Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fort Point Capital Partners LLC (CIK 1589282) reported $825.1M across 217 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($113.5M, 13.75%), AGG ($47.5M, 5.76%), VOO ($46.9M, 5.69%), IEFA ($38.5M, 4.66%), VTEB ($37.5M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $113.5M | 13.75% | 174,178 | Added |
| 2 | AGG | ISHARES TR | $47.5M | 5.76% | 478,375 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $46.9M | 5.69% | 78,512 | Trimmed |
| 4 | IEFA | ISHARES TR | $38.5M | 4.66% | 424,843 | Trimmed |
| 5 | VTEB | VANGUARD MUN BD FDS | $37.5M | 4.54% | 751,234 | Trimmed |
| 6 | MUB | ISHARES TR | $34.7M | 4.21% | 326,937 | Added |
| 7 | BIL | SPDR SERIES TRUST | $26.2M | 3.17% | 285,733 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $21.5M | 2.61% | 336,262 | Trimmed |
| 9 | FRPT | FRESHPET INC | $20.5M | 2.48% | 347,257 | Hold |
| 10 | IVV | ISHARES TR | $19.9M | 2.42% | 30,513 | Added |
| 11 | EFA | ISHARES TR | $18.0M | 2.18% | 185,218 | Trimmed |
| 12 | SCMB | SCHWAB STRATEGIC TR | $17.9M | 2.17% | 703,844 | Trimmed |
| 13 | AAPL | APPLE INC | $17.4M | 2.11% | 68,631 | Added |
| 14 | SPEM | SPDR INDEX SHS FDS | $15.4M | 1.87% | 328,084 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $15.3M | 1.86% | 620,041 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $15.2M | 1.85% | 26,407 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $10.3M | 1.25% | 190,807 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $10.1M | 1.23% | 221,540 | Added |
| 19 | SCHA | SCHWAB STRATEGIC TR | $9.6M | 1.17% | 331,384 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $9.7M | 1.17% | 33,664 | Trimmed |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $9.4M | 1.14% | 242,474 | Trimmed |
| 22 | IWB | ISHARES TR | $8.1M | 0.98% | 22,771 | Trimmed |
| 23 | GOOG | ALPHABET INC | $8.1M | 0.98% | 28,115 | Added |
| 24 | MSFT | MICROSOFT CORP | $8.0M | 0.96% | 21,489 | Added |
| 25 | IEMG | ISHARES INC | $7.0M | 0.84% | 99,952 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31