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Single Point Partners, LLC

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13F filer, CIK 1801184, BOSTON, MA

Single Point Partners, LLC reported $502,549,358 across 83 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 74.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801184-26-000002

Period
2026-03-31
Reported value
$503M
Holdings
83
Top 10 weight
74.15%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGGadded+1,095,164$33M
ITOTadded+2,156,557$12.7M
IXUSadded+155,003$2.59M
IVVadded+2,095$1.37M
IJHadded+5,122$346K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGreduced-64,715-$774K
MSFTreduced-1,056-$391K
AAPLreduced-1,431-$363K
TJXexited-2,065-$317K
AXPexited-654-$242K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001801184-26-000002, largest first. % of portfolio is the value over $502,549,358, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214,352 shares; 2025Q1: 219,262 shares; 2025Q2: 218,729 shares; 2025Q3: 221,488 shares; 2025Q4: 221,909 shares; 2026Q1: 224,004 shares 224,004$146M29.12%+2,095Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691,416 shares; 2025Q1: 706,625 shares; 2025Q2: 690,178 shares; 2025Q3: 702,999 shares; 2025Q4: 710,034 shares; 2026Q1: 715,156 shares 715,156$48.3M9.61%+5,122Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,127 shares; 2025Q1: 405,452 shares; 2025Q2: 414,026 shares; 2025Q3: 422,653 shares; 2025Q4: 466,883 shares; 2026Q1: 1,562,047 shares 1,562,047$47M9.35%+1,095,164Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,452 shares; 2025Q1: 247,337 shares; 2025Q2: 239,211 shares; 2025Q3: 242,493 shares; 2025Q4: 242,702 shares; 2026Q1: 243,717 shares 243,717$30.3M6.03%+1,015Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,061 shares; 2025Q1: 52,887 shares; 2025Q2: 58,430 shares; 2025Q3: 58,065 shares; 2025Q4: 57,292 shares; 2026Q1: 56,780 shares 56,780$20.2M4.03%-512Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,081 shares; 2024Q4: 190,349 shares; 2025Q1: 199,118 shares; 2025Q2: 202,884 shares; 2025Q3: 210,809 shares; 2025Q4: 216,676 shares; 2026Q1: 215,431 shares 215,431$19.5M3.88%-1,245Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,528 shares; 2025Q1: 59,259 shares; 2025Q2: 64,110 shares; 2025Q3: 64,197 shares; 2025Q4: 63,636 shares; 2026Q1: 63,373 shares 63,373$18.2M3.62%-263Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,468 shares; 2025Q1: 261,767 shares; 2025Q2: 305,014 shares; 2025Q3: 311,457 shares; 2025Q4: 313,898 shares; 2026Q1: 317,426 shares 317,426$15.8M3.15%+3,528Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,873 shares; 2025Q1: 151,022 shares; 2025Q2: 123,771 shares; 2025Q3: 122,848 shares; 2025Q4: 129,531 shares; 2026Q1: 129,797 shares 129,797$13.8M2.74%+266Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,059 shares; 2025Q1: 82,472 shares; 2025Q2: 77,075 shares; 2025Q3: 76,472 shares; 2025Q4: 76,056 shares; 2026Q1: 2,232,613 shares 2,232,613$13.2M2.62%+2,156,557Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,501 shares; 2024Q4: 159,108 shares; 2025Q1: 158,344 shares; 2025Q2: 155,846 shares; 2025Q3: 157,469 shares; 2025Q4: 157,436 shares; 2026Q1: 158,237 shares 158,237$11M2.2%+801Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,211 shares; 2025Q1: 34,009 shares; 2025Q2: 38,916 shares; 2025Q3: 39,309 shares; 2025Q4: 39,285 shares; 2026Q1: 39,227 shares 39,227$10.3M2.04%-58Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,964 shares; 2024Q4: 155,730 shares; 2025Q1: 148,289 shares; 2025Q2: 147,128 shares; 2025Q3: 157,214 shares; 2025Q4: 167,925 shares; 2026Q1: 171,794 shares 171,794$8.75M1.74%+3,869Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,037 shares; 2025Q1: 28,039 shares; 2025Q2: 28,750 shares; 2025Q3: 29,049 shares; 2025Q4: 29,539 shares; 2026Q1: 29,628 shares 29,628$7.35M1.46%+89Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,484 shares; 2024Q4: 163,482 shares; 2025Q1: 159,481 shares; 2025Q2: 160,113 shares; 2025Q3: 170,434 shares; 2025Q4: 180,299 shares; 2026Q1: 185,317 shares 185,317$6.83M1.36%+5,018Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,787 shares; 2025Q1: 55,116 shares; 2025Q2: 53,303 shares; 2025Q3: 60,855 shares; 2025Q4: 61,419 shares; 2026Q1: 63,178 shares 63,178$6.73M1.34%+1,759Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,792 shares; 2025Q1: 9,332 shares; 2025Q2: 9,743 shares; 2025Q3: 10,118 shares; 2025Q4: 10,064 shares; 2026Q1: 10,253 shares 10,253$6.13M1.22%+189Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,195 shares; 2025Q1: 88,614 shares; 2025Q2: 91,541 shares; 2025Q3: 91,013 shares; 2025Q4: 91,439 shares; 2026Q1: 91,932 shares 91,932$5.89M1.17%+493Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 7,832 shares; 2025Q1: 7,576 shares; 2025Q2: 7,497 shares; 2025Q3: 7,496 shares; 2025Q4: 7,469 shares; 2026Q1: 7,484 shares 7,484$4.87M0.97%+15Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,243 shares; 2025Q1: 13,997 shares; 2025Q2: 14,099 shares; 2025Q3: 13,841 shares; 2025Q4: 13,834 shares; 2026Q1: 14,747 shares 14,747$4.73M0.94%+913Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,575 shares; 2024Q4: 84,618 shares; 2025Q1: 84,807 shares; 2025Q2: 85,703 shares; 2025Q3: 85,641 shares; 2025Q4: 85,569 shares; 2026Q1: 84,935 shares 84,935$3.98M0.79%-634Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,157 shares; 2025Q1: 10,164 shares; 2025Q2: 10,654 shares; 2025Q3: 10,675 shares; 2025Q4: 10,683 shares; 2026Q1: 10,689 shares 10,689$3.96M0.79%+6Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 16,034 shares; 2025Q1: 15,625 shares; 2025Q2: 15,320 shares; 2025Q3: 16,960 shares; 2025Q4: 16,552 shares; 2026Q1: 15,121 shares 15,121$3.84M0.76%-1,431Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,861 shares; 2025Q1: 26,366 shares; 2025Q2: 24,976 shares; 2025Q3: 47,648 shares; 2025Q4: 47,965 shares; 2026Q1: 49,927 shares 49,927$3.68M0.73%+1,962Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,933 shares; 2024Q4: 32,703 shares; 2025Q1: 32,226 shares; 2025Q2: 33,421 shares; 2025Q3: 33,539 shares; 2025Q4: 34,512 shares; 2026Q1: 189,515 shares 189,515$3.17M0.63%+155,003Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,221 shares; 2025Q1: 11,323 shares; 2025Q2: 13,964 shares; 2025Q3: 13,963 shares; 2025Q4: 13,984 shares; 2026Q1: 13,986 shares 13,986$2.88M0.57%+2Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,908 shares; 2025Q1: 36,478 shares; 2025Q2: 34,174 shares; 2025Q3: 33,358 shares; 2025Q4: 32,714 shares; 2026Q1: 32,748 shares 32,748$2.7M0.54%+34Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,243 shares; 2025Q1: 53,911 shares; 2025Q2: 51,753 shares; 2025Q3: 50,138 shares; 2025Q4: 48,872 shares; 2026Q1: 44,751 shares 44,751$2.42M0.48%-4,121Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,715 shares; 2025Q1: 12,269 shares; 2025Q2: 13,705 shares; 2025Q3: 13,827 shares; 2025Q4: 14,537 shares; 2026Q1: 15,557 shares 15,557$1.57M0.31%+1,020Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,765 shares; 2025Q1: 35,734 shares; 2025Q2: 39,495 shares; 2025Q3: 39,521 shares; 2025Q4: 40,467 shares; 2026Q1: 41,309 shares 41,309$1.28M0.25%+842Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 6,804 shares; 2025Q1: 27,631 shares; 2025Q2: 27,631 shares; 2025Q3: 26,713 shares; 2025Q4: 26,392 shares; 2026Q1: 25,686 shares 25,686$1.25M0.25%-706Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 6,645 shares; 2025Q1: 507,576 shares; 2025Q2: 247,681 shares; 2025Q3: 246,693 shares; 2025Q4: 162,550 shares; 2026Q1: 97,835 shares 97,835$1.17M0.23%-64,715Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700$1.16M0.23%0Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares; 2025Q3: 9,061 shares; 2025Q4: 9,084 shares; 2026Q1: 9,112 shares 9,112$1.14M0.23%+28Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 5,836 shares; 2025Q1: 6,588 shares; 2025Q2: 5,913 shares; 2025Q3: 4,815 shares; 2025Q4: 4,372 shares; 2026Q1: 3,569 shares 3,569$1.03M0.2%-803Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,266 shares; 2025Q1: 4,939 shares; 2025Q2: 4,803 shares; 2025Q3: 4,172 shares; 2025Q4: 4,111 shares; 2026Q1: 3,481 shares 3,481$1.02M0.2%-630Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,714 shares; 2025Q1: 4,443 shares; 2025Q2: 4,522 shares; 2025Q3: 4,630 shares; 2025Q4: 3,868 shares; 2026Q1: 4,880 shares 4,880$968K0.19%+1,012Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,937 shares; 2025Q1: 2,372 shares; 2025Q2: 2,394 shares; 2025Q3: 2,264 shares; 2025Q4: 2,116 shares; 2026Q1: 2,112 shares 2,112$901K0.18%-4Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,350 shares; 2026Q1: 17,163 shares 17,163$864K0.17%+813Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,113 shares; 2025Q1: 5,784 shares; 2025Q2: 5,790 shares; 2025Q3: 5,895 shares; 2025Q4: 5,919 shares; 2026Q1: 5,724 shares 5,724$848K0.17%-195Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,893 shares; 2025Q1: 9,197 shares; 2025Q2: 8,592 shares; 2025Q3: 7,946 shares; 2025Q4: 6,861 shares; 2026Q1: 8,304 shares 8,304$832K0.17%+1,443Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,859 shares 1,859$812K0.16%+37Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,518 shares; 2025Q1: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 7,298 shares; 2025Q4: 7,121 shares; 2026Q1: 7,121 shares 7,121$805K0.16%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,618 shares; 2025Q1: 29,618 shares; 2025Q2: 31,815 shares; 2025Q3: 31,815 shares; 2025Q4: 32,105 shares; 2026Q1: 32,105 shares 32,105$795K0.16%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,548 shares; 2025Q1: 29,859 shares; 2025Q2: 29,859 shares; 2025Q3: 29,072 shares; 2025Q4: 29,072 shares; 2026Q1: 29,072 shares 29,072$745K0.15%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,237 shares; 2025Q1: 4,483 shares; 2025Q2: 4,445 shares; 2025Q3: 3,747 shares; 2025Q4: 3,804 shares; 2026Q1: 3,524 shares 3,524$734K0.15%-280Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,176 shares; 2025Q1: 3,912 shares; 2025Q2: 3,611 shares; 2025Q3: 3,213 shares; 2025Q4: 3,029 shares; 2026Q1: 1,973 shares 1,973$730K0.15%-1,056Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131$698K0.14%0Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,758 shares; 2025Q1: 9,124 shares; 2025Q2: 8,487 shares; 2025Q3: 8,397 shares; 2025Q4: 8,415 shares; 2026Q1: 7,814 shares 7,814$622K0.12%-601Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: 5,194 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,194 shares; 2026Q1: 5,563 shares 5,563$614K0.12%+369Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,568 shares; 2025Q1: 7,523 shares; 2025Q2: 7,418 shares; 2025Q3: 7,425 shares; 2025Q4: 7,413 shares; 2026Q1: 7,405 shares 7,405$556K0.11%-8Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,525 shares; 2025Q1: 2,602 shares; 2025Q2: 2,683 shares; 2025Q3: 2,760 shares; 2025Q4: 2,863 shares; 2026Q1: 3,841 shares 3,841$543K0.11%+978Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 8,191 shares; 2025Q1: 8,198 shares; 2025Q2: 8,205 shares; 2025Q3: 8,211 shares; 2025Q4: 8,217 shares; 2026Q1: 8,223 shares 8,223$519K0.1%+6Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 20,969 shares; 2025Q1: 19,219 shares; 2025Q2: 16,123 shares; 2025Q3: 11,233 shares; 2025Q4: 11,233 shares; 2026Q1: 11,233 shares 11,233$437K0.09%0Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,393 shares; 2025Q1: 5,412 shares; 2025Q2: 4,370 shares; 2025Q3: 4,392 shares; 2025Q4: 4,422 shares; 2026Q1: 4,419 shares 4,419$423K0.08%-3Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 553 shares; 2025Q1: 549 shares; 2025Q2: 654 shares; 2025Q3: 799 shares; 2025Q4: 865 shares; 2026Q1: 853 shares 853$409K0.08%-12Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,202 shares 1,202$395K0.08%-38Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 2,942 shares; 2026Q1: 2,917 shares 2,917$382K0.08%-25Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 690 shares; 2025Q3: 660 shares; 2025Q4: 631 shares; 2026Q1: 651 shares 651$376K0.07%+20Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 4,745 shares; 2025Q1: 2,560 shares; 2025Q2: 2,666 shares; 2025Q3: 2,441 shares; 2025Q4: 2,404 shares; 2026Q1: 2,140 shares 2,140$373K0.07%-264Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,664 shares; 2025Q4: 1,604 shares; 2026Q1: 1,462 shares 1,462$354K0.07%-142Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,866 shares; 2025Q2: 1,855 shares; 2025Q3: 1,820 shares; 2025Q4: 1,530 shares; 2026Q1: 1,531 shares 1,531$327K0.07%+1Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 725 shares; 2025Q1: 859 shares; 2025Q2: 875 shares; 2025Q3: 711 shares; 2025Q4: 684 shares; 2026Q1: 555 shares 555$318K0.06%-129Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 2,008 shares; 2025Q3: 1,778 shares; 2025Q4: 1,650 shares; 2026Q1: 1,544 shares 1,544$298K0.06%-106Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 1,276 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,251 shares 1,251$296K0.06%-10Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,784 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares 3,645$295K0.06%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,960 shares; 2025Q4: 1,956 shares; 2026Q1: 1,901 shares 1,901$278K0.06%-55Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares; 2026Q1: 1,132 shares 1,132$277K0.06%-132Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299$274K0.05%0Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,067 shares; 2024Q4: 11,545 shares; 2025Q1: 13,810 shares; 2025Q2: 13,810 shares; 2025Q3: 13,845 shares; 2025Q4: 13,845 shares; 2026Q1: 13,945 shares 13,945$273K0.05%+100Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,452 shares; 2025Q1: 3,461 shares; 2025Q2: 3,469 shares; 2025Q3: 3,570 shares; 2025Q4: 3,580 shares; 2026Q1: 3,592 shares 3,592$270K0.05%+12Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,045 shares; 2025Q1: 12,463 shares; 2025Q2: 6,786 shares; 2025Q3: 6,748 shares; 2025Q4: 5,947 shares; 2026Q1: 5,541 shares 5,541$259K0.05%-406Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,990 shares; 2025Q2: 5,068 shares; 2025Q3: 5,028 shares; 2025Q4: 4,987 shares; 2026Q1: 5,001 shares 5,001$251K0.05%+14Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200$250K0.05%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 690 shares; 2025Q4: 698 shares; 2026Q1: 772 shares 772$239K0.05%+74Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,142 shares; 2025Q3: 3,107 shares; 2025Q4: 3,091 shares; 2026Q1: 3,095 shares 3,095$235K0.05%+4Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 817 shares; 2025Q2: 834 shares; 2025Q3: 867 shares; 2025Q4: 793 shares; 2026Q1: 769 shares 769$233K0.05%-24Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,462 shares; 2025Q1: 2,458 shares; 2025Q2: 2,289 shares; 2025Q3: 1,741 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548$226K0.04%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,096 shares; 2025Q2: 7,596 shares; 2025Q3: 7,587 shares; 2025Q4: not reported; 2026Q1: 7,438 shares 7,438$216K0.04%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,077 shares; 2025Q2: 1,065 shares; 2025Q3: 1,055 shares; 2025Q4: not reported; 2026Q1: 946 shares 946$214K0.04%newTimeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,524 shares 2,524$211K0.04%newTimeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,825 shares; 2026Q1: 10,825 shares 10,825$85K0.02%0Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 12,443 shares; 2025Q1: 12,443 shares; 2025Q2: 12,443 shares; 2025Q3: 12,443 shares; 2025Q4: 17,892 shares; 2026Q1: 17,892 shares 17,892$17.9K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TJXTJX COS INC NEW2,065$317Kshares
AXPAMERICAN EXPRESS CO654$242Kshares
PEPPEPSICO INC1,647$236Kshares
LLYELI LILLY & CO206$221Kshares
SPGIS&P GLOBAL INC422$221Kshares
DHRDANAHER CORP DEL915$209Kshares
ABBVABBVIE INC912$208Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001801184-26-000002 base2026-04-15acceptance time not in the bulk data set