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CIK: 0001801184
Total reported value
$568.0M
$568.0M
83 檔
51.4%
As reported in its official Q1 2026 Form 13F filing, Single Point Partners, LLC's tracked investment portfolio stood at $568.0M with 83 total positions.
Single Point Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 7 holdings and trimming 30 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 29.12% | +0.23% | +0.94% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.61% | +0.17% | +0.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.35% | -0.53% | +234.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.03% | +0.36% | +0.42% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.03% | -0.03% | -0.89% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.88% | -0.14% | -0.57% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.62% | -0.13% | -0.41% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.15% | -0.22% | +1.12% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.74% | -0.31% | +0.21% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.62% | +0.04% | +2835.49% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.04% | +0.51% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.04% | -0.03% | -0.15% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.74% | -0.05% | +2.30% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.46% | +0.10% | +0.30% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.36% | -0.06% | +2.78% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.34% | -0.17% | +2.86% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.02% | +1.88% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | -0.01% | +0.54% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | -0.02% | +0.20% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | +0.03% | +6.60% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.79% | -0.02% | -0.74% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.79% | +0.01% | +0.06% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.01% | -8.65% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | +0.07% | +4.09% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | — | +449.13% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.57% | +0.03% | +0.01% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.07% | +0.10% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.02% | -8.43% | |
| 29 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.31% | — | +7.02% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.25% | +0.02% | +2.08% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | +0.01% | -2.68% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | — | -39.81% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.05% | — | |
| 34 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.23% | — | +0.31% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | -18.37% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | -15.32% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.19% | -0.08% | +26.16% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | -0.03% | -0.19% | |
| 39 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.17% | -0.02% | +4.97% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.01% | -3.29% | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.17% | -0.03% | +21.03% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | +0.01% | +2.03% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | -0.01% | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -7.36% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.02% | -34.86% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.14% | — | — | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.12% | -0.01% | -7.14% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.12% | -0.01% | +7.10% |
According to official SEC Form 13F filings, Single Point Partners, LLC reported a total U.S. public equity portfolio value of $568.0M across 83 disclosed positions in Q1 2026.
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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 51.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
T
市值: $215.6K
Top Position Liquidated / Trimmed
TJX
前期市值: $317.2K
During Q1 2026, Single Point Partners, LLC's top holdings by market value included IVV (29.1%)、IJH (9.6%)、AGG (9.3%). The largest single position, IVV, represented 29.1% of total portfolio value.
In Q1 2026, Single Point Partners, LLC made 78 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 30 holdings, and fully liquidating 7 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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