Q2 2026 13F · SEC CIK 2011237

Stablepoint Partners, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $722.7M
Reported positions: 260
Top holdings a year, 3 yrs: +12.7%
Assets under management: $930.0M

Stablepoint Partners, LLC is a wealth manager that reported 260 positions worth $722.7M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Apple Inc (AAPL, 2.9%), Broadcom Inc (AVGO, 1.8%), Jpmorgan Chase & Co (JPM, 1.8%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 17.2% for the S&P 500.

Stablepoint Partners, LLC holdings largest 50 of 260 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Stablepoint Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	2.9%	2.8%	72,741	-0.9%	$21.0M
AVGOBroadcom Inc	1.8%	1.6%	35,058	-1.0%	$13.2M
JPMJpmorgan Chase & Co	1.8%	1.7%	39,169	+0.1%	$12.8M
FTSMFirst Tr Exchange-Traded Fd	1.8%	2.0%	213,638	-2.7%	$12.8M
NEENextera Energy Inc	1.6%	1.8%	130,434	-0.1%	$11.4M
AMGNAmgen Inc	1.6%	1.6%	31,144	+0.6%	$11.3M
SRLNSsga Active ETF Tr	1.5%	1.6%	269,885	+1.2%	$10.9M
PFFIshares Tr	1.5%	1.5%	346,842	+2.1%	$10.6M
AMZNAmazon Com Inc	1.4%	1.3%	43,401	-0.2%	$10.3M
CSCOCisco Sys Inc	1.4%	1.0%	84,673	-0.2%	$9.9M
KOCoca Cola Co	1.4%	1.4%	121,836	+0.3%	$9.9M
STXSeagate Technology Hldngs Pl	1.4%	—	10,123	—	$9.8M
TIPIshares Tr	1.3%	1.4%	88,501	+0.3%	$9.7M
GOOGLAlphabet Inc	1.3%	1.2%	25,660	-4.7%	$9.2M
CVSCvs Health Corp	1.3%	0.9%	88,359	+0.2%	$9.1M
IAUIshares Gold Tr	1.3%	1.5%	120,038	+1.9%	$9.1M
ULSTSsga Active ETF Tr	1.2%	1.3%	220,840	+2.4%	$8.9M
VWOBVanguard Whitehall Fds	1.2%	1.2%	132,146	+3.8%	$8.9M
TOTLSsga Active ETF Tr	1.2%	1.3%	219,753	+3.9%	$8.7M
MRKMerck & Co Inc	1.2%	1.2%	67,206	+0.8%	$8.6M
MSFTMicrosoft Corp	1.2%	1.3%	22,861	-0.6%	$8.5M
PSXPhillips 66	1.1%	1.3%	48,662	+0.1%	$8.2M
QCOMQualcomm Inc	1.1%	0.8%	42,734	+0.4%	$7.9M
JNJJohnson & Johnson	1.1%	1.1%	29,950	+0.6%	$7.6M
CVXChevron Corporation	1.0%	1.4%	45,046	+0.8%	$7.5M
TDToronto Dominion Bk Ont	1.0%	0.9%	61,446	+0.0%	$7.5M
PGProcter & Gamble Co	1.0%	1.1%	49,683	+0.1%	$7.3M
WMTWalmart Inc	1.0%	1.2%	63,964	+0.8%	$7.2M
BSJTInvesco Exch Trd Slf Idx Fd	1.0%	1.0%	340,722	+6.7%	$7.2M
LMTLockheed Martin Corp	1.0%	1.2%	13,993	+1.1%	$7.1M
WBSWebster Finl Corp	1.0%	1.0%	93,233	-0.2%	$7.1M
KMIKinder Morgan Inc Del	1.0%	1.1%	215,632	+0.2%	$6.9M
COFCapital One Finl Corp	0.9%	0.9%	33,451	+1.4%	$6.7M
VZVerizon Communications Inc	0.9%	1.1%	155,789	+1.1%	$6.6M
PEPPepsico Inc	0.9%	1.1%	48,466	+0.5%	$6.6M
DDominion Energy Inc	0.9%	0.9%	95,706	+1.3%	$6.5M
FEFirstenergy Corp	0.9%	1.0%	135,507	+1.4%	$6.4M
EIXEdison Intl	0.9%	0.9%	83,881	+0.1%	$6.2M
MCDMcdonalds Corp	0.9%	1.0%	23,041	+1.7%	$6.2M
FITBFifth Third Bancorp	0.8%	0.7%	108,932	+0.5%	$6.1M
MUMicron Technology Inc	0.8%	—	5,241	—	$6.0M
ULUnilever PLC	0.8%	0.8%	97,951	+0.7%	$5.9M
MDTMedtronic PLC	0.8%	0.9%	74,189	+1.4%	$5.8M
TAt&t Inc	0.8%	1.2%	280,127	+1.0%	$5.8M
GSKGsk PLC	0.8%	0.9%	109,711	+0.8%	$5.8M
METMetlife Inc	0.8%	0.7%	67,921	+0.7%	$5.7M
DUKDuke Energy Corp New	0.8%	0.9%	45,150	+0.7%	$5.7M
NVDANvidia Corporation	0.8%	0.8%	28,540	-1.6%	$5.7M
KTBKontoor Brands Inc Com	0.8%	—	67,923	—	$5.7M
CCICrown Castle Inc	0.8%	0.9%	72,208	+1.1%	$5.5M

What Stablepoint Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BSJT Invesco Exch Trd Slf Idx Fd+6.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 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: +10.7% /yr; S&P 500 +11.7%
3 years: +12.7% /yr; S&P 500 +17.2%
5 years: —

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
Q2 2026	$722.7M	260
Q1 2026	$672.6M	260
Q4 2025	$640.9M	245
Q3 2025	$630.0M	248
Q2 2025	$587.9M	249
Q1 2025	$552.0M	242
Q4 2024	$544.8M	241
Q3 2024	$548.8M	239
Q2 2024	$515.9M	241
Q1 2024	$493.3M	233
Q4 2023	$390.2M	218

Questions about Stablepoint Partners, LLC's portfolio

What stocks does Stablepoint Partners, LLC own?

Stablepoint Partners, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 260 positions worth $722.7M. The largest are Apple Inc (AAPL) at 2.9%, Broadcom Inc (AVGO) at 1.8%, Jpmorgan Chase & Co (JPM) at 1.8%, First Tr Exchange-Traded Fd (FTSM) at 1.8% and Nextera Energy Inc (NEE) at 1.6%.

What did Stablepoint Partners, LLC buy last quarter?

In Q2 2026, Stablepoint Partners, LLC added Invesco Exch Trd Slf Idx Fd (BSJT) (+6.7% shares), compared with its Q1 2026 filing.

What did Stablepoint Partners, LLC sell last quarter?

In Q2 2026, Stablepoint Partners, LLC cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Meta Platforms Inc (META) and cut from its top 50 Ishares Tr (IEF), compared with its Q1 2026 filing.

How has Stablepoint Partners, LLC's portfolio performed?

A portfolio copying Stablepoint Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +17.2% for the S&P 500. Over 1 year: +10.7% against +11.7%.

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

13F filings are due 45 days after each quarter ends. Stablepoint Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stablepoint Partners, LLC manage?

Stablepoint Partners, LLC reported $930.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $722.7M.