Investor
Single Point Partners, LLC
CIK 0001801184 · filed 2026-04-15 · SEC filing
13F book
$502.5M
Positions
83
3 new · 7 sold
Largest name
29.1%
Ishares Tr
Est. mark
−$51.4M
Price effect on 80 names still held. Flow $48.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 224K | $146.3M | 29.1% | −$7.04M | Added−$5.67M |
| Ishares Tr | — | 715.2K | $48.3M | 9.6% | $1.09M | Added$1.43M |
| Ishares Tr | — | 1.56M | $47M | 9.4% | −$30.5M | Added$2.42M |
| Ishares Tr | — | 243.7K | $30.3M | 6.0% | $1M | Added$1.13M |
| Ishares Tr | — | 56.8K | $20.2M | 4.0% | −$958.2K | Cut−$1.15M |
| Ishares Tr | — | 215.4K | $19.5M | 3.9% | $230.5K | Cut$119.1K |
| Vanguard Index Fds | — | 63.4K | $18.2M | 3.6% | −$192.6K | Cut−$268.9K |
| Vanguard Mun Bd Fds | — | 317.4K | $15.8M | 3.2% | −$125.6K | Added$50.4K |
| Ishares Tr | — | 129.8K | $13.8M | 2.7% | −$124.4K | Added−$96.2K |
| Ishares Tr | — | 2.23M | $13.2M | 2.6% | −$10.9M | Added$1.85M |
| Ishares Inc | — | 158.2K | $11M | 2.2% | $398.3K | Added$454.2K |
| Vanguard Index Fds | — | 39.2K | $10.3M | 2.0% | $155.6K | Cut$140.7K |
| Ishares Tr | — | 171.8K | $8.75M | 1.7% | $15.1K | Added$212.3K |
| Ishares Tr | — | 29.6K | $7.35M | 1.5% | $54.5K | Added$76.6K |
| Ishares Tr | — | 185.3K | $6.83M | 1.4% | −$100.1K | Added$84.8K |
| Ishares Tr | — | 63.2K | $6.73M | 1.3% | −$12.2K | Added$175.1K |
| Vanguard Index Fds | — | 10.3K | $6.13M | 1.2% | −$298.1K | Added−$185.2K |
| Vanguard Tax-Managed Fds | — | 91.9K | $5.89M | 1.2% | $147.2K | Added$178.8K |
| Spdr S&P 500 Etf Tr | — | 7.48K | $4.87M | 1.0% | −$235.7K | Added−$226K |
| Vanguard Index Fds | — | 14.7K | $4.73M | 0.9% | −$200.2K | Added$92.7K |
| Spdr Index Shs Fds | — | 84.9K | $3.98M | 0.8% | $8.49K | Cut−$21.2K |
| Ishares Tr | — | 10.7K | $3.96M | 0.8% | −$172.9K | Added−$170.7K |
| Apple Inc. | AAPL | 15.1K | $3.84M | 0.8% | −$273.2K | Cut−$662.3K |
| Vanguard Bd Index Fds | — | 49.9K | $3.68M | 0.7% | −$20.7K | Added$123.8K |
| Ishares Tr | — | 189.5K | $3.17M | 0.6% | −$2.34M | Added$248.5K |
| Vanguard Index Fds | — | 14K | $2.88M | 0.6% | −$46.5K | Added−$46.1K |
| Ishares Tr | — | 32.7K | $2.7M | 0.5% | −$8.2K | Added−$5.39K |
| Vanguard Intl Equity Index F | — | 44.8K | $2.42M | 0.5% | $13K | Cut−$208.6K |
| Vanguard Wellington Fd | — | 15.6K | $1.57M | 0.3% | −$6.36K | Added$96.8K |
| Schwab Strategic Tr | — | 41.3K | $1.28M | 0.3% | $36K | Added$62.1K |
| Bank America Corp | — | 25.7K | $1.25M | 0.2% | −$160.5K | Cut−$199.4K |
| Alphabet Inc | — | 97.8K | $1.17M | 0.2% | $284.2K | Cut−$301.5K |
| Spdr Gold Tr | — | 2.7K | $1.16M | 0.2% | $91.8K | Held |
| Bny Mellon Etf Trust | — | 9.11K | $1.14M | 0.2% | −$58.1K | Added−$54.6K |
| Alphabet Inc | — | 3.57K | $1.03M | 0.2% | −$90.8K | Cut−$342.1K |
| Jpmorgan Chase & Co. | — | 3.48K | $1.02M | 0.2% | −$97.7K | Cut−$300.7K |
| Accenture Plc Ireland | — | 4.88K | $967.7K | 0.2% | −$270.8K | Added−$70.1K |
| Ishares Tr | — | 2.11K | $900.6K | 0.2% | −$98.9K | Cut−$100.8K |
| Bondbloxx Etf Trust | — | 17.2K | $863.8K | 0.2% | $1.31K | Added$42.2K |
| Vanguard Whitehall Fds | — | 5.72K | $847.7K | 0.2% | $26.3K | Cut−$1.69K |
| Goldman Sachs Etf Tr | — | 8.3K | $832K | 0.2% | $1.72K | Added$146.3K |
| Vanguard Growth Etf | — | 1.86K | $812K | 0.2% | −$93.1K | Added−$76.9K |
| Ishares Tr | — | 7.12K | $805.5K | 0.2% | −$72.3K | Held |
| Schwab Strategic Tr | — | 32.1K | $794.6K | 0.2% | $22.8K | Held |
| Schwab Strategic Tr | — | 29.1K | $745.4K | 0.1% | −$36.9K | Held |
| Amazon Com Inc | AMZN | 3.52K | $734K | 0.1% | −$79.5K | Cut−$144.1K |
| Microsoft Corp | MSFT | 1.97K | $730.4K | 0.1% | −$223.6K | Cut−$734.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.13K | $697.6K | 0.1% | $15.2K | Held |
| Ishares Tr | — | 7.81K | $621.7K | 0.1% | −$8.31K | Cut−$56.8K |
| Ishares Tr | — | 5.56K | $614K | 0.1% | $2.38K | Added$43.1K |
| Vanguard Intl Equity Index F | — | 7.41K | $556.1K | 0.1% | $11.4K | Cut$10.8K |
| Ishares Tr | — | 3.84K | $543.2K | 0.1% | −$21.6K | Added$116.7K |
| Spdr Series Trust | — | 8.22K | $518.7K | 0.1% | −$25.2K | Added−$24.8K |
| Dimensional Etf Trust | — | 11.2K | $436.5K | 0.1% | −$8.2K | Held |
| Spdr Series Trust | — | 4.42K | $423K | 0.1% | −$6.57K | Cut−$6.86K |
| Berkshire Hathaway Inc Del | — | 853 | $408.8K | 0.1% | −$20K | Cut−$26K |
| Home Depot, Inc. | HD | 1.2K | $395.5K | 0.1% | −$18.3K | Cut−$31.4K |
| American Elec Pwr Co Inc | — | 2.92K | $382.4K | 0.1% | $46K | Cut$43.1K |
| Invesco Qqq Tr | — | 651 | $375.7K | 0.1% | −$23.4K | Added−$11.9K |
| Nvidia Corp | NVDA | 2.14K | $373.1K | 0.1% | −$25.9K | Cut−$75.1K |
| International Business Machs | — | 1.46K | $354.4K | 0.1% | −$78.7K | Cut−$120.8K |
| Ishares Tr | — | 1.53K | $327.1K | 0.1% | $5.02K | Added$5.23K |
| Meta Platforms, Inc. | META | 555 | $317.7K | 0.1% | −$48.8K | Cut−$134K |
| RTX Corp | RTX | 1.54K | $297.8K | 0.1% | $14.7K | Cut−$4.78K |
| Lowes Cos Inc | — | 1.25K | $295.6K | 0.1% | −$6.11K | Cut−$8.52K |
| Public Svc Enterprise Grp In | — | 3.65K | $295.1K | 0.1% | $2.37K | Held |
| Palantir Technologies Inc. | PLTR | 1.9K | $278.1K | 0.1% | −$59.8K | Cut−$69.6K |
| Johnson & Johnson | JNJ | 1.13K | $276.7K | 0.1% | $42.4K | Cut$15.1K |
| Ishares Tr | — | 1.3K | $274.3K | 0.1% | −$1.19K | Held |
| Eastern Bankshares, Inc. | EBC | 13.9K | $272.8K | 0.1% | $15.6K | Added$17.6K |
| Invesco Exchange Traded Fd T | — | 3.59K | $270.1K | 0.1% | $525 | Added$1.43K |
| Schwab Strategic Tr | — | 5.54K | $259K | 0.1% | $6.68K | Cut−$11.8K |
| Verizon Communications Inc | VZ | 5K | $251.1K | 0.1% | $47.2K | Added$47.9K |
| Citigroup Inc | — | 2.2K | $249.5K | 0.1% | −$7.22K | Held |
| Broadcom Inc. | AVGO | 772 | $238.8K | 0.0% | −$25.5K | Added−$2.56K |
| Coca Cola Co | KO | 3.1K | $235.4K | 0.0% | $19K | Added$19.3K |
| Visa Inc. | V | 769 | $232.5K | 0.0% | −$37.3K | Cut−$45.7K |
| Vanguard Intl Equity Index F | — | 1.55K | $225.6K | 0.0% | $3.78K | Held |
| At&T Inc | — | 7.44K | $215.6K | 0.0% | — | New |
| Honeywell Intl Inc | — | 946 | $213.8K | 0.0% | — | New |
| Corteva, Inc. | CTVA | 2.52K | $211.3K | 0.0% | — | New |
| Ishares Tr | — | 10.8K | $85K | 0.0% | $1.47K | Held |
| Ishares Tr | — | 17.9K | $17.9K | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.