Fort Point Capital Partners LLC: 13F holdings
CIK 15892822026Q2
| Positions | 247 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 247 (+27 vs prior quarter) |
|---|
| Reported value | $1.4bn (+74.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 101,566 | $76.0m | 5.3% |
| VOO VANGUARD INDEX FDS | 88,406 | $60.7m | 4.2% |
| AGG ISHARES TR | 502,262 | $49.7m | 3.4% |
| VTEB VANGUARD MUN BD FDS | 878,929 | $44.5m | 3.1% |
| IEFA ISHARES TR | 450,986 | $43.6m | 3.0% |
| MUB ISHARES TR | 308,130 | $33.2m | 2.3% |
| VEA VANGUARD TAX-MANAGED FDS | 376,910 | $26.9m | 1.9% |
| SCMB SCHWAB STRATEGIC TR | 1,014,596 | $26.2m | 1.8% |
| IVV ISHARES TR | 33,654 | $25.2m | 1.7% |
| VBIL VANGUARD INSTL INDEX FD | 294,437 | $22.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1589282")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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