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 $502.5M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($146.3M, 29.12%), IJH ($48.3M, 9.61%), AGG ($47.0M, 9.35%), IJR ($30.3M, 6.03%), IWB ($20.2M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $146.3M | 29.12% | 224,004 | Added |
| 2 | IJH | ISHARES TR | $48.3M | 9.61% | 715,156 | Added |
| 3 | AGG | ISHARES TR | $47.0M | 9.35% | 1.6M | Added |
| 4 | IJR | ISHARES TR | $30.3M | 6.03% | 243,717 | Added |
| 5 | IWB | ISHARES TR | $20.2M | 4.03% | 56,780 | Trimmed |
| 6 | IEFA | ISHARES TR | $19.5M | 3.88% | 215,431 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $18.2M | 3.62% | 63,373 | Trimmed |
| 8 | VTEB | VANGUARD MUN BD FDS | $15.8M | 3.15% | 317,426 | Added |
| 9 | MUB | ISHARES TR | $13.8M | 2.74% | 129,797 | Added |
| 10 | ITOT | ISHARES TR | $13.2M | 2.62% | 2.2M | Added |
| 11 | IEMG | ISHARES INC | $11.0M | 2.20% | 158,237 | Added |
| 12 | VB | VANGUARD INDEX FDS | $10.3M | 2.04% | 39,227 | Trimmed |
| 13 | FLOT | ISHARES TR | $8.8M | 1.74% | 171,794 | Added |
| 14 | IWM | ISHARES TR | $7.3M | 1.46% | 29,628 | Added |
| 15 | USHY | ISHARES TR | $6.8M | 1.36% | 185,317 | Added |
| 16 | SUB | ISHARES TR | $6.7M | 1.34% | 63,178 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $6.1M | 1.22% | 10,253 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 1.17% | 91,932 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 0.97% | 7,484 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $4.7M | 0.94% | 14,747 | Added |
| 21 | IWV | ISHARES TR | $4.0M | 0.79% | 10,689 | Added |
| 22 | SPEM | SPDR INDEX SHS FDS | $4.0M | 0.79% | 84,935 | Trimmed |
| 23 | AAPL | APPLE INC | $3.8M | 0.76% | 15,121 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $3.7M | 0.73% | 49,927 | Added |
| 25 | IXUS | ISHARES TR | $3.2M | 0.63% | 189,515 | Added |
Source: SEC Form 13F filings · as of 2026-03-31