Universe · entity
Fort Point Capital Partners LLC
Institutional manager (13F) · CIK 1589282
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $636M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $65M | 99,378 |
| 2 | ISHARES TR | $47M | 478,375 |
| 3 | VANGUARD INDEX FDS | $47M | 78,512 |
| 4 | ISHARES TR | $38M | 424,843 |
| 5 | VANGUARD MUN BD FDS | $37M | 751,234 |
| 6 | ISHARES TR | $35M | 326,937 |
| 7 | SPDR SERIES TRUST | $26M | 285,733 |
| 8 | VANGUARD TAX-MANAGED FDS | $22M | 336,262 |
| 9 | FRESHPET INC | $20M | 347,257 |
| 10 | ISHARES TR | $20M | 30,513 |
| 11 | SCHWAB STRATEGIC TR | $18M | 703,844 |
| 12 | APPLE INC | $17M | 68,631 |
| 13 | ISHARES TR | $17M | 173,018 |
| 14 | SPDR INDEX SHS FDS | $15M | 328,084 |
| 15 | SCHWAB STRATEGIC TR | $15M | 620,041 |
| 16 | VANGUARD INTL EQUITY INDEX F | $10M | 190,807 |
| 17 | SPDR INDEX SHS FDS | $10M | 221,540 |
| 18 | VANGUARD INDEX FDS | $10M | 33,664 |
| 19 | SCHWAB STRATEGIC TR | $10M | 331,384 |
| 20 | DIMENSIONAL ETF TRUST | $9M | 242,474 |
| 21 | ISHARES TR | $8M | 22,771 |
| 22 | ALPHABET INC | $8M | 28,115 |
| 23 | MICROSOFT CORP | $8M | 21,489 |
| 24 | ISHARES INC | $7M | 99,952 |
| 25 | AT&T INC | $7M | 20,245 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $6M | 9 |
| 27 | VICTORY PORTFOLIOS II | $6M | 161,756 |
| 28 | ISHARES TR | $6M | 66,739 |
| 29 | VANGUARD INSTL INDEX FD | $6M | 82,488 |
| 30 | AMAZON COM INC | $6M | 29,838 |
| 31 | CLEANSPARK INC | $6M | 709,052 |
| 32 | GRINDR INC | $6M | 497,500 |
| 33 | ALPHABET INC | $6M | 20,902 |
| 34 | VANGUARD INDEX FDS | $5M | 16,523 |
| 35 | VANGUARD INDEX FDS | $4M | 15,757 |
| 36 | NVIDIA CORPORATION | $4M | 22,837 |
| 37 | SCHWAB STRATEGIC TR | $4M | 124,937 |
| 38 | ISHARES TR | $4M | 38,099 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $4M | 7,969 |
| 40 | SCHWAB STRATEGIC TR | $3M | 105,723 |
| 41 | ISHARES TR | $3M | 35,152 |
| 42 | VANGUARD INDEX FDS | $3M | 38,219 |
| 43 | BROADCOM INC | $3M | 10,166 |
| 44 | CHEVRON CORPORATION | $3M | 14,839 |
| 45 | PEPSICO INC | $3M | 19,386 |
| 46 | JPMORGAN CHASE & CO | $3M | 9,884 |
| 47 | VANGUARD SCOTTSDALE FDS | $3M | 61,113 |
| 48 | LAM RESEARCH CORP | $3M | 13,272 |
| 49 | CATERPILLAR INC | $3M | 3,878 |
| 50 | VANGUARD CALIF TAX FREE FDS | $2M | 25,160 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.