Holders — by stockHoldings — by fund
Single Point Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801184
$568.0M
disclosed book value
103
positions
29.4%
largest position share
Positions, as of 2026-06-30
top 100 of 103 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 222,628 | $166.7M | 29.4% |
| 2 | IJHISHARES TR | 720,093 | $55.5M | 9.8% |
| 3 | AGGISHARES TR | 1.6M | $50.1M | 8.8% |
| 4 | IJRISHARES TR | 244,736 | $36.3M | 6.4% |
| 5 | IWBISHARES TR | 55,525 | $22.7M | 4% |
| 6 | IEFAISHARES TR | 219,717 | $21.2M | 3.7% |
| 7 | VOVANGUARD INDEX FDS | 246,038 | $19.8M | 3.5% |
| 8 | VTEBVANGUARD MUN BD FDS | 329,001 | $16.6M | 2.9% |
| 9 | ITOTISHARES TR | 2.2M | $15.1M | 2.7% |
| 10 | MUBISHARES TR | 128,051 | $13.8M | 2.4% |
| 11 | IEMGISHARES INC | 153,639 | $12.7M | 2.2% |
| 12 | VBVANGUARD INDEX FDS | 37,745 | $11.4M | 2% |
| 13 | FLOTISHARES TR | 187,550 | $9.6M | 1.7% |
| 14 | IWMISHARES TR | 29,413 | $8.8M | 1.6% |
| 15 | USHYISHARES TR | 199,560 | $7.4M | 1.3% |
| 16 | VOOVANGUARD INDEX FDS | 10,262 | $7.0M | 1.2% |
| 17 | SUBISHARES TR | 62,504 | $6.7M | 1.2% |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 92,241 | $6.6M | 1.2% |
| 19 | VTIVANGUARD INDEX FDS | 14,854 | $5.5M | 1% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 7,205 | $5.4M | 0.9% |
| 21 | IWVISHARES TR | 10,695 | $4.6M | 0.8% |
| 22 | BNDVANGUARD BD INDEX FDS | 61,893 | $4.5M | 0.8% |
| 23 | SPEMSPDR INDEX SHS FDS | 84,845 | $4.4M | 0.8% |
| 24 | AAPLAPPLE INC | 14,747 | $4.3M | 0.8% |
| 25 | IXUSISHARES TR | 190,730 | $3.6M | 0.6% |
| 26 | VXFVANGUARD INDEX FDS | 13,768 | $3.4M | 0.6% |
| 27 | SHYISHARES TR | 32,557 | $2.7M | 0.5% |
| 28 | VWOVANGUARD INTL EQUITY INDEX F | 44,097 | $2.6M | 0.5% |
| 29 | VTESVANGUARD WELLINGTON FD | 17,369 | $1.8M | 0.3% |
| 30 | SCHMSCHWAB STRATEGIC TR | 41,502 | $1.5M | 0.3% |
| 31 | BACBANK OF AMER CORP | 25,692 | $1.5M | 0.3% |
| 32 | GOOGALPHABET INC | 97,541 | $1.3M | 0.2% |
| 33 | BKLCBNY MELLON ETF TRUST | 9,142 | $1.3M | 0.2% |
| 34 | GOOGLALPHABET INC | 3,309 | $1.2M | 0.2% |
| 35 | JPMJPMORGAN CHASE & CO | 3,482 | $1.1M | 0.2% |
| 36 | GLDSPDR GOLD TR | 2,710 | $998,465 | 0.2% |
| 37 | IVWISHARES TR | 7,121 | $979,351 | 0.2% |
| 38 | VUGVANGUARD INDEX FDS | 10,888 | $937,864 | 0.2% |
| 39 | VYMVANGUARD WHITEHALL FDS | 5,730 | $905,504 | 0.2% |
| 40 | SCHFSCHWAB STRATEGIC TR | 31,654 | $876,827 | 0.2% |
| 41 | AMZNAMAZON COM INC | 3,677 | $876,450 | 0.2% |
| 42 | SCHXSCHWAB STRATEGIC TR | 29,671 | $873,214 | 0.2% |
| 43 | XHLFBONDBLOXX ETF TRUST | 16,835 | $846,801 | 0.1% |
| 44 | IWFISHARES TR | 6,810 | $845,571 | 0.1% |
| 45 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,131 | $795,478 | 0.1% |
| 46 | GBILGOLDMAN SACHS ETF TR | 7,851 | $786,319 | 0.1% |
| 47 | MSFTMICROSOFT CORP | 1,945 | $725,643 | 0.1% |
| 48 | ESGUISHARES TR | 3,952 | $646,846 | 0.1% |
| 49 | HYGISHARES TR | 7,755 | $620,202 | 0.1% |
| 50 | MUMICRON TECHNOLOGY INC | 535 | $617,545 | 0.1% |
| 51 | VEUVANGUARD INTL EQUITY INDEX F | 7,349 | $615,474 | 0.1% |
| 52 | ACNACCENTURE PLC IRELAND | 4,903 | $610,129 | 0.1% |
| 53 | TIPISHARES TR | 5,563 | $608,794 | 0.1% |
| 54 | EFIVSPDR SERIES TRUST | 8,230 | $600,185 | 0.1% |
| 55 | DFACDIMENSIONAL ETF TRUST | 11,233 | $498,312 | 0.1% |
| 56 | QQQINVESCO QQQ TR | 626 | $460,986 | 0.1% |
| 57 | HDHOME DEPOT INC | 1,234 | $435,115 | 0.1% |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 853 | $426,833 | 0.1% |
| 59 | JNKSPDR SERIES TRUST | 4,349 | $419,155 | 0.1% |
| 60 | NVDANVIDIA CORPORATION | 1,998 | $399,740 | 0.1% |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 1,391 | $391,230 | 0.1% |
| 62 | AEPAMERICAN ELEC PWR CO INC | 2,855 | $390,618 | 0.1% |
| 63 | AVGOBROADCOM INC | 1,018 | $384,627 | 0.1% |
| 64 | IWDISHARES TR | 1,528 | $370,322 | 0.1% |
| 65 | METAMETA PLATFORMS INC | 596 | $335,914 | 0.1% |
| 66 | RTXRTX CORPORATION | 1,769 | $335,585 | 0.1% |
| 67 | IBTIISHARES TR | 14,996 | $332,011 | 0.1% |
| 68 | IBTRISHARES TR | 13,318 | $331,600 | 0.1% |
| 69 | IBTQISHARES TR | 13,219 | $331,599 | 0.1% |
| 70 | IBTJISHARES TR | 15,309 | $331,440 | 0.1% |
| 71 | IBTPISHARES TR | 13,044 | $331,121 | 0.1% |
| 72 | IBTKISHARES TR | 16,943 | $331,066 | 0.1% |
| 73 | IBTOISHARES TR | 13,718 | $331,037 | 0.1% |
| 74 | IBTMISHARES TR | 14,585 | $331,007 | 0.1% |
| 75 | IBTLISHARES TR | 16,393 | $330,975 | 0.1% |
| 76 | SPHQINVESCO EXCHANGE TRADED FD T | 3,599 | $324,313 | 0.1% |
| 77 | JNJJOHNSON & JOHNSON | 1,264 | $321,138 | 0.1% |
| 78 | EBCEASTERN BANKSHARES INC | 14,045 | $312,361 | 0.1% |
| 79 | CCITIGROUP INC | 2,200 | $307,912 | 0.1% |
| 80 | GLWCORNING INC | 1,185 | $302,685 | 0.1% |
| 81 | MKSIMKS INC. | 670 | $298,016 | 0.1% |
| 82 | PEGPUBLIC SVC ENTERPRISE GROUP | 3,645 | $295,848 | 0.1% |
| 83 | IVEISHARES TR | 1,299 | $294,951 | 0.1% |
| 84 | AMDADVANCED MICRO DEVICES INC | 462 | $268,351 | 0% |
| 85 | SCHCSCHWAB STRATEGIC TR | 5,525 | $265,867 | 0% |
| 86 | LOWLOWES COS INC | 1,201 | $264,808 | 0% |
| 87 | VVISA INC | 759 | $260,515 | 0% |
| 88 | GEVGE VERNOVA INC | 220 | $258,469 | 0% |
| 89 | AXPAMERICAN EXPRESS CO | 729 | $246,534 | 0% |
| 90 | LLYELI LILLY & CO | 201 | $241,090 | 0% |
| 91 | VSSVANGUARD INTL EQUITY INDEX F | 1,516 | $233,910 | 0% |
| 92 | KOCOCA COLA CO | 2,863 | $232,676 | 0% |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 1,942 | $226,561 | 0% |
| 94 | ABBVABBVIE INC | 883 | $222,198 | 0% |
| 95 | CTVACORTEVA INC | 2,524 | $213,758 | 0% |
| 96 | DEDEERE & CO | 336 | $213,057 | 0% |
| 97 | EFGISHARES TR | 1,712 | $213,007 | 0% |
| 98 | CATCATERPILLAR INC | 200 | $212,980 | 0% |
| 99 | VZVERIZON COMMUNICATIONS INC | 5,001 | $211,742 | 0% |
| 100 | SPYMSPDR SERIES TRUST | 2,407 | $211,527 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.