Fort Point Capital Partners LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $70.30M | 8.5% |
| VANGUARD INDEX FDS | $56.80M | 6.9% |
| VANGUARD MUN BD FDS | $52.41M | 6.3% |
| ISHARES TR | $45.94M | 5.6% |
| ISHARES TR | $40.14M | 4.9% |
| ISHARES TR | $26.40M | 3.2% |
| VANGUARD TAX-MANAGED FDS | $24.17M | 2.9% |
| SPDR SERIES TRUST | $23.10M | 2.8% |
| Freshpet, Inc. | $21.97M | 2.7% |
| SCHWAB STRATEGIC TR | $19.78M | 2.4% |
| Broadcom Inc. | $17.98M | 2.2% |
| ISHARES TR | $17.80M | 2.2% |
| ISHARES TR | $17.65M | 2.1% |
| SPDR INDEX SHS FDS | $16.57M | 2.0% |
| SCHWAB STRATEGIC TR | $15.67M | 1.9% |
| CLEANSPARK, INC. | $14.12M | 1.7% |
| Apple Inc. | $12.56M | 1.5% |
| VANGUARD INDEX FDS | $11.24M | 1.4% |
| VANGUARD INTL EQUITY INDEX F | $10.95M | 1.3% |
| SCHWAB STRATEGIC TR | $10.46M | 1.3% |
| DIMENSIONAL ETF TRUST | $10.04M | 1.2% |
| Alphabet Inc. | $9.31M | 1.1% |
| SPDR INDEX SHS FDS | $9.27M | 1.1% |
| VANGUARD INSTL INDEX FD | $9.10M | 1.1% |
| ISHARES TR | $9.08M | 1.1% |
| MICROSOFT CORP | $8.19M | 1.0% |
| ISHARES INC | $7.36M | 0.9% |
| Amazon.com Inc | $6.71M | 0.8% |
| ISHARES TR | $6.67M | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | $6.65M | 0.8% |
| ABBOTT LABORATORIES | $6.64M | 0.8% |
| Alphabet Inc. | $6.50M | 0.8% |
| VANGUARD INDEX FDS | $5.61M | 0.7% |
| VANGUARD INDEX FDS | $4.38M | 0.5% |
| ISHARES TR | $4.10M | 0.5% |
| NVIDIA Corp | $3.92M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $3.83M | 0.5% |
| Warren E. Buffett | $3.83M | 0.5% |
| SCHWAB STRATEGIC TR | $3.64M | 0.4% |
| VANGUARD BD INDEX FDS | $3.62M | 0.4% |
| VANGUARD INDEX FDS | $3.48M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $3.42M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $3.33M | 0.4% |
| PEPSICO INC | $3.32M | 0.4% |
| ISHARES TR | $3.13M | 0.4% |
| VICTORY PORTFOLIOS II | $3.01M | 0.4% |
| LAM RESEARCH CORP | $2.91M | 0.4% |
| Gen Digital Inc. | $2.81M | 0.3% |
| Grindr Inc.GRND | $2.79M | 0.3% |
| JPMORGAN CHASE & CO | $2.76M | 0.3% |