Filed: 4/14/2025ACC: 0001801184-25-000003
📋 What this filing means
SINGLE POINT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $426.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$426.0K
Total AUM (reported)
4.27M
Total Shares
Allocation by class
CORE S&P500 ETF$123.2K28.9%
CORE S&P MCP ETF$41.2K9.7%
CORE US AGGBD ET$38.7K9.1%
CORE S&P SCP ETF$25.9K6.1%
RUS 1000 ETF$16.2K3.8%
NATIONAL MUN ETF$15.9K3.7%
MID CAP ETF$15.3K3.6%
Portfolio Concentration
Top 3$203.2K47.7%
4–10$111.5K26.2%
11–25$73.8K17.3%
Rest$37.6K8.8%
Top 3 weight
47.7%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
ISHARES TR
SOLEShares219.26K
TypeSH
Market value$123.2K
28.92%
Sole
0.00
Shared
0.00
None
219.26K
ISHARES TR
SOLEShares706.63K
TypeSH
Market value$41.2K
9.68%
Sole
0.00
Shared
0.00
None
706.63K
ISHARES TR
SOLEShares405.45K
TypeSH
Market value$38.7K
9.09%
Sole
0.00
Shared
0.00
None
405.45K
ISHARES TR
SOLEShares247.34K
TypeSH
Market value$25.9K
6.07%
Sole
0.00
Shared
0.00
None
247.34K
ISHARES TR
SOLEShares52.89K
TypeSH
Market value$16.2K
3.81%
Sole
0.00
Shared
0.00
None
52.89K
ISHARES TR
SOLEShares151.02K
TypeSH
Market value$15.9K
3.74%
Sole
0.00
Shared
0.00
None
151.02K
VANGUARD INDEX FDS
SOLEShares59.26K
TypeSH
Market value$15.3K
3.60%
Sole
0.00
Shared
0.00
None
59.26K
ISHARES TR
SOLEShares199.12K
TypeSH
Market value$15.1K
3.54%
Sole
0.00
Shared
0.00
None
199.12K
VANGUARD MUN BD FDS
SOLEShares261.77K
TypeSH
Market value$13.0K
3.05%
Sole
0.00
Shared
0.00
None
261.77K
ISHARES TR
SOLEShares82.47K
TypeSH
Market value$10.1K
2.36%
Sole
0.00
Shared
0.00
None
82.47K
ISHARES INC
SOLEShares158.34K
TypeSH
Market value$8.5K
2.01%
Sole
0.00
Shared
0.00
None
158.34K
ISHARES TR
SOLEShares148.29K
TypeSH
Market value$7.6K
1.78%
Sole
0.00
Shared
0.00
None
148.29K
VANGUARD INDEX FDS
SOLEShares34.01K
TypeSH
Market value$7.5K
1.77%
Sole
0.00
Shared
0.00
None
34.01K
ISHARES TR
SOLEShares159.48K
TypeSH
Market value$5.9K
1.38%
Sole
0.00
Shared
0.00
None
159.48K
ISHARES TR
SOLEShares55.12K
TypeSH
Market value$5.8K
1.37%
Sole
0.00
Shared
0.00
None
55.12K
ISHARES TR
SOLEShares28.04K
TypeSH
Market value$5.6K
1.31%
Sole
0.00
Shared
0.00
None
28.04K
VANGUARD INDEX FDS
SOLEShares9.33K
TypeSH
Market value$4.8K
1.13%
Sole
0.00
Shared
0.00
None
9.33K
VANGUARD TAX-MANAGED FDS
SOLEShares88.61K
TypeSH
Market value$4.5K
1.06%
Sole
0.00
Shared
0.00
None
88.61K
SPDR S&P 500 ETF TR
SOLEShares7.58K
TypeSH
Market value$4.2K
0.99%
Sole
0.00
Shared
0.00
None
7.58K
VANGUARD INDEX FDS
SOLEShares14K
TypeSH
Market value$3.8K
0.90%
Sole
0.00
Shared
0.00
None
14K
APPLE INC
SOLEShares15.63K
TypeSH
Market value$3.5K
0.81%
Sole
0.00
Shared
0.00
None
15.63K
SPDR INDEX SHS FDS
SOLEShares84.81K
TypeSH
Market value$3.3K
0.78%
Sole
0.00
Shared
0.00
None
84.81K
ISHARES TR
SOLEShares10.16K
TypeSH
Market value$3.2K
0.76%
Sole
0.00
Shared
0.00
None
10.16K
ISHARES TR
SOLEShares36.48K
TypeSH
Market value$3.0K
0.71%
Sole
0.00
Shared
0.00
None
36.48K
VANGUARD INTL EQUITY INDEX F
SOLEShares53.91K
TypeSH
Market value$2.4K
0.57%
Sole
0.00
Shared
0.00
None
53.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 219.26K | SH | $123.2K 28.92% | 0.00 | 0.00 | 219.26K |
ISHARES TRSOLE | CORE S&P MCP ETF | 706.63K | SH | $41.2K 9.68% | 0.00 | 0.00 | 706.63K |
ISHARES TRSOLE | CORE US AGGBD ET | 405.45K | SH | $38.7K 9.09% | 0.00 | 0.00 | 405.45K |
ISHARES TRSOLE | CORE S&P SCP ETF | 247.34K | SH | $25.9K 6.07% | 0.00 | 0.00 | 247.34K |
ISHARES TRSOLE | RUS 1000 ETF | 52.89K | SH | $16.2K 3.81% | 0.00 | 0.00 | 52.89K |
ISHARES TRSOLE | NATIONAL MUN ETF | 151.02K | SH | $15.9K 3.74% | 0.00 | 0.00 | 151.02K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 59.26K | SH | $15.3K 3.60% | 0.00 | 0.00 | 59.26K |
ISHARES TRSOLE | CORE MSCI EAFE | 199.12K | SH | $15.1K 3.54% | 0.00 | 0.00 | 199.12K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 261.77K | SH | $13.0K 3.05% | 0.00 | 0.00 | 261.77K |
ISHARES TRSOLE | CORE S&P TTL STK | 82.47K | SH | $10.1K 2.36% | 0.00 | 0.00 | 82.47K |
ISHARES INCSOLE | CORE MSCI EMKT | 158.34K | SH | $8.5K 2.01% | 0.00 | 0.00 | 158.34K |
ISHARES TRSOLE | FLTG RATE NT ETF | 148.29K | SH | $7.6K 1.78% | 0.00 | 0.00 | 148.29K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 34.01K | SH | $7.5K 1.77% | 0.00 | 0.00 | 34.01K |
ISHARES TRSOLE | BROAD USD HIGH | 159.48K | SH | $5.9K 1.38% | 0.00 | 0.00 | 159.48K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 55.12K | SH | $5.8K 1.37% | 0.00 | 0.00 | 55.12K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 28.04K | SH | $5.6K 1.31% | 0.00 | 0.00 | 28.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.33K | SH | $4.8K 1.13% | 0.00 | 0.00 | 9.33K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 88.61K | SH | $4.5K 1.06% | 0.00 | 0.00 | 88.61K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.58K | SH | $4.2K 0.99% | 0.00 | 0.00 | 7.58K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14K | SH | $3.8K 0.90% | 0.00 | 0.00 | 14K |
APPLE INCSOLE | COM | 15.63K | SH | $3.5K 0.81% | 0.00 | 0.00 | 15.63K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 84.81K | SH | $3.3K 0.78% | 0.00 | 0.00 | 84.81K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.16K | SH | $3.2K 0.76% | 0.00 | 0.00 | 10.16K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 36.48K | SH | $3.0K 0.71% | 0.00 | 0.00 | 36.48K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 53.91K | SH | $2.4K 0.57% | 0.00 | 0.00 | 53.91K |
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