SP

Single Point Partners, LLC

Momentum followerLong-term holderSector-focused

Total reported value

$502.5M

Reporting period: 2026-03-31 · Number of holdings: 83

Single Point Partners, LLC disclosed 83 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $502.5M and a quarterly turnover rate of 4.7%.

Personality snowflake

Concentration
46.39
Portfolio Stability
4.7
Momentum/Contrarian
100
Sector conviction
76.9
Diversification
100
Sizing Uniformity
70.45

Recent moves

  • Trim IVV

    +0.9%　-$5.7M

  • Add AGG

    +234.6%　$2.4M

  • Add ITOT

    +2835.5%　$1.9M

  • Add IJH

    +0.7%　$1.4M

  • Add IJR

    +0.4%　$1.1M

  • Trim IWB

    -0.9%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth29.12%-0.93%+0.94%
2IJHIshares Core S&p Midcap ETFETF-Other9.61%+0.34%+0.72%
3AGGIshares Core U.s. AggregateETF-Other9.35%+0.54%+234.57%
4IJRIshares Core S&p Small-cap EETF-Small Cap6.03%+0.26%+0.42%
5IWBIshares Russell 1000 ETFETF-Other4.03%-0.20%-0.89%
6IEFAIshares Core Msci Eafe ETFETF-Other3.88%+0.05%-0.57%
7VOVanguard Mid-cap ETFETF-Other3.62%-0.03%-0.41%
8VTEBVanguard Tax-exempt Bond ETFETF-Other3.15%—+1.12%
9MUBIshares National Muni Bond EETF-Other2.74%—+0.21%
10ITOTIshares Core S&p Total U.s.ETF-Other2.62%+0.38%+2835.49%
11IEMGIshares Core Msci EmergingETF-Emerging Markets2.20%+0.11%+0.51%
12VBVanguard Small-cap ETFETF-Other2.04%+0.04%-0.15%
13FLOTIshares Floating Rate Bond EETF-Other1.74%+0.05%+2.30%
14IWMIshares Russell 2000 ETFETF-Small Cap1.46%+0.02%+0.30%
15USHYIshares Broad Usd High YieldETF-High Yield1.36%+0.03%+2.78%
16SUBIshares Short-term NationalETF-Other1.34%+0.04%+2.86%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.22%-0.03%+1.88%
18VEAVanguard Ftse Developed ETFETF-Other1.17%+0.04%+0.54%
19SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.97%-0.04%+0.20%
20VTIVanguard Total Stock Mkt ETFETF-Other0.94%+0.02%+6.60%
21SPEMState Street Sp Ptf Em ETFETF-Other0.79%—-0.74%
22IWVIshares Russell 3000 ETFETF-Other0.79%-0.03%+0.06%
23AAPLApple INCStock-Tech0.76%-0.13%-8.65%
24BNDVanguard Total Bond MarketETF-Other0.73%+0.03%+4.09%
25IXUSIshares Core Intl Stock ETFETF-Other0.63%+0.05%+449.13%
26VXFVanguard Extended Market ETFETF-Other0.57%—+0.01%
27SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.54%—+0.10%
28VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.48%-0.04%-8.43%
29VTESVanguard Sh Term Tax-ex BondETF-Other0.31%+0.02%+7.02%
30SCHMSchwab US Mid Cap ETFETF-Other0.25%—+2.08%
31BACBank Of America CORPStock-Financials0.25%-0.04%-2.68%
32GOOGAlphabet Inc-cl CStock-Comm Services0.23%-0.06%-39.81%
33GLDSpdr Gold SharesETF-Commodities0.23%+0.02%—
34BKLCBny Mellon US Lrg Cap CorETF-Other0.23%—+0.31%
35GOOGLAlphabet Inc-cl AStock-Comm Services0.20%-0.07%-18.37%
36JPMJpmorgan Chase & CoStock-Financials0.20%-0.06%-15.32%
37ACNAccenture plcStock-Tech0.19%—+26.16%
38IWFIshares Russell 1000 GrowthETF-Other0.18%-0.02%-0.19%
39XHLFBondbloxx Bbg 6 Mth US TreasETF-Other0.17%—+4.97%
40VYMVanguard High Dvd Yield ETFETF-Other0.17%—-3.29%
41GBILGoldman Sachs Access TreasurETF-Commodities0.17%+0.03%+21.03%
42VUGVanguard Growth ETFETF-Other0.16%-0.02%+2.03%
43IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.16%-0.01%—
44SCHFSchwab Intl Equity ETFETF-Other0.16%——
45SCHXSchwab US Large-cap ETFETF-Other0.15%——
46AMZNAmazon.com INCStock-Consumer Disc0.15%-0.02%-7.36%
47MSFTMicrosoft CORPStock-Tech0.15%-0.14%-34.86%
48MDYState Street Spdr S&p MidcapETF-Other0.14%——
49HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.12%—-7.14%
50TIPIshares Tips Bond ETFETF-Other0.12%—+7.10%
1–50 of 83

Holding changes this quarter

Single Point Partners, LLC's most significant position changes for 2026-03-31: Sold out: Tjx Companies INC (TJX); Sold out: American Express Co (AXP); Sold out: Pepsico INC (PEP); Sold out: Eli Lilly & Co (LLY); Sold out: S&p Global INC (SPGI).

Position changes disclosed by Single Point Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGGIshares Core U.s. Aggregate+0.5%+234.57%Add
2ITOTIshares Core S&p Total U.s.+0.4%+2835.49%Add
3IJHIshares Core S&p Midcap ETF+0.3%+0.72%Add
4IJRIshares Core S&p Small-cap E+0.3%+0.42%Add
5IEMGIshares Core Msci Emerging+0.1%+0.51%Add
6IXUSIshares Core Intl Stock ETF+0.1%+449.13%Add
7FLOTIshares Floating Rate Bond E+0.1%+2.30%Add
8IEFAIshares Core Msci Eafe ETF+0.1%-0.57%Trim
9VEAVanguard Ftse Developed ETF0%+0.54%Add
10SUBIshares Short-term National0%+2.86%Add
11VBVanguard Small-cap ETF0%-0.15%Trim
12GBILGoldman Sachs Access Treasur0%+21.03%Add
13BNDVanguard Total Bond Market0%+4.09%Add
14ESGUIshares Esg Aware Msci USA0%+34.16%Add
15USHYIshares Broad Usd High Yield0%+2.78%Add
16VTESVanguard Sh Term Tax-ex Bond0%+7.02%Add
17VTIVanguard Total Stock Mkt ETF0%+6.60%Add
18GLDSpdr Gold Shares0%—Unchanged
19IWMIshares Russell 2000 ETF0%+0.30%Add
20MUBIshares National Muni Bond E—+0.21%Add
21IVWIshares S&p 500 Growth ETF0%—Unchanged
22AMZNAmazon.com INC0%-7.36%Trim
23IBMIntl Business Machines CORP0%-8.85%Trim
24IWFIshares Russell 1000 Growth0%-0.19%Trim
25VUGVanguard Growth ETF0%+2.03%Add
26NVDANvidia CORP0%-10.98%Trim
27VOVanguard Mid-cap ETF0%-0.41%Trim
28VOOVanguard S&p 500 ETF0%+1.88%Add
29IWVIshares Russell 3000 ETF0%+0.06%Add
30METAMeta Platforms Inc-class A0%-18.86%Trim
31SPYSs Spdr S&p 500 ETF Trust-us0%+0.20%Add
32VWOVanguard Ftse Emerging Marke0%-8.43%Trim
33BACBank Of America CORP0%-2.68%Trim
34GOOGAlphabet Inc-cl C-0.1%-39.81%Trim
35JPMJpmorgan Chase & Co-0.1%-15.32%Trim
36GOOGLAlphabet Inc-cl A-0.1%-18.37%Trim
37AAPLApple INC-0.1%-8.65%Trim
38MSFTMicrosoft CORP-0.1%-34.86%Trim
39IWBIshares Russell 1000 ETF-0.2%-0.89%Trim
40IVVIshares Core S&p 500 ETF-0.9%+0.94%Add
41TJXTjx Companies INC—EXITSold out
42AXPAmerican Express Co—EXITSold out
43PEPPepsico INC—EXITSold out
44LLYEli Lilly & Co—EXITSold out
45SPGIS&p Global INC—EXITSold out
46TAt&t INC—NEWNew buy
47HONHoneywell International INC—NEWNew buy
48CTVACorteva INC—NEWNew buy
49DHRDanaher CORP—EXITSold out
50ABBVAbbvie INC—EXITSold out

FAQ

What is Single Point Partners, LLC and what type of investor is it?
Single Point Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $502.5M, spread across 83 disclosed positions.
What are Single Point Partners, LLC's largest equity positions?
Based on the latest 13F filing, Single Point Partners, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $146.3M (29.1%) 2. Ishares Core S&p Midcap ETF (IJH) — $48.3M (9.6%) 3. Ishares Core U.s. Aggregate (AGG) — $47.0M (9.3%) 4. Ishares Core S&p Small-cap E (IJR) — $30.3M (6.0%) 5. Ishares Russell 1000 ETF (IWB) — $20.2M (4.0%)
What changes did Single Point Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Single Point Partners, LLC made 48 notable position adjustments: 3 new positions were initiated, 22 existing holdings were added to, 16 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Tjx Companies INC (TJX); Sold out: American Express Co (AXP); Sold out: Pepsico INC (PEP); Sold out: Eli Lilly & Co (LLY); Sold out: S&p Global INC (SPGI)
What sectors does Single Point Partners, LLC focus on?
Single Point Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.7% • Financials: 19.5% • Communication Services: 18.3% • Consumer Discretionary: 8.8% • Utilities: 4.2% • Industrials: 3.1%