Stablepoint Partners, LLC

BRAINTREE, MA · CIK 2011237 · 13F filing filed 2026-07-09

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

$722.7m reported value +7.4% vs Q1 2026

260positions

17.2%in top 10

7 new 129 added 92 reduced 7 sold out vs Q1 2026

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	APPLE INC COM AAPL	AAPL	72,741	$21.0m2.91%	2.91%	Reduced -644	-644 -0.9%
2	BROADCOM INC COM AVGO	AVGO	35,058	$13.2m1.83%	1.83%	Reduced -341	-341 -1.0%
3	JPMORGAN CHASE & CO COM JPM	JPM	39,169	$12.8m1.77%	1.77%	Added +25	+25 0.1%
4	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	213,638	$12.8m1.77%	1.77%	Reduced -5.9k	-5,942 -2.7%
5	NEXTERA ENERGY INC COM NEE	NEE	130,434	$11.4m1.58%	1.58%	Reduced -189	-189 -0.1%
6	AMGEN INC COM AMGN	AMGN	31,144	$11.3m1.56%	1.56%	Added +176	+176 0.6%
7	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	269,885	$10.9m1.50%	1.50%	Added +3.1k	+3,070 1.1%
8	ISHARES TR PFD AND INCM SEC PFF	PFF	346,842	$10.6m1.46%	1.46%	Added +7.0k	+6,999 2.1%
9	AMAZON COM INC COM AMZN	AMZN	43,401	$10.3m1.43%	1.43%	Reduced -74	-74 -0.2%
10	CISCO SYS INC COM CSCO	CSCO	84,673	$9.9m1.38%	1.38%	Reduced -197	-197 -0.2%
11	COCA COLA CO COM KO	KO	121,836	$9.9m1.37%	1.37%	Added +329	+329 0.3%
12	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	10,123	$9.8m1.35%	1.35%	Reduced -166	-166 -1.6%
13	ISHARES TR TIPS BD ETF TIP	TIP	88,501	$9.7m1.34%	1.34%	Added +273	+273 0.3%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,660	$9.2m1.27%	1.27%	Reduced -1.3k	-1,271 -4.7%
15	CVS HEALTH CORP COM CVS	CVS	88,359	$9.1m1.26%	1.26%	Added +190	+190 0.2%
16	ISHARES GOLD TR ISHARES NEW IAU	IAU	120,038	$9.1m1.25%	1.25%	Added +2.2k	+2,223 1.9%
17	SSGA ACTIVE ETF TR ULT SHT TRM BD ULST	ULST	220,840	$8.9m1.24%	1.24%	Added +5.1k	+5,106 2.4%
18	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	132,146	$8.9m1.23%	1.23%	Added +4.9k	+4,859 3.8%
19	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	219,753	$8.7m1.20%	1.20%	Added +8.2k	+8,170 3.9%
20	MERCK & CO INC COM MRK	MRK	67,206	$8.6m1.19%	1.19%	Added +537	+537 0.8%
21	MICROSOFT CORP COM MSFT	MSFT	22,861	$8.5m1.18%	1.18%	Reduced -130	-130 -0.6%
22	PHILLIPS 66 COM PSX	PSX	48,662	$8.2m1.14%	1.14%	Added +47	+47 0.1%
23	QUALCOMM INC COM QCOM	QCOM	42,734	$7.9m1.09%	1.09%	Added +190	+190 0.5%
24	JOHNSON & JOHNSON COM JNJ	JNJ	29,950	$7.6m1.05%	1.05%	Added +193	+193 0.7%
25	CHEVRON CORP NEW COM CVX	CVX	45,046	$7.5m1.03%	1.03%	Added +364	+364 0.8%
26	TORONTO DOMINION BK ONT COM NEW TD	TD	61,446	$7.5m1.03%	1.03%	Added +23	+23 0.0%
27	PROCTER AND GAMBLE CO COM PG	PG	49,683	$7.3m1.01%	1.01%	Added +58	+58 0.1%
28	WALMART INC COM WMT	WMT	63,964	$7.2m1.00%	1.00%	Added +529	+529 0.8%
29	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	340,722	$7.2m1.00%	1.00%	Added +21.5k	+21,532 6.8%
30	LOCKHEED MARTIN CORP COM LMT	LMT	13,993	$7.1m0.99%	0.99%	Added +155	+155 1.1%
31	WEBSTER FINL CORP COM WBS	WBS	93,233	$7.1m0.99%	0.99%	Reduced -171	-171 -0.2%
32	KINDER MORGAN INC DEL COM KMI	KMI	215,632	$6.9m0.95%	0.95%	Added +435	+435 0.2%
33	CAPITAL ONE FINL CORP COM COF	COF	33,451	$6.7m0.93%	0.93%	Added +454	+454 1.4%
34	VERIZON COMMUNICATIONS INC COM VZ	VZ	155,789	$6.6m0.91%	0.91%	Added +1.7k	+1,652 1.1%
35	PEPSICO INC COM PEP	PEP	48,466	$6.6m0.91%	0.91%	Added +242	+242 0.5%
36	DOMINION ENERGY INC COM D	D	95,706	$6.5m0.90%	0.90%	Added +1.2k	+1,190 1.3%
37	FIRSTENERGY CORP COM FE	FE	135,507	$6.4m0.89%	0.89%	Added +1.9k	+1,869 1.4%
38	EDISON INTL COM EIX	EIX	83,881	$6.2m0.86%	0.86%	Added +98	+98 0.1%
39	MCDONALDS CORP COM MCD	MCD	23,041	$6.2m0.86%	0.86%	Added +389	+389 1.7%
40	FIFTH THIRD BANCORP COM FITB	FITB	108,932	$6.1m0.85%	0.85%	Added +537	+537 0.5%
41	MICRON TECHNOLOGY INC COM MU	MU	5,241	$6.0m0.84%	0.84%	Reduced -110	-110 -2.1%
42	UNILEVER PLC SPON ADR NEW UL	UL	97,951	$5.9m0.81%	0.81%	Added +722	+722 0.7%
43	MEDTRONIC PLC SHS MDT	MDT	74,189	$5.8m0.80%	0.80%	Added +1.1k	+1,052 1.4%
44	AT&T INC COM T	T	280,127	$5.8m0.80%	0.80%	Added +2.9k	+2,890 1.0%
45	GSK PLC SPONSORED ADR GSK	GSK	109,711	$5.8m0.80%	0.80%	Added +862	+862 0.8%
46	METLIFE INC COM MET	MET	67,921	$5.7m0.80%	0.80%	Added +443	+443 0.7%
47	DUKE ENERGY CORP NEW COM NEW DUK	DUK	45,150	$5.7m0.79%	0.79%	Added +324	+324 0.7%
48	NVIDIA CORPORATION COM NVDA	NVDA	28,540	$5.7m0.79%	0.79%	Reduced -475	-475 -1.6%
49	KONTOOR BRANDS INC COM KTB	KTB	67,923	$5.7m0.78%	0.78%	Added +346	+346 0.5%
50	CROWN CASTLE INC COM CCI	CCI	72,208	$5.5m0.76%	0.76%	Added +812	+812 1.1%
51	ABBVIE INC COM ABBV	ABBV	21,670	$5.5m0.75%	0.75%	Reduced -216	-216 -1.0%
52	META PLATFORMS INC CL A META	META	9,612	$5.4m0.75%	0.75%	Reduced -23	-23 -0.2%
53	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,178	$5.3m0.74%	0.74%	Reduced -239	-239 -2.5%
54	ISHARES TR 7-10 YR TRSY BD IEF	IEF	54,935	$5.2m0.72%	0.72%	Added +3.0k	+2,982 5.7%
55	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	21,301	$5.0m0.70%	0.70%	Added +1.3k	+1,346 6.8%
56	KIMBERLY-CLARK CORP COM KMB	KMB	45,384	$5.0m0.69%	0.69%	Added +679	+679 1.5%
57	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	10,288	$4.9m0.68%	0.68%	Added +6	+6 0.1%
58	PFIZER INC COM PFE	PFE	201,036	$4.8m0.67%	0.67%	Added +2.8k	+2,790 1.4%
59	PUBLIC STORAGE COM PSA	PSA	14,745	$4.7m0.65%	0.65%	Added +157	+157 1.1%
60	UNITED PARCEL SERVICE INC CL B UPS	UPS	41,729	$4.5m0.62%	0.62%	Added +750	+750 1.8%
61	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	58,863	$4.5m0.62%	0.62%	Added +2.7k	+2,673 4.8%
62	APPLIED MATLS INC COM AMAT	AMAT	6,045	$4.4m0.60%	0.60%	Reduced -110	-110 -1.8%
63	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	87,305	$4.2m0.58%	0.58%	Reduced -647	-647 -0.7%
64	TJX COS INC NEW COM TJX	TJX	25,971	$3.9m0.54%	0.54%	Reduced -161	-161 -0.6%
65	ELI LILLY & CO COM LLY	LLY	3,240	$3.9m0.54%	0.54%	Reduced -53	-53 -1.6%
66	BLACKSTONE INC COM BX	BX	32,020	$3.8m0.52%	0.52%	Added +341	+341 1.1%
67	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,052	$3.7m0.51%	0.51%	Added +165	+165 3.4%
68	DEERE & CO COM DE	DE	5,827	$3.7m0.51%	0.51%	Added +74	+74 1.3%
69	T-MOBILE US INC COM TMUS	TMUS	21,870	$3.7m0.51%	0.51%	Reduced -447	-447 -2.0%
70	ALPHABET INC CAP STK CL C GOOG	GOOG	10,263	$3.6m0.50%	0.50%	Reduced -344	-344 -3.2%
71	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	61,245	$3.5m0.49%	0.49%	Added +3.9k	+3,916 6.8%
72	STARBUCKS CORP COM SBUX	SBUX	33,318	$3.4m0.47%	0.47%	Added +546	+546 1.7%
73	TESLA INC COM TSLA	TSLA	8,067	$3.4m0.47%	0.47%	Reduced -545	-545 -6.3%
74	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,330	$3.3m0.46%	0.46%	Reduced -428	-428 -9.0%
75	UBER TECHNOLOGIES INC COM UBER	UBER	45,613	$3.3m0.46%	0.46%	Added +621	+621 1.4%
76	ISHARES TR S&P 500 GRWT ETF IVW	IVW	23,800	$3.3m0.45%	0.45%	Added +573	+573 2.5%
77	OSHKOSH CORP COM OSK	OSK	21,248	$3.3m0.45%	0.45%	Added +506	+506 2.4%
78	SPDR SER TR S&P DIVID ETF SDY	SDY	20,633	$3.1m0.43%	0.43%	Reduced -52	-52 -0.2%
79	RTX CORPORATION COM RTX	RTX	16,473	$3.1m0.43%	0.43%	Added +334	+334 2.1%
80	QUEST DIAGNOSTICS INC COM DGX	DGX	14,652	$3.1m0.43%	0.43%	Added +26	+26 0.2%
81	PALO ALTO NETWORKS INC COM PANW	PANW	9,082	$3.1m0.43%	0.43%	Reduced -33	-33 -0.4%
82	MONDELEZ INTL INC CL A MDLZ	MDLZ	53,019	$3.1m0.42%	0.42%	Added +185	+185 0.3%
83	PARKER-HANNIFIN CORP COM PH	PH	3,000	$2.9m0.41%	0.41%	Reduced -67	-67 -2.2%
84	GILEAD SCIENCES INC COM GILD	GILD	23,047	$2.9m0.40%	0.40%	Reduced -174	-174 -0.8%
85	VANGUARD INDEX FDS MID CAP ETF VO	VO	35,917	$2.9m0.40%	0.40%	Added +957	+957 2.7%
86	VALERO ENERGY CORP COM VLO	VLO	11,058	$2.9m0.40%	0.40%	Reduced -161	-161 -1.4%
87	TRANE TECHNOLOGIES PLC SHS TT	TT	5,565	$2.7m0.38%	0.38%	Unchanged
88	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	53,628	$2.6m0.36%	0.36%	Reduced -4.0k	-3,968 -6.9%
89	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	51,218	$2.6m0.36%	0.36%	Added +1.5k	+1,496 3.0%
90	PROLOGIS INC. COM PLD	PLD	18,566	$2.5m0.35%	0.35%	Reduced -672	-672 -3.5%
91	VISA INC COM CL A V	V	7,264	$2.5m0.34%	0.34%	Reduced -102	-102 -1.4%
92	NETFLIX INC COM NFLX	NFLX	34,517	$2.5m0.34%	0.34%	Reduced -94	-94 -0.3%
93	LOWES COS INC COM LOW	LOW	11,083	$2.4m0.34%	0.34%	Added +67	+67 0.6%
94	WILLIAMS COS INC COM WMB	WMB	30,809	$2.3m0.32%	0.32%	Reduced -1.3k	-1,331 -4.1%
95	STEEL DYNAMICS INC COM STLD	STLD	9,978	$2.3m0.32%	0.32%	Reduced -68	-68 -0.7%
96	KODIAK GAS SVCS INC COM KGS	KGS	29,662	$2.2m0.31%	0.31%	Added +112	+112 0.4%
97	GE VERNOVA INC COM GEV	GEV	1,838	$2.2m0.30%	0.30%	Reduced -102	-102 -5.3%
98	RUBRIK INC. CL A RBRK	RBRK	26,811	$2.2m0.30%	0.30%	Added +1.1k	+1,140 4.4%
99	RAYMOND JAMES FINL INC COM RJF	RJF	14,150	$2.2m0.30%	0.30%	Added +136	+136 1.0%
100	AMERICAN EXPRESS CO COM AXP	AXP	6,235	$2.1m0.29%	0.29%	Added +58	+58 0.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		946	$427.6k946 shares
MIDCAP FINANCIAL INVSTMNT CO MFIC	MFIC	34,475	$387.5k34.5k shares
BOOKING HOLDINGS INC BKNG	BKNG	1,850	$311.6k1.9k shares
NORTHROP GRUMMAN CORP NOC	NOC	384	$262.0k384 shares
ISHARES TR IWY	IWY	900	$224.0k900 shares
BECTON DICKINSON & CO BDX	BDX	1,380	$217.0k1.4k shares
TERAWULF INC WULF	WULF	11,500	$165.9k11.5k shares