Universe · entity
Single Point Partners, LLC
Institutional manager (13F) · CIK 1801184
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $492M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $146M | 224,004 |
| 2 | ISHARES TR | $48M | 715,156 |
| 3 | ISHARES TR | $47M | 1,562,047 |
| 4 | ISHARES TR | $30M | 243,717 |
| 5 | ISHARES TR | $20M | 56,780 |
| 6 | ISHARES TR | $20M | 215,431 |
| 7 | VANGUARD INDEX FDS | $18M | 63,373 |
| 8 | VANGUARD MUN BD FDS | $16M | 317,426 |
| 9 | ISHARES TR | $14M | 129,797 |
| 10 | ISHARES TR | $13M | 2,232,613 |
| 11 | ISHARES INC | $11M | 158,237 |
| 12 | VANGUARD INDEX FDS | $10M | 39,227 |
| 13 | ISHARES TR | $9M | 171,794 |
| 14 | ISHARES TR | $7M | 29,628 |
| 15 | ISHARES TR | $7M | 185,317 |
| 16 | ISHARES TR | $7M | 63,178 |
| 17 | VANGUARD INDEX FDS | $6M | 10,253 |
| 18 | VANGUARD TAX-MANAGED FDS | $6M | 91,932 |
| 19 | STATE STR SPDR S&P 500 ETF T | $5M | 7,484 |
| 20 | VANGUARD INDEX FDS | $5M | 14,747 |
| 21 | SPDR INDEX SHS FDS | $4M | 84,935 |
| 22 | ISHARES TR | $4M | 10,689 |
| 23 | APPLE INC | $4M | 15,121 |
| 24 | VANGUARD BD INDEX FDS | $4M | 49,927 |
| 25 | ISHARES TR | $3M | 189,515 |
| 26 | VANGUARD INDEX FDS | $3M | 13,986 |
| 27 | ISHARES TR | $3M | 32,748 |
| 28 | VANGUARD INTL EQUITY INDEX F | $2M | 44,751 |
| 29 | VANGUARD WELLINGTON FD | $2M | 15,557 |
| 30 | SCHWAB STRATEGIC TR | $1M | 41,309 |
| 31 | BANK AMERICA CORP | $1M | 25,686 |
| 32 | ALPHABET INC | $1M | 97,835 |
| 33 | SPDR GOLD TR | $1M | 2,700 |
| 34 | BNY MELLON ETF TRUST | $1M | 9,112 |
| 35 | ALPHABET INC | $1M | 3,569 |
| 36 | JPMORGAN CHASE & CO | $1M | 3,481 |
| 37 | ACCENTURE PLC IRELAND | $968k | 4,880 |
| 38 | ISHARES TR | $901k | 2,112 |
| 39 | BONDBLOXX ETF TRUST | $864k | 17,163 |
| 40 | VANGUARD WHITEHALL FDS | $848k | 5,724 |
| 41 | GOLDMAN SACHS ETF TR | $832k | 8,304 |
| 42 | VANGUARD INDEX FDS | $812k | 1,859 |
| 43 | ISHARES TR | $805k | 7,121 |
| 44 | SCHWAB STRATEGIC TR | $795k | 32,105 |
| 45 | SCHWAB STRATEGIC TR | $745k | 29,072 |
| 46 | AMAZON COM INC | $734k | 3,524 |
| 47 | MICROSOFT CORP | $730k | 1,973 |
| 48 | STATE STR SPDR S&P MIDCAP 40 | $698k | 1,131 |
| 49 | ISHARES TR | $622k | 7,814 |
| 50 | ISHARES TR | $614k | 5,563 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.