Single Point Partners, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$568,018
Net value change ($000)
+65,469 (13.0%)
New positions
21
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 20,402 13.9%
IJH 7,232 15.0%
IJR 6,001 19.8%
AGG 3,103 6.6%
IWB 2,491 12.3%
ITOT 1,952 14.8%
IEFA 1,717 8.8%
IEMG 1,690 15.3%
VO 1,623 8.9%
IWM 1,489 20.3%
Top Reduces (Value $000, Stocks/ETFs)
ACN -358 -37.0%
T -216 -100.0%
HON -214 -100.0%
GLD -164 -14.1%
SUB -73 -1.1%
IWF -55 -6.1%
PLTR -51 -18.3%
GBIL -46 -5.5%
VZ -39 -15.5%
SHY -31 -1.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type