Cypress Point Wealth Management, Llc Portfolio Stock Holdings
Cypress Point Wealth Management, Llc disclosed 123 stock positions valued at approximately $464.3 million in its latest SEC 13F filing. The largest holdings include PALANTIR TECHNOLOGIES INC, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 123
- Portfolio Value
- $464.3M
Holdings by Sector
Cypress Point Wealth Management, Llc Portfolio Holdings in Q1 2026
117 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 29.23% | 927,673 | +1,793 | +0.19% | $135,700,007 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 11.53% | 1,377,960 | +71,022 | +5.43% | $53,547,530 |
| AMERICAN CENTY ETF TR | AVLC | Other | 8.31% | 497,372 | +39,589 | +8.65% | $38,571,206 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.21% | 549,924 | +48,039 | +9.57% | $19,538,805 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.19% | 274,221 | +54,378 | +24.73% | $19,445,030 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 3.94% | 253,556 | +17,410 | +7.37% | $18,276,295 |
| VANGUARD INDEX FDS | VTI | Other | 2.47% | 35,789 | +117 | +0.33% | $11,481,536 |
| VANGUARD INDEX FDS | VOO | Other | 2.32% | 18,059 | -324 | -1.76% | $10,791,328 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.96% | 204,728 | +31,305 | +18.05% | $9,100,178 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.68% | 96,512 | +574 | +0.60% | $7,776,963 |
| APPLE INC | AAPL | Technology | 1.41% | 25,881 | +18,524 | +251.79% | $6,568,345 |
| VANGUARD INDEX FDS | VTV | Other | 1.32% | 31,247 | +17,690 | +130.49% | $6,130,697 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.19% | 122,383 | -79 | -0.06% | $5,521,930 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.17% | 48,760 | -1,265 | -2.53% | $5,421,174 |
| EXXON MOBIL CORP | XOM | Energy | 1.12% | 30,543 | -11,165 | -26.77% | $5,181,926 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.09% | 50,862 | +715 | +1.43% | $5,079,110 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.07% | 231,864 | +20,101 | +9.49% | $4,982,767 |
| VANGUARD BD INDEX FDS | BND | Other | 0.98% | 61,994 | -10,011 | -13.90% | $4,565,212 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.90% | 49,430 | -39 | -0.08% | $4,193,610 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.75% | 56,211 | +5,211 | +10.22% | $3,501,976 |
| VANGUARD STAR FDS | VXUS | Other | 0.74% | 44,326 | +27 | +0.06% | $3,417,965 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.71% | 132,205 | -5,367 | -3.90% | $3,318,344 |
| ISHARES TR | IBMQ | Other | 0.66% | 119,536 | - | - | $3,051,749 |
| ISHARES TR | IBTJ | Other | 0.65% | 119,718 | +119,718 | +100.00% | $3,034,856 |
| META PLATFORMS INC | META | Communication Services | 0.62% | 5,053 | +939 | +22.82% | $2,890,973 |
| NVIDIA CORPORATION | NVDA | Technology | 0.62% | 16,465 | +15,390 | +1431.63% | $2,871,499 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.57% | 35,452 | +23 | +0.06% | $2,662,478 |
| ALPHABET INC | GOOGL | Communication Services | 0.54% | 8,712 | +6,381 | +273.75% | $2,505,215 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.53% | 30,796 | +1 | +0.00% | $2,482,461 |
| MICROSOFT CORP | MSFT | Technology | 0.53% | 6,595 | +4,777 | +262.76% | $2,441,279 |
| VANGUARD INDEX FDS | VB | Other | 0.48% | 8,500 | - | - | $2,226,320 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.46% | 3 | - | - | $2,154,420 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.45% | 54,217 | +3,827 | +7.59% | $2,112,302 |
| ISHARES INC | EEMS | Other | 0.45% | 29,913 | -2,553 | -7.86% | $2,069,388 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.44% | 18,671 | -236 | -1.25% | $2,062,608 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.42% | 26,290 | -62 | -0.24% | $1,967,304 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 4,300 | +2 | +0.05% | $1,878,332 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.40% | 8,846 | +7,023 | +385.24% | $1,842,357 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.36% | 48,598 | +4 | +0.01% | $1,650,884 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.34% | 10,600 | +193 | +1.85% | $1,569,860 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.31% | 23,650 | -550 | -2.27% | $1,418,548 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.27% | 36,790 | +6 | +0.02% | $1,245,726 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 1,816 | +468 | +34.72% | $1,180,788 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 15,067 | +1,326 | +9.65% | $1,145,867 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 0.24% | 46,947 | -15,844 | -25.23% | $1,131,653 |
| VANGUARD INDEX FDS | VBR | Other | 0.22% | 4,657 | +14 | +0.30% | $1,011,636 |
| BROADCOM INC | AVGO | Technology | 0.21% | 3,110 | +3,110 | +100.00% | $962,577 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.20% | 35,734 | -8,938 | -20.01% | $949,813 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.20% | 18,748 | +5,390 | +40.35% | $933,362 |
| NETFLIX INC. | NFLX | Communication Services | 0.20% | 9,453 | +5,593 | +144.90% | $908,906 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.17% | 16,272 | - | - | $811,811 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 2,065 | +1,260 | +156.52% | $767,664 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.15% | 11,200 | - | - | $702,240 |
| ALPHABET INC | GOOG | Communication Services | 0.15% | 2,353 | +2,353 | +100.00% | $675,028 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.14% | 8,000 | - | - | $662,960 |
| UNITED STATES ANTIMONY CORP | UAMY | Basic Materials | 0.14% | 74,071 | - | - | $646,640 |
| ISHARES TR | IVV | Other | 0.14% | 964 | -49 | -4.84% | $629,695 |
| AT&T INC | T | Communication Services | 0.13% | 21,243 | +7,360 | +53.01% | $615,822 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 12,350 | +7,094 | +134.97% | $602,079 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.11% | 14,153 | - | - | $495,930 |
| SALESFORCE INC | CRM | Technology | 0.10% | 2,597 | +1,054 | +68.31% | $484,782 |
| WISDOMTREE TR | WCLD | Other | 0.10% | 17,633 | - | - | $481,734 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.10% | 9,106 | +1,485 | +19.49% | $461,773 |
| ETFS GOLD TR | SGOL | Other | 0.10% | 10,318 | - | - | $460,390 |
| LOEWS CORP | L | Financial Services | 0.10% | 4,290 | +4,290 | +100.00% | $457,915 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.09% | 2,089 | +2,089 | +100.00% | $424,966 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.08% | 1,568 | +1,568 | +100.00% | $387,375 |
| VISA INC | V | Financial Services | 0.08% | 1,281 | +1,281 | +100.00% | $387,170 |
| KLA CORP | KLAC | Technology | 0.08% | 252 | +252 | +100.00% | $371,048 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,514 | +1,514 | +100.00% | $370,083 |
| BLEND LABS INC | BLND | Technology | 0.08% | 215,843 | - | - | $366,934 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 4,689 | +4,689 | +100.00% | $363,792 |
| ISHARES TR | ARTY | Other | 0.08% | 7,722 | - | - | $359,294 |
| ISHARES TR | IEFA | Other | 0.08% | 3,942 | -1,000 | -20.23% | $356,870 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.08% | 1,213 | +1,213 | +100.00% | $353,808 |
| ISHARES INC | EMXC | Other | 0.08% | 4,462 | - | - | $350,959 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 378 | +378 | +100.00% | $347,674 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 2,883 | +2,883 | +100.00% | $346,797 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.07% | 5,407 | -70 | -1.28% | $337,663 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.07% | 859 | +48 | +5.92% | $335,363 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.07% | 6,047 | -650 | -9.71% | $326,856 |
| GE VERNOVA INC | GEV | Utilities | 0.07% | 372 | +372 | +100.00% | $324,719 |
| TERAWULF INC | WULF | Financial Services | 0.07% | 21,676 | -3,824 | -15.00% | $312,785 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.07% | 13,100 | +13,100 | +100.00% | $309,815 |
| HONEYWELL INTL INC | HON | Industrials | 0.07% | 1,370 | +1,370 | +100.00% | $309,662 |
| SPDR SERIES TRUST | BIL | Other | 0.07% | 3,356 | +19 | +0.57% | $307,533 |
| ALLSTATE CORP | ALL | Financial Services | 0.06% | 1,455 | +1,455 | +100.00% | $301,680 |
| POWELL INDS INC | POWL | Industrials | 0.06% | 555 | +555 | +100.00% | $300,300 |
| CITIGROUP INC | C | Financial Services | 0.06% | 2,627 | +2,627 | +100.00% | $297,923 |
| ISHARES INC | EEMV | Other | 0.06% | 4,460 | - | - | $288,696 |
| VANGUARD INDEX FDS | VO | Other | 0.06% | 1,000 | - | - | $287,180 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 959 | +959 | +100.00% | $282,100 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.06% | 67 | +67 | +100.00% | $282,092 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.06% | 2,715 | +2,715 | +100.00% | $278,750 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.06% | 1,379 | +1,379 | +100.00% | $273,442 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 1,245 | +1,245 | +100.00% | $257,591 |
| WALMART INC | WMT | Consumer Defensive | 0.05% | 2,037 | +2,037 | +100.00% | $253,127 |
| INTUIT | INTU | Technology | 0.05% | 575 | +575 | +100.00% | $248,619 |
| KKR & CO INC | KKR | Financial Services | 0.05% | 2,652 | +327 | +14.06% | $245,310 |
| GE AEROSPACE | GE | Industrials | 0.05% | 858 | +858 | +100.00% | $243,357 |