SP

Single Point Partners, LLC

13F
Single Point Partners, LLC
Last update 2025-07-21 88 Stocks (6 new)
Value $457.00 Mil Turnover 3 %
Countries:
Single Point Partners, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
218,729
135,810.0
-0.24%
29.700
-0.07%
0.020
+18.87%
+8.94%
642,209.1
 
IJH
iShares Core S&P Mid-Cap ETF
690,178
42,810.0
-2.33%
9.360
-0.23%
0.050
+16.09%
+3.97%
98,717.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
414,026
39,680.0
+2.11%
8.680
+0.18%
0.030
+1.65%
+3.49%
128,152.2
 
IJR
iShares Core S&P Small-Cap ETF
239,211
26,140.0
-3.29%
5.720
-0.20%
0.030
+17.04%
-0.26%
83,183.4
 
IWB
iShares Russell 1000 ETF
58,430
19,840.0
+10.48%
4.340
+0.41%
0.050
+18.83%
+8.76%
41,860.3
 
VO
Vanguard Mid-Cap ETF
64,110
18,010.0
+8.19%
3.940
+0.30%
0.020
+15.88%
+9.89%
80,725.0
 
IEFA
iShares Core MSCI EAFE ETF
202,884
16,940.0
+1.89%
3.700
+0.07%
0.010
+13.34%
+23.86%
147,518.3
 
VTEB
Vanguard Tax-Exempt Bond ETF
305,014
14,960.0
+16.52%
3.270
+0.46%
0.040
+0.70%
-1.57%
35,683.6
 
MUB
iShares National Muni Bond ETF
123,771
12,930.0
-18.04%
2.830
-0.67%
0.030
+0.86%
-1.27%
37,843.6
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
77,075
10,410.0
-6.54%
2.280
-0.15%
0.010
+19.19%
+8.56%
73,027.8
 

Single Point Partners, LLC's Historical Top Holdings Breakdowns

Single Point Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.67%
102.31 ($103.99) 105.8
$103.54
-0.43%
Reduce -18.04%
123,771
-27,251
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Add
Add
+0.46%
48.13 ($48.86) 49.85
$48.54
-0.65%
Add 16.52%
305,014
43,247
IWB
iShares Russell 1000 ETF
2025-06-30
Add
Add
+0.41%
272.36 ($313.79) 339.57
$348.55
11.08%
Add 10.48%
58,430
5,543
DINO
HF Sinclair Corp
2025-06-30
Sold Out
Sold Out
-0.32%
25.91 ($34.4) 41.85
$45.74
32.97%
Sold Out
0
-41,324
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.30%
228.54 ($262.5) 279.83
$287.85
9.66%
Add 8.19%
64,110
4,851
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.25%
193.73 ($223.07) 237.37
$247.42
10.92%
Add 14.43%
38,916
4,907
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.23%
51.16 ($58.7) 62.02
$64.40
9.71%
Reduce -2.33%
690,178
-16,447
BKLC
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
2025-06-30
New Buy
New Buy
+0.23%
94.74 ($109.33) 118.43
$121.54
11.17%
New holding
9,037
9,037
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.20%
90.56 ($103.39) 109.49
$114.15
10.41%
Reduce -3.29%
239,211
-8,126
GOOG
Alphabet Inc
2025-06-30
Reduce
Reduce
-0.18%
146.58 ($165.11) 180.01
$191.51
15.99%
Reduce -51.2%
247,681
-259,895

Single Point Partners, LLC Total Holding History ($B)

To

Single Point Partners, LLC's Asset Allocation

To

Single Point Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Single Point Partners, LLC's Hypothetical Growth since 2025-06-30

Single Point Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Single Point Partners, LLC's Holdings Heat Map

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Single Point Partners, LLC's Holdings Bubble Chart

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