Single Point Partners, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $496,252,821 in Form 13F holdings
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Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 96 | $496,252,821 | +$13,436,135 | -$7,838,721 | +$5,597,414 | IVV, IJH, IJR, IWB, IEFA | 13F-HR | 19 Oct 2026, 16:23 |
| Q2 2026 | 102 | $497,767,045 | +$26,664,443 | -$3,866,697 | +$22,797,746 | IVV, IJH, IJR, IWB, IEFA | 13F-HR | 16 Jul 2026, 13:43 |
| Q1 2026 | 83 | $437,946,005 | +$4,682,815 | -$3,901,494 | +$781,321 | IVV, IJH, IJR, IWB, IEFA | 13F-HR | 15 Apr 2026, 09:24 |
| Q4 2025 | 87 | $504,189,234 | +$9,308,562 | -$3,332,853 | +$5,975,709 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 23 Jan 2026, 18:38 |
| Q3 2025 | 89 | $491,246,132 | +$9,977,540 | -$2,529,200 | +$7,448,340 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 20 Oct 2025, 12:41 |
| Q2 2025 | 88 | $455,990,000 | +$11,720,482 | -$10,168,069 | +$1,552,413 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 21 Jul 2025, 15:14 |
| Q1 2025 | 87 | $424,506,000 | +$12,557,991 | -$7,115,959 | +$5,442,032 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 14 Apr 2025, 13:11 |
| Q4 2024 | 81 | $434,244,000 | +$375,138,300 | -$3,324,309 | +$371,813,991 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 29 Jan 2025, 11:22 |
| Q3 2024 | 34 | $62,724,000 | +$2,920,188 | -$1,566,579 | +$1,353,609 | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 03 Oct 2024, 15:42 |
| Q2 2024 | 34 | $58,111,000 | +$2,049,579 | -$375,197,466 | -$373,147,887 | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 12 Jul 2024, 12:00 |
| Q1 2024 | 79 | $429,979,000 | +$47,361,120 | -$14,186,631 | +$33,174,489 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 11 Apr 2024, 16:14 |
| Q4 2023 | 77 | $401,252,000 | +$9,589,582 | -$24,621,154 | -$15,031,572 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 11 Jan 2024, 12:55 |
| Q3 2023 | 77 | $380,566,000 | +$335,419,612 | -$25,567,334 | +$309,852,278 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 12 Oct 2023, 16:01 |
| Q2 2023 | 65 | $72,488,000 | +$6,444,955 | -$394,032,681 | -$387,587,726 | IEMG, IEFA, FLOT, SPY, SPEM | 13F-HR | 10 Jul 2023, 12:29 |
| Q1 2023 | 156 | $457,452,000 | +$33,941,553 | -$13,527,546 | +$20,414,007 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 06 Apr 2023, 10:05 |
| Q4 2022 | 153 | $416,073,000 | +$43,033,551 | -$15,292,658 | +$27,740,893 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 10 Jan 2023, 11:14 |
| Q3 2022 | 129 | $363,980,000 | +$55,105,563 | -$35,804,018 | +$19,301,545 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 07 Oct 2022, 10:50 |
| Q2 2022 | 124 | $366,607,000 | +$47,844,990 | -$17,997,954 | +$29,847,036 | IVV, IJH, AGG, IJR, VO | 13F-HR | 29 Jul 2022, 13:48 |
| Q1 2022 | 120 | $381,776,000 | +$39,559,004 | -$1,145,301 | +$38,413,703 | IVV, IJH, AGG, IJR, VO | 13F-HR | 28 Apr 2022, 12:03 |
| Q4 2021 | 86 | $363,971,000 | +$326,726,833 | -$1,513,942 | +$325,212,891 | IVV, IJH, AGG, IJR, VO | 13F-HR | 27 Jan 2022, 13:49 |
| Q3 2021 | 28 | $45,750,000 | +$2,752,014 | -$246,262,283 | -$243,510,269 | IEMG, IEFA, SPY, FLOT, GOOG | 13F-HR | 25 Oct 2021, 10:50 |
| Q2 2021 | 77 | $290,349,000 | +$50,373,374 | -$42,876,488 | +$7,496,886 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 28 Jul 2021, 13:44 |
| Q1 2021 | 80 | $272,759,000 | +$63,172,322 | -$27,003,021 | +$36,169,301 | IVV, IJH, IJR, AGG, IEMG | 13F-HR | 30 Apr 2021, 08:08 |
| Q4 2020 | 69 | $221,901,000 | +$33,141,794 | -$22,222,172 | +$10,919,622 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 12 Jan 2021, 14:16 |
| Q3 2020 | 71 | $183,970,000 | +$28,778,672 | -$20,038,137 | +$8,740,535 | IVV, IBHC, IJH, MUB, IJR | 13F-HR | 30 Oct 2020, 15:59 |
Showing 1-25 of 28 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 19 Oct 2026
- Latest reported 13F value
- $496,252,821
- Largest 13F holdings
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IVV IJH IJR IWB IEFA VO MUB VTEB IEMG VB FLOT IWM
+8 more
USHY VOO VEA BND SUB VTI SPY AAPL - Form 13F summary
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- Single Point Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Single Point Partners, LLC reported 96 equity holdings with a total reported market value of $496,252,821 for Q3 2026. Top reported holdings included IVV, IJH, IJR, IWB, and IEFA.
- Manager signature
- Ashleigh Swayze - Counsel
- Manager location
- Boston, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value