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: $505.8M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$208K	0.0%Prev: 0.0%	912 SH	Decreased
ACCENTURE PLC IRELAND	SHS CLASS A	$1.0M	0.2%Prev: 0.2%	3,868 SH	Decreased-762 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.3%Prev: 0.2%	4,372 SH	Increased-443 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.3%	162,550 SH	Increased-84,143 SH
AMAZON COM INC	COM	$878K	0.2%Prev: 0.2%	3,804 SH	Increased+57 SH
AMERICAN ELEC PWR CO INC	COM	$339K	0.1%Prev: 0.1%	2,942 SH	Decreased-134 SH
AMERICAN EXPRESS CO	COM	$242K	0.0%Prev: 0.0%	654 SH	Increased
APPLE INC	COM	$4.5M	0.9%Prev: 0.9%	16,552 SH	Increased-408 SH
BANK AMERICA CORP	COM	$1.5M	0.3%Prev: 0.3%	26,392 SH	Increased-321 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$435K	0.1%Prev: 0.1%	865 SH	Increased+66 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$1.2M	0.2%Prev: 0.2%	9,084 SH	Increased+23 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$822K	0.2%	16,350 SH	New
BROADCOM INC	COM	$241K	0.0%Prev: 0.0%	698 SH	Increased+8 SH
CITIGROUP INC	COM NEW	$257K	0.1%Prev: 0.0%	2,200 SH	Increased+102 SH
COCA COLA CO	COM	$216K	0.0%Prev: 0.0%	3,091 SH	Increased-16 SH
DANAHER CORPORATION	COM	$209K	0.0%	915 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$445K	0.1%Prev: 0.1%	11,233 SH	Increased
EASTERN BANKSHARES INC	COM	$255K	0.1%Prev: 0.1%	13,845 SH	Increased
ELI LILLY & CO	COM	$221K	0.0%	206 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$686K	0.1%Prev: 0.2%	6,861 SH	Decreased-1,085 SH
HOME DEPOT INC	COM	$427K	0.1%Prev: 0.1%	1,240 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$475K	0.1%Prev: 0.1%	1,604 SH	Increased-60 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$269K	0.1%Prev: 0.1%	3,580 SH	Increased+10 SH
INVESCO QQQ TR	UNIT SER 1	$388K	0.1%Prev: 0.1%	631 SH	Decreased-29 SH
ISHARES INC	CORE MSCI EMKT	$10.6M	2.1%Prev: 2.1%	157,436 SH	Increased-33 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	0.5%Prev: 0.6%	32,714 SH	Decreased-644 SH
ISHARES TR	BROAD USD HIGH	$6.7M	1.3%Prev: 1.3%	180,299 SH	Increased+9,865 SH
ISHARES TR	CORE MSCI EAFE	$19.4M	3.8%Prev: 3.7%	216,676 SH	Increased+5,867 SH
ISHARES TR	CORE MSCI TOTAL	$2.9M	0.6%Prev: 0.6%	34,512 SH	Increased+973 SH
ISHARES TR	CORE S&P MCP ETF	$46.9M	9.3%Prev: 9.3%	710,034 SH	Increased+7,035 SH
ISHARES TR	CORE S&P SCP ETF	$29.2M	5.8%Prev: 5.8%	242,702 SH	Increased+209 SH
ISHARES TR	CORE S&P TTL STK	$11.3M	2.2%Prev: 2.3%	76,056 SH	Increased-416 SH
ISHARES TR	CORE S&P500 ETF	$152.0M	30.1%Prev: 30.1%	221,909 SH	Increased+421 SH
ISHARES TR	CORE US AGGBD ET	$44.6M	8.8%Prev: 8.3%	466,883 SH	Increased+44,230 SH
ISHARES TR	ESG AWR MSCI USA	$427K	0.1%Prev: 0.1%	2,863 SH	Increased+103 SH
ISHARES TR	FLTG RATE NT ETF	$8.5M	1.7%Prev: 1.6%	167,925 SH	Increased+10,711 SH
ISHARES TR	IBOXX HI YD ETF	$678K	0.1%Prev: 0.1%	8,415 SH	Decreased+18 SH
ISHARES TR	MSCI ACWI EX US	$84K	0.0%	10,825 SH	New
ISHARES TR	NATIONAL MUN ETF	$13.9M	2.7%Prev: 2.7%	129,531 SH	Increased+6,683 SH
ISHARES TR	RUS 1000 ETF	$21.4M	4.2%Prev: 4.3%	57,292 SH	Increased-773 SH
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.2%Prev: 0.2%	2,116 SH	Decreased-148 SH
ISHARES TR	RUS 1000 VAL ETF	$322K	0.1%Prev: 0.1%	1,530 SH	Decreased-290 SH
ISHARES TR	RUSEL 2500 ETF	$18K	0.0%Prev: 0.0%	17,892 SH	Increased+5,449 SH
ISHARES TR	RUSSELL 2000 ETF	$7.3M	1.4%Prev: 1.4%	29,539 SH	Increased+490 SH
ISHARES TR	RUSSELL 3000 ETF	$4.1M	0.8%Prev: 0.8%	10,683 SH	Increased+8 SH
ISHARES TR	S&P 500 GRWT ETF	$878K	0.2%Prev: 0.2%	7,121 SH	Decreased-177 SH
ISHARES TR	S&P 500 VAL ETF	$275K	0.1%Prev: 0.1%	1,299 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$6.6M	1.3%Prev: 1.3%	61,419 SH	Increased+564 SH
ISHARES TR	TIPS BD ETF	$571K	0.1%Prev: 0.1%	5,194 SH	Decreased
JOHNSON & JOHNSON	COM	$262K	0.1%	1,264 SH	New
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%Prev: 0.3%	4,111 SH	Increased-61 SH
LOWES COS INC	COM	$304K	0.1%Prev: 0.1%	1,261 SH	Decreased
META PLATFORMS INC	CL A	$452K	0.1%Prev: 0.1%	684 SH	Decreased-27 SH
MICROSOFT CORP	COM	$1.5M	0.3%Prev: 0.3%	3,029 SH	Decreased-184 SH
NVIDIA CORPORATION	COM	$448K	0.1%Prev: 0.1%	2,404 SH	Decreased-37 SH
PALANTIR TECHNOLOGIES INC	CL A	$348K	0.1%Prev: 0.1%	1,956 SH	Decreased-4 SH
PEPSICO INC	COM	$236K	0.0%Prev: 0.0%	1,647 SH	Increased
PUBLIC SVC ENTERPRISE GRP IN	COM	$293K	0.1%Prev: 0.1%	3,645 SH	Decreased
RTX CORPORATION	COM	$303K	0.1%Prev: 0.1%	1,650 SH	Increased-128 SH
S&P GLOBAL INC	COM	$221K	0.0%Prev: 0.0%	422 SH	Increased-20 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$772K	0.2%Prev: 0.2%	32,105 SH	Increased+290 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$271K	0.1%Prev: 0.1%	5,947 SH	Decreased-801 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$782K	0.2%Prev: 0.2%	29,072 SH	Increased
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.2%Prev: 0.2%	40,467 SH	Increased+946 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.2%Prev: 0.2%	2,700 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.0M	0.8%Prev: 0.8%	85,569 SH	Decreased-72 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.1M	1.0%Prev: 1.0%	7,469 SH	Increased-27 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$682K	0.1%Prev: 0.2%	1,131 SH	Decreased-117 SH
SPDR SERIES TRUST	STATE STREET SPD	$973K	0.2%	12,639 SH	New
TJX COS INC NEW	COM	$317K	0.1%Prev: 0.1%	2,065 SH	Decreased-209 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.6M	0.7%Prev: 0.7%	47,965 SH	Increased+317 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	0.6%Prev: 0.6%	13,984 SH	Increased+21 SH
VANGUARD INDEX FDS	GROWTH ETF	$889K	0.2%Prev: 0.2%	1,822 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$18.5M	3.7%Prev: 3.8%	63,636 SH	Decreased-561 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.3M	1.2%Prev: 1.3%	10,064 SH	Increased-54 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.1M	2.0%Prev: 2.0%	39,285 SH	Increased-24 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	0.9%Prev: 0.9%	13,834 SH	Increased-7 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$545K	0.1%Prev: 0.1%	7,413 SH	Increased-12 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	0.5%Prev: 0.6%	48,872 SH	Decreased-1,266 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$222K	0.0%Prev: 0.1%	1,548 SH	Decreased-193 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.8M	3.1%Prev: 3.2%	313,898 SH	Increased+2,441 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	1.1%Prev: 1.1%	91,439 SH	Increased+426 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.5M	0.3%Prev: 0.3%	14,537 SH	Increased+710 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$849K	0.2%Prev: 0.2%	5,919 SH	Increased+24 SH
VERIZON COMMUNICATIONS INC	COM	$203K	0.0%Prev: 0.0%	4,987 SH	Decreased-41 SH
VISA INC	COM CL A	$278K	0.1%Prev: 0.1%	793 SH	Decreased-74 SH

Sold (vs prior filing)

AT&T INC — $214K
BLACKSTONE INC — $253K
COSTCO WHSL CORP NEW — $288K
HONEYWELL INTL INC — $222K
INDUSTRIAL LOGISTICS PPTYS T — $90K
ISHARES TR — $211K
ISHARES TR — $205K
SPDR SERIES TRUST — $430K
SPDR SERIES TRUST — $522K

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