Inc. | Stock | 15,121 | $3.84M | 0.8% | −1,431−8.6% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,689 | $3.96M | 0.8% | +6+0.1% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 84,935 | $3.98M | 0.8% | −634−0.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,747 | $4.73M | 0.9% | +913+6.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,484 | $4.87M | 1.0% | +15+0.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 91,932 | $5.89M | 1.2% | +493+0.5% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,253 | $6.13M | 1.2% | +189+1.9% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 63,178 | $6.73M | 1.3% | +1,759+2.9% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 185,317 | $6.83M | 1.4% | +5,018+2.8% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 29,628 | $7.35M | 1.5% | +89+0.3% | Added | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 171,794 | $8.75M | 1.7% | +3,869+2.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,227 | $10.3M | 2.0% | −58−0.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 158,237 | $11.0M | 2.2% | +801+0.5% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,232,613 | $13.2M | 2.6% | +2,156,557+2,835.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 129,797 | $13.8M | 2.7% | +266+0.2% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 317,426 | $15.8M | 3.2% | +3,528+1.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 63,373 | $18.2M | 3.6% | −263−0.4% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 215,431 | $19.5M | 3.9% | −1,245−0.6% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 56,780 | $20.2M | 4.0% | −512−0.9% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 243,717 | $30.3M | 6.0% | +1,015+0.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,562,047 | $47.0M | 9.4% | +1,095,164+234.6% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 715,156 | $48.3M | 9.6% | +5,122+0.7% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 224,004 | $146.3M | 29.1% | +2,095+0.9% | Added | – |
Sold out since Q4 2025 (7)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| TJXTJX Companies Inc | Stock | 2,065 | $317.2K | 0.1% | History |
| AXPAmerican Express Co | Stock | 654 | $241.9K | <0.1% | History |
| PEPPepsiCo Inc | Stock | 1,647 | $236.4K | <0.1% | History |
| LLYEli Lilly & Co | Stock | 206 | $221.4K | <0.1% | History |
| SPGIS&P Global Inc. | Stock | 422 | $220.7K | <0.1% | History |
| DHRDanaher Corp | Stock | 915 | $209.5K | <0.1% | History |
| ABBVAbbVie Inc. | Stock | 912 | $208.4K | <0.1% | History |