Cypress Point Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1825611 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$464.3M
Long-equity book
Holdings
123
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+42 / −9 / ↑39 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$4.6M +228.4%
- VANGUARD INDEX FDS$3.5M +136.8%
- DIMENSIONAL ETF TRUST$3.1M +19.3%
- NVIDIA CORPORATION$2.7M +1332.0%
- AMERICAN CENTY ETF TR$2.6M +7.2%
Top Trims
- PALANTIR TECHNOLOGIES INC-$28.9M -17.5%
- VANGUARD BD INDEX FDS-$768.2K -14.4%
- VANGUARD INDEX FDS-$737.5K -6.4%
- NEW YORK LIFE INVTS ACTIVE E-$396.0K -25.9%
- SCHWAB STRATEGIC TR-$290.2K -8.0%
New Positions
- ISHARES TR$3.0M
- BROADCOM INC$962.6K
- ALPHABET INC$675.0K
- LOEWS CORP$457.9K
- ADVANCED MICRO DEVICES INC$425.0K
Exited Positions
- ISHARES TR$3.0M
- CONOCOPHILLIPS$2.8M
- ISHARES TR$1.4M
- ISHARES TR$1.0M
- ISHARES TR$849.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $135.7M | 29.23% | 927,673 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $53.5M | 11.53% | 1,377,960 | SH |
| 3 | AMERICAN CENTY ETF TR | AVLC | 025072158 | $38.6M | 8.31% | 497,372 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $19.5M | 4.21% | 549,924 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $19.4M | 4.19% | 274,221 | SH |
| 6 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $18.3M | 3.94% | 253,556 | SH |
| 7 | VANGUARD INDEX FDS | VTI | 922908769 | $11.5M | 2.47% | 35,789 | SH |
| 8 | VANGUARD INDEX FDS | VOO | 922908363 | $10.8M | 2.32% | 18,059 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $9.1M | 1.96% | 204,728 | SH |
| 10 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $7.8M | 1.68% | 96,512 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $6.6M | 1.41% | 25,881 | SH |
| 12 | VANGUARD INDEX FDS | VTV | 922908744 | $6.1M | 1.32% | 31,247 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $5.5M | 1.19% | 122,383 | SH |
| 14 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $5.4M | 1.17% | 48,760 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $5.2M | 1.12% | 30,543 | SH |
| 16 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $5.1M | 1.09% | 50,862 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $5.0M | 1.07% | 231,864 | SH |
| 18 | VANGUARD BD INDEX FDS | BND | 921937835 | $4.6M | 0.98% | 61,994 | SH |
| 19 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $4.2M | 0.90% | 49,430 | SH |
| 20 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $3.5M | 0.75% | 56,211 | SH |
| 21 | VANGUARD STAR FDS | VXUS | 921909768 | $3.4M | 0.74% | 44,326 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $3.3M | 0.71% | 132,205 | SH |
| 23 | ISHARES TR | IBMQ | 46435U325 | $3.1M | 0.66% | 119,536 | SH |
| 24 | ISHARES TR | IBTJ | 46436E825 | $3.0M | 0.65% | 119,718 | SH |
| 25 | ISHARES TR | IBMS | 46438G687 | $3.0M | 0.64% | 115,000 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $2.9M | 0.62% | 5,053 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.9M | 0.62% | 16,465 | SH |
| 28 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.7M | 0.57% | 35,452 | SH |
| 29 | ALPHABET INC | GOOGL | 02079K305 | $2.5M | 0.54% | 8,712 | SH |
| 30 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $2.5M | 0.53% | 30,796 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 0.53% | 6,595 | SH |
| 32 | VANGUARD INDEX FDS | VB | 922908751 | $2.2M | 0.48% | 8,500 | SH |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.46% | 3 | SH |
| 34 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $2.1M | 0.45% | 54,217 | SH |
| 35 | ISHARES INC | EEMS | 464286475 | $2.1M | 0.45% | 29,913 | SH |
| 36 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $2.1M | 0.44% | 18,671 | SH |
| 37 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $2.0M | 0.42% | 26,290 | SH |
| 38 | VANGUARD INDEX FDS | VUG | 922908736 | $1.9M | 0.40% | 4,300 | SH |
| 39 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.40% | 8,846 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.7M | 0.36% | 48,598 | SH |
| 41 | CAPITAL GROUP NEW GEOGRAPHY | CGNG | 14021N105 | $1.6M | 0.35% | 51,381 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.6M | 0.34% | 10,600 | SH |
| 43 | AMERICAN CENTY ETF TR | AVES | 025072372 | $1.4M | 0.31% | 23,650 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $1.2M | 0.27% | 36,790 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.2M | 0.25% | 1,816 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $1.1M | 0.25% | 15,067 | SH |
| 47 | NEW YORK LIFE INVTS ACTIVE E | MMIT | 45409F827 | $1.1M | 0.24% | 46,947 | SH |
| 48 | AMERICAN CENTY ETF TR | AVEE | 025072141 | $1.1M | 0.24% | 17,397 | SH |
| 49 | VANGUARD INDEX FDS | VBR | 922908611 | $1.0M | 0.22% | 4,657 | SH |
| 50 | BROADCOM INC | AVGO | 11135F101 | $962.6K | 0.21% | 3,110 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $464.3M | 123 | 0001825611-26-000002 |
| 2025-12-31 | 2026-02-02 | $458.2M | 90 | 0002085853-26-000160 |