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CIK: 0001801184
Total reported value
$568.0M
$568.0M
89 檔
50.2%
In Q3 2025, Single Point Partners, LLC's U.S. equity holdings reached a combined market value of $568.0M, distributed across 89 disclosed stock positions.
In Q3 2025, Single Point Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 30.09% | +0.23% | +1.26% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.31% | +0.17% | +1.86% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.32% | -0.53% | +2.08% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.85% | +0.36% | +1.37% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.31% | -0.03% | -0.62% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.83% | -0.13% | +0.14% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.74% | -0.14% | +3.91% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.17% | -0.22% | +2.11% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.66% | -0.31% | -0.75% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.26% | +0.04% | -0.78% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.11% | +0.04% | +1.04% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.03% | -0.03% | +1.01% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.63% | -0.05% | +6.86% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.10% | +1.04% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.32% | -0.17% | +14.17% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.31% | -0.06% | +6.45% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.02% | +3.85% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | -0.01% | -0.58% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | -0.02% | -0.01% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.03% | -1.83% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.88% | -0.01% | +10.71% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.82% | +0.01% | +0.20% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.81% | -0.02% | -0.07% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | +0.07% | +90.78% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.59% | +0.03% | -0.01% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.56% | — | +0.35% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.07% | -2.39% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | -0.02% | -3.12% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -11.02% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | — | -0.40% | |
| 31 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.29% | — | +0.89% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | +0.01% | -3.32% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | -13.14% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.24% | +0.02% | +0.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.01% | -18.57% | |
| 36 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.24% | — | +0.27% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.23% | -0.08% | +2.39% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | -0.03% | -5.43% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.05% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | -0.69% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | — | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.01% | +1.81% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | -15.70% | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.16% | -0.03% | -7.52% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.16% | — | -2.64% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | — | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.15% | -0.01% | — | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.14% | -0.01% | -1.06% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.12% | -0.01% | — | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.11% | — | +0.09% |
According to official SEC Form 13F filings, Single Point Partners, LLC reported a total U.S. public equity portfolio value of $568.0M across 89 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, AGG) accounted for 50.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BKLC
市值: $1.2M
Top Position Liquidated / Trimmed
DINO
前期市值: $1.4M
During Q3 2025, Single Point Partners, LLC's top holdings by market value included IVV (30.1%)、IJH (9.3%)、AGG (8.3%). The largest single position, IVV, represented 30.1% of total portfolio value.
In Q3 2025, Single Point Partners, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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