Fort Point Capital Partners LLC - Portfolio overview

Fort Point Capital Partners LLC has 240 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 7.99%
  2. AGG - ISHARES TR, 5.85%
  3. VOO - VANGUARD INDEX FDS, 5.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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