Single Point Partners, LLC

Est. AUM

$502.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$146.3M	224004	29.12%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$48.3M	715156	9.61%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$47.0M	1562047	9.35%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$30.3M	243717	6.03%	SOLE
5	ISHARES TR	RUS 1000 ETF	$20.2M	56780	4.03%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$19.5M	215431	3.88%	SOLE
7	VANGUARD INDEX FDS	MID CAP ETF	$18.2M	63373	3.62%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$15.8M	317426	3.15%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$13.8M	129797	2.74%	SOLE
10	ISHARES TR	CORE S&P TTL STK	$13.2M	2232613	2.62%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$11.0M	158237	2.20%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$10.3M	39227	2.04%	SOLE
13	ISHARES TR	FLTG RATE NT ETF	$8.8M	171794	1.74%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$7.3M	29628	1.46%	SOLE
15	ISHARES TR	BROAD USD HIGH	$6.8M	185317	1.36%	SOLE
16	ISHARES TR	SHRT NAT MUN ETF	$6.7M	63178	1.34%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.1M	10253	1.22%	SOLE
18	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	91932	1.17%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.9M	7484	0.97%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	14747	0.94%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$4.0M	84935	0.79%	SOLE
22	ISHARES TR	RUSSELL 3000 ETF	$4.0M	10689	0.79%	SOLE
23	APPLE INC	COM	$3.8M	15121	0.76%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.7M	49927	0.73%	SOLE
25	ISHARES TR	CORE MSCI TOTAL	$3.2M	189515	0.63%	SOLE
26	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	13986	0.57%	SOLE
27	ISHARES TR	1 3 YR TREAS BD	$2.7M	32748	0.54%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.4M	44751	0.48%	SOLE
29	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.6M	15557	0.31%	SOLE
30	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.3M	41309	0.25%	SOLE
31	BANK AMERICA CORP	COM	$1.3M	25686	0.25%	SOLE
32	ALPHABET INC	CAP STK CL C	$1.2M	97835	0.23%	SOLE
33	SPDR GOLD TR	GOLD SHS	$1.2M	2700	0.23%	SOLE
34	BNY MELLON ETF TRUST	US LRG CP CORE	$1.1M	9112	0.23%	SOLE
35	ALPHABET INC	CAP STK CL A	$1.0M	3569	0.20%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.0M	3481	0.20%	SOLE
37	ACCENTURE PLC IRELAND	SHS CLASS A	$968K	4880	0.19%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$901K	2112	0.18%	SOLE
39	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$864K	17163	0.17%	SOLE
40	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$848K	5724	0.17%	SOLE
41	GOLDMAN SACHS ETF TR	ACCES TREASURY	$832K	8304	0.17%	SOLE
42	VANGUARD INDEX FDS	GROWTH ETF	$812K	1859	0.16%	SOLE
43	ISHARES TR	S&P 500 GRWT ETF	$805K	7121	0.16%	SOLE
44	SCHWAB STRATEGIC TR	INTL EQTY ETF	$795K	32105	0.16%	SOLE
45	SCHWAB STRATEGIC TR	US LRG CAP ETF	$745K	29072	0.15%	SOLE
46	AMAZON COM INC	COM	$734K	3524	0.15%	SOLE
47	MICROSOFT CORP	COM	$730K	1973	0.15%	SOLE
48	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$698K	1131	0.14%	SOLE
49	ISHARES TR	IBOXX HI YD ETF	$622K	7814	0.12%	SOLE
50	ISHARES TR	TIPS BD ETF	$614K	5563	0.12%	SOLE

1–50 of 83

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.