13F Insight
DOSSIER · 13F-HR · Q2 2026

Single Point Partners, LLC

$568M in tracked AUM across 103 positions as of Q2 2026.

SP
CIK 0001801184 · last filed Jun 30, 2026
Total AUM
$568M
as of Q2 2026
Holdings
103
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Single Point Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$167M223K29.4%02
IJH
ISHARES TR
$56M720K9.8%03
AGG
ISHARES TR
$50M1.6M8.8%04
IJR
ISHARES TR
$36M245K6.4%05
IWB
ISHARES TR
$23M56K4.0%06
IEFA
ISHARES TR
$21M220K3.7%07
VO
VANGUARD INDEX FDS
$20M246K3.5%08
VTEB
VANGUARD MUN BD FDS
$17M329K2.9%09
ITOT
ISHARES TR
$15M2.2M2.7%10
MUB
ISHARES TR
$14M128K2.4%

Filing history

2026Q2Jun 30
$568M▲ 13.0%
103 positionsView →2026Q1Mar 31
$503M▼ 0.6%
83 positionsView →2025Q4Dec 31
$506M▲ 2.6%
87 positionsView →2025Q3Sep 30
$493M▲ 7.7%
89 positionsView →2025Q2Jun 30
$457M▲ 7.3%
88 positionsLocked2025Q1Mar 31
$426M▼ 1.9%
87 positionsLocked2024Q4Dec 31
$434M▲ 592.3%
81 positionsLocked2024Q3Sep 30
$63M▲ 7.4%
34 positionsLocked2024Q2Jun 30
$58M▼ 86.4%
34 positionsLocked2024Q1Mar 31
$430M▲ 7.3%
79 positionsLocked2023Q4Dec 31
$401M▲ 5.3%
77 positionsLocked2023Q3Sep 30
$381M▲ 425.5%
77 positionsLocked
Showing 12 of 26