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: $502.5M82 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$968K	0.2%Prev: 0.3%	4,880 SH	Increased+437 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.2%Prev: 0.2%	3,569 SH	Increased-3,019 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.2%Prev: 0.4%	97,835 SH	Increased-409,741 SH
AMAZON COM INC	COM	$734K	0.1%Prev: 0.2%	3,524 SH	Increased-959 SH
AMERICAN ELEC PWR CO INC	COM	$382K	0.1%Prev: 0.1%	2,917 SH	Increased-159 SH
APPLE INC	COM	$3.8M	0.8%Prev: 0.8%	15,121 SH	Increased-504 SH
AT&T INC	COM	$216K	0.0%Prev: 0.1%	7,438 SH	Increased-658 SH
BANK AMERICA CORP	COM	$1.3M	0.2%Prev: 0.3%	25,686 SH	Increased-1,945 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$409K	0.1%Prev: 0.1%	853 SH	Increased+304 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$1.1M	0.2%	9,112 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$864K	0.2%	17,163 SH	New
BROADCOM INC	COM	$239K	0.0%	772 SH	New
CITIGROUP INC	COM NEW	$250K	0.0%	2,200 SH	New
COCA COLA CO	COM	$235K	0.0%Prev: 0.1%	3,095 SH	Increased-165 SH
CORTEVA INC	COM	$211K	0.0%	2,524 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$437K	0.1%Prev: 0.1%	11,233 SH	Increased-7,986 SH
EASTERN BANKSHARES INC	COM	$273K	0.1%Prev: 0.1%	13,945 SH	Increased+135 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$832K	0.2%Prev: 0.2%	8,304 SH	Increased-893 SH
HOME DEPOT INC	COM	$395K	0.1%Prev: 0.1%	1,202 SH	Increased+43 SH
HONEYWELL INTL INC	COM	$214K	0.0%Prev: 0.1%	946 SH	Increased-131 SH
INTERNATIONAL BUSINESS MACHS	COM	$354K	0.1%Prev: 0.1%	1,462 SH	Increased-193 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$270K	0.1%Prev: 0.1%	3,592 SH	Increased+131 SH
INVESCO QQQ TR	UNIT SER 1	$376K	0.1%Prev: 0.1%	651 SH	Increased-221 SH
ISHARES INC	CORE MSCI EMKT	$11.0M	2.2%Prev: 2.0%	158,237 SH	Increased-107 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	0.5%Prev: 0.7%	32,748 SH	Increased-3,730 SH
ISHARES TR	BROAD USD HIGH	$6.8M	1.4%Prev: 1.4%	185,317 SH	Increased+25,836 SH
ISHARES TR	CORE MSCI EAFE	$19.5M	3.9%Prev: 3.5%	215,431 SH	Increased+16,313 SH
ISHARES TR	CORE MSCI TOTAL	$3.2M	0.6%Prev: 0.5%	189,515 SH	Increased+157,289 SH
ISHARES TR	CORE S&P MCP ETF	$48.3M	9.6%Prev: 9.7%	715,156 SH	Increased+8,531 SH
ISHARES TR	CORE S&P SCP ETF	$30.3M	6.0%Prev: 6.1%	243,717 SH	Increased-3,620 SH
ISHARES TR	CORE S&P TTL STK	$13.2M	2.6%Prev: 2.4%	2,232,613 SH	Increased+2,150,141 SH
ISHARES TR	CORE S&P500 ETF	$146.3M	29.1%Prev: 28.9%	224,004 SH	Increased+4,742 SH
ISHARES TR	CORE US AGGBD ET	$47.0M	9.4%Prev: 9.1%	1,562,047 SH	Increased+1,156,595 SH
ISHARES TR	ESG AWR MSCI USA	$543K	0.1%Prev: 0.1%	3,841 SH	Increased+1,239 SH
ISHARES TR	FLTG RATE NT ETF	$8.8M	1.7%Prev: 1.8%	171,794 SH	Increased+23,505 SH
ISHARES TR	IBOXX HI YD ETF	$622K	0.1%Prev: 0.2%	7,814 SH	Increased-1,310 SH
ISHARES TR	MSCI ACWI EX US	$85K	0.0%	10,825 SH	New
ISHARES TR	NATIONAL MUN ETF	$13.8M	2.7%Prev: 3.7%	129,797 SH	Increased-21,225 SH
ISHARES TR	RUS 1000 ETF	$20.2M	4.0%Prev: 3.8%	56,780 SH	Increased+3,893 SH
ISHARES TR	RUS 1000 GRW ETF	$901K	0.2%Prev: 0.2%	2,112 SH	Increased-260 SH
ISHARES TR	RUS 1000 VAL ETF	$327K	0.1%Prev: 0.1%	1,531 SH	Increased-335 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	1.5%Prev: 1.3%	29,628 SH	Increased+1,589 SH
ISHARES TR	RUSSELL 3000 ETF	$4.0M	0.8%Prev: 0.8%	10,689 SH	Increased+525 SH
ISHARES TR	S&P 500 GRWT ETF	$805K	0.2%Prev: 0.2%	7,121 SH	Increased-228 SH
ISHARES TR	S&P 500 VAL ETF	$274K	0.1%Prev: 0.1%	1,299 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$6.7M	1.3%Prev: 1.4%	63,178 SH	Increased+8,062 SH
ISHARES TR	TIPS BD ETF	$614K	0.1%Prev: 0.1%	5,563 SH	Increased+369 SH
JOHNSON & JOHNSON	COM	$277K	0.1%	1,132 SH	New
JPMORGAN CHASE & CO	COM	$1.0M	0.2%	3,481 SH	New
LOWES COS INC	COM	$296K	0.1%Prev: 0.1%	1,251 SH	Increased-22 SH
META PLATFORMS INC	CL A	$318K	0.1%Prev: 0.1%	555 SH	Increased-304 SH
MICROSOFT CORP	COM	$730K	0.1%Prev: 0.3%	1,973 SH	Increased-1,939 SH
NVIDIA CORPORATION	COM	$373K	0.1%Prev: 0.1%	2,140 SH	Increased-420 SH
PALANTIR TECHNOLOGIES INC	CL A	$278K	0.1%	1,901 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$295K	0.1%	3,645 SH	New
RTX CORPORATION	COM	$298K	0.1%Prev: 0.1%	1,544 SH	Increased-468 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$795K	0.2%Prev: 0.1%	32,105 SH	Increased+2,487 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$259K	0.1%Prev: 0.1%	5,541 SH	Increased-6,922 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$745K	0.1%Prev: 0.2%	29,072 SH	Increased-787 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	0.3%Prev: 0.2%	41,309 SH	Increased+5,575 SH
SPDR GOLD TR	GOLD SHS	$1.2M	0.2%Prev: 0.2%	2,700 SH	Increased
SPDR INDEX SHS FDS	STATE STREET SPD	$4.0M	0.8%	84,935 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$942K	0.2%	12,642 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.9M	1.0%	7,484 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$698K	0.1%	1,131 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	0.7%Prev: 0.5%	49,927 SH	Increased+23,561 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	0.6%Prev: 0.5%	13,986 SH	Increased+2,663 SH
VANGUARD INDEX FDS	GROWTH ETF	$812K	0.2%Prev: 0.2%	1,859 SH	Increased-22 SH
VANGUARD INDEX FDS	MID CAP ETF	$18.2M	3.6%Prev: 3.6%	63,373 SH	Increased+4,114 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.1M	1.2%Prev: 1.1%	10,253 SH	Increased+921 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.3M	2.0%Prev: 1.8%	39,227 SH	Increased+5,218 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	0.9%Prev: 0.9%	14,747 SH	Increased+750 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$556K	0.1%Prev: 0.1%	7,405 SH	Increased-118 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.4M	0.5%Prev: 0.6%	44,751 SH	Increased-9,160 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$226K	0.0%Prev: 0.1%	1,548 SH	Increased-910 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.8M	3.2%Prev: 3.0%	317,426 SH	Increased+55,659 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	1.2%Prev: 1.1%	91,932 SH	Increased+3,318 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.6M	0.3%Prev: 0.3%	15,557 SH	Increased+3,288 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$848K	0.2%Prev: 0.2%	5,724 SH	Increased-60 SH
VERIZON COMMUNICATIONS INC	COM	$251K	0.0%Prev: 0.1%	5,001 SH	Increased+11 SH
VISA INC	COM CL A	$233K	0.0%Prev: 0.1%	769 SH	Increased-48 SH

Sold (vs prior filing)

ABBVIE INC — $222
COSTCO WHSL CORP NEW — $277
DIMENSIONAL ETF TRUST — $206
ELI LILLY & CO — $249
EXXON MOBIL CORP — $201
HF SINCLAIR CORP — $1K
INDUSTRIAL LOGISTICS PPTYS T — $36
ISHARES TR — $238
ISHARES TR — $331
JPMORGAN CHASE & CO. — $1K
PEPSICO INC — $277
PUBLIC SVC ENTERPRISE GRP IN — $300
S&P GLOBAL INC — $243
SPDR INDEX SHS FDS — $3K
SPDR S&P 500 ETF TR — $4K
SPDR S&P MIDCAP 400 ETF TR — $666
SPDR SER TR — $516
SPDR SER TR — $439
TJX COS INC NEW — $289

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