Single Point Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Single Point Partners, LLC held in its portfolio 86 assets valued at $505,761,832 (i.e. $505.76M).
The most valuable assets in the portfolio included: ISHARES TR ($152.00M), ISHARES TR ($46.86M), and ISHARES TR ($44.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Single Point Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 221909 | 151994558 | CORE S&P500 ETF |
| ISHARES TR | 710034 | 46862265 | CORE S&P MCP ETF |
| ISHARES TR | 466883 | 44577835 | CORE US AGGBD ET |
| ISHARES TR | 242702 | 29167875 | CORE S&P SCP ETF |
| ISHARES TR | 57292 | 21395048 | RUS 1000 ETF |
| ISHARES TR | 216676 | 19383869 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 63636 | 18468517 | MID CAP ETF |
| VANGUARD MUN BD FDS | 313898 | 15785943 | TAX EXEMPT BD |
| ISHARES TR | 129531 | 13874092 | NATIONAL MUN ETF |
| ISHARES TR | 76056 | 11308817 | CORE S&P TTL STK |
| ISHARES INC | 157436 | 10582851 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 39285 | 10133576 | SMALL CP ETF |
| ISHARES TR | 167925 | 8540666 | FLTG RATE NT ETF |
| ISHARES TR | 29539 | 7271248 | RUSSELL 2000 ETF |
| ISHARES TR | 180299 | 6742295 | BROAD USD HIGH |
| ISHARES TR | 61419 | 6553369 | SHRT NAT MUN ETF |
| VANGUARD INDEX FDS | 10064 | 6311695 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 91439 | 5712219 | VAN FTSE DEV MKT |
| SPDR S&P 500 ETF TR | 7469 | 5093002 | TR UNIT |
| VANGUARD INDEX FDS | 13834 | 4638181 | TOTAL STK MKT |
| APPLE INC | 16552 | 4499728 | COM |
| ISHARES TR | 10683 | 4132740 | RUSSELL 3000 ETF |
| SPDR INDEX SHS FDS | 85569 | 4005468 | PORTFOLIO EMG MK |
| VANGUARD BD INDEX FDS | 47965 | 3552790 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 13984 | 2924421 | EXTEND MKT ETF |
| ISHARES TR | 34512 | 2921087 | CORE MSCI TOTAL |
| ISHARES TR | 32714 | 2709404 | 1 3 YR TREAS BD |
| VANGUARD INTL EQUITY INDEX F | 48872 | 2627352 | FTSE EMR MKT ETF |
| VANGUARD WELLINGTON FD | 14537 | 1476591 | SHORT TRM TAX EX |
| ALPHABET INC | 162550 | 1471138 | CAP STK CL C |
| MICROSOFT CORP | 3029 | 1464737 | COM |
| BANK AMERICA CORP | 26392 | 1451536 | COM |
| ALPHABET INC | 4372 | 1368445 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 4111 | 1324646 | COM |
| SCHWAB STRATEGIC TR | 40467 | 1216828 | US MID-CAP ETF |
| BNY MELLON ETF TRUST | 9084 | 1191813 | US LRG CP CORE |
| SPDR GOLD TR | 2700 | 1070203 | GOLD SHS |
| ACCENTURE PLC IRELAND | 3868 | 1037784 | SHS CLASS A |
| ISHARES TR | 2116 | 1001416 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 12639 | 973426 | STATE STREET SPD |
| VANGUARD INDEX FDS | 1822 | 888881 | GROWTH ETF |
| AMAZON COM INC | 3804 | 878110 | COM |
| ISHARES TR | 7121 | 877734 | S&P 500 GRWT ETF |
| VANGUARD WHITEHALL FDS | 5919 | 849431 | HIGH DIV YLD |
| BONDBLOXX ETF TRUST | 16350 | 821588 | BLOOMBERG SIX MN |
| SCHWAB STRATEGIC TR | 29072 | 782321 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 32105 | 771801 | INTL EQTY ETF |
| GOLDMAN SACHS ETF TR | 6861 | 685665 | ACCES TREASURY |
| SPDR S&P MIDCAP 400 ETF TR | 1131 | 682310 | UTSER1 S&PDCRP |
| ISHARES TR | 8415 | 678481 | IBOXX HI YD ETF |
| ISHARES TR | 5194 | 570864 | TIPS BD ETF |
| VANGUARD INTL EQUITY INDEX F | 7413 | 545314 | ALLWRLD EX US |
| INTERNATIONAL BUSINESS MACHS | 1604 | 475187 | COM |
| META PLATFORMS INC | 684 | 451676 | CL A |
| NVIDIA CORPORATION | 2404 | 448274 | COM |
| DIMENSIONAL ETF TRUST | 11233 | 444729 | US CORE EQUITY 2 |
| BERKSHIRE HATHAWAY INC DEL | 865 | 434792 | CL B NEW |
| HOME DEPOT INC | 1240 | 426842 | COM |
| ISHARES TR | 2863 | 426519 | ESG AWR MSCI USA |
| INVESCO QQQ TR | 631 | 387630 | UNIT SER 1 |
| PALANTIR TECHNOLOGIES INC | 1956 | 347661 | CL A |
| AMERICAN ELEC PWR CO INC | 2942 | 339263 | COM |
| ISHARES TR | 1530 | 321899 | RUS 1000 VAL ETF |
| TJX COS INC NEW | 2065 | 317205 | COM |
| LOWES COS INC | 1261 | 304103 | COM |
| RTX CORPORATION | 1650 | 302564 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 3645 | 292713 | COM |
| VISA INC | 793 | 278222 | COM CL A |
| ISHARES TR | 1299 | 275479 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 5947 | 270781 | INTL SCEQT ETF |
| INVESCO EXCHANGE TRADED FD T | 3580 | 268648 | S&P500 QUALITY |
| JOHNSON & JOHNSON | 1264 | 261585 | COM |
| CITIGROUP INC | 2200 | 256718 | COM NEW |
| EASTERN BANKSHARES INC | 13845 | 255163 | COM |
| AMERICAN EXPRESS CO | 654 | 241892 | COM |
| BROADCOM INC | 698 | 241412 | COM |
| PEPSICO INC | 1647 | 236435 | COM |
| VANGUARD INTL EQUITY INDEX F | 1548 | 221863 | FTSE SMCAP ETF |
| ELI LILLY & CO | 206 | 221384 | COM |
| S&P GLOBAL INC | 422 | 220701 | COM |
| COCA COLA CO | 3091 | 216092 | COM |
| DANAHER CORPORATION | 915 | 209462 | COM |
| ABBVIE INC | 912 | 208383 | COM |
| VERIZON COMMUNICATIONS INC | 4987 | 203121 | COM |
| ISHARES TR | 10825 | 83568 | MSCI ACWI EX US |
| ISHARES TR | 17892 | 17892 | RUSEL 2500 ETF |
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