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Institutional

Fort Point Capital Partners LLC

CIK 0001589282
$825.1M
Reported AUM
220
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Fort Point Capital Partners LLC · Q1 2026

AI · grounded in 13F

Fort Point Capital Partners LLC increased its position in GRND by 121.11%. The fund also accumulated shares in VFLO by 115.38% and AAPL by 41.13%. On the sell side, the fund trimmed its holding in AVGO by 80.61% and reduced CLSK by 36.07%.

Portfolio · Q1 2026

SPY$113.5MAGG$47.5MVOO$46.9MIEFAVTEBMUBBILVEAFRPTIVVEFASCMBOther$382.5MFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$113.5M13.75%+307+0.2%
2AGGISHARES TR$98.17-0.50%5.32%-1.36%$47.5M5.76%+19,978+4.4%
3VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$46.9M5.69%10,717−12.0%
4IEFAISHARES TR$95.56-2.60%18.86%46.61%$38.5M4.66%9,133−2.1%
5VTEBVANGUARD MUN BD FDS$50.30-0.16%7.34%3.96%$37.5M4.54%284,414−27.5%
6MUBISHARES TR$106.97-0.21%7.30%3.94%$34.7M4.21%+81,895+33.4%
7BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$26.2M3.17%+33,271+13.2%
8VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$21.5M2.61%35,779−9.6%
9FRPTFRESHPET INC$49.741.06%-38.14%-66.04%$20.5M2.48%HELD
10IVVISHARES TR$740.91-2.62%24.60%80.03%$19.9M2.42%+5,132+20.2%
11EFAISHARES TR$102.26-2.56%18.03%48.24%$18.0M2.18%6,347−3.3%
12SCMBSCHWAB STRATEGIC TR$25.66-0.08%7.17%11.91%$17.9M2.17%58,206−7.6%
13AAPLAPPLE INC$307.34-1.25%51.31%116.17%$17.4M2.11%+20,001+41.1%
14SPEMSPDR INDEX SHS FDS$50.53-4.04%23.98%35.82%$15.4M1.87%10,376−3.1%
15SCHFSCHWAB STRATEGIC TR$26.81-3.77%26.99%57.05%$15.3M1.86%5,492−0.9%
16QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$15.2M1.85%+9+0.0%
17VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$10.3M1.25%3,516−1.8%
18SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$10.1M1.23%+20,769+10.3%
19VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$9.7M1.17%3,646−9.8%
20SCHASCHWAB STRATEGIC TR$33.19-3.41%35.05%39.97%$9.6M1.17%10,765−3.1%
21DFACDIMENSIONAL ETF TRUST$43.46-2.34%25.71%70.09%$9.4M1.14%3,784−1.5%
22IWBISHARES TR$403.01-2.58%23.62%73.29%$8.1M0.98%1,132−4.7%
23GOOGALPHABET INC$365.76-0.95%109.82%172.71%$8.1M0.98%+172+0.6%
24MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$8.0M0.96%+3,551+19.8%
25IEMGISHARES INC$78.63-6.40%38.44%42.72%$7.0M0.84%3,412−3.3%
26TAT&T INC$22.75-0.09%-15.45%46.77%$6.6M0.80%+607+3.1%
27BRK/ABERKSHIRE HATHAWAY INC DEL$6.5M0.78%HELD
28VFLOVICTORY PORTFOLIOS II$46.05-2.95%34.71%77.34%$6.4M0.77%+86,655+115.4%
29MBBISHARES TR$93.74-0.50%6.97%1.02%$6.3M0.77%2,965−4.3%
30VBILVANGUARD INSTL INDEX FD$75.500.01%4.21%4.72%$6.2M0.76%37,994−31.5%
31AMZNAMAZON COM INC$246.03-3.06%$6.2M0.75%+1,664+5.9%
32CLSKCLEANSPARK INC$15.59-7.09%$6.0M0.73%400,000−36.1%
33GRNDGRINDR INC$10.901.87%$6.0M0.73%+272,500+121.1%
34GOOGLALPHABET INC$368.53-0.98%$6.0M0.73%+1,380+7.1%
35VTIVANGUARD INDEX FDS$363.38-2.68%$5.3M0.64%+128+0.8%
36VBVANGUARD INDEX FDS$288.20-2.44%$4.1M0.50%142−0.9%
37NVDANVIDIA CORPORATION$205.10-6.20%$4.0M0.48%+1,858+8.9%
38SCHMSCHWAB STRATEGIC TR$34.83-2.63%$3.9M0.47%+41,901+50.5%
39SGOVISHARES TR$100.450.03%$3.8M0.46%2,734−6.7%
40BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M0.46%+188+2.4%
41SCHESCHWAB STRATEGIC TR$35.15-4.07%$3.5M0.42%71−0.1%
42IWRISHARES TR$106.21-2.12%$3.4M0.41%+4,153+13.4%
43VNQVANGUARD INDEX FDS$96.790.72%$3.4M0.41%+214+0.6%
44AVGOBROADCOM INC$385.73-7.92%$3.1M0.38%42,258−80.6%
45CVXCHEVRON CORPORATION$187.31-0.55%$3.1M0.37%+4,500+43.5%
46PEPPEPSICO INC$141.92-0.16%$3.0M0.36%3,262−14.4%
47JPMJPMORGAN CHASE & CO$312.370.48%$2.9M0.35%+1,015+11.4%
48VMBSVANGUARD SCOTTSDALE FDS$46.38-0.47%$2.9M0.35%11,329−15.6%
49LRCXLAM RESEARCH CORP$303.28-9.85%$2.8M0.34%103−0.8%
50CATCATERPILLAR INC$904.28-3.85%$2.7M0.33%36−0.9%
51VTECVANGUARD CALIF TAX FREE FDS$99.87-0.13%$2.5M0.30%+748+3.1%
52KLACKLA CORP$1929.20-9.47%$2.5M0.30%+2+0.1%
53IJRISHARES TR$137.68-1.84%$2.4M0.29%+689+3.7%
54VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$2.4M0.29%546−3.1%
55EEMISHARES TR$64.59-6.53%$2.3M0.28%408−1.0%
56QLTYGMO ETF TRUST$40.66-1.91%$2.3M0.27%+62,247NEW
57IJHISHARES TR$73.95-2.00%$2.2M0.27%+3,067+10.4%
58BNDVANGUARD BD INDEX FDS$72.83-0.45%$2.2M0.27%18,820−38.7%
59AXPAMERICAN EXPRESS CO$310.66-0.60%$2.1M0.25%+135+2.0%
60GENGEN DIGITAL INC$26.28-0.90%$2.0M0.24%+605+0.6%
61EAGGISHARES TR$47.04-0.40%$2.0M0.24%+181+0.4%
62EMXCISHARES INC$93.90-7.65%$2.0M0.24%355−1.4%
63VEEVVEEVA SYS INC$172.61-3.35%$1.9M0.23%+24+0.2%
64PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$1.8M0.21%HELD
65HDHOME DEPOT INC$310.780.27%$1.7M0.21%+531+11.3%
66RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$1.7M0.21%10,395−54.1%
67WMTWALMART INC$118.880.97%$1.7M0.20%+6,882+103.8%
68TSLATESLA INC$391.00-6.56%$1.6M0.20%+209+5.0%
69VTCVANGUARD SCOTTSDALE FDS$76.26-0.54%$1.6M0.20%1,353−6.0%
70CBOECBOE GLOBAL MKTS INC$281.91-1.44%$1.6M0.19%1,462−20.6%
71IAUISHARES GOLD TR$81.22-3.63%$1.6M0.19%+3,100+21.1%
72VTWOVANGUARD SCOTTSDALE FDS$113.83-3.53%$1.6M0.19%100−0.6%
73IWMISHARES TR$281.65-3.55%$1.6M0.19%44−0.7%
74MSMORGAN STANLEY$211.93-2.90%$1.5M0.19%+1,273+15.7%
75ABBVABBVIE INC$227.231.02%$1.5M0.18%+1,156+20.1%
76BLDRBUILDERS FIRSTSOURCE INC$73.64-1.79%$1.3M0.16%+13,274+428.6%
77SPMBSPDR SERIES TRUST$22.11-0.45%$1.3M0.16%+926+1.6%
78IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$1.3M0.16%1,064−3.0%
79SDYSPDR SERIES TRUST$149.930.35%$1.3M0.15%+52+0.6%
80XLKSELECT SECTOR SPDR TR$180.30-6.66%$1.3M0.15%1,989−17.4%
81SCHXSCHWAB STRATEGIC TR$29.05-2.65%$1.2M0.15%HELD
82DJPBARCLAYS BANK PLC$47.15-2.86%$1.2M0.15%+25,427NEW
83COFCAPITAL ONE FINL CORP$180.67-1.38%$1.2M0.15%+147+2.3%
84IWDISHARES TR$236.42-1.91%$1.2M0.14%+18+0.3%
85ORCLORACLE CORP$213.68-9.59%$1.2M0.14%+2,260+39.4%
86DGROISHARES TR$75.17-0.78%$1.1M0.14%180−1.1%
87SUSBISHARES TR$24.87-0.26%$1.1M0.14%HELD
88COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$1.1M0.14%+84+8.1%
89GSEWGOLDMAN SACHS ETF TR$92.37-1.58%$1.0M0.13%5,069−29.4%
90GLDSPDR GOLD TR$396.24-3.65%$1.0M0.12%240−9.3%
91USMVISHARES TR$95.64-1.06%$989K0.12%34−0.3%
92ESGGFLEXSHARES TR$227.67-2.94%$980K0.12%HELD
93SMHVANECK ETF TRUST$569.69-9.22%$947K0.11%1−0.0%
94BONDPIMCO ETF TR$91.24-0.57%$946K0.11%46−0.4%
95NOCNORTHROP GRUMMAN CORP$544.40-0.14%$925K0.11%+22+1.6%
96TJXTJX COS INC NEW$160.711.31%$922K0.11%+1,615+38.9%
97NRGNRG ENERGY INC$129.20-3.14%$906K0.11%+30+0.5%
98AMGNAMGEN INC$349.581.15%$899K0.11%+48+1.9%
99DTCRGLOBAL X FDS$30.64-5.52%$891K0.11%HELD
100VTVVANGUARD INDEX FDS$212.02-1.36%$867K0.11%+374+9.2%
101FRTFEDERAL RLTY INVT TR NEW$853K0.10%+287+3.7%
102MRKMERCK & CO INC$837K0.10%+43+0.6%
103ALLALLSTATE CORP$832K0.10%+102+2.6%
104AMPAMERIPRISE FINL INC$828K0.10%85−4.4%
105KRESPDR SERIES TRUST$828K0.10%HELD
106IBMINTERNATIONAL BUSINESS MACHS$823K0.10%319−8.6%
107VENUVENU HLDG CORP$811K0.10%HELD
108FRELFIDELITY COVINGTON TRUST$805K0.10%398−1.3%
109WMT2WELLS FARGO & CO$795K0.10%+4,262+74.4%
110XOMEXXON MOBIL CORP$788K0.10%+483+11.6%
111CSCOCISCO SYS INC$775K0.09%+511+5.4%
112LHXL3HARRIS TECHNOLOGIES INC$762K0.09%+56+2.6%
113JNJJOHNSON & JOHNSON$749K0.09%+801+35.4%
114METAMETA PLATFORMS INC$743K0.09%+583+81.5%
115PAVEGLOBAL X FDS$737K0.09%27−0.2%
116HYDVANECK ETF TRUST$736K0.09%HELD
117BPBP PLC$698K0.08%+4,223+39.7%
118NUKZEXCHANGE TRADED CONCEPTS TRU$676K0.08%HELD
119OTFBLUE OWL TECHNOLOGY FIN CORP$670K0.08%+29,616+130.2%
120ESGEISHARES INC$664K0.08%HELD
121GEGE AEROSPACE$657K0.08%+64+2.8%
122RTXRTX CORPORATION$640K0.08%+243+7.9%
123ESGDISHARES TR$629K0.08%HELD
124VVISA INC$602K0.07%+216+12.2%
125HONHONEYWELL INTL INC$597K0.07%+106+4.2%
126BACBANK AMERICA CORP$595K0.07%+795+7.0%
127ABTABBOTT LABORATORIES$591K0.07%+93+1.6%
128GEVGE VERNOVA INC$589K0.07%+19+2.9%
129PGPROCTER & GAMBLE CO$587K0.07%+1,622+66.4%
130UNHUNITEDHEALTH GROUP INC$584K0.07%+39+1.8%
131GSGOLDMAN SACHS GROUP INC$583K0.07%+51+8.0%
132APOAPOLLO GLOBAL MGMT INC$563K0.07%+5,056NEW
133OWLBLUE OWL CAPITAL INC$548K0.07%+60,000NEW
134QUALISHARES TR$542K0.07%+246+9.5%
135VEUVANGUARD INTL EQUITY INDEX F$541K0.07%HELD
136AVEMAMERICAN CENTY ETF TR$530K0.06%+5+0.1%
137DEDEERE & CO$529K0.06%+461+97.1%
138VZVERIZON COMMUNICATIONS INC$515K0.06%+416+4.2%
139MOALTRIA GROUP INC$510K0.06%+189+2.5%
140IVWISHARES TR$503K0.06%+408+10.1%
141MSTRSTRATEGY INC$474K0.06%+33+0.9%
142FDXFEDEX CORP$467K0.06%365−21.9%
143GILDGILEAD SCIENCES INC$463K0.06%+110+3.4%
144NFLXNETFLIX INC.$441K0.05%+180+4.1%
145GUNRFLEXSHARES TR$438K0.05%614−7.2%
146HOODROBINHOOD MKTS INC$438K0.05%1,926−23.4%
147LQDISHARES TR$432K0.05%+4+0.1%
148VCTRVICTORY CAP HLDGS INC DEL$431K0.05%HELD
149STRLSTERLING INFRASTRUCTURE INC$407K0.05%HELD
150SNASNAP ON INC$402K0.05%+108+10.8%
151BMYBRISTOL-MYERS SQUIBB CO$400K0.05%+207+3.2%
152AOMISHARES TR$398K0.05%103−1.2%
153NYFISHARES TR$397K0.05%22,028−74.7%
154ESGUISHARES TR$393K0.05%HELD
155SCHHSCHWAB STRATEGIC TR$383K0.05%HELD
156GBTCGRAYSCALE BITCOIN TRUST ETF$378K0.05%519−6.8%
157MMM3M CO$377K0.05%+65+2.6%
158ROKROCKWELL AUTOMATION INC$376K0.05%+107+11.4%
159VLGEAVILLAGE SUPER MKT INC$375K0.05%HELD
160ADBEADOBE INC$375K0.05%+158+11.4%
161CRWDCROWDSTRIKE HLDGS INC$374K0.05%496−34.1%
162MUMICRON TECHNOLOGY INC$371K0.04%+95+9.5%
163CLSCELESTICA INC$365K0.04%204−13.6%
164IWNISHARES TR$362K0.04%HELD
165AMLPALPS ETF TR$358K0.04%171−2.5%
166IRMIRON MTN INC DEL$356K0.04%+3,463NEW
167KMBKIMBERLY-CLARK CORP$339K0.04%11−0.3%
168LMTLOCKHEED MARTIN CORP$338K0.04%+17+3.1%
169VIGVANGUARD SPECIALIZED FUNDS$337K0.04%HELD
170LLYELI LILLY & CO$334K0.04%1−0.3%
171BXPBXP INC$331K0.04%+6,288NEW
172SHOPSHOPIFY INC$330K0.04%HELD
173CMFISHARES TR$327K0.04%HELD
174VTEIVANGUARD MUN BD FDS$326K0.04%6,069−65.0%
175IWFISHARES TR$326K0.04%325−29.9%
176SCHWSCHWAB CHARLES CORP$318K0.04%300−8.2%
177QCOMQUALCOMM INC$317K0.04%+277+12.7%
178AMTAMERICAN TOWER CORP$308K0.04%+1,782NEW
179CRMSALESFORCE INC$307K0.04%+77+4.9%
180PSPINVESCO EXCHANGE TRADED FD T$302K0.04%2,218−29.4%
181ACWIISHARES TR$297K0.04%HELD
182HPEHEWLETT PACKARD ENTERPRISE C$293K0.04%HELD
183VGTVANGUARD WORLD FD$292K0.04%HELD
184FIDFIRST TR EXCHANGE TRADED FD$285K0.03%HELD
185HYMBSPDR SERIES TRUST$278K0.03%HELD
186LOWLOWES COS INC$269K0.03%+86+8.2%
187OBDCBLUE OWL CAPITAL CORPORATION$268K0.03%HELD
188VRTXVERTEX PHARMACEUTICALS INC$265K0.03%+27+4.8%
189DIASTATE STR SPDR DOW JONES IND$264K0.03%HELD
190DISDISNEY WALT CO$261K0.03%+208+8.3%
191ROSTROSS STORES INC$259K0.03%+1,194NEW
192ARTYISHARES TR$257K0.03%HELD
193EDCONSOLIDATED EDISON INC$256K0.03%+2,264NEW
194CALMCAL MAINE FOODS INC$252K0.03%HELD
195IXCISHARES TR$251K0.03%+4,353NEW
196CITHE CIGNA GROUP$251K0.03%+80+9.3%
197INTCINTEL CORP$250K0.03%+75+1.3%
198BSVVANGUARD BD INDEX FDS$250K0.03%HELD
199STXSEAGATE TECHNOLOGY HLDNGS PL$245K0.03%+623NEW
200DHID R HORTON INC$244K0.03%+1,778NEW
201VUGVANGUARD INDEX FDS$243K0.03%HELD
202OXYOCCIDENTAL PETE CORP$241K0.03%961−20.6%
203TRVTRAVELERS COMPANIES INC$238K0.03%457−35.9%
204IDEVISHARES TR$238K0.03%1,274−30.9%
205XPROEXPRO GROUP HOLDINGS NV$235K0.03%HELD
206SCHGSCHWAB STRATEGIC TR$230K0.03%HELD
207AMDADVANCED MICRO DEVICES INC$229K0.03%+136+13.7%
208FLRFLUOR CORP$228K0.03%+41+0.8%
209NKENIKE INC$223K0.03%+19+0.5%
210QUREQUANTA SVCS INC$223K0.03%+406NEW
211VCRVANGUARD WORLD FD$222K0.03%3−0.5%
212USIGISHARES TR$221K0.03%+172+4.2%
213ELVELEVANCE HEALTH INC FORMERLY$220K0.03%+84+12.6%
214GABCGERMAN AMERN BANCORP INC$209K0.03%HELD
215UNPUNION PAC CORP$207K0.03%+855NEW
216DVYEISHARES INC$206K0.02%+5,980NEW
217PFEPFIZER INC$202K0.02%+7,181NEW
218NADNUVEEN QUALITY MUNCP INCOME$170K0.02%+14,668NEW
219MYNBLACKROCK MUNIYIELD N Y QUAL$97K0.01%HELD
220LEOBNY MELLON STRATEGIC MUNS IN$68K0.01%HELD
221VGLTVANGUARD SCOTTSDALE FDS58,999EXITED
222SRLNSSGA ACTIVE ETF TR54,314EXITED
223EQALINVESCO EXCH TRADED FD TR II28,407EXITED
224RNAGBPAVIDITY BIOSCIENCES INC20,778EXITED
225SPTLSPDR SERIES TRUST55,165EXITED
226PRMBPRIMO BRANDS CORPORATION57,961EXITED
227CALIBLACKROCK ETF TRUST II20,881EXITED
228MINTPIMCO ETF TR9,023EXITED
229TTDTHE TRADE DESK INC21,753EXITED
230CEFSEXCHANGE LISTED FDS TR32,778EXITED
231XLESELECT SECTOR SPDR TR7,323EXITED
232TLTISHARES TR3,757EXITED
233EDVVANGUARD WORLD FD4,659EXITED
234DHRDANAHER CORPORATION1,205EXITED
235SLBSLB LIMITED5,569EXITED
236CRDOCREDO TECHNOLOGY GROUP HOLDI1,500EXITED
237ZSZSCALER INC1,025EXITED
238NEENEXTERA ENERGY INC2,625EXITED
239DFUSDIMENSIONAL ETF TRUST2,764EXITED
240BABOEING CO841EXITED

Source: SEC EDGAR · accession 0001589282-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.