Single Point Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Single Point Partners, LLC 13F Holdings
CIK 0001801184 · BOSTON, MA
As of Sep 30, 2025, Single Point Partners, LLC reported
89 positions worth $492.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 221,488 |
|
48.2M30.09% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 702,999 | $45.9M | 9.31% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 422,653 | $41.0M | 8.32% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 242,493 | $28.8M | 5.85% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 58,065 | $21.2M | 4.31% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 64,197 |
8.9M | 3.83% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 210,809 |
8.4M | 3.74% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 311,457 |
5.6M | 3.17% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 122,848 |
3.1M | 2.66% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 76,472 |
1.1M | 2.26% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 157,469 |
0.4M | 2.11% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 39,309 |
0.0M | 2.03% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 157,214 | $8.0M | 1.63% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 29,049 | $7.0M | 1.43% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 60,855 | $6.5M | 1.32% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | USHY | — | 170,434 | $6.4M | 1.31% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,118 | $6.2M | 1.26% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 91,013 | $5.5M | 1.11% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,496 | $5.0M | 1.01% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,841 | $4.5M | 0.92% |
| APPLE INC | AAPL | Technology | 16,960 | $4.3M | 0.88% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 10,675 | $4.0M | 0.82% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 85,641 | $4.0M | 0.81% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 47,648 | $3.5M | 0.72% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 13,963 | $2.9M | 0.59% |