# EDGAR Filing Document

**Accession Number:** 0001801184
**File Stem:** 0001801184-26-000001
**Filing Date:** 2026-1
**Character Count:** 13354
**Document Hash:** 2580e7e2a3c31ab92ec2627456dd40e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001801184-26-000001.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001801184-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Single Point Partners, LLC
- **CENTRAL INDEX KEY:** 0001801184

**ORGANIZATION NAME:**
- **EIN:** 455307819
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19824
- **FILM NUMBER:** 26558070

**BUSINESS ADDRESS:**
- **STREET 1:** 277 DARTMOUTH STREET, 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116
- **BUSINESS PHONE:** 617-600-0510

**MAIL ADDRESS:**
- **STREET 1:** 277 DARTMOUTH STREET, 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Single Point Partners LLC<br>**Address:** 277 DARTMOUTH STREET 4TH FLOOR<br>BOSTON, MA 02116

**Form 13F File Number:** 028-19824

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

/s/Ashleigh Swayze  PRINCETON, NJ  01-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $505761832

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 208383 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 1037784 | 3868 | SH |  | SOLE |  | 0 | 0 | 3868 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 1368445 | 4372 | SH |  | SOLE |  | 0 | 0 | 4372 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1471138 | 162550 | SH |  | SOLE |  | 0 | 0 | 162550 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 878110 | 3804 | SH |  | SOLE |  | 0 | 0 | 3804 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 339263 | 2942 | SH |  | SOLE |  | 0 | 0 | 2942 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 241892 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4499728 | 16552 | SH |  | SOLE |  | 0 | 0 | 16552 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 1451536 | 26392 | SH |  | SOLE |  | 0 | 0 | 26392 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 434792 | 865 | SH |  | SOLE |  | 0 | 0 | 865 |
| BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 | BBG00RYR68F3 | 1191813 | 9084 | SH |  | SOLE |  | 0 | 0 | 9084 |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | BBG019MBXTT9 | 821588 | 16350 | SH |  | SOLE |  | 0 | 0 | 16350 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 241412 | 698 | SH |  | SOLE |  | 0 | 0 | 698 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 256718 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 216092 | 3091 | SH |  | SOLE |  | 0 | 0 | 3091 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 209462 | 915 | SH |  | SOLE |  | 0 | 0 | 915 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 444729 | 11233 | SH |  | SOLE |  | 0 | 0 | 11233 |
| EASTERN BANKSHARES INC | COM | 27627N105 | BBG00W9KWY41 | 255163 | 13845 | SH |  | SOLE |  | 0 | 0 | 13845 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 221384 | 206 | SH |  | SOLE |  | 0 | 0 | 206 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | BBG00DRGSD25 | 685665 | 6861 | SH |  | SOLE |  | 0 | 0 | 6861 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 426842 | 1240 | SH |  | SOLE |  | 0 | 0 | 1240 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 475187 | 1604 | SH |  | SOLE |  | 0 | 0 | 1604 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 268648 | 3580 | SH |  | SOLE |  | 0 | 0 | 3580 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 387630 | 631 | SH |  | SOLE |  | 0 | 0 | 631 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 10582851 | 157436 | SH |  | SOLE |  | 0 | 0 | 157436 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 2709404 | 32714 | SH |  | SOLE |  | 0 | 0 | 32714 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | BBG00J2DS0J6 | 6742295 | 180299 | SH |  | SOLE |  | 0 | 0 | 180299 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 19383869 | 216676 | SH |  | SOLE |  | 0 | 0 | 216676 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 2921087 | 34512 | SH |  | SOLE |  | 0 | 0 | 34512 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 46862265 | 710034 | SH |  | SOLE |  | 0 | 0 | 710034 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 29167875 | 242702 | SH |  | SOLE |  | 0 | 0 | 242702 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 11308817 | 76056 | SH |  | SOLE |  | 0 | 0 | 76056 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 151994558 | 221909 | SH |  | SOLE |  | 0 | 0 | 221909 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 44577835 | 466883 | SH |  | SOLE |  | 0 | 0 | 466883 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 426519 | 2863 | SH |  | SOLE |  | 0 | 0 | 2863 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | BBG001V1QYX1 | 8540666 | 167925 | SH |  | SOLE |  | 0 | 0 | 167925 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 678481 | 8415 | SH |  | SOLE |  | 0 | 0 | 8415 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | BBG001S56R18 | 83568 | 10825 | SH |  | SOLE |  | 0 | 0 | 10825 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 13874092 | 129531 | SH |  | SOLE |  | 0 | 0 | 129531 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 21395048 | 57292 | SH |  | SOLE |  | 0 | 0 | 57292 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1001416 | 2116 | SH |  | SOLE |  | 0 | 0 | 2116 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 321899 | 1530 | SH |  | SOLE |  | 0 | 0 | 1530 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | BBG00H31MJN5 | 17892 | 17892 | SH |  | SOLE |  | 0 | 0 | 17892 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 7271248 | 29539 | SH |  | SOLE |  | 0 | 0 | 29539 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | BBG001SFC7Z6 | 4132740 | 10683 | SH |  | SOLE |  | 0 | 0 | 10683 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 877734 | 7121 | SH |  | SOLE |  | 0 | 0 | 7121 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 275479 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 6553369 | 61419 | SH |  | SOLE |  | 0 | 0 | 61419 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 570864 | 5194 | SH |  | SOLE |  | 0 | 0 | 5194 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 261585 | 1264 | SH |  | SOLE |  | 0 | 0 | 1264 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 1324646 | 4111 | SH |  | SOLE |  | 0 | 0 | 4111 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 304103 | 1261 | SH |  | SOLE |  | 0 | 0 | 1261 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 451676 | 684 | SH |  | SOLE |  | 0 | 0 | 684 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1464737 | 3029 | SH |  | SOLE |  | 0 | 0 | 3029 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 448274 | 2404 | SH |  | SOLE |  | 0 | 0 | 2404 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 347661 | 1956 | SH |  | SOLE |  | 0 | 0 | 1956 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 236435 | 1647 | SH |  | SOLE |  | 0 | 0 | 1647 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | BBG001S5V3C1 | 292713 | 3645 | SH |  | SOLE |  | 0 | 0 | 3645 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 302564 | 1650 | SH |  | SOLE |  | 0 | 0 | 1650 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 220701 | 422 | SH |  | SOLE |  | 0 | 0 | 422 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 771801 | 32105 | SH |  | SOLE |  | 0 | 0 | 32105 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | BBG001T6L7C0 | 270781 | 5947 | SH |  | SOLE |  | 0 | 0 | 5947 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 782321 | 29072 | SH |  | SOLE |  | 0 | 0 | 29072 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | BBG001V036R6 | 1216828 | 40467 | SH |  | SOLE |  | 0 | 0 | 40467 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1070203 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | BBG001SRXRD7 | 4005468 | 85569 | SH |  | SOLE |  | 0 | 0 | 85569 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 5093002 | 7469 | SH |  | SOLE |  | 0 | 0 | 7469 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 682310 | 1131 | SH |  | SOLE |  | 0 | 0 | 1131 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 | BBG001SQS7X7 | 429855 | 4422 | SH |  | SOLE |  | 0 | 0 | 4422 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R531 | BBG00W7DVF50 | 543571 | 8217 | SH |  | SOLE |  | 0 | 0 | 8217 |
| TJX COS INC NEW | COM | 872540109 | BBG001S5WQ93 | 317205 | 2065 | SH |  | SOLE |  | 0 | 0 | 2065 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 3552790 | 47965 | SH |  | SOLE |  | 0 | 0 | 47965 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | BBG001SK3J43 | 2924421 | 13984 | SH |  | SOLE |  | 0 | 0 | 13984 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 888881 | 1822 | SH |  | SOLE |  | 0 | 0 | 1822 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 18468517 | 63636 | SH |  | SOLE |  | 0 | 0 | 63636 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 6311695 | 10064 | SH |  | SOLE |  | 0 | 0 | 10064 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 10133576 | 39285 | SH |  | SOLE |  | 0 | 0 | 39285 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 4638181 | 13834 | SH |  | SOLE |  | 0 | 0 | 13834 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 545314 | 7413 | SH |  | SOLE |  | 0 | 0 | 7413 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 2627352 | 48872 | SH |  | SOLE |  | 0 | 0 | 48872 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | BBG001T0SKD6 | 221863 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 15785943 | 313898 | SH |  | SOLE |  | 0 | 0 | 313898 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 5712219 | 91439 | SH |  | SOLE |  | 0 | 0 | 91439 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | BBG01FQJQMT7 | 1476591 | 14537 | SH |  | SOLE |  | 0 | 0 | 14537 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 849431 | 5919 | SH |  | SOLE |  | 0 | 0 | 5919 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 203121 | 4987 | SH |  | SOLE |  | 0 | 0 | 4987 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 278222 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |

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