StockDriftsStockDriftsTop 50 Single Point Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 30.25% | 223.6K | $171.2M | +0.42%(+944) | $375.61(+105.00%) | 2026-09-30 | |
| IJH | ISHARES TR | 9.28% | 730.0K | $52.5M | +1.38%(+9.94K) | $46.32(+56.25%) | 2026-09-30 | |
| AGG | ISHARES TR | 8.62% | 1.62M | $48.8M | +1.43%(+22.90K) | $101.52(-6.31%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.93% | 246.8K | $33.6M | +0.83%(+2.03K) | $91.96(+47.70%) | 2026-09-30 | |
| IWB | ISHARES TR | 4.02% | 54.6K | $22.7M | -1.66%(-919) | $209.21(+99.94%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.84% | 224.4K | $21.7M | +2.12%(+4.65K) | $71.19(+34.80%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.39% | 244.3K | $19.2M | -0.70%(-1.71K) | $50.38(+58.97%) | 2026-09-30 | |
| ITOT | ISHARES TR | 2.84% | 2.24M | $16.1M | +0.21%(+4.71K) | $143.61(+16.09%) | 2026-09-30 | |
| MUB | ISHARES TR | 2.68% | 150.0K | $15.2M | +17.17%(+21.98K) | $108.06(-5.29%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.58% | 308.1K | $14.6M | -6.35%(-20.89K) | $49.96(-3.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.92% | +5.03% | +27.80% |
| Top 20 Holdings Unweighted | +13.06% | +44.51% | +4.89% | +26.94% |
Single Point Partners LLC reports $565.96M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are IVV (30.3%), IJH (9.3%) and AGG (8.6%). The top 20 holdings account for 87.91% of reported assets. Its disclosed equity book has returned +43.92% on a three-year cumulative basis. Figures reflect the Q3 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