Single Point Partners, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$565,963
Net value change ($000)
-2,055 (-0.4%)
New positions
6
Sold out positions
12
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,499 2.7%
BND 1,814 39.9%
MUB 1,386 10.1%
ITOT 943 6.2%
VTES 933 53.0%
FLOT 916 9.6%
GBIL 792 100.8%
AAPL 575 13.5%
IEFA 517 2.4%
IBTH 328 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -3,000 -5.4%
IJR -2,726 -7.5%
VTEB -2,049 -12.3%
AGG -1,308 -2.6%
BAC -1,212 -82.8%
VB -805 -7.0%
VO -663 -3.3%
IWM -575 -6.5%
JPM -509 -44.6%
SUB -356 -5.3%
Instrument mix + QoQ Δ (ex-options)
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