Single Point Partners, LLC
RIA/Wealth
Single Point Partners, LLC is a RIA/Wealth based in Boston, MA led by Shaun David Erickson, reporting $567.6M in AUM as of Q3 2025 with 96% ETF concentration, 74% concentrated in top 10 holdings, and 30% allocation to IVV.
Managing PartnerShaun David Erickson
- Portfolio Value
- $491.2M
- Positions
- 87
- Top Holding
- IVV at 30.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Single Point Partners, LLC's portfolio (73.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $148.2M | 30.18% | +$1.8M Bought | — 221.5K shares | |
ETF ETF | $45.9M | 9.34% | +$836.7K Bought | — 703.0K shares | |
ETF ETF | $41.0M | 8.34% | +$836.2K Bought | — 422.7K shares | |
ETF ETF | $28.8M | 5.87% | +$390.0K Bought | — 242.5K shares | |
ETF ETF | $21.2M | 4.32% | -$133.4K Sold | — 58.1K shares | |
ETF ETF | $18.9M | 3.84% | +$25.6K Bought | — 64.2K shares | |
ETF ETF | $18.4M | 3.75% | +$691.9K Bought | — 210.8K shares | |
ETF ETF | $15.6M | 3.17% | +$15.6M New | — 311.5K shares | |
ETF ETF | $13.1M | 2.66% | -$98.3K Sold | — 122.8K shares | |
ETF ETF | $11.1M | 2.27% | -$87.8K Sold | — 76.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Single Point Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-30.33% | |
-23.94% | |
-20.64% | |
-18.74% |
Analytics
Portfolio insights and performance metrics for Single Point Partners, LLC
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