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Single Point Partners, LLC — 13F Holdings & Portfolio

CIK 1801184 · latest 13F-HR filed 2026-07-16

Backtest portfolio

Single Point Partners, LLC manages $568.0M in 13F-reported U.S. long-equity assets across 103 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (29.35%), IJH (9.78%), AGG (8.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 2, added to 59, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
277 DARTMOUTH STREET, 4TH FLOOR
BOSTON, MA 02116
Phone
(617) 600-0510
Filing Manager
Single Point Partners, LLC
BOSTON, MA
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$568.0M

Long-equity book

Holdings

103

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+21 / −2 / ↑59 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$20.4M +13.9%
  • ISHARES TR$7.2M +15.0%
  • ISHARES TR$6.0M +19.8%
  • ISHARES TR$3.1M +6.6%
  • ISHARES TR$2.5M +12.3%
Show all 59 →

Top Trims

  • ACCENTURE PLC IRELAND-$357.5K -36.9%
  • SPDR GOLD TR-$163.5K -14.1%
  • ISHARES TR-$55.0K -6.1%
  • PALANTIR TECHNOLOGIES INC-$51.5K -18.5%
  • GOLDMAN SACHS ETF TR-$45.6K -5.5%
Show all 7 →

New Positions

  • MICRON TECHNOLOGY INC$617.5K
  • ISHARES TR$332.0K
  • ISHARES TR$331.6K
  • ISHARES TR$331.6K
  • ISHARES TR$331.4K
Show all 21 →

Exited Positions

  • AT&T INC$215.6K
  • HONEYWELL INTL INC$213.8K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $166.7M 29.35% 222,628 SH
2 ISHARES TR IJH 464287507 $55.5M 9.78% 720,093 SH
3 ISHARES TR AGG 464287226 $50.1M 8.82% 1,598,788 SH
4 ISHARES TR IJR 464287804 $36.3M 6.39% 244,736 SH
5 ISHARES TR IWB 464287622 $22.7M 4.00% 55,525 SH
6 ISHARES TR IEFA 46432F842 $21.2M 3.74% 219,717 SH
7 VANGUARD INDEX FDS VO 922908629 $19.8M 3.49% 246,038 SH
8 VANGUARD MUN BD FDS VTEB 922907746 $16.6M 2.93% 329,001 SH
9 ISHARES TR ITOT 464287150 $15.1M 2.66% 2,234,223 SH
10 ISHARES TR MUB 464288414 $13.8M 2.43% 128,051 SH
11 ISHARES INC IEMG 46434G103 $12.7M 2.24% 153,639 SH
12 VANGUARD INDEX FDS VB 922908751 $11.4M 2.01% 37,745 SH
13 ISHARES TR FLOT 46429B655 $9.6M 1.69% 187,550 SH
14 ISHARES TR IWM 464287655 $8.8M 1.56% 29,413 SH
15 ISHARES TR USHY 46435U853 $7.4M 1.30% 199,560 SH
16 VANGUARD INDEX FDS VOO 922908363 $7.0M 1.24% 10,262 SH
17 ISHARES TR SUB 464288158 $6.7M 1.17% 62,504 SH
18 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.6M 1.16% 92,241 SH
19 VANGUARD INDEX FDS VTI 922908769 $5.5M 0.97% 14,854 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.4M 0.95% 7,205 SH
21 ISHARES TR IWV 464287689 $4.6M 0.80% 10,695 SH
22 VANGUARD BD INDEX FDS BND 921937835 $4.5M 0.80% 61,893 SH
23 SPDR INDEX SHS FDS SPEM 78463X509 $4.4M 0.77% 84,845 SH
24 APPLE INC AAPL 037833100 $4.3M 0.75% 14,747 SH
25 ISHARES TR IXUS 46432F834 $3.6M 0.63% 190,730 SH
26 VANGUARD INDEX FDS VXF 922908652 $3.4M 0.60% 13,768 SH
27 ISHARES TR SHY 464287457 $2.7M 0.47% 32,557 SH
28 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.6M 0.46% 44,097 SH
29 VANGUARD WELLINGTON FD VTES 921935870 $1.8M 0.31% 17,369 SH
30 SCHWAB STRATEGIC TR SCHM 808524508 $1.5M 0.27% 41,502 SH
31 BANK OF AMER CORP BAC 060505104 $1.5M 0.26% 25,692 SH
32 ALPHABET INC GOOG 02079K107 $1.3M 0.23% 97,541 SH
33 BNY MELLON ETF TRUST BKLC 09661T107 $1.3M 0.23% 9,142 SH
34 ALPHABET INC GOOGL 02079K305 $1.2M 0.21% 3,309 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 0.20% 3,482 SH
36 SPDR GOLD TR GLD 78463V107 $998.5K 0.18% 2,710 SH
37 ISHARES TR IVW 464287309 $979.4K 0.17% 7,121 SH
38 VANGUARD INDEX FDS VUG 922908736 $937.9K 0.17% 10,888 SH
39 VANGUARD WHITEHALL FDS VYM 921946406 $905.5K 0.16% 5,730 SH
40 SCHWAB STRATEGIC TR SCHF 808524805 $876.8K 0.15% 31,654 SH
41 AMAZON COM INC AMZN 023135106 $876.5K 0.15% 3,677 SH
42 SCHWAB STRATEGIC TR SCHX 808524201 $873.2K 0.15% 29,671 SH
43 BONDBLOXX ETF TRUST XHLF 09789C788 $846.8K 0.15% 16,835 SH
44 ISHARES TR IWF 464287614 $845.6K 0.15% 6,810 SH
45 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $795.5K 0.14% 1,131 SH
46 GOLDMAN SACHS ETF TR GBIL 381430529 $786.3K 0.14% 7,851 SH
47 MICROSOFT CORP MSFT 594918104 $725.6K 0.13% 1,945 SH
48 ISHARES TR ESGU 46435G425 $646.8K 0.11% 3,952 SH
49 ISHARES TR HYG 464288513 $620.2K 0.11% 7,755 SH
50 MICRON TECHNOLOGY INC MU 595112103 $617.5K 0.11% 535 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $568.0M 103 0001801184-26-000003
2026-03-31 2026-04-15 $502.5M 83 0001801184-26-000002
2025-12-31 2026-01-26 $505.8M 87 0001801184-26-000001