Fort Point Capital Partners LLC

Est. AUM

$825.1M

13F long equity, this entity only

Positions

225

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$64.8M	99378	7.85%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$47.5M	478375	5.76%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$46.9M	78512	5.69%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$38.5M	424843	4.66%	SOLE
5	VANGUARD MUN BD FDS	TAX EXEMPT BD	$37.5M	751234	4.54%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$34.7M	326937	4.21%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$26.2M	285733	3.17%	SOLE
8	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$25.9M	39900	3.14%	SOLE
9	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$22.7M	34900	2.75%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.5M	336262	2.61%	SOLE
11	FRESHPET INC	COM	$20.5M	347257	2.48%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$19.9M	30513	2.42%	SOLE
13	SCHWAB STRATEGIC TR	MUN BD ETF	$17.9M	703844	2.17%	SOLE
14	APPLE INC	COM	$17.4M	68631	2.11%	SOLE
15	ISHARES TR	MSCI EAFE ETF	$16.8M	173018	2.04%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$15.4M	328084	1.87%	SOLE
17	SCHWAB STRATEGIC TR	INTL EQTY ETF	$15.3M	620041	1.86%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	190807	1.25%	SOLE
19	SPDR INDEX SHS FDS	STATE STREET SPD	$10.1M	221540	1.23%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$9.7M	33664	1.17%	SOLE
21	SCHWAB STRATEGIC TR	US SML CAP ETF	$9.6M	331384	1.17%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.4M	242474	1.14%	SOLE
23	ISHARES TR	RUS 1000 ETF	$8.1M	22771	0.98%	SOLE
24	ALPHABET INC	CAP STK CL C	$8.1M	28115	0.98%	SOLE
25	MICROSOFT CORP	COM	$8.0M	21489	0.96%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$7.0M	99952	0.84%	SOLE
27	AT&T INC	COM	$6.6M	20245	0.80%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL A	$6.5M	9	0.78%	SOLE
29	INVESCO QQQ TRCALL	UNIT SER 1	$6.4M	11100	0.78%	SOLE
30	INVESCO QQQ TRPUT	UNIT SER 1	$6.4M	11100	0.78%	SOLE
31	VICTORY PORTFOLIOS II	SHARES FREE CASH	$6.4M	161756	0.77%	SOLE
32	ISHARES TR	MBS ETF	$6.3M	66739	0.77%	SOLE
33	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$6.2M	82488	0.76%	SOLE
34	AMAZON COM INC	COM	$6.2M	29838	0.75%	SOLE
35	CLEANSPARK INC	COM NEW	$6.0M	709052	0.73%	SOLE
36	GRINDR INC	COM	$6.0M	497500	0.73%	SOLE
37	ALPHABET INC	CAP STK CL A	$6.0M	20902	0.73%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	16523	0.64%	SOLE
39	VANGUARD INDEX FDS	SMALL CP ETF	$4.1M	15757	0.50%	SOLE
40	NVIDIA CORPORATION	COM	$4.0M	22837	0.48%	SOLE
41	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.9M	124937	0.47%	SOLE
42	ISHARES TR	0-3 MNTH TREASRY	$3.8M	38099	0.46%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	7969	0.46%	SOLE
44	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.5M	105723	0.42%	SOLE
45	ISHARES TR	RUS MID CAP ETF	$3.4M	35152	0.41%	SOLE
46	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.4M	38219	0.41%	SOLE
47	BROADCOM INC	COM	$3.1M	10166	0.38%	SOLE
48	CHEVRON CORPORATION	COM	$3.1M	14839	0.37%	SOLE
49	PEPSICO INC	COM	$3.0M	19386	0.36%	SOLE
50	JPMORGAN CHASE & CO	COM	$2.9M	9884	0.35%	SOLE

1–50 of 225

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.