Institutional Manager · CIK 0001801184

Single Point Partners, LLC

BOSTON, MA · File #028-19824

Latest AUM

$505.8M

Positions

Top-10 Concentration

75.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	ISHARES TR	464287226	+44,230	+$4.2M	-$611,660
NEW	BONDBLOXX ETF TRUST	09789C788	+16,350	+$821,588	$0
REDUCE	ALPHABET INC	GOOG	-84,143	-$761,525	+$819,677
ADD	ISHARES TR	464288414	+6,683	+$715,818	+$76,174
ADD	ISHARES TR	46429B655	+10,711	+$544,761	-$35,373
ADD	ISHARES TR	46432F842	+5,867	+$524,863	+$453,314
ADD	ISHARES TR	464287507	+7,035	+$464,310	+$520,224
ADD	ISHARES TR	46435U853	+9,865	+$368,902	-$65,591
REDUCE	ISHARES TR	464287622	-773	-$288,668	+$462,111
ADD	ISHARES TR	464287200	+421	+$288,360	+$3.5M

Sector Allocation

Technology

1.6%$8.0M

Financials

0.4%$2.1M

Consumer Discretionary

0.3%$1.3M

Healthcare

0.1%$691,352

Communication Services

0.1%$654,797

Consumer Staples

0.1%$452,527

Industrials

0.1%$302,564

Filing History

Jan 26, 202613F HOLDINGS REPORTQ/E Dec 202587 pos · $505.8M
Oct 20, 202513F HOLDINGS REPORTQ/E Sep 202589 pos · $492.7M
Jul 21, 202513F HOLDINGS REPORTQ/E Jun 202588 pos · $457,272
Apr 14, 202513F HOLDINGS REPORTQ/E Mar 202587 pos · $426,037
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 202481 pos · $434,256
Oct 3, 202413F HOLDINGS REPORTQ/E Sep 202434 pos · $62,724
Jul 12, 202413F HOLDINGS REPORTQ/E Jun 202434 pos · $58,406
Apr 11, 202413F HOLDINGS REPORTQ/E Mar 202479 pos · $430,470
Oct 12, 202313F HOLDINGS REPORTQ/E Dec 202377 pos · $380,932

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%