Cypress Point Wealth Management, LLC

Est. AUM

$464.3M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PALANTIR TECHNOLOGIES INC	CL A	$135.7M	927673	29.23%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$53.5M	1377960	11.53%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS US LARG	$38.6M	497372	8.31%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$19.5M	549924	4.21%	SOLE
5	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$19.4M	274221	4.19%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$18.3M	253556	3.94%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$11.5M	35789	2.47%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.8M	18059	2.32%	SOLE
9	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$9.1M	204728	1.96%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$7.8M	96512	1.68%	SOLE
11	APPLE INC	COM	$6.6M	25881	1.41%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$6.1M	31247	1.32%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.5M	122383	1.19%	SOLE
14	AMERICAN CENTY ETF TR	US EQT ETF	$5.4M	48760	1.17%	SOLE
15	EXXON MOBIL CORP	COM	$5.2M	30543	1.12%	SOLE
16	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.1M	50862	1.09%	SOLE
17	SCHWAB STRATEGIC TR	US REIT ETF	$5.0M	231864	1.07%	SOLE
18	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.6M	61994	0.98%	SOLE
19	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.2M	49430	0.90%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.5M	56211	0.75%	SOLE
21	VANGUARD STAR FDS	VG TL INTL STK F	$3.4M	44326	0.74%	SOLE
22	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.3M	132205	0.71%	SOLE
23	ISHARES TR	IBONDS DEC 28	$3.1M	119536	0.66%	SOLE
24	ISHARES TR	IBONDS DEC 2029	$3.0M	119718	0.65%	SOLE
25	ISHARES TR	IBONDS DEC 2030	$3.0M	115000	0.64%	SOLE
26	META PLATFORMS INC	CL A	$2.9M	5053	0.62%	SOLE
27	NVIDIA CORPORATION	COM	$2.9M	16465	0.62%	SOLE
28	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.7M	35452	0.57%	SOLE
29	ALPHABET INC	CAP STK CL A	$2.5M	8712	0.54%	SOLE
30	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.5M	30796	0.53%	SOLE
31	MICROSOFT CORP	COM	$2.4M	6595	0.53%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	8500	0.48%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.46%	SOLE
34	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.1M	54217	0.45%	SOLE
35	ISHARES INC	EM MKT SM-CP ETF	$2.1M	29913	0.45%	SOLE
36	AMERICAN CENTY ETF TR	US SML CP VALU	$2.1M	18671	0.44%	SOLE
37	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$2.0M	26290	0.42%	SOLE
38	VANGUARD INDEX FDS	GROWTH ETF	$1.9M	4300	0.40%	SOLE
39	AMAZON COM INC	COM	$1.8M	8846	0.40%	SOLE
40	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.7M	48598	0.36%	SOLE
41	CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.6M	51381	0.35%	SOLE
42	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.6M	10600	0.34%	SOLE
43	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$1.4M	23650	0.31%	SOLE
44	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	36790	0.27%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1816	0.25%	SOLE
46	COCA COLA CO	COM	$1.1M	15067	0.25%	SOLE
47	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.1M	46947	0.24%	SOLE
48	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$1.1M	17397	0.24%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	4657	0.22%	SOLE
50	BROADCOM INC	COM	$963K	3110	0.21%	SOLE

1–50 of 123

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.