13F Filings History of Fort Point Capital Partners LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$819,598,055
Signature - Title
Heidi Johnson - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Fort Point Capital Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fort Point Capital Partners LLC reported 223 stock holdings with total value $819,598,055 as of Q4 2025. Top holdings included SPY, VOO, VTEB, AGG, and IEFA.

Notify me when Fort Point Capital Partners LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 223 $819,598,055 +$97,320,594 -$83,628,097 +$13,692,497 SPY, VOO, VTEB, AGG, IEFA 13F-HR 13 Feb 2026, 16:16
Q3 2025 207 $780,629,568 +$44,762,328 -$317,512,435 -$272,750,107 SPY, VOO, AGG, VTEB, BIL 13F-HR 14 Nov 2025, 16:37
Q2 2025 303 $997,698,225 +$128,251,052 -$94,967,604 +$33,283,448 SPY, VOO, AGG, SCMB, IVV 13F-HR 14 Aug 2025, 13:28
Q1 2025 295 $894,458,898 +$75,828,017 -$46,332,556 +$29,495,461 SPY, AGG, VOO, BIL, VTEB 13F-HR 15 May 2025, 15:42
Q4 2024 295 $892,997,505 +$164,639,175 -$59,446,643 +$105,192,532 SPY, VOO, AGG, IVV, MUB 13F-HR 11 Feb 2025, 13:26
Q3 2024 283 $797,766,704 +$45,442,772 -$62,015,997 -$16,573,225 SPY, VOO, IEFA, AGG, VEA 13F-HR 14 Nov 2024, 13:50
Q2 2024 309 $778,868,744 +$66,083,657 -$32,522,888 +$33,560,769 SPY, IEFA, VOO, AGG, BIL 13F-HR 14 Aug 2024, 14:15
Q1 2024 317 $738,120,694 +$69,580,295 -$26,591,478 +$42,988,817 SPY, VOO, IEFA, AGG, BIL 13F-HR 14 May 2024, 17:38
Q4 2023 292 $651,432,345 +$64,242,454 -$79,997,782 -$15,755,328 SPY, AGG, VOO, BIL, IEFA 13F-HR 09 Feb 2024, 14:47
Q3 2023 276 $615,822,457 +$55,813,262 -$84,781,320 -$28,968,058 SPY, BIL, AGG, IEFA, VOO 13F-HR 08 Nov 2023, 15:37
Q2 2023 280 $662,214,170 +$94,069,795 -$77,105,576 +$16,964,219 SPY, BIL, AGG, VTEB, VEA 13F-HR 14 Aug 2023, 16:43
Q1 2023 261 $612,617,736 +$56,737,082 -$40,474,047 +$16,263,035 SPY, AGG, BIL, VTEB, EFA 13F-HR 11 May 2023, 13:51
Q4 2022 252 $568,674,642 +$64,512,671 -$71,698,537 -$7,185,866 SPY, AGG, EFA, JPST, XOM 13F-HR 14 Feb 2023, 15:38
Q3 2022 256 $537,411,000 +$54,422,611 -$36,584,322 +$17,838,289 SPY, AGG, JPST, EFA, AAPL 13F-HR 09 Nov 2022, 17:06
Q2 2022 263 $560,757,000 +$69,292,048 -$53,797,841 +$15,494,207 SPY, APP, EFA, AGG, ACWI 13F-HR 15 Aug 2022, 14:46
Q1 2022 275 $657,874,000 +$118,081,427 -$126,971,448 -$8,890,021 SPY, APP, AGG, EFA, AAPL 13F-HR 13 May 2022, 16:25
Q4 2021 277 $714,861,000 +$94,251,351 -$76,778,502 +$17,472,849 SPY, APP, EFA, VTEB, M 13F-HR 14 Feb 2022, 10:52
Q3 2021 244 $645,503,000 +$186,216,111 -$46,255,030 +$139,961,081 SPY, APP, EFA, AYI, UBER 13F-HR 12 Nov 2021, 17:24
Q2 2021 157 $515,483,000 +$60,482,861 -$6,932,641 +$53,550,220 SPY, EFA, UBER, ACWI, AGG 13F-HR 30 Jul 2021, 17:08
Q1 2021 144 $436,456,000 +$39,246,679 -$30,728,900 +$8,517,779 SPY, UBER, EFA, ACWI, AGG 13F-HR 10 May 2021, 17:10
Q4 2020 141 $401,326,000 +$55,684,201 -$37,739,750 +$17,944,451 SPY, UBER, EFA, AGG, ACWI 13F-HR 09 Feb 2021, 14:04
Q3 2020 127 $333,343,000 +$64,798,149 -$16,524,493 +$48,273,656 SPY, EFA, UBER, AGG, AAPL 13F-HR 10 Nov 2020, 16:15
Q2 2020 123 $274,474,000 +$78,220,143 -$37,701,508 +$40,518,635 SPY, EFA, UBER, AGG, BND 13F-HR 13 Aug 2020, 16:05
Q1 2020 101 $195,506,000 +$46,247,485 -$48,628,407 -$2,380,922 SPY, EFA, VWO, VTI, UBER 13F-HR 14 May 2020, 16:13
Q4 2019 115 $239,485,000 +$6,452,994 -$15,731,587 -$9,278,593 SPY, EFA, IEFA, VEA, VWO 13F-HR 03 Feb 2020, 13:32
Q3 2019 113 $227,999,000 +$16,512,677 -$6,107,001 +$10,405,676 SPY, EFA, CRM, IEFA, VEA 13F-HR 14 Nov 2019, 15:44
Q2 2019 101 $217,397,000 +$15,308,252 -$10,196,388 +$5,111,864 SPY, EFA, CRM, IEFA, VEA 13F-HR 09 Aug 2019, 10:23
Q1 2019 105 $208,590,000 +$5,000,799 -$42,350,441 -$37,349,642 SPY, EFA, CRM, IEFA, ABBV 13F-HR 13 May 2019, 16:08
Q4 2018 134 $222,770,000 +$18,105,067 -$38,375,929 -$20,270,862 SPY, EFA, CRM, IEFA, ABBV 13F-HR 11 Feb 2019, 15:00
Q3 2018 147 $278,076,000 +$37,338,125 -$13,312,970 +$24,025,155 SPY, EFA, COM, CRM, VEA 13F-HR 14 Nov 2018, 16:11
Q2 2018 122 $245,987,000 +$28,382,700 -$62,014,717 -$33,632,017 SPY, EFA, CRM, COM, VEA 13F-HR 13 Aug 2018, 09:14
Q1 2018 158 $262,869,000 +$69,234,186 -$10,167,305 +$59,066,881 SPY, EFA, VEA, CRM, AAPL Restatement 06 Aug 2018, 11:10
Q4 2017 138 $214,244,000 +$23,401,123 -$28,343,522 -$4,942,399 SPY, EFA, VEA, ABBV, CRM 13F-HR 14 Feb 2018, 16:25
Q3 2017 136 $208,445,000 +$34,262,718 -$14,232,324 +$20,030,394 SPY, EFA, VEA, ABBV, CRM 13F-HR 14 Nov 2017, 15:26
Q2 2017 97 $178,543,000 +$8,231,420 -$31,151,594 -$22,920,174 SPY, EFA, VEA, CRM, ABBV 13F-HR 14 Aug 2017, 16:16
Q1 2017 107 $193,942,000 +$22,435,879 -$19,893,778 +$2,542,101 SPY, EFA, AAPL, VEA, CRM 13F-HR 15 May 2017, 13:43
Q4 2016 107 $181,308,000 +$14,570,448 -$58,378,992 -$43,808,544 SPY, EFA, AAPL, META, VEA 13F-HR 14 Feb 2017, 11:04
Q3 2016 143 $220,884,000 +$36,471,849 -$33,027,834 +$3,444,015 SPY, EFA, AAPL, TIP, META Restatement 16 Dec 2016, 15:19
Q2 2016 126 $206,205,000 +$25,246,174 -$19,008,892 +$6,237,282 SPY, EFA, TIP, AAPL, CRM 13F-HR 15 Aug 2016, 14:16
Q1 2016 116 $196,740,000 +$29,370,578 -$30,254,321 -$883,743 SPY, EFA, AAPL, TIP, CRM 13F-HR 16 May 2016, 17:28
Q4 2015 113 $196,586,000 +$42,693,798 -$14,482,781 +$28,211,017 SPY, EFA, AAPL, TIP, CRM 13F-HR 16 Feb 2016, 17:30
Q3 2015 83 $162,794,000 +$33,712,612 -$16,425,877 +$17,286,735 SPY, EFA, TIP, VWO, CRM 13F-HR 16 Nov 2015, 15:34
Q2 2015 81 $159,524,000 +$32,340,362 -$23,097,804 +$9,242,558 SPY, EFA, TIP, ABBV, CRM 13F-HR 14 Aug 2015, 16:51
Q1 2015 68 $152,004,000 +$21,540,813 -$6,062,084 +$15,478,729 SPY, EFA, PCYC, CRM, TIP 13F-HR 15 May 2015, 14:29
Q4 2014 60 $134,570,000 +$14,601,054 -$14,044,099 +$556,955 SPY, EFA, EEM, CRM, IWM 13F-HR 17 Feb 2015, 21:09
Q3 2014 64 $133,225,000 +$24,428,348 -$761,205 +$23,667,143 SPY, EFA, EEM, IWM, CRM 13F-HR 14 Nov 2014, 16:34
Q2 2014 40 $112,989,000 +$10,930,327 -$4,042,610 +$6,887,717 SPY, EFA, IWM, EEM, CRM 13F-HR 14 Aug 2014, 16:13
Q1 2014 44 $102,995,000 +$10,128,097 -$5,561,380 +$4,566,717 SPY, EFA, IWM, EEM, PAA 13F-HR 15 May 2014, 16:35
Q4 2013 36 $97,398,000 $0 $0 $0 SPY, EFA, EEM, IWM, PAA 13F-HR 14 Feb 2014, 17:23