Single Point Partners, LLC
CIK 1801184
13F filing for Q2 2026・No. 3,609
- Holdings
- US$568.02M
- Quarter change
- +US$65.47M
- Entries
- 103
- Net bought (estimate)
- +US$7.36M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 2
- Cut 34
- Added 37
- Corporate actions 0
- Unchanged 10
Largest holdings
102 stocks worth US$568.01M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 222,628 | US$166.72M | 29.35% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 720,093 | US$55.53M | 9.78% |
| ISHARES TRCORE US AGGBD ET | Added | 1,598,788 | US$50.1M | 8.82% |
| ISHARES TRCORE S&P SCP ETF | Added | 244,736 | US$36.3M | 6.39% |
| IWBISHARES TRRUS 1000 ETF | Cut | 55,525 | US$22.74M | 4.00% |
| ISHARES TRCORE MSCI EAFE | Added | 219,717 | US$21.22M | 3.74% |
| VANGUARD INDEX FDSMID CAP ETF | CutSplit 4:1 | 246,038 | US$19.82M | 3.49% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 329,001 | US$16.64M | 2.93% |
| ISHARES TRCORE S&P TTL STK | Added | 2,234,223 | US$15.11M | 2.66% |
| MUBISHARES TRNATIONAL MUN ETF | Cut | 128,051 | US$13.78M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.