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: $492.7M89 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$211K	0.0%Prev: 0.0%	912 SH	Decreased+29 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.2%Prev: 0.1%	4,630 SH	Increased-273 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.2%Prev: 0.2%	4,815 SH	Decreased+1,506 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.3%Prev: 0.2%	246,693 SH	Increased+149,152 SH
AMAZON COM INC	COM	$823K	0.2%Prev: 0.2%	3,747 SH	Decreased+70 SH
AMERICAN ELEC PWR CO INC	COM	$346K	0.1%Prev: 0.1%	3,076 SH	Decreased+221 SH
AMERICAN EXPRESS CO	COM	$217K	0.0%Prev: 0.0%	654 SH	Decreased-75 SH
APPLE INC	COM	$4.3M	0.9%Prev: 0.8%	16,960 SH	Increased+2,213 SH
AT&T INC	COM	$214K	0.0%	7,587 SH	New
BANK AMERICA CORP	COM	$1.4M	0.3%	26,713 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$402K	0.1%Prev: 0.1%	799 SH	Decreased-54 SH
BLACKSTONE INC	COM	$253K	0.1%	1,480 SH	New
BNY MELLON ETF TRUST	US LRG CP CORE	$1.2M	0.2%Prev: 0.2%	9,061 SH	Decreased-81 SH
BROADCOM INC	COM	$227K	0.0%Prev: 0.1%	690 SH	Decreased-328 SH
CITIGROUP INC	COM NEW	$213K	0.0%Prev: 0.1%	2,098 SH	Decreased-102 SH
COCA COLA CO	COM	$206K	0.0%Prev: 0.0%	3,107 SH	Decreased+244 SH
COSTCO WHSL CORP NEW	COM	$288K	0.1%	311 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$433K	0.1%	11,233 SH	New
EASTERN BANKSHARES INC	COM	$251K	0.1%Prev: 0.1%	13,845 SH	Decreased-200 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$796K	0.2%Prev: 0.1%	7,946 SH	Increased+95 SH
HOME DEPOT INC	COM	$503K	0.1%Prev: 0.1%	1,240 SH	Increased+6 SH
HONEYWELL INTL INC	COM	$222K	0.0%	1,055 SH	New
INDUSTRIAL LOGISTICS PPTYS T	COM SHS BEN INT	$90K	0.0%	15,500 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$470K	0.1%Prev: 0.1%	1,664 SH	Increased+273 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$262K	0.1%Prev: 0.1%	3,570 SH	Decreased-29 SH
INVESCO QQQ TR	UNIT SER 1	$396K	0.1%Prev: 0.1%	660 SH	Decreased+34 SH
ISHARES INC	CORE MSCI EMKT	$10.4M	2.1%Prev: 2.2%	157,469 SH	Decreased+3,830 SH
ISHARES TR	1 3 YR TREAS BD	$2.8M	0.6%Prev: 0.5%	33,358 SH	Increased+801 SH
ISHARES TR	BROAD USD HIGH	$6.4M	1.3%Prev: 1.3%	170,434 SH	Decreased-29,126 SH
ISHARES TR	CORE MSCI EAFE	$18.4M	3.7%Prev: 3.7%	210,809 SH	Decreased-8,908 SH
ISHARES TR	CORE MSCI TOTAL	$2.8M	0.6%Prev: 0.6%	33,539 SH	Decreased-157,191 SH
ISHARES TR	CORE S&P MCP ETF	$45.9M	9.3%Prev: 9.8%	702,999 SH	Decreased-17,094 SH
ISHARES TR	CORE S&P SCP ETF	$28.8M	5.8%Prev: 6.4%	242,493 SH	Decreased-2,243 SH
ISHARES TR	CORE S&P TTL STK	$11.1M	2.3%Prev: 2.7%	76,472 SH	Decreased-2,157,751 SH
ISHARES TR	CORE S&P500 ETF	$148.2M	30.1%Prev: 29.4%	221,488 SH	Decreased-1,140 SH
ISHARES TR	CORE US AGGBD ET	$41.0M	8.3%Prev: 8.8%	422,653 SH	Decreased-1,176,135 SH
ISHARES TR	EAFE SML CP ETF	$211K	0.0%	2,753 SH	New
ISHARES TR	ESG AWR MSCI USA	$402K	0.1%Prev: 0.1%	2,760 SH	Decreased-1,192 SH
ISHARES TR	FLTG RATE NT ETF	$8.0M	1.6%Prev: 1.7%	157,214 SH	Decreased-30,336 SH
ISHARES TR	IBOXX HI YD ETF	$682K	0.1%Prev: 0.1%	8,397 SH	Increased+642 SH
ISHARES TR	MSCI USA QLT FCT	$205K	0.0%	1,052 SH	New
ISHARES TR	NATIONAL MUN ETF	$13.1M	2.7%Prev: 2.4%	122,848 SH	Decreased-5,203 SH
ISHARES TR	RUS 1000 ETF	$21.2M	4.3%Prev: 4.0%	58,065 SH	Decreased+2,540 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.2%Prev: 0.1%	2,264 SH	Increased-4,546 SH
ISHARES TR	RUS 1000 VAL ETF	$371K	0.1%Prev: 0.1%	1,820 SH	Increased+292 SH
ISHARES TR	RUSEL 2500 ETF	$12K	0.0%Prev: 0.0%	12,443 SH	Decreased-10,336 SH
ISHARES TR	RUSSELL 2000 ETF	$7.0M	1.4%Prev: 1.6%	29,049 SH	Decreased-364 SH
ISHARES TR	RUSSELL 3000 ETF	$4.0M	0.8%Prev: 0.8%	10,675 SH	Decreased-20 SH
ISHARES TR	S&P 500 GRWT ETF	$881K	0.2%Prev: 0.2%	7,298 SH	Decreased+177 SH
ISHARES TR	S&P 500 VAL ETF	$268K	0.1%Prev: 0.1%	1,299 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$6.5M	1.3%Prev: 1.2%	60,855 SH	Decreased-1,649 SH
ISHARES TR	TIPS BD ETF	$578K	0.1%Prev: 0.1%	5,194 SH	Decreased-369 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%	4,172 SH	New
LOWES COS INC	COM	$317K	0.1%Prev: 0.0%	1,261 SH	Increased+60 SH
META PLATFORMS INC	CL A	$522K	0.1%Prev: 0.1%	711 SH	Increased+115 SH
MICROSOFT CORP	COM	$1.7M	0.3%Prev: 0.1%	3,213 SH	Increased+1,268 SH
NVIDIA CORPORATION	COM	$455K	0.1%Prev: 0.1%	2,441 SH	Increased+443 SH
PALANTIR TECHNOLOGIES INC	CL A	$358K	0.1%Prev: 0.0%	1,960 SH	Increased+18 SH
PEPSICO INC	COM	$231K	0.0%	1,647 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$304K	0.1%	3,645 SH	New
RTX CORPORATION	COM	$298K	0.1%Prev: 0.1%	1,778 SH	Decreased+9 SH
S&P GLOBAL INC	COM	$215K	0.0%	442 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$741K	0.2%Prev: 0.2%	31,815 SH	Decreased+161 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$307K	0.1%Prev: 0.0%	6,748 SH	Increased+1,223 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$766K	0.2%Prev: 0.2%	29,072 SH	Decreased-599 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.2%Prev: 0.3%	39,521 SH	Decreased-1,981 SH
SPDR GOLD TR	GOLD SHS	$960K	0.2%Prev: 0.2%	2,700 SH	Decreased-10 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.0M	0.8%	85,641 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5.0M	1.0%	7,496 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$744K	0.2%	1,248 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$430K	0.1%	4,392 SH	New
SPDR SERIES TRUST	S&P 500 ESG ETF	$522K	0.1%	8,211 SH	New
TJX COS INC NEW	COM	$329K	0.1%	2,274 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.5M	0.7%Prev: 0.8%	47,648 SH	Decreased-14,245 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	0.6%Prev: 0.6%	13,963 SH	Decreased+195 SH
VANGUARD INDEX FDS	GROWTH ETF	$874K	0.2%Prev: 0.2%	1,822 SH	Decreased-9,066 SH
VANGUARD INDEX FDS	MID CAP ETF	$18.9M	3.8%Prev: 3.5%	64,197 SH	Decreased-181,841 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	1.3%Prev: 1.2%	10,118 SH	Decreased-144 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.0M	2.0%Prev: 2.0%	39,309 SH	Decreased+1,564 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.5M	0.9%Prev: 1.0%	13,841 SH	Decreased-1,013 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$530K	0.1%Prev: 0.1%	7,425 SH	Decreased+76 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	0.6%Prev: 0.5%	50,138 SH	Increased+6,041 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$248K	0.1%Prev: 0.0%	1,741 SH	Increased+225 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.6M	3.2%Prev: 2.9%	311,457 SH	Decreased-17,544 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	1.1%Prev: 1.2%	91,013 SH	Decreased-1,228 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.4M	0.3%Prev: 0.3%	13,827 SH	Decreased-3,542 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$831K	0.2%Prev: 0.2%	5,895 SH	Decreased+165 SH
VERIZON COMMUNICATIONS INC	COM	$221K	0.0%Prev: 0.0%	5,028 SH	Increased+27 SH
VISA INC	COM CL A	$296K	0.1%Prev: 0.0%	867 SH	Increased+108 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $268K
BANK OF AMER CORP — $1.5M
BONDBLOXX ETF TRUST — $847K
CATERPILLAR INC — $213K
CORNING INC — $303K
CORTEVA INC — $214K
DEERE & CO — $213K
DIMENSIONAL ETF TRUST — $498K
ELI LILLY & CO — $241K
GE VERNOVA INC — $258K
GLOBAL X FDS — $9K
ISHARES TR — $213K
ISHARES TR — $331K
ISHARES TR — $332K
ISHARES TR — $331K
ISHARES TR — $331K
ISHARES TR — $331K
ISHARES TR — $331K
ISHARES TR — $331K
ISHARES TR — $332K
… and 13 more

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