Fort Point Capital Partners LLC
CIK 1589282
13F filing for Q2 2026・No. 2,053
- Holdings
- US$1.44B
- Quarter change
- +US$616.09M
- Entries
- 254
- Net bought (estimate)
- +US$93.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 8
- Cut 70
- Added 101
- Corporate actions 0
- Unchanged 41
Largest holdings
247 stocks worth US$936.21M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 101,566 | US$76.04M | 8.12% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 88,406 | US$60.72M | 6.49% |
| ISHARES TRCORE US AGGBD ET | Added | 502,262 | US$49.71M | 5.31% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 878,929 | US$44.46M | 4.75% |
| ISHARES TRCORE MSCI EAFE | Added | 450,986 | US$43.56M | 4.65% |
| MUBISHARES TRNATIONAL MUN ETF | Cut | 308,130 | US$33.16M | 3.54% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 376,910 | US$26.85M | 2.87% |
| SCHWAB STRATEGIC TRMUN BD ETF | Added | 1,014,596 | US$26.2M | 2.80% |
| IVVISHARES TRCORE S&P500 ETF | Added | 33,654 | US$25.2M | 2.69% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 294,437 | US$22.28M | 2.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.