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Single Point Partners, LLC - Portfolio Stock Holdings

Single Point Partners, LLC disclosed 104 stock positions in a recent SEC 13F filing. $1,078,999,209 of stock holdings were filed, with the largest holdings including ITOT, IVV, and AGG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $641,329,267 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

104

Est. Stock Holding Value:

$1,078,999,209

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Single Point Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Single Point Partners, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.