Q3 2026 13F · SEC CIK 1801184

Single Point Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $566.0M
Reported positions: 96
Top holdings a year, 3 yrs: +14.6%
Assets under management: $641.3M

Single Point Partners, LLC is a wealth manager that reported 96 positions worth $566.0M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (IVV, 30.3%), Ishares Tr (IJH, 9.3%), Ishares Tr (AGG, 8.6%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Single Point Partners, LLC holdings largest 50 of 96 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Single Point Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	30.3%	29.4%	223,572	+0.4%	$171.2M
IJHIshares Tr	9.3%	9.8%	730,029	+1.4%	$52.5M
AGGIshares Tr	8.6%	8.8%	1,621,691	+1.4%	$48.8M
IJRIshares Tr	5.9%	6.4%	246,764	+0.8%	$33.6M
IWBIshares Tr	4.0%	4.0%	54,606	-1.7%	$22.7M
IEFAIshares Tr	3.8%	3.7%	224,368	+2.1%	$21.7M
VOVanguard Index Fds	3.4%	3.5%	244,328	-0.7%	$19.2M
ITOTIshares Tr	2.8%	2.7%	2,238,938	+0.2%	$16.1M
MUBIshares Tr	2.7%	2.4%	150,031	+17.2%	$15.2M
VTEBVanguard Mun Bd Fds	2.6%	2.9%	308,116	-6.3%	$14.6M
IEMGIshares Inc	2.2%	2.2%	155,603	+1.3%	$12.6M
VBVanguard Index Fds	1.9%	2.0%	37,385	-1.0%	$10.6M
FLOTIshares Tr	1.9%	1.7%	205,486	+9.6%	$10.5M
IWMIshares Tr	1.5%	1.6%	29,730	+1.1%	$8.3M
USHYiShares Broad USD High Yield Corporate B	1.4%	1.3%	214,052	+7.3%	$7.6M
VOOVanguard Index Fds	1.3%	1.2%	10,188	-0.7%	$7.1M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.2%	97,421	+5.6%	$6.9M
BNDVanguard Bd Index Fds	1.1%	0.8%	90,634	+46.4%	$6.4M
SUBIshares Tr	1.1%	1.2%	60,253	-3.6%	$6.3M
VTIVanguard Index Fds	1.0%	1.0%	15,141	+1.9%	$5.7M
SPYState Str Spdr S&p 500 ETF T	1.0%	0.9%	7,143	-0.9%	$5.4M
AAPLApple Inc	0.9%	0.8%	14,539	-1.4%	$4.8M
IWVIshares Tr	0.8%	0.8%	10,702	+0.1%	$4.6M
SPEMSpdr Index Shs Fds	0.8%	0.8%	86,674	+2.2%	$4.5M
IXUSIshares Tr	0.6%	0.6%	191,436	+0.4%	$3.6M
VXFVanguard Index Fds	0.6%	0.6%	14,208	+3.2%	$3.3M
VTESVanguard Wellington Fd	0.5%	0.3%	27,317	+57.3%	$2.7M
VWOVanguard Intl Equity Index F	0.5%	0.5%	45,181	+2.5%	$2.7M
SHYIshares Tr	0.5%	0.5%	31,526	-3.2%	$2.6M
GBILGoldman Sachs ETF Tr	0.3%	0.1%	15,761	+100.8%	$1.6M
SCHMSchwab Strategic Tr	0.3%	0.3%	45,970	+10.8%	$1.6M
BKLCBNY Mellon ETF TR US Large Cap Core Equi	0.2%	0.2%	27,498	+200.8%	$1.3M
GOOGAlphabet Inc	0.2%	0.2%	97,001	-0.6%	$1.1M
GLDSpdr Gold Tr	0.2%	0.2%	2,723	+0.5%	$1.0M
GOOGLAlphabet Inc	0.2%	0.2%	2,958	-10.6%	$1.0M
IVWIshares Tr	0.2%	0.2%	6,932	-2.7%	$986K
VUGVanguard Index Fds	0.2%	0.2%	10,691	-1.8%	$963K
AMZNAmazon Com Inc	0.2%	0.2%	3,641	-1.0%	$907K
SCHFSchwab Strategic Tr	0.2%	0.2%	32,417	+2.4%	$890K
SCHXSchwab Strategic Tr	0.2%	0.2%	29,514	-0.5%	$885K
ACNAccenture PLC Ireland	0.2%	—	4,807	—	$881K
VYMVanguard Whitehall Fds	0.2%	0.2%	5,535	-3.4%	$859K
IWFIshares Tr	0.2%	0.1%	6,810	+0.0%	$853K
MSFTMicrosoft Corp	0.1%	0.1%	1,608	-17.3%	$825K
XHLFBondbloxx ETF Trust	0.1%	0.1%	16,085	-4.5%	$808K
MDYState Str Spdr S&p Midcap 40	0.1%	0.1%	1,131	+0.0%	$743K
ESGUIshares Tr	0.1%	0.1%	4,031	+2.0%	$672K
TIPIshares Tr	0.1%	—	6,077	—	$632K
JPMJpmorgan Chase & Co	0.1%	0.2%	1,908	-45.2%	$631K
EFIVSpdr Series Trust	0.1%	—	8,236	—	$610K

What Single Point Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BKLC BNY Mellon ETF TR US Large Cap Core Equi+200.8% shares
GBIL Goldman Sachs ETF Tr+100.8% shares
VTES Vanguard Wellington Fd+57.3% shares
BND Vanguard Bd Index Fds+46.4% shares
MUB Ishares Tr+17.2% shares
SCHM Schwab Strategic Tr+10.8% shares
FLOT Ishares Tr+9.6% shares
USHY iShares Broad USD High Yield Corporate B+7.3% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$566.0M	96
Q2 2026	$568.0M	102
Q1 2026	$502.5M	83
Q4 2025	$505.8M	87
Q3 2025	$492.7M	89
Q2 2025	$457.3M	88
Q1 2025	$426.0M	87
Q4 2024	$434.3M	81
Q3 2024	$62.7M	34
Q2 2024	$58.4M	34
Q1 2024	$430.5M	79
Q4 2023	$401.3M	77

Questions about Single Point Partners, LLC's portfolio

What stocks does Single Point Partners, LLC own?

Single Point Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 96 positions worth $566.0M. The largest are Ishares Tr (IVV) at 30.3%, Ishares Tr (IJH) at 9.3%, Ishares Tr (AGG) at 8.6%, Ishares Tr (IJR) at 5.9% and Ishares Tr (IWB) at 4.0%.

What did Single Point Partners, LLC buy last quarter?

In Q3 2026, Single Point Partners, LLC added BNY Mellon ETF TR US Large Cap Core Equi (BKLC) (+200.8% shares), Goldman Sachs ETF Tr (GBIL) (+100.8% shares) and Vanguard Wellington Fd (VTES) (+57.3% shares), compared with its Q2 2026 filing.

What did Single Point Partners, LLC sell last quarter?

In Q3 2026, Single Point Partners, LLC cut from its top 50 Bank of Amer Corp (BAC), cut from its top 50 Ishares Tr (HYG), cut from its top 50 Micron Technology Inc (MU), Jpmorgan Chase & Co (JPM) (-45.2% shares), Microsoft Corp (MSFT) (-17.3% shares) and Alphabet Inc (GOOGL) (-10.6% shares), compared with its Q2 2026 filing.

How has Single Point Partners, LLC's portfolio performed?

A portfolio copying Single Point Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Single Point Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Single Point Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Single Point Partners, LLC manage?

Single Point Partners, LLC reported $641.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $566.0M.