Institutional Manager · CIK 0001801184
Single Point Partners, LLC
BOSTON, MA · File #028-19824
Latest AUM
$505.8M
Positions
87
Top-10 Concentration
75.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202587 pos · $505.8M
- 13F HOLDINGS REPORTQ/E Sep 202589 pos · $492.7M
- 13F HOLDINGS REPORTQ/E Jun 202588 pos · $457,272
- 13F HOLDINGS REPORTQ/E Mar 202587 pos · $426,037
- 13F HOLDINGS REPORTQ/E Dec 202481 pos · $434,256
- 13F HOLDINGS REPORTQ/E Sep 202434 pos · $62,724
- 13F HOLDINGS REPORTQ/E Jun 202434 pos · $58,406
- 13F HOLDINGS REPORTQ/E Mar 202479 pos · $430,470
- 13F HOLDINGS REPORTQ/E Dec 202377 pos · $380,932
- 13F HOLDINGS REPORTQ/E Sep 202365 pos · $72,488
- 13F HOLDINGS REPORTQ/E Jun 2023156 pos · $457,452
- 13F HOLDINGS REPORTQ/E Mar 2023153 pos · $416,073
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 221,909 | $152.0M | 30.75% |
| 2 | ISHARES TR | 464287507 | 710,034 | $46.9M | 9.48% |
| 3 | ISHARES TR | 464287226 | 466,883 | $44.6M | 9.02% |
| 4 | ISHARES TR | 464287804 | 242,702 | $29.2M | 5.90% |
| 5 | ISHARES TR | 464287622 | 57,292 | $21.4M | 4.33% |
| 6 | ISHARES TR | 46432F842 | 216,676 | $19.4M | 3.92% |
| 7 | VANGUARD INDEX FDS | 922908629 | 63,636 | $18.5M | 3.74% |
| 8 | VANGUARD MUN BD FDS | 922907746 | 313,898 | $15.8M | 3.19% |
| 9 | ISHARES TR | 464288414 | 129,531 | $13.9M | 2.81% |
| 10 | ISHARES TR | 464287150 | 76,056 | $11.3M | 2.29% |
| 11 | ISHARES INC | 46434G103 | 157,436 | $10.6M | 2.14% |
| 12 | VANGUARD INDEX FDS | 922908751 | 39,285 | $10.1M | 2.05% |
| 13 | ISHARES TR | 46429B655 | 167,925 | $8.5M | 1.73% |
| 14 | ISHARES TR | 464287655 | 29,539 | $7.3M | 1.47% |
| 15 | ISHARES TR | 46435U853 | 180,299 | $6.7M | 1.36% |
| 16 | ISHARES TR | 464288158 | 61,419 | $6.6M | 1.33% |
| 17 | VANGUARD INDEX FDS | 922908363 | 10,064 | $6.3M | 1.28% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 91,439 | $5.7M | 1.16% |
| 19 | SPDR S&P 500 ETF TR | SPY | 7,469 | $5.1M | 1.03% |
| 20 | VANGUARD INDEX FDS | 922908769 | 13,834 | $4.6M | 0.94% |