Single Point Partners, LLC

CIK 0001801184 • 7 13F filings • Apr 14, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $457K88 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$1K	0.3%Prev: 0.2%	4,522 SH	Decreased-358 SH
ALPHABET INC	CAP STK CL A	$1K	0.2%Prev: 0.2%	5,913 SH	Decreased+2,344 SH
ALPHABET INC	CAP STK CL C	$1K	0.3%Prev: 0.2%	247,681 SH	Decreased+149,846 SH
AMAZON COM INC	COM	$975	0.2%Prev: 0.1%	4,445 SH	Decreased+921 SH
AMERICAN ELEC PWR CO INC	COM	$319	0.1%Prev: 0.1%	3,076 SH	Decreased+159 SH
AMERICAN EXPRESS CO	COM	$217	0.0%	682 SH	New
APPLE INC	COM	$3K	0.7%Prev: 0.8%	15,320 SH	Decreased+199 SH
AT&T INC	COM	$220	0.0%Prev: 0.0%	7,596 SH	Decreased+158 SH
BANK AMERICA CORP	COM	$1K	0.3%Prev: 0.2%	27,631 SH	Decreased+1,945 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$318	0.1%Prev: 0.1%	654 SH	Decreased-199 SH
BLACKSTONE INC	COM	$220	0.0%	1,473 SH	New
BNY MELLON ETF TRUST	US LRG CP CORE	$1K	0.2%Prev: 0.2%	9,037 SH	Decreased-75 SH
BROADCOM INC	COM	$225	0.0%Prev: 0.0%	816 SH	Decreased+44 SH
COCA COLA CO	COM	$224	0.0%Prev: 0.0%	3,142 SH	Decreased+47 SH
COSTCO WHSL CORP NEW	COM	$289	0.1%	292 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$578	0.1%Prev: 0.1%	16,123 SH	Decreased+4,890 SH
EASTERN BANKSHARES INC	COM	$211	0.0%Prev: 0.1%	13,810 SH	Decreased-135 SH
ELI LILLY & CO	COM	$235	0.1%	302 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$860	0.2%Prev: 0.2%	8,592 SH	Decreased+288 SH
HOME DEPOT INC	COM	$425	0.1%Prev: 0.1%	1,159 SH	Decreased-43 SH
HONEYWELL INTL INC	COM	$248	0.1%Prev: 0.0%	1,065 SH	Decreased+119 SH
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	$48	0.0%	10,500 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$488	0.1%Prev: 0.1%	1,655 SH	Decreased+193 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$247	0.1%Prev: 0.1%	3,469 SH	Decreased-123 SH
INVESCO QQQ TR	UNIT SER 1	$381	0.1%Prev: 0.1%	690 SH	Decreased+39 SH
ISHARES INC	CORE MSCI EMKT	$9K	2.0%Prev: 2.2%	155,846 SH	Decreased-2,391 SH
ISHARES TR	1 3 YR TREAS BD	$3K	0.6%Prev: 0.5%	34,174 SH	Decreased+1,426 SH
ISHARES TR	BROAD USD HIGH	$6K	1.3%Prev: 1.4%	160,113 SH	Decreased-25,204 SH
ISHARES TR	CORE MSCI EAFE	$17K	3.7%Prev: 3.9%	202,884 SH	Decreased-12,547 SH
ISHARES TR	CORE MSCI TOTAL	$3K	0.6%Prev: 0.6%	33,421 SH	Decreased-156,094 SH
ISHARES TR	CORE S&P MCP ETF	$43K	9.4%Prev: 9.6%	690,178 SH	Decreased-24,978 SH
ISHARES TR	CORE S&P SCP ETF	$26K	5.7%Prev: 6.0%	239,211 SH	Decreased-4,506 SH
ISHARES TR	CORE S&P TTL STK	$10K	2.3%Prev: 2.6%	77,075 SH	Decreased-2,155,538 SH
ISHARES TR	CORE S&P500 ETF	$136K	29.7%Prev: 29.1%	218,729 SH	Decreased-5,275 SH
ISHARES TR	CORE US AGGBD ET	$40K	8.7%Prev: 9.4%	414,026 SH	Decreased-1,148,021 SH
ISHARES TR	EAFE SML CP ETF	$252	0.1%	3,469 SH	New
ISHARES TR	ESG AWR MSCI USA	$363	0.1%Prev: 0.1%	2,683 SH	Decreased-1,158 SH
ISHARES TR	FLTG RATE NT ETF	$8K	1.6%Prev: 1.7%	147,128 SH	Decreased-24,666 SH
ISHARES TR	IBOXX HI YD ETF	$685	0.1%Prev: 0.1%	8,487 SH	Decreased+673 SH
ISHARES TR	MSCI USA QLT FCT	$209	0.0%	1,144 SH	New
ISHARES TR	NATIONAL MUN ETF	$13K	2.8%Prev: 2.7%	123,771 SH	Decreased-6,026 SH
ISHARES TR	RUS 1000 ETF	$20K	4.3%Prev: 4.0%	58,430 SH	Decreased+1,650 SH
ISHARES TR	RUS 1000 GRW ETF	$1K	0.2%Prev: 0.2%	2,394 SH	Decreased+282 SH
ISHARES TR	RUS 1000 VAL ETF	$360	0.1%Prev: 0.1%	1,855 SH	Decreased+324 SH
ISHARES TR	RUSEL 2500 ETF	$12	0.0%Prev: 0.0%	12,443 SH	Decreased-5,449 SH
ISHARES TR	RUSSELL 2000 ETF	$6K	1.4%Prev: 1.5%	28,750 SH	Decreased-878 SH
ISHARES TR	RUSSELL 3000 ETF	$4K	0.8%Prev: 0.8%	10,654 SH	Decreased-35 SH
ISHARES TR	S&P 500 GRWT ETF	$809	0.2%Prev: 0.2%	7,349 SH	Decreased+228 SH
ISHARES TR	S&P 500 VAL ETF	$254	0.1%Prev: 0.1%	1,299 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$6K	1.2%Prev: 1.3%	53,303 SH	Decreased-9,875 SH
ISHARES TR	TIPS BD ETF	$572	0.1%Prev: 0.1%	5,194 SH	Decreased-369 SH
JPMORGAN CHASE & CO.	COM	$1K	0.3%	4,803 SH	New
LOWES COS INC	COM	$283	0.1%Prev: 0.1%	1,276 SH	Decreased+25 SH
META PLATFORMS INC	CL A	$646	0.1%Prev: 0.1%	875 SH	Decreased+320 SH
MICROSOFT CORP	COM	$2K	0.4%Prev: 0.1%	3,611 SH	Decreased+1,638 SH
NVIDIA CORPORATION	COM	$421	0.1%Prev: 0.1%	2,666 SH	Decreased+526 SH
PALANTIR TECHNOLOGIES INC	CL A	$256	0.1%Prev: 0.1%	1,880 SH	Decreased-21 SH
PEPSICO INC	COM	$237	0.1%	1,798 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$307	0.1%	3,645 SH	New
RTX CORPORATION	COM	$293	0.1%Prev: 0.1%	2,008 SH	Decreased+464 SH
S&P GLOBAL INC	COM	$252	0.1%	477 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$703	0.2%Prev: 0.2%	31,815 SH	Decreased-290 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$289	0.1%Prev: 0.1%	6,786 SH	Decreased+1,245 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$730	0.2%Prev: 0.1%	29,859 SH	Decreased+787 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1K	0.2%Prev: 0.3%	39,495 SH	Decreased-1,814 SH
SPDR GOLD TR	GOLD SHS	$823	0.2%Prev: 0.2%	2,700 SH	Decreased
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4K	0.8%	85,703 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5K	1.0%	7,497 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$707	0.2%	1,248 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$425	0.1%	4,370 SH	New
SPDR SERIES TRUST	S&P 500 ESG ETF	$480	0.1%	8,205 SH	New
TJX COS INC NEW	COM	$281	0.1%	2,276 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2K	0.4%Prev: 0.7%	24,976 SH	Decreased-24,951 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$3K	0.6%Prev: 0.6%	13,964 SH	Decreased-22 SH
VANGUARD INDEX FDS	GROWTH ETF	$800	0.2%Prev: 0.2%	1,822 SH	Decreased-37 SH
VANGUARD INDEX FDS	MID CAP ETF	$18K	3.9%Prev: 3.6%	64,110 SH	Decreased+737 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6K	1.2%Prev: 1.2%	9,743 SH	Decreased-510 SH
VANGUARD INDEX FDS	SMALL CP ETF	$9K	2.0%Prev: 2.0%	38,916 SH	Decreased-311 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4K	0.9%Prev: 0.9%	14,099 SH	Decreased-648 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$499	0.1%Prev: 0.1%	7,418 SH	Decreased+13 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3K	0.6%Prev: 0.5%	51,753 SH	Decreased+7,002 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$308	0.1%Prev: 0.0%	2,289 SH	Decreased+741 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$15K	3.3%Prev: 3.2%	305,014 SH	Decreased-12,412 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5K	1.1%Prev: 1.2%	91,541 SH	Decreased-391 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1K	0.3%Prev: 0.3%	13,705 SH	Decreased-1,852 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$772	0.2%Prev: 0.2%	5,790 SH	Decreased+66 SH
VERIZON COMMUNICATIONS INC	COM	$219	0.0%Prev: 0.0%	5,068 SH	Decreased+67 SH
VISA INC	COM CL A	$296	0.1%Prev: 0.0%	834 SH	Decreased+65 SH

Sold (vs prior filing)

BONDBLOXX ETF TRUST — $864K
CITIGROUP INC — $250K
CORTEVA INC — $211K
ISHARES TR — $85K
JOHNSON & JOHNSON — $277K
JPMORGAN CHASE & CO — $1.0M
PUBLIC SVC ENTERPRISE GROUP — $295K
SPDR INDEX SHS FDS — $4.0M
SPDR SERIES TRUST — $942K
STATE STR SPDR S&P 500 ETF T — $4.9M
STATE STR SPDR S&P MIDCAP 40 — $698K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001801184-26-000005	—	View
Jan 26, 2026	Q4 2025	13F-HR	0001801184-26-000001	$505.8M	View
Oct 20, 2025	Q3 2025