StockDriftsStockDriftsTop 50 Fort Point Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.12% | 101.6K | $76.0M | +2.20%(+2.19K) | $331.39(+133.97%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.49% | 88.4K | $60.7M | +12.60%(+9.89K) | $446.18(+59.73%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.31% | 502.3K | $49.7M | +4.99%(+23.89K) | $102.24(-4.73%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.75% | 878.9K | $44.5M | +17.00%(+127.69K) | $50.59(-1.74%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.65% | 451.0K | $43.6M | +6.15%(+26.14K) | $76.42(+32.59%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.54% | 308.1K | $33.2M | -5.75%(-18.81K) | $107.26(-1.42%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.87% | 376.9K | $26.9M | +12.09%(+40.65K) | $50.94(+45.29%) | 2026-06-30 | |
| SCMB | SCHWAB STRATEGIC TR | 2.8% | 1.01M | $26.2M | +44.15%(+310.75K) | $25.63(-0.83%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.69% | 33.7K | $25.2M | +10.29%(+3.14K) | $485.29(+60.51%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.38% | 294.4K | $22.3M | +256.95%(+211.95K) | $75.63(-0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.95% | +3.08% | +16.37% |
| Top 20 Holdings Unweighted | +9.98% | +33.03% | +3.46% | +18.52% |
Fort Point Capital Partners LLC reports $1.44B in US-listed equity holdings across 247 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.1%), VOO (6.5%) and AGG (5.3%). The top 20 holdings account for 61.66% of reported assets. Its disclosed equity book has returned +32.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fort Point Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1589282). View Fort Point Capital Partners LLC’s 13F filings on SEC