Single Point Partners, LLC Portfolio Holdings

Single Point Partners, LLC

$550 Million
Q3 2025

Single Point Partners, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $550 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $148M, Alphabet Inc. with a value of $60.1M, Ishares Core S&P Mid Cap ETF with a value of $45.9M, Ishares Core U.S. Aggregate Bo with a value of $42.4M, and Ishares Core S&P Sm Cap ETF with a value of $28.8M.

Examining the 13F form we can see an increase of $93M in the current position value, from $457M to 550M.

Below you can find more details about Single Point Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $550 Million

ETFs: $470 Million

Communication Services: $62.2 Million

Technology: $8.63 Million

Financial Services: $4.54 Million

Consumer Cyclical: $1.97 Million

Consumer Defensive: $724,000

Utilities: $650,000

Industrials: $519,000

Other: $301,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$148 Million 26.94% of portfolio	221,488	Q3 2025 Added 1.26%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$45.9 Million 8.34% of portfolio	702,999	Q3 2025 Added 1.86%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$42.4 Million 7.7% of portfolio	422,653	Q3 2025 Added 2.08%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$28.8 Million 5.24% of portfolio	242,493	Q3 2025 Added 1.37%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$21.2 Million 3.86% of portfolio	58,065	Q3 2025 Reduced 0.62%
VO Vanguard Mid Cap ETF ETFs	$0	$18.9 Million 3.43% of portfolio	64,197	Q3 2025 Added 0.14%
IEFA Ishares Tr ETFs	$0	$18.4 Million 3.34% of portfolio	210,809	Q3 2025 Added 3.91%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$15.6 Million 2.83% of portfolio	311,457	Q3 2025 Added 2.11%
MUB Ishares National Muni Bond ETF ETFs	$0	$13.1 Million 2.38% of portfolio	122,848	Q3 2025 Reduced 0.75%

ITOT Ishares Core S&P Total U.S. St ETFs	$0	$11.1 Million 2.02% of portfolio	76,472	Q3 2025 Reduced 0.78%
VB Vanguard Small Cap ETF ETFs	$0	$10 Million 1.82% of portfolio	39,309	Q3 2025 Added 1.01%
IEMG Ishares Inc ETFs	$0	$8.45 Million 1.53% of portfolio	157,469	Q3 2025 Added 1.04%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$8.03 Million 1.46% of portfolio	157,214	Q3 2025 Added 6.86%
IWM Ishares Russell 2000 ETF ETFs	$0	$7.03 Million 1.28% of portfolio	29,049	Q3 2025 Added 1.04%
SUB Ishares Short Term National Mu ETFs	$0	$6.5 Million 1.18% of portfolio	60,855	Q3 2025 Added 14.17%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$6.44 Million 1.17% of portfolio	170,434	Q3 2025 Added 6.45%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.2 Million 1.13% of portfolio	10,118	Q3 2025 Added 3.85%
VEA Vanguard Ftse Developed Market ETFs	$0	$5.45 Million 0.99% of portfolio	91,013	Q3 2025 Reduced 0.58%

SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.99 Million 0.91% of portfolio	7,496	Q3 2025 Reduced 0.01%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.54 Million 0.83% of portfolio	13,841	Q3 2025 Reduced 1.83%
IWV Ishares Russell 3000 ETF ETFs	$0	$4.05 Million 0.74% of portfolio	10,675	Q3 2025 Added 0.2%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.01 Million 0.73% of portfolio	85,641	Q3 2025 Reduced 0.07%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.54 Million 0.64% of portfolio	47,648	Q3 2025 Added 90.78%
VXF Vanguard Extended Market ETF ETFs	$0	$2.92 Million 0.53% of portfolio	13,963	Q3 2025 Reduced 0.01%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.77 Million 0.5% of portfolio	33,358	Q3 2025 Reduced 2.39%
IXUS Ishares Tr ETFs	$0	$2.77 Million 0.5% of portfolio	33,539	Q3 2025 Added 0.35%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.72 Million 0.49% of portfolio	50,138	Q3 2025 Reduced 3.12%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$1.16 Million 0.21% of portfolio	9,061	Q3 2025 Added 0.27%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.17 Million 0.21% of portfolio	39,521	Q3 2025 Added 0.07%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.06 Million 0.19% of portfolio	2,264	Q3 2025 Reduced 5.43%
GLD Spdr Gold Trust ETFs	$130B	$959,000 0.17% of portfolio	2,700	Q1 2025 Added 10.7%
SMMD Ishares Tr Russell 2500 ETF ETFs	$0	$917,000 0.17% of portfolio	12,443	Q4 2024 Added 20.92%
VUG Vanguard Growth ETF ETFs	$0	$873,000 0.16% of portfolio	1,822	Q2 2025 Reduced 3.14%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$881,000 0.16% of portfolio	7,298	Q3 2025 Reduced 0.69%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$830,000 0.15% of portfolio	5,895	Q3 2025 Added 1.81%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$765,000 0.14% of portfolio	29,072	Q3 2025 Reduced 2.64%
GBIL Goldman Sachs Access Treasury ETFs	$0	$796,000 0.14% of portfolio	7,946	Q3 2025 Reduced 7.52%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$743,000 0.14% of portfolio	1,248	Q2 2022 Added 6.94%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$740,000 0.13% of portfolio	31,815	Q2 2025 Added 7.42%
HYG Ishares Tr ETFs	$0	$681,000 0.12% of portfolio	8,397	Q3 2025 Reduced 1.06%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$577,000 0.1% of portfolio	5,194	Q4 2024 New
VEU Vanguard Ftse All World Ex Us ETFs	$0	$529,000 0.1% of portfolio	7,425	Q3 2025 Added 0.09%
EFIV Spdr Ser Tr Spdr S&P 500 Esg E Technology	$0	$522,000 0.09% of portfolio	8,211	Q3 2025 Added 0.07%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$430,000 0.08% of portfolio	4,392	Q3 2025 Added 0.5%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$433,000 0.08% of portfolio	11,233	Q3 2025 Reduced 30.33%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$370,000 0.07% of portfolio	1,820	Q3 2025 Reduced 1.89%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$401,000 0.07% of portfolio	2,760	Q3 2025 Added 2.87%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$396,000 0.07% of portfolio	660	Q3 2025 Reduced 4.35%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$307,000 0.06% of portfolio	6,748	Q3 2025 Reduced 0.56%
IVE Ishares S&P 500 Value ETF ETFs	$0	$268,000 0.05% of portfolio	1,299	Q4 2024 New

Summary

Portfolio
No. of Stocks 89
Current Value $550 Million
Prior Value $457 Million
Filing
Period Q3 2025
Filing Date October 20, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 2 stocks
Additional Purchases 37 stocks
Sold out of 0 stocks
Reduced holdings in 41 stocks

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Single Point Partners, LLC Portfolio Holdings