Single Point Partners

BOSTON, MAfiles as Single Point Partners, LLC

$568m in 102 US stocks at the end of 30 June 2026. The top 10 are 73.6% of the money. It changed about 2.3% of the portfolio this quarter.

Value

$568m

Stocks

102

Top 10 share

73.6%

Turnover

2.3%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.1% of the fund
Ishares TRIBTI
<0.1% of the fund
Ishares TRIBTR
<0.1% of the fund
Ishares TRIBTQ
<0.1% of the fund
Ishares TRIBTJ
<0.1% of the fund
Ishares TRIBTP
<0.1% of the fund
Ishares TRIBTK
<0.1% of the fund
Ishares TRIBTO
<0.1% of the fund
Ishares TRIBTM
<0.1% of the fund
Ishares TRIBTL
<0.1% of the fund
CorningGLW
<0.1% of the fund
MKSMKSI
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
GE VernovaGEV
<0.1% of the fund
American ExpressAXP
<0.1% of the fund
Eli LillyLLY
<0.1% of the fund
AbbVieABBV
<0.1% of the fund
DeereDE
<0.1% of the fund
Ishares TREFG
<0.1% of the fund
CaterpillarCAT
<0.1% of the fund
Spdr Series TrustSPYM
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRAGG
8.8% of the fund
+2%
Vanguard MUN BD FDSVTEB
2.9% of the fund
+4%
Ishares TRFLOT
1.7% of the fund
+9%
Ishares TRUSHY
1.3% of the fund
+8%
Vanguard BD Index FDSBND
0.8% of the fund
+24%
Vanguard Wellington FDVTES
0.3% of the fund
+12%
Amazon.comAMZN
0.2% of the fund
+4%
Schwab Strategic TRSCHX
0.2% of the fund
+2%
Ishares TRESGU
0.1% of the fund
+3%
Home DepotHD
<0.1% of the fund
+3%
BroadcomAVGO
<0.1% of the fund
+32%
Meta PlatformsMETA
<0.1% of the fund
+7%
RTXRTX
<0.1% of the fund
+15%
Johnson & JohnsonJNJ
<0.1% of the fund
+12%
Palantir TechnologiesPLTR
<0.1% of the fund
+2%
Ishares TRACWX
<0.1% of the fund
+24%
Ishares TRSMMD
<0.1% of the fund
+27%

Cut

Sold some of their stake.

Ishares TRIWB
4.0% of the fund
-2%
Vanguard Index FDSVO
3.5% of the fund
-3%
IsharesIEMG
2.2% of the fund
-3%
Vanguard Index FDSVB
2.0% of the fund
-4%
State STR Spdr S&P 500 ETF TSPY
0.9% of the fund
-4%
AppleAAPL
0.8% of the fund
-2%
AlphabetGOOGL
0.2% of the fund
-7%
Vanguard Index FDSVUG
0.2% of the fund
-2%
Ishares TRIWF
0.1% of the fund
-19%
Goldman Sachs ETF TRGBIL
0.1% of the fund
-5%
Invesco QQQ TRQQQ
<0.1% of the fund
-4%
NvidiaNVDA
<0.1% of the fund
-7%
International Business MachinesIBM
<0.1% of the fund
-5%
American Electric PowerAEP
<0.1% of the fund
-2%
Lowe's CompaniesLOW
<0.1% of the fund
-4%
Vanguard Intl Equity Index FVSS
<0.1% of the fund
-2%
Coca-ColaKO
<0.1% of the fund
-8%

Sold out

Sold their entire stake.

AT&TT
-100%
Honeywell InternationalHON
-100%

Holdings

Ishares TRIVV
Share
29.4%
Value
$167m
Shares
222,628
Held
Ishares TRIJH
Share
9.8%
Value
$56m
Shares
720,093
Held
Ishares TRAGG
Share
8.8%
Value
$50m
Shares
1,598,788
+2%
Ishares TRIJR
Share
6.4%
Value
$36m
Shares
244,736
Held
Ishares TRIWB
Share
4.0%
Value
$23m
Shares
55,525
-2%
Ishares TRIEFA
Share
3.7%
Value
$21m
Shares
219,717
Held
Vanguard Index FDSVO
Share
3.5%
Value
$20m
Shares
246,038
-3%
Vanguard MUN BD FDSVTEB
Share
2.9%
Value
$17m
Shares
329,001
+4%
Ishares TRITOT
Share
2.7%
Value
$15m
Shares
2,234,223
Held
Ishares TRMUB
Share
2.4%
Value
$14m
Shares
128,051
Held
IsharesIEMG
Share
2.2%
Value
$13m
Shares
153,639
-3%
Vanguard Index FDSVB
Share
2.0%
Value
$11m
Shares
37,745
-4%
Ishares TRFLOT
Share
1.7%
Value
$10m
Shares
187,550
+9%
Ishares TRIWM
Share
1.6%
Value
$9m
Shares
29,413
Held
Ishares TRUSHY
Share
1.3%
Value
$7m
Shares
199,560
+8%
Vanguard Index FDSVOO
Share
1.2%
Value
$7m
Shares
10,262
Held
Ishares TRSUB
Share
1.2%
Value
$7m
Shares
62,504
Held
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$7m
Shares
92,241
Held
Vanguard Index FDSVTI
Share
1.0%
Value
$5m
Shares
14,854
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$5m
Shares
7,205
-4%
Ishares TRIWV
Share
0.8%
Value
$5m
Shares
10,695
Held
Vanguard BD Index FDSBND
Share
0.8%
Value
$5m
Shares
61,893
+24%
Spdr Index SHS FDSSPEM
Share
0.8%
Value
$4m
Shares
84,845
Held
AppleAAPL
Share
0.8%
Value
$4m
Shares
14,747
-2%
Ishares TRIXUS
Share
0.6%
Value
$4m
Shares
190,730
Held
Vanguard Index FDSVXF
Share
0.6%
Value
$3m
Shares
13,768
Held
Ishares TRSHY
Share
0.5%
Value
$3m
Shares
32,557
Held
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$3m
Shares
44,097
Held
Vanguard Wellington FDVTES
Share
0.3%
Value
$2m
Shares
17,369
+12%
Schwab Strategic TRSCHM
Share
0.3%
Value
$2m
Shares
41,502
Held
Bank of AmericaBAC
Share
0.3%
Value
$1m
Shares
25,692
Held
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
97,541
Held
BNY Mellon ETF TrustBKLC
Share
0.2%
Value
$1m
Shares
9,142
Held
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,309
-7%
JPMorgan ChaseJPM
Share
0.2%
Value
$1m
Shares
3,482
Held
Spdr Gold TRGLD
Share
0.2%
Value
$998,465
Shares
2,710
Held
Ishares TRIVW
Share
0.2%
Value
$979,351
Shares
7,121
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$937,864
Shares
10,888
-2%
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$905,504
Shares
5,730
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$876,827
Shares
31,654
Held
Amazon.comAMZN
Share
0.2%
Value
$876,450
Shares
3,677
+4%
Schwab Strategic TRSCHX
Share
0.2%
Value
$873,214
Shares
29,671
+2%
Bondbloxx ETF TrustXHLF
Share
0.1%
Value
$846,801
Shares
16,835
Held
Ishares TRIWF
Share
0.1%
Value
$845,571
Shares
6,810
-19%
State STR Spdr S&P Midcap 40MDY
Share
0.1%
Value
$795,478
Shares
1,131
Held
Goldman Sachs ETF TRGBIL
Share
0.1%
Value
$786,319
Shares
7,851
-5%
MicrosoftMSFT
Share
0.1%
Value
$725,643
Shares
1,945
Held
Ishares TRESGU
Share
0.1%
Value
$646,846
Shares
3,952
+3%
Ishares TRHYG
Share
0.1%
Value
$620,202
Shares
7,755
Held
Micron TechnologyMU
Share
0.1%
Value
$617,545
Shares
535
New
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$615,474
Shares
7,349
Held
AccentureACN
Share
0.1%
Value
$610,129
Shares
4,903
Held
Ishares TRTIP
Share
0.1%
Value
$608,794
Shares
5,563
Held
Spdr Series TrustEFIV
Share
0.1%
Value
$600,185
Shares
8,230
Held
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$498,312
Shares
11,233
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$460,986
Shares
626
-4%
Home DepotHD
Share
<0.1%
Value
$435,115
Shares
1,234
+3%
Berkshire HathawayBRK-B
Share
<0.1%
Value
$426,833
Shares
853
Held
Spdr Series TrustJNK
Share
<0.1%
Value
$419,155
Shares
4,349
Held
NvidiaNVDA
Share
<0.1%
Value
$399,740
Shares
1,998
-7%
International Business MachinesIBM
Share
<0.1%
Value
$391,230
Shares
1,391
-5%
American Electric PowerAEP
Share
<0.1%
Value
$390,618
Shares
2,855
-2%
BroadcomAVGO
Share
<0.1%
Value
$384,627
Shares
1,018
+32%
Ishares TRIWD
Share
<0.1%
Value
$370,322
Shares
1,528
Held
Meta PlatformsMETA
Share
<0.1%
Value
$335,914
Shares
596
+7%
RTXRTX
Share
<0.1%
Value
$335,585
Shares
1,769
+15%
Ishares TRIBTI
Share
<0.1%
Value
$332,011
Shares
14,996
New
Ishares TRIBTR
Share
<0.1%
Value
$331,600
Shares
13,318
New
Ishares TRIBTQ
Share
<0.1%
Value
$331,599
Shares
13,219
New
Ishares TRIBTJ
Share
<0.1%
Value
$331,440
Shares
15,309
New
Ishares TRIBTP
Share
<0.1%
Value
$331,121
Shares
13,044
New
Ishares TRIBTK
Share
<0.1%
Value
$331,066
Shares
16,943
New
Ishares TRIBTO
Share
<0.1%
Value
$331,037
Shares
13,718
New
Ishares TRIBTM
Share
<0.1%
Value
$331,007
Shares
14,585
New
Ishares TRIBTL
Share
<0.1%
Value
$330,975
Shares
16,393
New
Invesco Exchange Traded FD TSPHQ
Share
<0.1%
Value
$324,313
Shares
3,599
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$321,138
Shares
1,264
+12%
Eastern BanksharesEBC
Share
<0.1%
Value
$312,361
Shares
14,045
Held
CitigroupC
Share
<0.1%
Value
$307,912
Shares
2,200
Held
CorningGLW
Share
<0.1%
Value
$302,685
Shares
1,185
New
MKSMKSI
Share
<0.1%
Value
$298,016
Shares
670
New
Public Service Enterprise GroupPEG
Share
<0.1%
Value
$295,848
Shares
3,645
Held
Ishares TRIVE
Share
<0.1%
Value
$294,951
Shares
1,299
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$268,351
Shares
462
New
Schwab Strategic TRSCHC
Share
<0.1%
Value
$265,867
Shares
5,525
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$264,808
Shares
1,201
-4%
VisaV
Share
<0.1%
Value
$260,515
Shares
759
Held
GE VernovaGEV
Share
<0.1%
Value
$258,469
Shares
220
New
American ExpressAXP
Share
<0.1%
Value
$246,534
Shares
729
New
Eli LillyLLY
Share
<0.1%
Value
$241,090
Shares
201
New
Vanguard Intl Equity Index FVSS
Share
<0.1%
Value
$233,910
Shares
1,516
-2%
Coca-ColaKO
Share
<0.1%
Value
$232,676
Shares
2,863
-8%
Palantir TechnologiesPLTR
Share
<0.1%
Value
$226,561
Shares
1,942
+2%
AbbVieABBV
Share
<0.1%
Value
$222,198
Shares
883
New
CortevaCTVA
Share
<0.1%
Value
$213,758
Shares
2,524
Held
DeereDE
Share
<0.1%
Value
$213,057
Shares
336
New
Ishares TREFG
Share
<0.1%
Value
$213,007
Shares
1,712
New
CaterpillarCAT
Share
<0.1%
Value
$212,980
Shares
200
New
Verizon CommunicationsVZ
Share
<0.1%
Value
$211,742
Shares
5,001
Held
Spdr Series TrustSPYM
Share
<0.1%
Value
$211,527
Shares
2,407
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	29.4%	$167m	222,628	Held
Ishares TRIJH	9.8%	$56m	720,093	Held
Ishares TRAGG	8.8%	$50m	1,598,788	+2%
Ishares TRIJR	6.4%	$36m	244,736	Held
Ishares TRIWB	4.0%	$23m	55,525	-2%
Ishares TRIEFA	3.7%	$21m	219,717	Held
Vanguard Index FDSVO	3.5%	$20m	246,038	-3%
Vanguard MUN BD FDSVTEB	2.9%	$17m	329,001	+4%
Ishares TRITOT	2.7%	$15m	2,234,223	Held
Ishares TRMUB	2.4%	$14m	128,051	Held
IsharesIEMG	2.2%	$13m	153,639	-3%
Vanguard Index FDSVB	2.0%	$11m	37,745	-4%
Ishares TRFLOT	1.7%	$10m	187,550	+9%
Ishares TRIWM	1.6%	$9m	29,413	Held
Ishares TRUSHY	1.3%	$7m	199,560	+8%
Vanguard Index FDSVOO	1.2%	$7m	10,262	Held
Ishares TRSUB	1.2%	$7m	62,504	Held
Vanguard Tax-Managed FDSVEA	1.2%	$7m	92,241	Held
Vanguard Index FDSVTI	1.0%	$5m	14,854	Held
State STR Spdr S&P 500 ETF TSPY	0.9%	$5m	7,205	-4%
Ishares TRIWV	0.8%	$5m	10,695	Held
Vanguard BD Index FDSBND	0.8%	$5m	61,893	+24%
Spdr Index SHS FDSSPEM	0.8%	$4m	84,845	Held
AppleAAPL	0.8%	$4m	14,747	-2%
Ishares TRIXUS	0.6%	$4m	190,730	Held
Vanguard Index FDSVXF	0.6%	$3m	13,768	Held
Ishares TRSHY	0.5%	$3m	32,557	Held
Vanguard Intl Equity Index FVWO	0.5%	$3m	44,097	Held
Vanguard Wellington FDVTES	0.3%	$2m	17,369	+12%
Schwab Strategic TRSCHM	0.3%	$2m	41,502	Held
Bank of AmericaBAC	0.3%	$1m	25,692	Held
AlphabetGOOG	0.2%	$1m	97,541	Held
BNY Mellon ETF TrustBKLC	0.2%	$1m	9,142	Held
AlphabetGOOGL	0.2%	$1m	3,309	-7%
JPMorgan ChaseJPM	0.2%	$1m	3,482	Held
Spdr Gold TRGLD	0.2%	$998,465	2,710	Held
Ishares TRIVW	0.2%	$979,351	7,121	Held
Vanguard Index FDSVUG	0.2%	$937,864	10,888	-2%
Vanguard Whitehall FDSVYM	0.2%	$905,504	5,730	Held
Schwab Strategic TRSCHF	0.2%	$876,827	31,654	Held
Amazon.comAMZN	0.2%	$876,450	3,677	+4%
Schwab Strategic TRSCHX	0.2%	$873,214	29,671	+2%
Bondbloxx ETF TrustXHLF	0.1%	$846,801	16,835	Held
Ishares TRIWF	0.1%	$845,571	6,810	-19%
State STR Spdr S&P Midcap 40MDY	0.1%	$795,478	1,131	Held
Goldman Sachs ETF TRGBIL	0.1%	$786,319	7,851	-5%
MicrosoftMSFT	0.1%	$725,643	1,945	Held
Ishares TRESGU	0.1%	$646,846	3,952	+3%
Ishares TRHYG	0.1%	$620,202	7,755	Held
Micron TechnologyMU	0.1%	$617,545	535	New
Vanguard Intl Equity Index FVEU	0.1%	$615,474	7,349	Held
AccentureACN	0.1%	$610,129	4,903	Held
Ishares TRTIP	0.1%	$608,794	5,563	Held
Spdr Series TrustEFIV	0.1%	$600,185	8,230	Held
Dimensional ETF TrustDFAC	<0.1%	$498,312	11,233	Held
Invesco QQQ TRQQQ	<0.1%	$460,986	626	-4%
Home DepotHD	<0.1%	$435,115	1,234	+3%
Berkshire HathawayBRK-B	<0.1%	$426,833	853	Held
Spdr Series TrustJNK	<0.1%	$419,155	4,349	Held
NvidiaNVDA	<0.1%	$399,740	1,998	-7%
International Business MachinesIBM	<0.1%	$391,230	1,391	-5%
American Electric PowerAEP	<0.1%	$390,618	2,855	-2%
BroadcomAVGO	<0.1%	$384,627	1,018	+32%
Ishares TRIWD	<0.1%	$370,322	1,528	Held
Meta PlatformsMETA	<0.1%	$335,914	596	+7%
RTXRTX	<0.1%	$335,585	1,769	+15%
Ishares TRIBTI	<0.1%	$332,011	14,996	New
Ishares TRIBTR	<0.1%	$331,600	13,318	New
Ishares TRIBTQ	<0.1%	$331,599	13,219	New
Ishares TRIBTJ	<0.1%	$331,440	15,309	New
Ishares TRIBTP	<0.1%	$331,121	13,044	New
Ishares TRIBTK	<0.1%	$331,066	16,943	New
Ishares TRIBTO	<0.1%	$331,037	13,718	New
Ishares TRIBTM	<0.1%	$331,007	14,585	New
Ishares TRIBTL	<0.1%	$330,975	16,393	New
Invesco Exchange Traded FD TSPHQ	<0.1%	$324,313	3,599	Held
Johnson & JohnsonJNJ	<0.1%	$321,138	1,264	+12%
Eastern BanksharesEBC	<0.1%	$312,361	14,045	Held
CitigroupC	<0.1%	$307,912	2,200	Held
CorningGLW	<0.1%	$302,685	1,185	New
MKSMKSI	<0.1%	$298,016	670	New
Public Service Enterprise GroupPEG	<0.1%	$295,848	3,645	Held
Ishares TRIVE	<0.1%	$294,951	1,299	Held
Advanced Micro DevicesAMD	<0.1%	$268,351	462	New
Schwab Strategic TRSCHC	<0.1%	$265,867	5,525	Held
Lowe's CompaniesLOW	<0.1%	$264,808	1,201	-4%
VisaV	<0.1%	$260,515	759	Held
GE VernovaGEV	<0.1%	$258,469	220	New
American ExpressAXP	<0.1%	$246,534	729	New
Eli LillyLLY	<0.1%	$241,090	201	New
Vanguard Intl Equity Index FVSS	<0.1%	$233,910	1,516	-2%
Coca-ColaKO	<0.1%	$232,676	2,863	-8%
Palantir TechnologiesPLTR	<0.1%	$226,561	1,942	+2%
AbbVieABBV	<0.1%	$222,198	883	New
CortevaCTVA	<0.1%	$213,758	2,524	Held
DeereDE	<0.1%	$213,057	336	New
Ishares TREFG	<0.1%	$213,007	1,712	New
CaterpillarCAT	<0.1%	$212,980	200	New
Verizon CommunicationsVZ	<0.1%	$211,742	5,001	Held
Spdr Series TrustSPYM	<0.1%	$211,527	2,407	New

Showing the largest 100 of 102.

Options (1)

Global X FDSXYLD
Type
Call
Value
$9,015
Contracts
22,102

Company	Type	Value	Contracts
Global X FDSXYLD	Call	$9,015	22,102

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 24.2% since 30 June 2025.

Where the money is

Technology1.5%

Financial services0.7%

Media & telecom0.5%

Retail & consumer0.3%

Industrials0.2%

Health care0.1%

Utilities0.1%

Everyday goods0.0%

Materials0.0%

Other96.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.