13F-HR filed by Single Point Partners, LLC
Single Point Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-16, with 103 holding rows worth $568,018,300.
- Accession
- 0001801184-26-000003
- Filer
- CIK 1801184
- Filed
- 2026-07-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 103 entries on the cover page, a total value of $568,018,300 stated on the cover page (in dollars after the unit check, H1), rows summing to $568,018,300 with VALUE read as dollars as filed, 13F file number 028-19824. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 222,628 | $166,723,756 | dollars as filed | |
| IJH | 464287507 | COM | 720,093 | $55,526,370 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 1,598,788 | $50,102,497 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 244,736 | $36,296,728 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 55,525 | $22,737,342 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 219,717 | $21,220,289 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 246,038 | $19,823,278 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 329,001 | $16,640,853 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,234,223 | $15,114,217 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 128,051 | $13,780,797 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 153,639 | $12,727,457 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 37,745 | $11,441,138 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 187,550 | $9,574,420 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 29,413 | $8,837,209 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 199,560 | $7,387,706 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,262 | $7,047,775 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 62,504 | $6,654,772 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 92,241 | $6,572,185 | dollars as filed | |
| VTI | 922908769 | COM | 14,854 | $5,496,708 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,205 | $5,380,421 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 10,695 | $4,560,355 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 61,893 | $4,543,569 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 84,845 | $4,393,293 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,747 | $4,267,092 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 190,730 | $3,591,728 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 13,768 | $3,389,881 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 32,557 | $2,673,283 | dollars as filed | |
| VWO | 922042858 | SHS | 44,097 | $2,632,156 | dollars as filed | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 17,369 | $1,759,686 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 41,502 | $1,530,189 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 25,692 | $1,463,913 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 97,541 | $1,315,005 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T107 | US LRG CP CORE | 9,142 | $1,310,844 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,309 | $1,182,588 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,482 | $1,139,763 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,710 | $998,465 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 7,121 | $979,351 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 10,888 | $937,864 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 5,730 | $905,504 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 31,654 | $876,827 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,677 | $876,450 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 29,671 | $873,214 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C788 | BLOOMBERG SIX MN | 16,835 | $846,801 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 6,810 | $845,571 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,131 | $795,478 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 7,851 | $786,319 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,945 | $725,643 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 3,952 | $646,846 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 7,755 | $620,202 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 535 | $617,545 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 7,349 | $615,474 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 4,903 | $610,129 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 5,563 | $608,794 | dollars as filed | |
| SPDR S&P 500 ESG ETF | 78468R531 | SHS | 8,230 | $600,185 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 11,233 | $498,312 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 626 | $460,986 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,234 | $435,115 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 853 | $426,833 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 4,349 | $419,155 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,998 | $399,740 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,391 | $391,230 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,855 | $390,618 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,018 | $384,627 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,528 | $370,322 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 596 | $335,914 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,769 | $335,585 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 14,996 | $332,011 | dollars as filed | |
| ISHARES TR | 46438G158 | IBONDS DEC 2036 | 13,318 | $331,600 | dollars as filed | |
| ISHARES TR | 46438G422 | IBONDS DEC 2035 | 13,219 | $331,599 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 15,309 | $331,440 | dollars as filed | |
| ISHARES TR | 46438G646 | IBONDS DEC 2034 | 13,044 | $331,121 | dollars as filed | |
| ISHARES TR | 46436E593 | IBOND DEC 2030 | 16,943 | $331,066 | dollars as filed | |
| ISHARES TR | 46436E148 | IBONDS DEC 2033 | 13,718 | $331,037 | dollars as filed | |
| ISHARES TR | 46436E296 | IBONDS DEC 2032 | 14,585 | $331,007 | dollars as filed | |
| ISHARES TR | 46436E460 | IBONDS DEC 2031 | 16,393 | $330,975 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 3,599 | $324,313 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,264 | $321,138 | dollars as filed | |
| EASTERN BANKSHARES INC COM | 27627N105 | Stock | 14,045 | $312,361 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,200 | $307,912 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,185 | $302,685 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 670 | $298,016 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 3,645 | $295,848 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,299 | $294,951 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 462 | $268,351 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 5,525 | $265,867 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,201 | $264,808 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 759 | $260,515 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 220 | $258,469 | dollars as filed | |
| American Express Company | 025816109 | COM | 729 | $246,534 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 201 | $241,090 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 1,516 | $233,910 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,863 | $232,676 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,942 | $226,561 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 883 | $222,198 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 2,524 | $213,758 | dollars as filed | |
| Deere & Company | 244199105 | COM | 336 | $213,057 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 1,712 | $213,007 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 200 | $212,980 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,001 | $211,742 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 2,407 | $211,527 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 13,393 | $96,014 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 22,779 | $22,779 | dollars as filed | |
| GLOBAL X FDS | 37954Y475 | S&P 500 COVERED | 22,102 | $9,015 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001801184-26-000003 | this filing | 2026-07-16 | acceptance time not in the bulk data set |