StockDriftsStockDriftsTop 50 Single Point Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.35% | 222.6K | $166.7M | -0.61%(-1.38K) | $374.00(+108.27%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.78% | 720.1K | $55.5M | +0.69%(+4.94K) | $45.93(+71.01%) | 2026-06-30 | |
| AGG | ISHARES TR | 8.82% | 1.60M | $50.1M | +2.35%(+36.74K) | $101.59(-4.12%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.39% | 244.7K | $36.3M | +0.42%(+1.02K) | $91.54(+63.82%) | 2026-06-30 | |
| IWB | ISHARES TR | 4% | 55.5K | $22.7M | -2.21%(-1.25K) | $209.21(+103.05%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.74% | 219.7K | $21.2M | +1.99%(+4.29K) | $70.65(+43.42%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.49% | 246.0K | $19.8M | -2.94%(-7.45K) | $50.38(+67.38%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.93% | 329.0K | $16.6M | +3.65%(+11.57K) | $49.96(-0.50%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.66% | 2.23M | $15.1M | +0.07%(+1.61K) | $143.56(+18.30%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.43% | 128.1K | $13.8M | -1.35%(-1.75K) | $108.69(-2.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.93% | +5.15% | +28.55% |
| Top 20 Holdings Unweighted | +13.35% | +45.62% | +5.05% | +27.93% |
Single Point Partners, LLC reports $568.02M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are IVV (29.4%), IJH (9.8%) and AGG (8.8%). The top 20 holdings account for 87.88% of reported assets. Its disclosed equity book has returned +42.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Single Point Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801184). View Single Point Partners, LLC’s 13F filings on SEC