account_balance

Investment manager · 13F filer · SEC CIK 1801184

Single Point Partners, LLC

Reported value$566Mas of Sep 30, 2026
Positions96 6 new, 12 sold out
Top 10 weight73.4%IVV alone is 30%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 30.3% Held
IJH iShares Tr 9.3% Held
AGG iShares Tr 8.6% Held
IJR iShares Tr 5.9% Held
IWB iShares Tr 4.0% Held
IEFA iShares Tr 3.8% Added +2%
VO Vanguard Index FDS 3.4% Held
ITOT iShares Tr 2.8% Held
MUB iShares Tr 2.7% Added +17%
VTEB Vanguard Mun Bd FDS 2.6% Trimmed −6%
IEMG iShares Inc 2.2% Held
VB Vanguard Index FDS 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • IBTH $328K
  • SPDW $325K
  • FMUN $274K
  • IBDS $219K
arrow_upwardAdded
  • GBIL +101%
  • VTES +57%
  • BND +46%
  • MUB +17%
arrow_downwardTrimmed
  • VTEB −6%
  • SUB −4%
  • SHY −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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