13F Insight
DOSSIER · 13F-HR · Q3 2026

Single Point Partners, LLC

$566M in tracked AUM across 96 positions as of Q3 2026.

SP
CIK 0001801184 · last filed Sep 30, 2026
Total AUM
$566M
as of Q3 2026
Holdings
96
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Single Point Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$171M224K30.3%02
IJH
ISHARES TR
$53M730K9.3%03
AGG
ISHARES TR
$49M1.6M8.6%04
IJR
ISHARES TR
$34M247K5.9%05
IWB
ISHARES TR
$23M55K4.0%06
IEFA
ISHARES TR
$22M224K3.8%07
VO
VANGUARD INDEX FDS
$19M244K3.4%08
ITOT
ISHARES TR
$16M2.2M2.8%09
MUB
ISHARES TR
$15M150K2.7%10
VTEB
VANGUARD MUN BD FDS
$15M308K2.6%

Filing history

2026Q3Sep 30
$566M▼ 0.4%
96 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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