13F HOLDINGS REPORT
Single Point Partners, LLC
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001801184-25-000006
Total Value
$492.7M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 221,488 | $148.2M | 30.09% |
| 2 | ISHARES TR | 464287507 | 702,999 | $45.9M | 9.31% |
| 3 | ISHARES TR | 464287226 | 422,653 | $41.0M | 8.32% |
| 4 | ISHARES TR | 464287804 | 242,493 | $28.8M | 5.85% |
| 5 | ISHARES TR | 464287622 | 58,065 | $21.2M | 4.31% |
| 6 | VANGUARD INDEX FDS | 922908629 | 64,197 | $18.9M | 3.83% |
| 7 | ISHARES TR | 46432F842 | 210,809 | $18.4M | 3.74% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 311,457 | $15.6M | 3.17% |
| 9 | ISHARES TR | 464288414 | 122,848 | $13.1M | 2.66% |
| 10 | ISHARES TR | 464287150 | 76,472 | $11.1M | 2.26% |
| 11 | ISHARES INC | 46434G103 | 157,469 | $10.4M | 2.11% |
| 12 | VANGUARD INDEX FDS | 922908751 | 39,309 | $10.0M | 2.03% |
| 13 | ISHARES TR | 46429B655 | 157,214 | $8.0M | 1.63% |
| 14 | ISHARES TR | 464287655 | 29,049 | $7.0M | 1.43% |
| 15 | ISHARES TR | 464288158 | 60,855 | $6.5M | 1.32% |
| 16 | ISHARES TR | 46435U853 | 170,434 | $6.4M | 1.31% |
| 17 | VANGUARD INDEX FDS | 922908363 | 10,118 | $6.2M | 1.26% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 91,013 | $5.5M | 1.11% |
| 19 | SPDR S&P 500 ETF TR | SPY | 7,496 | $5.0M | 1.01% |
| 20 | VANGUARD INDEX FDS | 922908769 | 13,841 | $4.5M | 0.92% |
| 21 | APPLE INC | AAPL | 16,960 | $4.3M | 0.88% |
| 22 | ISHARES TR | 464287689 | 10,675 | $4.0M | 0.82% |
| 23 | SPDR INDEX SHS FDS | 78463X509 | 85,641 | $4.0M | 0.81% |
| 24 | VANGUARD BD INDEX FDS | 921937835 | 47,648 | $3.5M | 0.72% |
| 25 | VANGUARD INDEX FDS | 922908652 | 13,963 | $2.9M | 0.59% |
| 26 | ISHARES TR | 46432F834 | 33,539 | $2.8M | 0.56% |
| 27 | ISHARES TR | 464287457 | 33,358 | $2.8M | 0.56% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042858 | 50,138 | $2.7M | 0.55% |
| 29 | MICROSOFT CORP | MSFT | 3,213 | $1.7M | 0.34% |
| 30 | ALPHABET INC | GOOG | 246,693 | $1.4M | 0.29% |
| 31 | VANGUARD WELLINGTON FD | 921935870 | 13,827 | $1.4M | 0.29% |
| 32 | BANK AMERICA CORP | 060505104 | 26,713 | $1.4M | 0.28% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 4,172 | $1.3M | 0.27% |
| 34 | SCHWAB STRATEGIC TR | 808524508 | 39,521 | $1.2M | 0.24% |
| 35 | ALPHABET INC | GOOG | 4,815 | $1.2M | 0.24% |
| 36 | BNY MELLON ETF TRUST | 09661T107 | 9,061 | $1.2M | 0.24% |
| 37 | ACCENTURE PLC IRELAND | ACN | 4,630 | $1.1M | 0.23% |
| 38 | ISHARES TR | 464287614 | 2,264 | $1.1M | 0.22% |
| 39 | SPDR GOLD TR | GLD | 2,700 | $959,918 | 0.19% |
| 40 | ISHARES TR | 464287309 | 7,298 | $881,015 | 0.18% |
| 41 | VANGUARD INDEX FDS | 922908736 | 1,822 | $873,849 | 0.18% |
| 42 | VANGUARD WHITEHALL FDS | 921946406 | 5,895 | $830,956 | 0.17% |
| 43 | AMAZON COM INC | AMZN | 3,747 | $822,796 | 0.17% |
| 44 | GOLDMAN SACHS ETF TR | NVGLF | 7,946 | $796,379 | 0.16% |
| 45 | SCHWAB STRATEGIC TR | 808524201 | 29,072 | $765,751 | 0.16% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,248 | $743,993 | 0.15% |
| 47 | SCHWAB STRATEGIC TR | 808524805 | 31,815 | $740,644 | 0.15% |
| 48 | ISHARES TR | 464288513 | 8,397 | $681,780 | 0.14% |
| 49 | ISHARES TR | 464287176 | 5,194 | $577,668 | 0.12% |
| 50 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,425 | $529,894 | 0.11% |
| 51 | SPDR SERIES TRUST | 78468R531 | 8,211 | $522,140 | 0.11% |
| 52 | META PLATFORMS INC | META | 711 | $521,848 | 0.11% |
| 53 | HOME DEPOT INC | HD | 1,240 | $502,622 | 0.10% |
| 54 | INTERNATIONAL BUSINESS MACHS | INTR | 1,664 | $469,513 | 0.10% |
| 55 | NVIDIA CORPORATION | NVDA | 2,441 | $455,367 | 0.09% |
| 56 | DIMENSIONAL ETF TRUST | 25434V708 | 11,233 | $433,271 | 0.09% |
| 57 | SPDR SERIES TRUST | 78468R622 | 4,392 | $430,391 | 0.09% |
| 58 | ISHARES TR | 46435G425 | 2,760 | $401,908 | 0.08% |
| 59 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 799 | $401,689 | 0.08% |
| 60 | INVESCO QQQ TR | IVZ | 660 | $396,244 | 0.08% |
| 61 | ISHARES TR | 464287598 | 1,820 | $370,548 | 0.08% |
| 62 | PALANTIR TECHNOLOGIES INC | PLTR | 1,960 | $357,525 | 0.07% |
| 63 | AMERICAN ELEC PWR CO INC | 025537101 | 3,076 | $346,071 | 0.07% |
| 64 | TJX COS INC NEW | 872540109 | 2,274 | $328,684 | 0.07% |
| 65 | LOWES COS INC | 548661107 | 1,261 | $316,902 | 0.06% |
| 66 | SCHWAB STRATEGIC TR | 808524888 | 6,748 | $307,110 | 0.06% |
| 67 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 3,645 | $304,232 | 0.06% |
| 68 | RTX CORPORATION | RTX | 1,778 | $297,517 | 0.06% |
| 69 | VISA INC | V | 867 | $296,082 | 0.06% |
| 70 | COSTCO WHSL CORP NEW | 22160K105 | 311 | $287,871 | 0.06% |
| 71 | ISHARES TR | 464287408 | 1,299 | $268,256 | 0.05% |
| 72 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,570 | $261,641 | 0.05% |
| 73 | BLACKSTONE INC | BX | 1,480 | $252,858 | 0.05% |
| 74 | EASTERN BANKSHARES INC | EBC | 13,845 | $251,287 | 0.05% |
| 75 | VANGUARD INTL EQUITY INDEX F | 922042718 | 1,741 | $248,189 | 0.05% |
| 76 | PEPSICO INC | PEP | 1,647 | $231,361 | 0.05% |
| 77 | BROADCOM INC | AVGO | 690 | $227,480 | 0.05% |
| 78 | HONEYWELL INTL INC | 438516106 | 1,055 | $222,030 | 0.05% |
| 79 | VERIZON COMMUNICATIONS INC | VZ | 5,028 | $220,993 | 0.04% |
| 80 | AMERICAN EXPRESS CO | AXP | 654 | $217,183 | 0.04% |
| 81 | S&P GLOBAL INC | SPGI | 442 | $215,283 | 0.04% |
| 82 | AT&T INC | T-PC | 7,587 | $214,264 | 0.04% |
| 83 | CITIGROUP INC | C-PR | 2,098 | $212,947 | 0.04% |
| 84 | ISHARES TR | 464288273 | 2,753 | $211,215 | 0.04% |
| 85 | ABBVIE INC | ABBV | 912 | $211,164 | 0.04% |
| 86 | COCA COLA CO | KO | 3,107 | $206,025 | 0.04% |
| 87 | ISHARES TR | 46432F339 | 1,052 | $204,632 | 0.04% |
| 88 | INDUSTRIAL LOGISTICS PPTYS T | 456237106 | 15,500 | $90,365 | 0.02% |
| 89 | ISHARES TR | 46435G268 | 12,443 | $12,443 | 0.00% |