Notify me when Single Point Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 87 | $504,189,234 | +$9,308,562 | -$3,332,853 | +$5,975,709 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 23 Jan 2026, 18:38 |
| Q3 2025 | 89 | $491,246,132 | +$9,977,540 | -$2,529,200 | +$7,448,340 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 20 Oct 2025, 12:41 |
| Q2 2025 | 88 | $455,990,000 | +$11,720,482 | -$10,168,069 | +$1,552,413 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 21 Jul 2025, 15:14 |
| Q1 2025 | 87 | $424,506,000 | +$12,557,991 | -$7,115,959 | +$5,442,032 | IVV, IJH, AGG, IJR, IWB | 13F-HR | 14 Apr 2025, 13:11 |
| Q4 2024 | 81 | $434,244,000 | +$375,138,300 | -$3,324,309 | +$371,813,991 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 29 Jan 2025, 11:22 |
| Q3 2024 | 34 | $62,724,000 | +$2,920,188 | -$1,566,579 | +$1,353,609 | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 03 Oct 2024, 15:42 |
| Q2 2024 | 34 | $58,111,000 | +$2,049,579 | -$375,197,466 | -$373,147,887 | IEFA, IEMG, FLOT, USHY, SPY | 13F-HR | 12 Jul 2024, 12:00 |
| Q1 2024 | 79 | $429,979,000 | +$47,361,120 | -$14,186,631 | +$33,174,489 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 11 Apr 2024, 16:14 |
| Q4 2023 | 77 | $401,252,000 | +$9,589,582 | -$24,621,154 | -$15,031,572 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 11 Jan 2024, 12:55 |
| Q3 2023 | 77 | $380,566,000 | +$335,419,612 | -$25,567,334 | +$309,852,278 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 12 Oct 2023, 16:01 |
| Q2 2023 | 65 | $72,488,000 | +$6,444,955 | -$394,032,681 | -$387,587,726 | IEMG, IEFA, FLOT, SPY, SPEM | 13F-HR | 10 Jul 2023, 12:29 |
| Q1 2023 | 156 | $457,452,000 | +$33,941,553 | -$13,527,546 | +$20,414,007 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 06 Apr 2023, 10:05 |
| Q4 2022 | 153 | $416,073,000 | +$43,033,551 | -$15,292,658 | +$27,740,893 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 10 Jan 2023, 11:14 |
| Q3 2022 | 129 | $363,980,000 | +$55,105,563 | -$35,804,018 | +$19,301,545 | IVV, IJH, IWB, AGG, IJR | 13F-HR | 07 Oct 2022, 10:50 |
| Q2 2022 | 124 | $366,607,000 | +$47,844,990 | -$17,997,954 | +$29,847,036 | IVV, IJH, AGG, IJR, VO | 13F-HR | 29 Jul 2022, 13:48 |
| Q1 2022 | 120 | $381,776,000 | +$39,559,004 | -$1,145,301 | +$38,413,703 | IVV, IJH, AGG, IJR, VO | 13F-HR | 28 Apr 2022, 12:03 |
| Q4 2021 | 86 | $363,971,000 | +$326,726,833 | -$1,513,942 | +$325,212,891 | IVV, IJH, AGG, IJR, VO | 13F-HR | 27 Jan 2022, 13:49 |
| Q3 2021 | 28 | $45,750,000 | +$2,752,014 | -$246,262,283 | -$243,510,269 | IEMG, IEFA, SPY, FLOT, GOOG | 13F-HR | 25 Oct 2021, 10:50 |
| Q2 2021 | 77 | $290,349,000 | +$50,373,374 | -$42,876,488 | +$7,496,886 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 28 Jul 2021, 13:44 |
| Q1 2021 | 80 | $272,759,000 | +$63,172,322 | -$27,003,021 | +$36,169,301 | IVV, IJH, IJR, AGG, IEMG | 13F-HR | 30 Apr 2021, 08:08 |
| Q4 2020 | 69 | $221,901,000 | +$33,141,794 | -$22,222,172 | +$10,919,622 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 12 Jan 2021, 14:16 |
| Q3 2020 | 71 | $183,970,000 | +$28,778,672 | -$20,038,137 | +$8,740,535 | IVV, IBHC, IJH, MUB, IJR | 13F-HR | 30 Oct 2020, 15:59 |
| Q2 2020 | 67 | $165,749,000 | +$7,794,690 | -$2,328,777 | +$5,465,913 | IVV, AGG, IJH, MUB, IJR | 13F-HR | 29 Jul 2020, 21:14 |
| Q1 2020 | 62 | $143,987,000 | +$16,457,018 | -$7,392,606 | +$9,064,412 | IVV, AGG, IJH, MUB, IJR | 13F-HR | 17 Apr 2020, 10:17 |
| Q4 2019 | 63 | $165,115,000 | $0 | $0 | $0 | IVV, IJH, AGG, IJR, MUB | 13F-HR | 10 Feb 2020, 16:39 |