Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Single Point Partners, LLC (CIK 1801184) reported $568.0M across 102 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($166.7M, 29.35%), IJH ($55.5M, 9.78%), AGG ($50.1M, 8.82%), IJR ($36.3M, 6.39%), IWB ($22.7M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $166.7M | 29.35% | 222,628 | Trimmed |
| 2 | IJH | ISHARES TR | $55.5M | 9.78% | 720,093 | Added |
| 3 | AGG | ISHARES TR | $50.1M | 8.82% | 1.6M | Added |
| 4 | IJR | ISHARES TR | $36.3M | 6.39% | 244,736 | Added |
| 5 | IWB | ISHARES TR | $22.7M | 4.00% | 55,525 | Trimmed |
| 6 | IEFA | ISHARES TR | $21.2M | 3.74% | 219,717 | Added |
| 7 | VO | VANGUARD INDEX FDS | $19.8M | 3.49% | 246,038 | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $16.6M | 2.93% | 329,001 | Added |
| 9 | ITOT | ISHARES TR | $15.1M | 2.66% | 2.2M | Added |
| 10 | MUB | ISHARES TR | $13.8M | 2.43% | 128,051 | Trimmed |
| 11 | IEMG | ISHARES INC | $12.7M | 2.24% | 153,639 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $11.4M | 2.01% | 37,745 | Trimmed |
| 13 | FLOT | ISHARES TR | $9.6M | 1.69% | 187,550 | Added |
| 14 | IWM | ISHARES TR | $8.8M | 1.56% | 29,413 | Trimmed |
| 15 | USHY | ISHARES TR | $7.4M | 1.30% | 199,560 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $7.0M | 1.24% | 10,262 | Added |
| 17 | SUB | ISHARES TR | $6.7M | 1.17% | 62,504 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 1.16% | 92,241 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $5.5M | 0.97% | 14,854 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 0.95% | 7,205 | Trimmed |
| 21 | IWV | ISHARES TR | $4.6M | 0.80% | 10,695 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $4.5M | 0.80% | 61,893 | Added |
| 23 | SPEM | SPDR INDEX SHS FDS | $4.4M | 0.77% | 84,845 | Trimmed |
| 24 | AAPL | APPLE INC | $4.3M | 0.75% | 14,747 | Trimmed |
| 25 | IXUS | ISHARES TR | $3.6M | 0.63% | 190,730 | Added |
Source: SEC Form 13F filings · as of 2026-06-30