Q2 2026 13F · SEC CIK 1801184

Single Point Partners, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $568.0M
Reported positions: 102
Top holdings a year, 3 yrs: +14.6%
Assets under management: $641.3M

Single Point Partners, LLC is a wealth manager that reported 102 positions worth $568.0M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 29.4%), Ishares Tr (IJH, 9.8%), Ishares Tr (AGG, 8.8%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Single Point Partners, LLC holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Single Point Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	29.4%	29.1%	222,628	-0.6%	$166.7M
IJHIshares Tr	9.8%	9.6%	720,093	+0.7%	$55.5M
AGGIshares Tr	8.8%	9.4%	1,598,788	+2.4%	$50.1M
IJRIshares Core S&p Small Cap ETF	6.4%	6.0%	244,736	+0.4%	$36.3M
IWBIshares Russell 1000 ETF	4.0%	4.0%	55,525	-2.2%	$22.7M
IEFAIshares Core Msci Eafe ETF	3.7%	3.9%	219,717	+2.0%	$21.2M
VOVanguard Index Fds	3.5%	3.6%	246,038	+288.2%	$19.8M
VTEBVanguard Tx Ex Bd	2.9%	3.2%	329,001	+3.6%	$16.6M
ITOTIshares Total US Stock Market ETF	2.7%	2.6%	2,234,223	+0.1%	$15.1M
MUBIshares National Muni Bond ETF	2.4%	2.7%	128,051	-1.3%	$13.8M
IEMGIshares	2.2%	2.2%	153,639	-2.9%	$12.7M
VBVanguard Indx Fd	2.0%	2.0%	37,745	-3.8%	$11.4M
FLOTIshares Tr	1.7%	1.7%	187,550	+9.2%	$9.6M
IWMIshares	1.6%	1.5%	29,413	-0.7%	$8.8M
USHYIshares Tr	1.3%	1.4%	199,560	+7.7%	$7.4M
VOOVanguard S&p 500 ETF	1.2%	1.2%	10,262	+0.1%	$7.0M
SUBIshares Tr	1.2%	1.3%	62,504	-1.1%	$6.7M
VEAVanguard Tax-Managed Fds	1.2%	1.2%	92,241	+0.3%	$6.6M
VTIVanguard Index Fds	1.0%	0.9%	14,854	+0.7%	$5.5M
SPYSpdr S&p 500 ETF Tr	0.9%	1.0%	7,205	-3.7%	$5.4M
IWVIshares Russell 3000 Index	0.8%	0.8%	10,695	+0.1%	$4.6M
BNDVanguard Total Bond Market ETF	0.8%	0.7%	61,893	+24.0%	$4.5M
SPEMState Street Spdr Portfolio Emerging Mar	0.8%	0.8%	84,845	-0.1%	$4.4M
AAPLApple Inc	0.8%	0.8%	14,747	-2.5%	$4.3M
IXUSIshares Core Msci Total International St	0.6%	0.6%	190,730	+0.6%	$3.6M
VXFVanguard Index Fds	0.6%	0.6%	13,768	-1.6%	$3.4M
SHYiShs Lehman 1-3Tsy	0.5%	0.5%	32,557	-0.6%	$2.7M
VWOVanguard Intl Equity Index F	0.5%	0.5%	44,097	-1.5%	$2.6M
VTESVanguard Wellington Fd	0.3%	0.3%	17,369	+11.6%	$1.8M
SCHMSchwab Strategic Tr	0.3%	0.3%	41,502	+0.5%	$1.5M
BACBank of Amer Corp	0.3%	0.2%	25,692	+0.0%	$1.5M
GOOGAlphabet Inc	0.2%	0.2%	97,541	-0.3%	$1.3M
BKLCBny Mellon ETF Trust	0.2%	0.2%	9,142	+0.3%	$1.3M
GOOGLAlphabet Inc	0.2%	0.2%	3,309	-7.3%	$1.2M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,482	+0.0%	$1.1M
GLDSpdr Gold Shares	0.2%	0.2%	2,710	+0.4%	$998K
IVWIshares	0.2%	0.2%	7,121	+0.0%	$979K
VUGVanguard Indx Fd	0.2%	0.2%	10,888	+485.7%	$938K
VYMVym	0.2%	0.2%	5,730	+0.1%	$906K
SCHFSchwab Intl Equity	0.2%	0.2%	31,654	-1.4%	$877K
AMZNAmazon Com Inc Com	0.2%	0.1%	3,677	+4.3%	$876K
SCHXSchwab Stratgc Tr	0.2%	0.1%	29,671	+2.1%	$873K
XHLFBondbloxx ETF Trust	0.1%	0.2%	16,835	-1.9%	$847K
IWFIshares Russell 1000 Growth ETF	0.1%	0.2%	6,810	+222.4%	$846K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.1%	0.1%	1,131	+0.0%	$795K
GBILGoldman Sachs Access Treasury 0 1	0.1%	0.2%	7,851	-5.5%	$786K
MSFTMicrosoft Corp	0.1%	0.1%	1,945	-1.4%	$726K
ESGUIshares Msci Usa Esg	0.1%	—	3,952	—	$647K
HYGIshares Trust	0.1%	0.1%	7,755	-0.8%	$620K
MUMicron Technology Inc	0.1%	—	535	—	$618K

What Single Point Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$568.0M	102
Q1 2026	$502.5M	83
Q4 2025	$505.8M	87
Q3 2025	$492.7M	89
Q2 2025	$457.3M	88
Q1 2025	$426.0M	87
Q4 2024	$434.3M	81
Q3 2024	$62.7M	34
Q2 2024	$58.4M	34
Q1 2024	$430.5M	79
Q4 2023	$401.3M	77
Q3 2023	$380.9M	77

Questions about Single Point Partners, LLC's portfolio

What stocks does Single Point Partners, LLC own?

Single Point Partners, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 102 positions worth $568.0M. The largest are Ishares Core S&p 500 ETF (IVV) at 29.4%, Ishares Tr (IJH) at 9.8%, Ishares Tr (AGG) at 8.8%, Ishares Core S&p Small Cap ETF (IJR) at 6.4% and Ishares Russell 1000 ETF (IWB) at 4.0%.

What did Single Point Partners, LLC buy last quarter?

In Q2 2026, Single Point Partners, LLC added Vanguard Indx Fd (VUG) (+485.7% shares), Vanguard Index Fds (VO) (+288.2% shares) and Ishares Russell 1000 Growth ETF (IWF) (+222.4% shares), compared with its Q1 2026 filing.

What did Single Point Partners, LLC sell last quarter?

In Q2 2026, Single Point Partners, LLC cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 iShares TIPS Bond ETF (TIP), Alphabet Inc (GOOGL) (-7.3% shares) and Goldman Sachs Access Treasury 0 1 (GBIL) (-5.5% shares), compared with its Q1 2026 filing.

How has Single Point Partners, LLC's portfolio performed?

A portfolio copying Single Point Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Single Point Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Single Point Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Single Point Partners, LLC manage?

Single Point Partners, LLC reported $641.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $568.0M.