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The Analysis of Single Point Partners, LLC's Holdings & P&L

Currently, Single Point Partners, LLC holds 83 types of securities in its portfolio with a total value $502.5M. In the most recent quarter, they have increased their positions in AGG (+1.1M shares, valued at $33.0M), ITOT (+2.2M shares, valued at $12.7M), IXUS (+155.0K shares, valued at $2.6M); decreased their positions in N/A (-64.7K shares, valued at $773.7K), MSFT (-1.1K shares, valued at $391.0K), AAPL (-1.4K shares, valued at $363.2K); initiated new positions in T (+7.4K shares, valued at $215.6K), HON (+946 shares, valued at $213.8K), CTVA (+2.5K shares, valued at $211.3K).

1M P&L

+27.7M+2.82%

3M P&L

-21.0M-2.04%

HY P&L

+22.0M+2.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A479.1M

97.5%

2Consumer Electronics3.8M

0.8%

3Banks - Diversified2.3M

0.5%

Top Industries by Stock Count

1N/A52 stocks

70.3%

2Utilities - Regulated Electric2 stocks

2.7%

3Telecom Services2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR224.0K shares0.94%2026-03-312026-04-15

IJH ISHARES TR715.2K shares0.72%2026-03-312026-04-15

AGG ISHARES TR1.6M shares234.57%2026-03-312026-04-15

IJR ISHARES TR243.7K shares0.42%2026-03-312026-04-15

IWB ISHARES TR56.8K shares-0.89%2026-03-312026-04-15

IEFA ISHARES TR215.4K shares-0.57%2026-03-312026-04-15

VO VANGUARD INDEX FDS63.4K shares-0.41%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS317.4K shares1.12%2026-03-312026-04-15

Sponsored

MUB ISHARES TR129.8K shares0.21%2026-03-312026-04-15

ITOT ISHARES TR2.2M shares2835.49%2026-03-312026-04-15

IEMG ISHARES INC158.2K shares0.51%2026-03-312026-04-15

VB VANGUARD INDEX FDS39.2K shares-0.15%2026-03-312026-04-15

FLOT ISHARES TR171.8K shares2.30%2026-03-312026-04-15

IWM ISHARES TR29.6K shares0.30%2026-03-312026-04-15

USHY ISHARES TR185.3K shares2.78%2026-03-312026-04-15

SUB ISHARES TR63.2K shares2.86%2026-03-312026-04-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.3K shares1.88%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS91.9K shares0.54%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T7.5K shares0.20%2026-03-312026-04-15

VTI VANGUARD INDEX FDS14.7K shares6.60%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS84.9K shares-0.74%2026-03-312026-04-15

IWV ISHARES TR10.7K shares0.06%2026-03-312026-04-15

AAPL APPLE INC15.1K shares-8.65%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS49.9K shares4.09%2026-03-312026-04-15

Sponsored

IXUS ISHARES TR189.5K shares449.13%2026-03-312026-04-15

VXF VANGUARD INDEX FDS14.0K shares0.01%2026-03-312026-04-15

SHY ISHARES TR32.7K shares0.10%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F44.8K shares-8.43%2026-03-312026-04-15

VTES VANGUARD WELLINGTON FD15.6K shares7.02%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR41.3K shares2.08%2026-03-312026-04-15

BAC BANK AMERICA CORP25.7K shares-2.68%2026-03-312026-04-15

ALPHABET INC ALPHABET INC97.8K shares-39.81%2026-03-312026-04-15

Sponsored

GLD SPDR GOLD TR2.7K shares0.00%2026-03-312026-04-15

BKLC BNY MELLON ETF TRUST9.1K shares0.31%2026-03-312026-04-15

ALPHABET INC ALPHABET INC3.6K shares-18.37%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO3.5K shares-15.32%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.9K shares26.16%2026-03-312026-04-15

IWF ISHARES TR2.1K shares-0.19%2026-03-312026-04-15

XHLF BONDBLOXX ETF TRUST17.2K shares4.97%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS5.7K shares-3.29%2026-03-312026-04-15

Sponsored

GBIL GOLDMAN SACHS ETF TR8.3K shares21.03%2026-03-312026-04-15

VUG VANGUARD INDEX FDS1.9K shares2.03%2026-03-312026-04-15

IVW ISHARES TR7.1K shares0.00%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR32.1K shares0.00%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR29.1K shares0.00%2026-03-312026-04-15

AMZN AMAZON COM INC3.5K shares-7.36%2026-03-312026-04-15

MSFT MICROSOFT CORP2.0K shares-34.86%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-03-312026-04-15

Sponsored

HYG ISHARES TR7.8K shares-7.14%2026-03-312026-04-15

TIP ISHARES TR5.6K shares7.10%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F7.4K shares-0.11%2026-03-312026-04-15

ESGU ISHARES TR3.8K shares34.16%2026-03-312026-04-15

EFIV SPDR SERIES TRUST8.2K shares0.07%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST11.2K shares0.00%2026-03-312026-04-15

SPDR SERIES TRUST SPDR SERIES TRUST4.4K shares-0.07%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL853 shares-1.39%2026-03-312026-04-15

Sponsored

HD HOME DEPOT INC1.2K shares-3.06%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC2.9K shares-0.85%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR651 shares3.17%2026-03-312026-04-15

NVDA NVIDIA CORPORATION2.1K shares-10.98%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-8.85%2026-03-312026-04-15

IWD ISHARES TR1.5K shares0.07%2026-03-312026-04-15

META META PLATFORMS INC555 shares-18.86%2026-03-312026-04-15

RTX RTX CORPORATION1.5K shares-6.42%2026-03-312026-04-15

Sponsored

LOW LOWES COS INC1.3K shares-0.79%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP3.6K shares0.00%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC1.9K shares-2.81%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.1K shares-10.44%2026-03-312026-04-15

IVE ISHARES TR1.3K shares0.00%2026-03-312026-04-15

EBC EASTERN BANKSHARES INC13.9K shares0.72%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T3.6K shares0.34%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR5.5K shares-6.83%2026-03-312026-04-15

Sponsored

VZ VERIZON COMMUNICATIONS INC5.0K shares0.28%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC2.2K shares0.00%2026-03-312026-04-15

BROADCOM INC BROADCOM INC772 shares10.60%2026-03-312026-04-15

KO COCA COLA CO3.1K shares0.13%2026-03-312026-04-15

V VISA INC769 shares-3.03%2026-03-312026-04-15

VSS VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2026-03-312026-04-15

T AT&T INC7.4K sharesnew addition2026-03-312026-04-15

HON HONEYWELL INTL INC946 sharesnew addition2026-03-312026-04-15

Sponsored

CTVA CORTEVA INC2.5K sharesnew addition2026-03-312026-04-15

ACWX ISHARES TR10.8K shares0.00%2026-03-312026-04-15

SMMD ISHARES TR17.9K shares0.00%2026-03-312026-04-15

IVV

ISHARES TR

0.94%

Shares224.0K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

0.72%

Shares715.2K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

234.57%

Shares1.6M

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

0.42%

Shares243.7K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

-0.89%

Shares56.8K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

-0.57%

Shares215.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-0.41%

Shares63.4K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

1.12%

Shares317.4K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

0.21%

Shares129.8K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

2835.49%

Shares2.2M

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

0.51%

Shares158.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-0.15%

Shares39.2K

Event2026-03-31

Filed2026-04-15

FLOT

ISHARES TR

2.30%

Shares171.8K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.30%

Shares29.6K

Event2026-03-31

Filed2026-04-15

USHY

ISHARES TR

2.78%

Shares185.3K

Event2026-03-31

Filed2026-04-15

SUB

ISHARES TR

2.86%

Shares63.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

1.88%

Shares10.3K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

0.54%

Shares91.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.20%

Shares7.5K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

6.60%

Shares14.7K

Event2026-03-31

Filed2026-04-15

SPEM

SPDR INDEX SHS FDS

-0.74%

Shares84.9K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.06%

Shares10.7K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-8.65%

Shares15.1K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

4.09%

Shares49.9K

Event2026-03-31

Filed2026-04-15

IXUS

ISHARES TR

449.13%

Shares189.5K

Event2026-03-31

Filed2026-04-15

VXF

VANGUARD INDEX FDS

0.01%

Shares14.0K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

0.10%

Shares32.7K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-8.43%

Shares44.8K

Event2026-03-31

Filed2026-04-15

VTES

VANGUARD WELLINGTON FD

7.02%

Shares15.6K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

2.08%

Shares41.3K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

-2.68%

Shares25.7K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-39.81%

Shares97.8K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-15

BKLC

BNY MELLON ETF TRUST

0.31%

Shares9.1K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-18.37%

Shares3.6K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-15.32%

Shares3.5K

Event2026-03-31

Filed2026-04-15

ACCENTURE PLC IRELAND

26.16%

Shares4.9K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

-0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-15

XHLF

BONDBLOXX ETF TRUST

4.97%

Shares17.2K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-3.29%

Shares5.7K

Event2026-03-31

Filed2026-04-15

GBIL

GOLDMAN SACHS ETF TR

21.03%

Shares8.3K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

2.03%

Shares1.9K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares32.1K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-7.36%

Shares3.5K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-34.86%

Shares2.0K

Event2026-03-31

Filed2026-04-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

HYG

ISHARES TR

-7.14%

Shares7.8K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

7.10%

Shares5.6K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

-0.11%

Shares7.4K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

34.16%

Shares3.8K

Event2026-03-31

Filed2026-04-15

EFIV

SPDR SERIES TRUST

0.07%

Shares8.2K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-15

SPDR SERIES TRUST

-0.07%

Shares4.4K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-1.39%

Shares853

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-3.06%

Shares1.2K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELEC PWR CO INC

-0.85%

Shares2.9K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

3.17%

Shares651

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-10.98%

Shares2.1K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

-8.85%

Shares1.5K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-15