Filed: 4/15/2026ACC: 0001801184-26-000002
๐ What this filing means
SINGLE POINT PARTNERS, LLC filed this quarterly 13FโHR report disclosing 83 equity positions with a total reported market value of $502.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$502.55M
Total AUM (reported)
7.43M
Total Shares
Allocation by class
CORE S&P500 ETF$146.32M29.1%
CORE S&P MCP ETF$48.29M9.6%
CORE US AGGBD ET$47.00M9.4%
CORE S&P SCP ETF$30.30M6.0%
RUS 1000 ETF$20.25M4.0%
CORE MSCI EAFE$19.50M3.9%
MID CAP ETF$18.20M3.6%
Portfolio Concentration
Top 3$241.62M48.1%
4โ10$131.02M26.1%
11โ25$91.21M18.2%
Rest$38.70M7.7%
Top 3 weight
48.1%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 7.43M
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
7.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares224K
TypeSH
Market value$146.32M
29.12%
Sole
0.00
Shared
0.00
None
224K
ISHARES TR
SOLEShares715.16K
TypeSH
Market value$48.29M
9.61%
Sole
0.00
Shared
0.00
None
715.16K
ISHARES TR
SOLEShares1.56M
TypeSH
Market value$47.00M
9.35%
Sole
0.00
Shared
0.00
None
1.56M
ISHARES TR
SOLEShares243.72K
TypeSH
Market value$30.30M
6.03%
Sole
0.00
Shared
0.00
None
243.72K
ISHARES TR
SOLEShares56.78K
TypeSH
Market value$20.25M
4.03%
Sole
0.00
Shared
0.00
None
56.78K
ISHARES TR
SOLEShares215.43K
TypeSH
Market value$19.50M
3.88%
Sole
0.00
Shared
0.00
None
215.43K
VANGUARD INDEX FDS
SOLEShares63.37K
TypeSH
Market value$18.20M
3.62%
Sole
0.00
Shared
0.00
None
63.37K
VANGUARD MUN BD FDS
SOLEShares317.43K
TypeSH
Market value$15.84M
3.15%
Sole
0.00
Shared
0.00
None
317.43K
ISHARES TR
SOLEShares129.80K
TypeSH
Market value$13.78M
2.74%
Sole
0.00
Shared
0.00
None
129.80K
ISHARES TR
SOLEShares2.23M
TypeSH
Market value$13.16M
2.62%
Sole
0.00
Shared
0.00
None
2.23M
ISHARES INC
SOLEShares158.24K
TypeSH
Market value$11.04M
2.20%
Sole
0.00
Shared
0.00
None
158.24K
VANGUARD INDEX FDS
SOLEShares39.23K
TypeSH
Market value$10.27M
2.04%
Sole
0.00
Shared
0.00
None
39.23K
ISHARES TR
SOLEShares171.79K
TypeSH
Market value$8.75M
1.74%
Sole
0.00
Shared
0.00
None
171.79K
ISHARES TR
SOLEShares29.63K
TypeSH
Market value$7.35M
1.46%
Sole
0.00
Shared
0.00
None
29.63K
ISHARES TR
SOLEShares185.32K
TypeSH
Market value$6.83M
1.36%
Sole
0.00
Shared
0.00
None
185.32K
ISHARES TR
SOLEShares63.18K
TypeSH
Market value$6.73M
1.34%
Sole
0.00
Shared
0.00
None
63.18K
VANGUARD INDEX FDS
SOLEShares10.25K
TypeSH
Market value$6.13M
1.22%
Sole
0.00
Shared
0.00
None
10.25K
VANGUARD TAX-MANAGED FDS
SOLEShares91.93K
TypeSH
Market value$5.89M
1.17%
Sole
0.00
Shared
0.00
None
91.93K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.48K
TypeSH
Market value$4.87M
0.97%
Sole
0.00
Shared
0.00
None
7.48K
VANGUARD INDEX FDS
SOLEShares14.75K
TypeSH
Market value$4.73M
0.94%
Sole
0.00
Shared
0.00
None
14.75K
SPDR INDEX SHS FDS
SOLEShares84.94K
TypeSH
Market value$3.98M
0.79%
Sole
0.00
Shared
0.00
None
84.94K
ISHARES TR
SOLEShares10.69K
TypeSH
Market value$3.96M
0.79%
Sole
0.00
Shared
0.00
None
10.69K
APPLE INC
SOLEShares15.12K
TypeSH
Market value$3.84M
0.76%
Sole
0.00
Shared
0.00
None
15.12K
VANGUARD BD INDEX FDS
SOLEShares49.93K
TypeSH
Market value$3.68M
0.73%
Sole
0.00
Shared
0.00
None
49.93K
ISHARES TR
SOLEShares189.51K
TypeSH
Market value$3.17M
0.63%
Sole
0.00
Shared
0.00
None
189.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 224K | SH | $146.32M 29.12% | 0.00 | 0.00 | 224K |
ISHARES TRSOLE | CORE S&P MCP ETF | 715.16K | SH | $48.29M 9.61% | 0.00 | 0.00 | 715.16K |
ISHARES TRSOLE | CORE US AGGBD ET | 1.56M | SH | $47.00M 9.35% | 0.00 | 0.00 | 1.56M |
ISHARES TRSOLE | CORE S&P SCP ETF | 243.72K | SH | $30.30M 6.03% | 0.00 | 0.00 | 243.72K |
ISHARES TRSOLE | RUS 1000 ETF | 56.78K | SH | $20.25M 4.03% | 0.00 | 0.00 | 56.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 215.43K | SH | $19.50M 3.88% | 0.00 | 0.00 | 215.43K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 63.37K | SH | $18.20M 3.62% | 0.00 | 0.00 | 63.37K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 317.43K | SH | $15.84M 3.15% | 0.00 | 0.00 | 317.43K |
ISHARES TRSOLE | NATIONAL MUN ETF | 129.80K | SH | $13.78M 2.74% | 0.00 | 0.00 | 129.80K |
ISHARES TRSOLE | CORE S&P TTL STK | 2.23M | SH | $13.16M 2.62% | 0.00 | 0.00 | 2.23M |
ISHARES INCSOLE | CORE MSCI EMKT | 158.24K | SH | $11.04M 2.20% | 0.00 | 0.00 | 158.24K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.23K | SH | $10.27M 2.04% | 0.00 | 0.00 | 39.23K |
ISHARES TRSOLE | FLTG RATE NT ETF | 171.79K | SH | $8.75M 1.74% | 0.00 | 0.00 | 171.79K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 29.63K | SH | $7.35M 1.46% | 0.00 | 0.00 | 29.63K |
ISHARES TRSOLE | BROAD USD HIGH | 185.32K | SH | $6.83M 1.36% | 0.00 | 0.00 | 185.32K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 63.18K | SH | $6.73M 1.34% | 0.00 | 0.00 | 63.18K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.25K | SH | $6.13M 1.22% | 0.00 | 0.00 | 10.25K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 91.93K | SH | $5.89M 1.17% | 0.00 | 0.00 | 91.93K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.48K | SH | $4.87M 0.97% | 0.00 | 0.00 | 7.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.75K | SH | $4.73M 0.94% | 0.00 | 0.00 | 14.75K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 84.94K | SH | $3.98M 0.79% | 0.00 | 0.00 | 84.94K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.69K | SH | $3.96M 0.79% | 0.00 | 0.00 | 10.69K |
APPLE INCSOLE | COM | 15.12K | SH | $3.84M 0.76% | 0.00 | 0.00 | 15.12K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.93K | SH | $3.68M 0.73% | 0.00 | 0.00 | 49.93K |
ISHARES TRSOLE | CORE MSCI TOTAL | 189.51K | SH | $3.17M 0.63% | 0.00 | 0.00 | 189.51K |
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