Fort Point Capital Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 318 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $119M, Vanguard Index Fds S&P 500 ETF with a value of $40.8M, Ishares Core U.S. Aggregate Bo with a value of $38.7M, Ishares Core S&P 500 ETF with a value of $31.2M, and Vanguard Mun Bd Fds Tax Exempt with a value of $26.1M.
Examining the 13F form we can see an increase of $309M in the current position value, from $851M to 1.16B.
Fort Point Capital Partners LLC is based out at San Francisco, CA
Below you can find more details about Fort Point Capital Partners LLC portfolio as well as his latest detailed transactions.