Single Point Partners, LLC

BOSTON, MA · CIK 1801184 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoston, MA

$568.0m reported value +13.0% vs Q1 2026

102positions

73.6%in top 10

21 new 36 added 35 reduced 2 sold out vs Q1 2026

Options: 1 call positions ($9.0k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	222,628	$166.7m29.35%	29.35%	Reduced -1.4k	-1,376 -0.6%
2	ISHARES TR CORE S&P MCP ETF IJH	IJH	720,093	$55.5m9.78%	9.78%	Added +4.9k	+4,937 0.7%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	1,598,788	$50.1m8.82%	8.82%	Added +36.7k	+36,741 2.4%
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	244,736	$36.3m6.39%	6.39%	Added +1.0k	+1,019 0.4%
5	ISHARES TR RUS 1000 ETF IWB	IWB	55,525	$22.7m4.00%	4.00%	Reduced -1.3k	-1,255 -2.2%
6	ISHARES TR CORE MSCI EAFE IEFA	IEFA	219,717	$21.2m3.74%	3.74%	Added +4.3k	+4,286 2.0%
7	VANGUARD INDEX FDS MID CAP ETF VO	VO	246,038	$19.8m3.49%	3.49%	Reduced -7.5k	-7,454 -2.9%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	329,001	$16.6m2.93%	2.93%	Added +11.6k	+11,575 3.6%
9	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,234,223	$15.1m2.66%	2.66%	Added +1.6k	+1,610 0.1%
10	ISHARES TR NATIONAL MUN ETF MUB	MUB	128,051	$13.8m2.43%	2.43%	Reduced -1.7k	-1,746 -1.4%
11	ISHARES INC CORE MSCI EMKT IEMG	IEMG	153,639	$12.7m2.24%	2.24%	Reduced -4.6k	-4,598 -2.9%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	37,745	$11.4m2.01%	2.01%	Reduced -1.5k	-1,482 -3.8%
13	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	187,550	$9.6m1.69%	1.69%	Added +15.8k	+15,756 9.2%
14	ISHARES TR RUSSELL 2000 ETF IWM	IWM	29,413	$8.8m1.56%	1.56%	Reduced -215	-215 -0.7%
15	ISHARES TR BROAD USD HIGH USHY	USHY	199,560	$7.4m1.30%	1.30%	Added +14.2k	+14,243 7.7%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	10,262	$7.0m1.24%	1.24%	Added +9	+9 0.1%
17	ISHARES TR SHRT NAT MUN ETF SUB	SUB	62,504	$6.7m1.17%	1.17%	Reduced -674	-674 -1.1%
18	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	92,241	$6.6m1.16%	1.16%	Added +309	+309 0.3%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	14,854	$5.5m0.97%	0.97%	Added +107	+107 0.7%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,205	$5.4m0.95%	0.95%	Reduced -279	-279 -3.7%
21	ISHARES TR RUSSELL 3000 ETF IWV	IWV	10,695	$4.6m0.80%	0.80%	Added +6	+6 0.1%
22	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	61,893	$4.5m0.80%	0.80%	Added +12.0k	+11,966 24.0%
23	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	84,845	$4.4m0.77%	0.77%	Reduced -90	-90 -0.1%
24	APPLE INC COM AAPL	AAPL	14,747	$4.3m0.75%	0.75%	Reduced -374	-374 -2.5%
25	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	190,730	$3.6m0.63%	0.63%	Added +1.2k	+1,215 0.6%
26	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	13,768	$3.4m0.60%	0.60%	Reduced -218	-218 -1.6%
27	ISHARES TR 1 3 YR TREAS BD SHY	SHY	32,557	$2.7m0.47%	0.47%	Reduced -191	-191 -0.6%
28	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	44,097	$2.6m0.46%	0.46%	Reduced -654	-654 -1.5%
29	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	17,369	$1.8m0.31%	0.31%	Added +1.8k	+1,812 11.7%
30	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	41,502	$1.5m0.27%	0.27%	Added +193	+193 0.5%
31	BANK AMERICA CORP COM BAC	BAC	25,692	$1.5m0.26%	0.26%	Added +6	+6 0.0%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	97,541	$1.3m0.23%	0.23%	Reduced -294	-294 -0.3%
33	BNY MELLON ETF TRUST US LRG CP CORE BKLC	BKLC	9,142	$1.3m0.23%	0.23%	Added +30	+30 0.3%
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,309	$1.2m0.21%	0.21%	Reduced -260	-260 -7.3%
35	JPMORGAN CHASE & CO COM JPM	JPM	3,482	$1.1m0.20%	0.20%	Added +1	+1 0.0%
36	SPDR GOLD TR GOLD SHS GLD	GLD	2,710	$998.5k0.18%	0.18%	Added +10	+10 0.4%
37	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,121	$979.4k0.17%	0.17%	Unchanged
38	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	10,888	$937.9k0.17%	0.17%	Reduced -266	-266 -2.4%
39	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,730	$905.5k0.16%	0.16%	Added +6	+6 0.1%
40	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	31,654	$876.8k0.15%	0.15%	Reduced -451	-451 -1.4%
41	AMAZON COM INC COM AMZN	AMZN	3,677	$876.5k0.15%	0.15%	Added +153	+153 4.3%
42	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	29,671	$873.2k0.15%	0.15%	Added +599	+599 2.1%
43	BONDBLOXX ETF TRUST BLOOMBERG SIX MN XHLF	XHLF	16,835	$846.8k0.15%	0.15%	Reduced -328	-328 -1.9%
44	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,810	$845.6k0.15%	0.15%	Reduced -1.6k	-1,638 -19.4%
45	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,131	$795.5k0.14%	0.14%	Unchanged
46	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	7,851	$786.3k0.14%	0.14%	Reduced -453	-453 -5.5%
47	MICROSOFT CORP COM MSFT	MSFT	1,945	$725.6k0.13%	0.13%	Reduced -28	-28 -1.4%
48	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	3,952	$646.8k0.11%	0.11%	Added +111	+111 2.9%
49	ISHARES TR IBOXX HI YD ETF HYG	HYG	7,755	$620.2k0.11%	0.11%	Reduced -59	-59 -0.8%
50	MICRON TECHNOLOGY INC COM MU	MU	535	$617.5k0.11%	0.11%	New
51	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	7,349	$615.5k0.11%	0.11%	Reduced -56	-56 -0.8%
52	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	4,903	$610.1k0.11%	0.11%	Added +23	+23 0.5%
53	ISHARES TR TIPS BD ETF TIP	TIP	5,563	$608.8k0.11%	0.11%	Unchanged
54	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	8,230	$600.2k0.11%	0.11%	Added +7	+7 0.1%
55	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	11,233	$498.3k0.09%	0.09%	Unchanged
56	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	626	$461.0k0.08%	0.08%	Reduced -25	-25 -3.8%
57	HOME DEPOT INC COM HD	HD	1,234	$435.1k0.08%	0.08%	Added +32	+32 2.7%
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	853	$426.8k0.08%	0.08%	Unchanged
59	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	4,349	$419.2k0.07%	0.07%	Reduced -70	-70 -1.6%
60	NVIDIA CORPORATION COM NVDA	NVDA	1,998	$399.7k0.07%	0.07%	Reduced -142	-142 -6.6%
61	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,391	$391.2k0.07%	0.07%	Reduced -71	-71 -4.9%
62	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,855	$390.6k0.07%	0.07%	Reduced -62	-62 -2.1%
63	BROADCOM INC COM AVGO	AVGO	1,018	$384.6k0.07%	0.07%	Added +246	+246 31.9%
64	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,528	$370.3k0.07%	0.07%	Reduced -3	-3 -0.2%
65	META PLATFORMS INC CL A META	META	596	$335.9k0.06%	0.06%	Added +41	+41 7.4%
66	RTX CORPORATION COM RTX	RTX	1,769	$335.6k0.06%	0.06%	Added +225	+225 14.6%
67	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	14,996	$332.0k0.06%	0.06%	New
68	ISHARES TR IBONDS DEC 2036 IBTR	IBTR	13,318	$331.6k0.06%	0.06%	New
69	ISHARES TR IBONDS DEC 2035 IBTQ	IBTQ	13,219	$331.6k0.06%	0.06%	New
70	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	15,309	$331.4k0.06%	0.06%	New
71	ISHARES TR IBONDS DEC 2034 IBTP	IBTP	13,044	$331.1k0.06%	0.06%	New
72	ISHARES TR IBOND DEC 2030 IBTK	IBTK	16,943	$331.1k0.06%	0.06%	New
73	ISHARES TR IBONDS DEC 2033 IBTO	IBTO	13,718	$331.0k0.06%	0.06%	New
74	ISHARES TR IBONDS DEC 2032 IBTM	IBTM	14,585	$331.0k0.06%	0.06%	New
75	ISHARES TR IBONDS DEC 2031 IBTL	IBTL	16,393	$331.0k0.06%	0.06%	New
76	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	3,599	$324.3k0.06%	0.06%	Added +7	+7 0.2%
77	JOHNSON & JOHNSON COM JNJ	JNJ	1,264	$321.1k0.06%	0.06%	Added +132	+132 11.7%
78	EASTERN BANKSHARES INC COM EBC	EBC	14,045	$312.4k0.05%	0.05%	Added +100	+100 0.7%
79	CITIGROUP INC COM NEW C	C	2,200	$307.9k0.05%	0.05%	Unchanged
80	CORNING INC COM GLW	GLW	1,185	$302.7k0.05%	0.05%	New
81	MKS INC. COM MKSI	MKSI	670	$298.0k0.05%	0.05%	New
82	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	3,645	$295.8k0.05%	0.05%	Unchanged
83	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,299	$295.0k0.05%	0.05%	Unchanged
84	ADVANCED MICRO DEVICES INC COM AMD	AMD	462	$268.4k0.05%	0.05%	New
85	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	5,525	$265.9k0.05%	0.05%	Reduced -16	-16 -0.3%
86	LOWES COS INC COM LOW	LOW	1,201	$264.8k0.05%	0.05%	Reduced -50	-50 -4.0%
87	VISA INC COM CL A V	V	759	$260.5k0.05%	0.05%	Reduced -10	-10 -1.3%
88	GE VERNOVA INC COM GEV	GEV	220	$258.5k0.05%	0.05%	New
89	AMERICAN EXPRESS CO COM AXP	AXP	729	$246.5k0.04%	0.04%	New
90	ELI LILLY & CO COM LLY	LLY	201	$241.1k0.04%	0.04%	New
91	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	1,516	$233.9k0.04%	0.04%	Reduced -32	-32 -2.1%
92	COCA COLA CO COM KO	KO	2,863	$232.7k0.04%	0.04%	Reduced -232	-232 -7.5%
93	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,942	$226.6k0.04%	0.04%	Added +41	+41 2.2%
94	ABBVIE INC COM ABBV	ABBV	883	$222.2k0.04%	0.04%	New
95	CORTEVA INC COM CTVA	CTVA	2,524	$213.8k0.04%	0.04%	Unchanged
96	DEERE & CO COM DE	DE	336	$213.1k0.04%	0.04%	New
97	ISHARES TR EAFE GRWTH ETF EFG	EFG	1,712	$213.0k0.04%	0.04%	New
98	CATERPILLAR INC COM CAT	CAT	200	$213.0k0.04%	0.04%	New
99	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,001	$211.7k0.04%	0.04%	Unchanged
100	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,407	$211.5k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AT&T INC T	T	7,438	$215.6k7.4k shares
HONEYWELL INTL INC		473	$213.8k473 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
GLOBAL X FDS XYLD · Call	XYLD	Call	22,102	$9.0k22.1k shares	New