Filed: 7/21/2025ACC: 0001801184-25-000004
📋 What this filing means
SINGLE POINT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $457.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$457.3K
Total AUM (reported)
3.98M
Total Shares
Allocation by class
CORE S&P500 ETF$135.8K29.7%
CORE S&P MCP ETF$42.8K9.4%
CORE US AGGBD ET$39.7K8.7%
CORE S&P SCP ETF$26.1K5.7%
RUS 1000 ETF$19.8K4.3%
MID CAP ETF$18.0K3.9%
CORE MSCI EAFE$16.9K3.7%
Portfolio Concentration
Top 3$218.3K47.7%
4–10$119.2K26.1%
11–25$79.8K17.4%
Rest$40.0K8.7%
Top 3 weight
47.7%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 3.98M
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
3.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:
ISHARES TR
SOLEShares218.73K
TypeSH
Market value$135.8K
29.70%
Sole
0.00
Shared
0.00
None
218.73K
ISHARES TR
SOLEShares690.18K
TypeSH
Market value$42.8K
9.36%
Sole
0.00
Shared
0.00
None
690.18K
ISHARES TR
SOLEShares414.03K
TypeSH
Market value$39.7K
8.68%
Sole
0.00
Shared
0.00
None
414.03K
ISHARES TR
SOLEShares239.21K
TypeSH
Market value$26.1K
5.72%
Sole
0.00
Shared
0.00
None
239.21K
ISHARES TR
SOLEShares58.43K
TypeSH
Market value$19.8K
4.34%
Sole
0.00
Shared
0.00
None
58.43K
VANGUARD INDEX FDS
SOLEShares64.11K
TypeSH
Market value$18.0K
3.94%
Sole
0.00
Shared
0.00
None
64.11K
ISHARES TR
SOLEShares202.88K
TypeSH
Market value$16.9K
3.70%
Sole
0.00
Shared
0.00
None
202.88K
VANGUARD MUN BD FDS
SOLEShares305.01K
TypeSH
Market value$15.0K
3.27%
Sole
0.00
Shared
0.00
None
305.01K
ISHARES TR
SOLEShares123.77K
TypeSH
Market value$12.9K
2.83%
Sole
0.00
Shared
0.00
None
123.77K
ISHARES TR
SOLEShares77.08K
TypeSH
Market value$10.4K
2.28%
Sole
0.00
Shared
0.00
None
77.08K
ISHARES INC
SOLEShares155.85K
TypeSH
Market value$9.4K
2.05%
Sole
0.00
Shared
0.00
None
155.85K
VANGUARD INDEX FDS
SOLEShares38.92K
TypeSH
Market value$9.3K
2.02%
Sole
0.00
Shared
0.00
None
38.92K
ISHARES TR
SOLEShares147.13K
TypeSH
Market value$7.5K
1.64%
Sole
0.00
Shared
0.00
None
147.13K
ISHARES TR
SOLEShares28.75K
TypeSH
Market value$6.2K
1.36%
Sole
0.00
Shared
0.00
None
28.75K
ISHARES TR
SOLEShares160.11K
TypeSH
Market value$6.0K
1.31%
Sole
0.00
Shared
0.00
None
160.11K
ISHARES TR
SOLEShares53.30K
TypeSH
Market value$5.7K
1.24%
Sole
0.00
Shared
0.00
None
53.30K
VANGUARD INDEX FDS
SOLEShares9.74K
TypeSH
Market value$5.6K
1.21%
Sole
0.00
Shared
0.00
None
9.74K
VANGUARD TAX-MANAGED FDS
SOLEShares91.54K
TypeSH
Market value$5.2K
1.14%
Sole
0.00
Shared
0.00
None
91.54K
SPDR S&P 500 ETF TR
SOLEShares7.50K
TypeSH
Market value$4.6K
1.01%
Sole
0.00
Shared
0.00
None
7.50K
VANGUARD INDEX FDS
SOLEShares14.10K
TypeSH
Market value$4.3K
0.94%
Sole
0.00
Shared
0.00
None
14.10K
ISHARES TR
SOLEShares10.65K
TypeSH
Market value$3.7K
0.82%
Sole
0.00
Shared
0.00
None
10.65K
SPDR INDEX SHS FDS
SOLEShares85.70K
TypeSH
Market value$3.7K
0.80%
Sole
0.00
Shared
0.00
None
85.70K
APPLE INC
SOLEShares15.32K
TypeSH
Market value$3.1K
0.69%
Sole
0.00
Shared
0.00
None
15.32K
ISHARES TR
SOLEShares34.17K
TypeSH
Market value$2.8K
0.62%
Sole
0.00
Shared
0.00
None
34.17K
VANGUARD INDEX FDS
SOLEShares13.96K
TypeSH
Market value$2.7K
0.59%
Sole
0.00
Shared
0.00
None
13.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 218.73K | SH | $135.8K 29.70% | 0.00 | 0.00 | 218.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 690.18K | SH | $42.8K 9.36% | 0.00 | 0.00 | 690.18K |
ISHARES TRSOLE | CORE US AGGBD ET | 414.03K | SH | $39.7K 8.68% | 0.00 | 0.00 | 414.03K |
ISHARES TRSOLE | CORE S&P SCP ETF | 239.21K | SH | $26.1K 5.72% | 0.00 | 0.00 | 239.21K |
ISHARES TRSOLE | RUS 1000 ETF | 58.43K | SH | $19.8K 4.34% | 0.00 | 0.00 | 58.43K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 64.11K | SH | $18.0K 3.94% | 0.00 | 0.00 | 64.11K |
ISHARES TRSOLE | CORE MSCI EAFE | 202.88K | SH | $16.9K 3.70% | 0.00 | 0.00 | 202.88K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 305.01K | SH | $15.0K 3.27% | 0.00 | 0.00 | 305.01K |
ISHARES TRSOLE | NATIONAL MUN ETF | 123.77K | SH | $12.9K 2.83% | 0.00 | 0.00 | 123.77K |
ISHARES TRSOLE | CORE S&P TTL STK | 77.08K | SH | $10.4K 2.28% | 0.00 | 0.00 | 77.08K |
ISHARES INCSOLE | CORE MSCI EMKT | 155.85K | SH | $9.4K 2.05% | 0.00 | 0.00 | 155.85K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 38.92K | SH | $9.3K 2.02% | 0.00 | 0.00 | 38.92K |
ISHARES TRSOLE | FLTG RATE NT ETF | 147.13K | SH | $7.5K 1.64% | 0.00 | 0.00 | 147.13K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 28.75K | SH | $6.2K 1.36% | 0.00 | 0.00 | 28.75K |
ISHARES TRSOLE | BROAD USD HIGH | 160.11K | SH | $6.0K 1.31% | 0.00 | 0.00 | 160.11K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 53.30K | SH | $5.7K 1.24% | 0.00 | 0.00 | 53.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.74K | SH | $5.6K 1.21% | 0.00 | 0.00 | 9.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 91.54K | SH | $5.2K 1.14% | 0.00 | 0.00 | 91.54K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.50K | SH | $4.6K 1.01% | 0.00 | 0.00 | 7.50K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.10K | SH | $4.3K 0.94% | 0.00 | 0.00 | 14.10K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.65K | SH | $3.7K 0.82% | 0.00 | 0.00 | 10.65K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 85.70K | SH | $3.7K 0.80% | 0.00 | 0.00 | 85.70K |
APPLE INCSOLE | COM | 15.32K | SH | $3.1K 0.69% | 0.00 | 0.00 | 15.32K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 34.17K | SH | $2.8K 0.62% | 0.00 | 0.00 | 34.17K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.96K | SH | $2.7K 0.59% | 0.00 | 0.00 | 13.96K |
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