Data as of Q4 2025 (Dec 31, 2025)

Single Point Partners, LLC

โ€ขCIK: 1801184โ€ขFiling: Q4 2025

**Single Point Partners, LLC** manages $506M across a diversified portfolio of 87 positions. The fund exhibits a significant allocation to broad market indices, notably holding IVV at $152.0M and IJH at $46.9M. Further concentration is visible in fixed income and total market exposure, with AGG ($44.6M) and IJR ($29.2M) representing key components. This structure suggests a core mandate focused on systematic, large-cap equity and fixed-income market exposure.

Total AUM
$505.8M
QoQ Performance
+2.7%
Positions
52
Top 10 Concentration
73.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IJH
AGG
IJR
IVV30.1%
IJH9.3%
AGG8.8%
IJR5.8%
IWB4.2%
IEFA3.8%
VO3.7%
VTEB3.1%

๐Ÿ“ˆ Biggest Buys

AGG
ISHARES TR
+10.5%
8.8% of portfolio
XHLF
BONDBLOXX ETF TRUST
NEW
0.2% of portfolio
MUB
ISHARES TR
+5.4%
2.7% of portfolio
FLOT
ISHARES TR
+6.8%
1.7% of portfolio
IEFA
ISHARES TR
+2.8%
3.8% of portfolio

๐Ÿ“‰ Biggest Sells

GOOG
ALPHABET INC
-34.1%
0.3% of portfolio
IWB
ISHARES TR
-1.3%
4.2% of portfolio
ACN
ACCENTURE PLC IRELAND
-16.5%
0.2% of portfolio
VO
VANGUARD INDEX FDS
-0.9%
3.7% of portfolio
GOOGL
ALPHABET INC
-9.2%
0.3% of portfolio

Sector Breakdown

Other63.9%
ETF32.3%
Technology2.3%
Financial0.8%
Consumer0.3%
Healthcare0.2%
Consumer Staples0.1%
Industrial0.1%

๐Ÿšช Exited Positionssold since Q3 2025

COST
COSTCO WHSL CORP NEW
SOLD
$287.9K
BX
BLACKSTONE INC
SOLD
$252.9K
HON
HONEYWELL INTL INC
SOLD
$222.0K
T
AT&T INC
SOLD
$214.3K
SCZ
ISHARES TR
SOLD
$211.2K
+2 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘31 increased
โ†“38 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023