# EDGAR Filing Document

**Accession Number:** 0001801184
**File Stem:** 0001801184-25-000004
**Filing Date:** 2025-7
**Character Count:** 12135
**Document Hash:** c89c411b057ad91e7df1e689e6934163
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001801184-25-000004.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0001801184-25-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**DATE AS OF CHANGE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**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:** 251137040

**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:** 06-30-2025

**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:**

Ashleigh Swayze  PRINCETON, NJ  07-21-2025<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:** 88

**Form 13F Information Table Value Total:** $457272

      (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 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 2832 | 34174 | SH |  | SOLE |  | 0 | 0 | 34174 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 860 | 8592 | SH |  | SOLE |  | 0 | 0 | 8592 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 499 | 7418 | SH |  | SOLE |  | 0 | 0 | 7418 |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 |  | 425 | 4370 | SH |  | SOLE |  | 0 | 0 | 4370 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 6006 | 160113 | SH |  | SOLE |  | 0 | 0 | 160113 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1042 | 5913 | SH |  | SOLE |  | 0 | 0 | 5913 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1270 | 247681 | SH |  | SOLE |  | 0 | 0 | 247681 |
| META PLATFORMS INC | CL A | 30303M102 |  | 646 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 256 | 1880 | SH |  | SOLE |  | 0 | 0 | 1880 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 318 | 654 | SH |  | SOLE |  | 0 | 0 | 654 |
| AMAZON COM INC | COM | 023135106 |  | 975 | 4445 | SH |  | SOLE |  | 0 | 0 | 4445 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 319 | 3076 | SH |  | SOLE |  | 0 | 0 | 3076 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 217 | 682 | SH |  | SOLE |  | 0 | 0 | 682 |
| APPLE INC | COM | 037833100 |  | 3143 | 15320 | SH |  | SOLE |  | 0 | 0 | 15320 |
| AT INC | COM | 00206R102 |  | 220 | 7596 | SH |  | SOLE |  | 0 | 0 | 7596 |
| BROADCOM INC | COM | 11135F101 |  | 225 | 816 | SH |  | SOLE |  | 0 | 0 | 816 |
| BANK AMERICA CORP | COM | 060505104 |  | 1307 | 27631 | SH |  | SOLE |  | 0 | 0 | 27631 |
| BLACKSTONE INC | COM | 09260D107 |  | 220 | 1473 | SH |  | SOLE |  | 0 | 0 | 1473 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 289 | 292 | SH |  | SOLE |  | 0 | 0 | 292 |
| EASTERN BANKSHARES INC | COM | 27627N105 |  | 211 | 13810 | SH |  | SOLE |  | 0 | 0 | 13810 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1392 | 4803 | SH |  | SOLE |  | 0 | 0 | 4803 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 421 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| RTX CORPORATION | COM | 75513E101 |  | 293 | 2008 | SH |  | SOLE |  | 0 | 0 | 2008 |
| S GLOBAL INC | COM | 78409V104 |  | 252 | 477 | SH |  | SOLE |  | 0 | 0 | 477 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 219 | 5068 | SH |  | SOLE |  | 0 | 0 | 5068 |
| COCA COLA CO | COM | 191216100 |  | 224 | 3142 | SH |  | SOLE |  | 0 | 0 | 3142 |
| ELI LILLY  CO | COM | 532457108 |  | 235 | 302 | SH |  | SOLE |  | 0 | 0 | 302 |
| HOME DEPOT INC | COM | 437076102 |  | 425 | 1159 | SH |  | SOLE |  | 0 | 0 | 1159 |
| HONEYWELL INTL INC | COM | 438516106 |  | 248 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 488 | 1655 | SH |  | SOLE |  | 0 | 0 | 1655 |
| LOWES COS INC | COM | 548661107 |  | 283 | 1276 | SH |  | SOLE |  | 0 | 0 | 1276 |
| MICROSOFT CORP | COM | 594918104 |  | 1796 | 3611 | SH |  | SOLE |  | 0 | 0 | 3611 |
| PEPSICO INC | COM | 713448108 |  | 237 | 1798 | SH |  | SOLE |  | 0 | 0 | 1798 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 307 | 3645 | SH |  | SOLE |  | 0 | 0 | 3645 |
| TJX COS INC NEW | COM | 872540109 |  | 281 | 2276 | SH |  | SOLE |  | 0 | 0 | 2276 |
| VISA INC | COM CL A | 92826C839 |  | 296 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 |  | 48 | 10500 | SH |  | SOLE |  | 0 | 0 | 10500 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 16937 | 202884 | SH |  | SOLE |  | 0 | 0 | 202884 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 9355 | 155846 | SH |  | SOLE |  | 0 | 0 | 155846 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 2584 | 33421 | SH |  | SOLE |  | 0 | 0 | 33421 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 42805 | 690178 | SH |  | SOLE |  | 0 | 0 | 690178 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 26143 | 239211 | SH |  | SOLE |  | 0 | 0 | 239211 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 10408 | 77075 | SH |  | SOLE |  | 0 | 0 | 77075 |
| ISHARES TR | CORE S ETF | 464287200 |  | 135809 | 218729 | SH |  | SOLE |  | 0 | 0 | 218729 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 39682 | 414026 | SH |  | SOLE |  | 0 | 0 | 414026 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 252 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 363 | 2683 | SH |  | SOLE |  | 0 | 0 | 2683 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 2691 | 13964 | SH |  | SOLE |  | 0 | 0 | 13964 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 7506 | 147128 | SH |  | SOLE |  | 0 | 0 | 147128 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2560 | 51753 | SH |  | SOLE |  | 0 | 0 | 51753 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 308 | 2289 | SH |  | SOLE |  | 0 | 0 | 2289 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 823 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 800 | 1822 | SH |  | SOLE |  | 0 | 0 | 1822 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 772 | 5790 | SH |  | SOLE |  | 0 | 0 | 5790 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 685 | 8487 | SH |  | SOLE |  | 0 | 0 | 8487 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 703 | 31815 | SH |  | SOLE |  | 0 | 0 | 31815 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 289 | 6786 | SH |  | SOLE |  | 0 | 0 | 6786 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 18009 | 64110 | SH |  | SOLE |  | 0 | 0 | 64110 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 209 | 1144 | SH |  | SOLE |  | 0 | 0 | 1144 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 12932 | 123771 | SH |  | SOLE |  | 0 | 0 | 123771 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 3663 | 85703 | SH |  | SOLE |  | 0 | 0 | 85703 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 19841 | 58430 | SH |  | SOLE |  | 0 | 0 | 58430 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1016 | 2394 | SH |  | SOLE |  | 0 | 0 | 2394 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 360 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 |  | 12 | 12443 | SH |  | SOLE |  | 0 | 0 | 12443 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 6204 | 28750 | SH |  | SOLE |  | 0 | 0 | 28750 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 3740 | 10654 | SH |  | SOLE |  | 0 | 0 | 10654 |
| SPDR SERIES TRUST | S 500 ESG ETF | 78468R531 |  | 480 | 8205 | SH |  | SOLE |  | 0 | 0 | 8205 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5551 | 9743 | SH |  | SOLE |  | 0 | 0 | 9743 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 809 | 7349 | SH |  | SOLE |  | 0 | 0 | 7349 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 254 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 247 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 1383 | 13705 | SH |  | SOLE |  | 0 | 0 | 13705 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 5668 | 53303 | SH |  | SOLE |  | 0 | 0 | 53303 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1352 | 4522 | SH |  | SOLE |  | 0 | 0 | 4522 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 9253 | 38916 | SH |  | SOLE |  | 0 | 0 | 38916 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 14955 | 305014 | SH |  | SOLE |  | 0 | 0 | 305014 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 572 | 5194 | SH |  | SOLE |  | 0 | 0 | 5194 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1839 | 24976 | SH |  | SOLE |  | 0 | 0 | 24976 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4298 | 14099 | SH |  | SOLE |  | 0 | 0 | 14099 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4632 | 7497 | SH |  | SOLE |  | 0 | 0 | 7497 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 381 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 578 | 16123 | SH |  | SOLE |  | 0 | 0 | 16123 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 730 | 29859 | SH |  | SOLE |  | 0 | 0 | 29859 |
| BNY MELLON ETF TRUST | US LRG CP CORE | 09661T107 |  | 1070 | 9037 | SH |  | SOLE |  | 0 | 0 | 9037 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1108 | 39495 | SH |  | SOLE |  | 0 | 0 | 39495 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 707 | 1248 | SH |  | SOLE |  | 0 | 0 | 1248 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5219 | 91541 | SH |  | SOLE |  | 0 | 0 | 91541 |

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