Stablepoint Partners, LLC

BRAINTREE, MA · CIK 2011237 · 13F filing filed 2026-01-13

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$930.0m
Staff11 · 5 in investment roles
Main clients (by assets)High net worth individuals 86%, Individuals 13%
Websitestablepointpartners.com
Form ADV · 2026-07-02SEC adviser record

$640.9m reported value +1.7% vs Q3 2025

245positions

19.7%in top 10

4 new 113 added 110 reduced 7 sold out vs Q3 2025

Holdings, Q4 2025

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	APPLE INC COM AAPL	AAPL	74,738	$20.3m3.17%	3.17%	Reduced -749	-749 -1.0%
2	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	218,218	$13.1m2.04%	2.04%	Added +76.3k	+76,286 53.8%
3	BROADCOM INC COM AVGO	AVGO	36,402	$12.6m1.97%	1.97%	Reduced -517	-517 -1.4%
4	JPMORGAN CHASE & CO COM JPM	JPM	38,599	$12.4m1.94%	1.94%	Added +167	+167 0.4%
5	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	287,083	$11.8m1.85%	1.85%	Added +7.3k	+7,296 2.6%
6	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	238,708	$11.7m1.83%	1.83%	Added +5.1k	+5,120 2.2%
7	ISHARES GOLD TR ISHARES NEW IAU	IAU	143,183	$11.6m1.81%	1.81%	Reduced -4.7k	-4,703 -3.2%
8	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	39,873	$11.0m1.71%	1.71%	Reduced -804	-804 -2.0%
9	MICROSOFT CORP COM MSFT	MSFT	22,144	$10.7m1.67%	1.67%	Added +107	+107 0.5%
10	NEXTERA ENERGY INC COM NEE	NEE	132,300	$10.6m1.66%	1.66%	Added +540	+540 0.4%
11	AMGEN INC COM AMGN	AMGN	31,299	$10.2m1.60%	1.60%	Added +270	+270 0.9%
12	AMAZON COM INC COM AMZN	AMZN	43,169	$10.0m1.55%	1.55%	Added +177	+177 0.4%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,973	$9.1m1.41%	1.41%	Reduced -52	-52 -0.2%
14	ISHARES TR PFD AND INCM SEC PFF	PFF	268,706	$8.3m1.30%	1.30%	Added +1.1k	+1,068 0.4%
15	COCA COLA CO COM KO	KO	116,673	$8.2m1.27%	1.27%	Added +1.7k	+1,693 1.5%
16	ISHARES TR TIPS BD ETF TIP	TIP	72,497	$8.0m1.24%	1.24%	Added +2.8k	+2,751 3.9%
17	CAPITAL ONE FINL CORP COM COF	COF	32,235	$7.8m1.22%	1.22%	Added +567	+567 1.8%
18	WALMART INC COM WMT	WMT	67,790	$7.6m1.18%	1.18%	Added +585	+585 0.9%
19	MERCK & CO INC COM MRK	MRK	71,437	$7.5m1.17%	1.17%	Added +808	+808 1.1%
20	CVS HEALTH CORP COM CVS	CVS	91,951	$7.3m1.14%	1.14%	Added +90	+90 0.1%
21	JOHNSON & JOHNSON COM JNJ	JNJ	35,252	$7.3m1.14%	1.14%	Reduced -343	-343 -1.0%
22	LOCKHEED MARTIN CORP COM LMT	LMT	15,058	$7.3m1.14%	1.14%	Added +187	+187 1.3%
23	MEDTRONIC PLC SHS MDT	MDT	70,835	$6.8m1.06%	1.06%	Reduced -57	-57 -0.1%
24	CHEVRON CORP NEW COM CVX	CVX	44,259	$6.7m1.05%	1.05%	Added +644	+644 1.5%
25	META PLATFORMS INC CL A META	META	10,047	$6.6m1.03%	1.03%	Reduced -77	-77 -0.8%
26	PEPSICO INC COM PEP	PEP	46,153	$6.6m1.03%	1.03%	Reduced -713	-713 -1.5%
27	MCDONALDS CORP COM MCD	MCD	21,373	$6.5m1.02%	1.02%	Added +372	+372 1.8%
28	QUALCOMM INC COM QCOM	QCOM	37,936	$6.5m1.01%	1.01%	Added +268	+268 0.7%
29	CISCO SYS INC COM CSCO	CSCO	84,096	$6.5m1.01%	1.01%	Added +243	+243 0.3%
30	TORONTO DOMINION BK ONT COM NEW TD	TD	68,148	$6.4m1.00%	1.00%	Added +141	+141 0.2%
31	PROCTER AND GAMBLE CO COM PG	PG	44,471	$6.4m0.99%	0.99%	Reduced -1.4k	-1,371 -3.0%
32	PHILLIPS 66 COM PSX	PSX	48,389	$6.2m0.97%	0.97%	Added +510	+510 1.1%
33	UNILEVER PLC SPON ADR NEW UL	UL	92,678	$6.1m0.95%	0.95%	New
34	FIRSTENERGY CORP COM FE	FE	133,023	$6.0m0.93%	0.93%	Added +1.6k	+1,562 1.2%
35	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	129,212	$6.0m0.93%	0.93%	Added +48.9k	+48,898 60.9%
36	WEBSTER FINL CORP COM WBS	WBS	92,538	$5.8m0.91%	0.91%	Added +1.5k	+1,490 1.6%
37	GSK PLC SPONSORED ADR GSK	GSK	118,493	$5.8m0.91%	0.91%	Reduced -116	-116 -0.1%
38	AT&T INC COM T	T	231,803	$5.8m0.90%	0.90%	Added +5.1k	+5,101 2.2%
39	BLACKSTONE INC COM BX	BX	36,550	$5.6m0.88%	0.88%	Added +578	+578 1.6%
40	KINDER MORGAN INC DEL COM KMI	KMI	203,824	$5.6m0.87%	0.87%	Reduced -1.6k	-1,598 -0.8%
41	NVIDIA CORPORATION COM NVDA	NVDA	29,008	$5.4m0.84%	0.84%	Reduced -785	-785 -2.6%
42	VERIZON COMMUNICATIONS INC COM VZ	VZ	130,583	$5.3m0.83%	0.83%	Reduced -6.3k	-6,285 -4.6%
43	FIFTH THIRD BANCORP COM FITB	FITB	110,541	$5.2m0.81%	0.81%	Added +1.6k	+1,604 1.5%
44	ABBVIE INC COM ABBV	ABBV	22,524	$5.1m0.80%	0.80%	Added +177	+177 0.8%
45	DOMINION ENERGY INC COM D	D	86,522	$5.1m0.79%	0.79%	Reduced -2.1k	-2,140 -2.4%
46	EDISON INTL COM EIX	EIX	83,425	$5.0m0.78%	0.78%	Reduced -2.7k	-2,749 -3.2%
47	ISHARES TR 7-10 YR TRSY BD IEF	IEF	51,992	$5.0m0.78%	0.78%	Added +4.4k	+4,405 9.3%
48	DUKE ENERGY CORP NEW COM NEW DUK	DUK	41,075	$4.8m0.75%	0.75%	Added +495	+495 1.2%
49	CROWN CASTLE INC COM CCI	CCI	53,791	$4.8m0.75%	0.75%	Reduced -3.2k	-3,214 -5.6%
50	METLIFE INC COM MET	MET	60,001	$4.7m0.74%	0.74%	Reduced -1	-1 0.0%
51	SPDR SER TR S&P DIVID ETF SDY	SDY	33,006	$4.6m0.72%	0.72%	Added +16.8k	+16,757 103.1%
52	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	20,547	$4.5m0.70%	0.70%	Added +2.6k	+2,612 14.6%
53	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	180,256	$4.2m0.66%	0.66%	Added +16.5k	+16,509 10.1%
54	TJX COS INC NEW COM TJX	TJX	26,979	$4.1m0.65%	0.65%	Reduced -3	-3 -0.0%
55	PFIZER INC COM PFE	PFE	165,928	$4.1m0.64%	0.64%	Reduced -16.9k	-16,911 -9.2%
56	TESLA INC COM TSLA	TSLA	9,030	$4.1m0.63%	0.63%	Reduced -187	-187 -2.0%
57	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	58,693	$4.0m0.62%	0.62%	Added +1.7k	+1,689 3.0%
58	T-MOBILE US INC COM TMUS	TMUS	18,850	$3.8m0.60%	0.60%	Reduced -286	-286 -1.5%
59	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	12,144	$3.7m0.58%	0.58%	Reduced -78	-78 -0.6%
60	ELI LILLY & CO COM LLY	LLY	3,320	$3.6m0.56%	0.56%	Reduced -47	-47 -1.4%
61	ALPHABET INC CAP STK CL C GOOG	GOOG	11,321	$3.6m0.55%	0.55%	Reduced -78	-78 -0.7%
62	UBER TECHNOLOGIES INC COM UBER	UBER	43,056	$3.5m0.55%	0.55%	Added +19	+19 0.0%
63	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	53,329	$3.4m0.52%	0.52%	Added +206	+206 0.4%
64	MICRON TECHNOLOGY INC COM MU	MU	11,648	$3.3m0.52%	0.52%	Reduced -81	-81 -0.7%
65	RTX CORPORATION COM RTX	RTX	17,115	$3.1m0.49%	0.49%	Reduced -18	-18 -0.1%
66	GILEAD SCIENCES INC COM GILD	GILD	24,969	$3.1m0.48%	0.48%	Added +338	+338 1.4%
67	DOW INC COM DOW	DOW	127,095	$3.0m0.46%	0.46%	Reduced -64.7k	-64,682 -33.7%
68	PARKER-HANNIFIN CORP COM PH	PH	3,377	$3.0m0.46%	0.46%	Reduced -62	-62 -1.8%
69	LOWES COS INC COM LOW	LOW	12,306	$3.0m0.46%	0.46%	Added +146	+146 1.2%
70	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	5,197	$2.9m0.46%	0.46%	Added +25	+25 0.5%
71	KIMBERLY-CLARK CORP COM KMB	KMB	28,498	$2.9m0.45%	0.45%	Reduced -7.0k	-6,990 -19.7%
72	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	63,821	$2.8m0.43%	0.43%	Reduced -17.0k	-17,027 -21.1%
73	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,428	$2.7m0.42%	0.42%	Added +126	+126 2.9%
74	NETFLIX INC COM NFLX	NFLX	28,971	$2.7m0.42%	0.42%	Added +141	+141 0.5%
75	ISHARES TR S&P 500 GRWT ETF IVW	IVW	21,750	$2.7m0.42%	0.42%	Added +139	+139 0.6%
76	DEERE & CO COM DE	DE	5,703	$2.7m0.41%	0.41%	Added +129	+129 2.3%
77	OSHKOSH CORP COM OSK	OSK	21,113	$2.7m0.41%	0.41%	Added +540	+540 2.6%
78	ABBOTT LABS COM ABT	ABT	21,066	$2.6m0.41%	0.41%	Added +202	+202 1.0%
79	MONDELEZ INTL INC CL A MDLZ	MDLZ	48,751	$2.6m0.41%	0.41%	Added +178	+178 0.4%
80	STARBUCKS CORP COM SBUX	SBUX	30,579	$2.6m0.40%	0.40%	Reduced -331	-331 -1.1%
81	QUEST DIAGNOSTICS INC COM DGX	DGX	14,765	$2.6m0.40%	0.40%	Added +15	+15 0.1%
82	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	53,214	$2.5m0.39%	0.39%	Added +1.7k	+1,714 3.3%
83	PROLOGIS INC. COM PLD	PLD	19,243	$2.5m0.38%	0.38%	Added +211	+211 1.1%
84	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,226	$2.4m0.38%	0.38%	Reduced -15	-15 -0.3%
85	ADVANCED MICRO DEVICES INC COM AMD	AMD	11,161	$2.4m0.37%	0.37%	Added +4	+4 0.0%
86	VISA INC COM CL A V	V	6,812	$2.4m0.37%	0.37%	Reduced -13	-13 -0.2%
87	EXXON MOBIL CORP COM XOM	XOM	19,137	$2.3m0.36%	0.36%	Reduced -563	-563 -2.9%
88	AMERICAN EXPRESS CO COM AXP	AXP	6,183	$2.3m0.36%	0.36%	Reduced -267	-267 -4.1%
89	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,773	$2.3m0.35%	0.35%	Reduced -8	-8 -0.1%
90	RAYMOND JAMES FINL INC COM RJF	RJF	13,645	$2.2m0.34%	0.34%	Added +186	+186 1.4%
91	TRANE TECHNOLOGIES PLC SHS TT	TT	5,566	$2.2m0.34%	0.34%	Reduced -369	-369 -6.2%
92	ORACLE CORP COM ORCL	ORCL	10,808	$2.1m0.33%	0.33%	Reduced -31	-31 -0.3%
93	APPLIED MATLS INC COM AMAT	AMAT	8,194	$2.1m0.33%	0.33%	Reduced -14	-14 -0.2%
94	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		22,789	$2.1m0.33%	0.33%	Added +378	+378 1.7%
95	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	14,177	$2.1m0.32%	0.32%	Reduced -28	-28 -0.2%
96	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,362	$2.0m0.32%	0.32%	Reduced -52	-52 -1.2%
97	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	45,768	$2.0m0.32%	0.32%	Added +1.5k	+1,484 3.4%
98	STEEL DYNAMICS INC COM STLD	STLD	11,810	$2.0m0.31%	0.31%	Reduced -100	-100 -0.8%
99	APOLLO GLOBAL MGMT INC COM APO	APO	13,435	$1.9m0.30%	0.30%	Added +107	+107 0.8%
100	WILLIAMS COS INC COM WMB	WMB	32,246	$1.9m0.30%	0.30%	Reduced -360	-360 -1.1%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSJP	BSJP	313,092	$7.2m313.1k shares
UNILEVER PLC		102,622	$6.1m102.6k shares
WORKDAY INC WDAY	WDAY	1,613	$388.3k1.6k shares
GE VERNOVA INC GEV	GEV	589	$362.0k589 shares
AMERICAN TOWER CORP NEW AMT	AMT	1,206	$231.9k1.2k shares
ISHARES TR		8,249	$221.0k8.2k shares
MIDCAP FINANCIAL INVSTMNT CO MFIC	MFIC	10,255	$123.0k10.3k shares