13F HOLDINGS REPORT
Single Point Partners, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001801184-26-000001
Total Value
$505.8M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 221,909 | $152.0M | 30.05% |
| 2 | ISHARES TR | 464287507 | 710,034 | $46.9M | 9.27% |
| 3 | ISHARES TR | 464287226 | 466,883 | $44.6M | 8.81% |
| 4 | ISHARES TR | 464287804 | 242,702 | $29.2M | 5.77% |
| 5 | ISHARES TR | 464287622 | 57,292 | $21.4M | 4.23% |
| 6 | ISHARES TR | 46432F842 | 216,676 | $19.4M | 3.83% |
| 7 | VANGUARD INDEX FDS | 922908629 | 63,636 | $18.5M | 3.65% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 313,898 | $15.8M | 3.12% |
| 9 | ISHARES TR | 464288414 | 129,531 | $13.9M | 2.74% |
| 10 | ISHARES TR | 464287150 | 76,056 | $11.3M | 2.24% |
| 11 | ISHARES INC | 46434G103 | 157,436 | $10.6M | 2.09% |
| 12 | VANGUARD INDEX FDS | 922908751 | 39,285 | $10.1M | 2.00% |
| 13 | ISHARES TR | 46429B655 | 167,925 | $8.5M | 1.69% |
| 14 | ISHARES TR | 464287655 | 29,539 | $7.3M | 1.44% |
| 15 | ISHARES TR | 46435U853 | 180,299 | $6.7M | 1.33% |
| 16 | ISHARES TR | 464288158 | 61,419 | $6.6M | 1.30% |
| 17 | VANGUARD INDEX FDS | 922908363 | 10,064 | $6.3M | 1.25% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 91,439 | $5.7M | 1.13% |
| 19 | SPDR S&P 500 ETF TR | SPY | 7,469 | $5.1M | 1.01% |
| 20 | VANGUARD INDEX FDS | 922908769 | 13,834 | $4.6M | 0.92% |
| 21 | APPLE INC | AAPL | 16,552 | $4.5M | 0.89% |
| 22 | ISHARES TR | 464287689 | 10,683 | $4.1M | 0.82% |
| 23 | SPDR INDEX SHS FDS | 78463X509 | 85,569 | $4.0M | 0.79% |
| 24 | VANGUARD BD INDEX FDS | 921937835 | 47,965 | $3.6M | 0.70% |
| 25 | VANGUARD INDEX FDS | 922908652 | 13,984 | $2.9M | 0.58% |
| 26 | ISHARES TR | 46432F834 | 34,512 | $2.9M | 0.58% |
| 27 | ISHARES TR | 464287457 | 32,714 | $2.7M | 0.54% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042858 | 48,872 | $2.6M | 0.52% |
| 29 | VANGUARD WELLINGTON FD | 921935870 | 14,537 | $1.5M | 0.29% |
| 30 | ALPHABET INC | GOOG | 162,550 | $1.5M | 0.29% |
| 31 | MICROSOFT CORP | MSFT | 3,029 | $1.5M | 0.29% |
| 32 | BANK AMERICA CORP | 060505104 | 26,392 | $1.5M | 0.29% |
| 33 | ALPHABET INC | GOOG | 4,372 | $1.4M | 0.27% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 4,111 | $1.3M | 0.26% |
| 35 | SCHWAB STRATEGIC TR | 808524508 | 40,467 | $1.2M | 0.24% |
| 36 | BNY MELLON ETF TRUST | 09661T107 | 9,084 | $1.2M | 0.24% |
| 37 | SPDR GOLD TR | GLD | 2,700 | $1.1M | 0.21% |
| 38 | ACCENTURE PLC IRELAND | ACN | 3,868 | $1.0M | 0.21% |
| 39 | ISHARES TR | 464287614 | 2,116 | $1.0M | 0.20% |
| 40 | VANGUARD INDEX FDS | 922908736 | 1,822 | $888,881 | 0.18% |
| 41 | AMAZON COM INC | AMZN | 3,804 | $878,110 | 0.17% |
| 42 | ISHARES TR | 464287309 | 7,121 | $877,734 | 0.17% |
| 43 | VANGUARD WHITEHALL FDS | 921946406 | 5,919 | $849,431 | 0.17% |
| 44 | BONDBLOXX ETF TRUST | 09789C788 | 16,350 | $821,588 | 0.16% |
| 45 | SCHWAB STRATEGIC TR | 808524201 | 29,072 | $782,321 | 0.15% |
| 46 | SCHWAB STRATEGIC TR | 808524805 | 32,105 | $771,801 | 0.15% |
| 47 | GOLDMAN SACHS ETF TR | NVGLF | 6,861 | $685,665 | 0.14% |
| 48 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,131 | $682,310 | 0.13% |
| 49 | ISHARES TR | 464288513 | 8,415 | $678,481 | 0.13% |
| 50 | ISHARES TR | 464287176 | 5,194 | $570,864 | 0.11% |
| 51 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,413 | $545,314 | 0.11% |
| 52 | SPDR SERIES TRUST | 78468R531 | 8,217 | $543,571 | 0.11% |
| 53 | INTERNATIONAL BUSINESS MACHS | INTR | 1,604 | $475,187 | 0.09% |
| 54 | META PLATFORMS INC | META | 684 | $451,676 | 0.09% |
| 55 | NVIDIA CORPORATION | NVDA | 2,404 | $448,274 | 0.09% |
| 56 | DIMENSIONAL ETF TRUST | 25434V708 | 11,233 | $444,729 | 0.09% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 865 | $434,792 | 0.09% |
| 58 | SPDR SERIES TRUST | 78468R622 | 4,422 | $429,855 | 0.08% |
| 59 | HOME DEPOT INC | HD | 1,240 | $426,842 | 0.08% |
| 60 | ISHARES TR | 46435G425 | 2,863 | $426,519 | 0.08% |
| 61 | INVESCO QQQ TR | IVZ | 631 | $387,630 | 0.08% |
| 62 | PALANTIR TECHNOLOGIES INC | PLTR | 1,956 | $347,661 | 0.07% |
| 63 | AMERICAN ELEC PWR CO INC | 025537101 | 2,942 | $339,263 | 0.07% |
| 64 | ISHARES TR | 464287598 | 1,530 | $321,899 | 0.06% |
| 65 | TJX COS INC NEW | 872540109 | 2,065 | $317,205 | 0.06% |
| 66 | LOWES COS INC | 548661107 | 1,261 | $304,103 | 0.06% |
| 67 | RTX CORPORATION | RTX | 1,650 | $302,564 | 0.06% |
| 68 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 3,645 | $292,713 | 0.06% |
| 69 | VISA INC | V | 793 | $278,222 | 0.06% |
| 70 | ISHARES TR | 464287408 | 1,299 | $275,479 | 0.05% |
| 71 | SCHWAB STRATEGIC TR | 808524888 | 5,947 | $270,781 | 0.05% |
| 72 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,580 | $268,648 | 0.05% |
| 73 | JOHNSON & JOHNSON | JNJ | 1,264 | $261,585 | 0.05% |
| 74 | CITIGROUP INC | C-PR | 2,200 | $256,718 | 0.05% |
| 75 | EASTERN BANKSHARES INC | EBC | 13,845 | $255,163 | 0.05% |
| 76 | AMERICAN EXPRESS CO | AXP | 654 | $241,892 | 0.05% |
| 77 | BROADCOM INC | AVGO | 698 | $241,412 | 0.05% |
| 78 | PEPSICO INC | PEP | 1,647 | $236,435 | 0.05% |
| 79 | VANGUARD INTL EQUITY INDEX F | 922042718 | 1,548 | $221,863 | 0.04% |
| 80 | ELI LILLY & CO | LLY | 206 | $221,384 | 0.04% |
| 81 | S&P GLOBAL INC | SPGI | 422 | $220,701 | 0.04% |
| 82 | COCA COLA CO | KO | 3,091 | $216,092 | 0.04% |
| 83 | DANAHER CORPORATION | 235851102 | 915 | $209,462 | 0.04% |
| 84 | ABBVIE INC | ABBV | 912 | $208,383 | 0.04% |
| 85 | VERIZON COMMUNICATIONS INC | VZ | 4,987 | $203,121 | 0.04% |
| 86 | ISHARES TR | 464288240 | 10,825 | $83,568 | 0.02% |
| 87 | ISHARES TR | 46435G268 | 17,892 | $17,892 | 0.00% |