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Fort Point Capital Partners LLC - Portfolio Stock Holdings

Fort Point Capital Partners LLC disclosed 254 stock positions in a recent SEC 13F filing. $930,391,131 of stock holdings were filed, with the largest holdings including SPY, VOO, and AGG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,894,516,636 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

254

Est. Stock Holding Value:

$930,391,131

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Fort Point Capital Partners LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Fort Point Capital Partners LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.