Cypress Point Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$464.3M
Q ending 2026-03-31
Prior quarter
$458.2M
Q ending 2025-12-31
Change
+1.3% QoQ · +47.3% YoY
Positions
123
reported holdings
Largest positions
Top 100 of 123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Palantir Technologies Inc | PLTR | Shares | $135.7M | 928K |
| Dimensional Etf Trust | DFAC | Shares | $53.5M | 1.4M |
| American Centy Etf Tr | AVLC | Shares | $38.6M | 497K |
| Dimensional Etf Trust | DFIC | Shares | $19.5M | 550K |
| Dimensional Etf Trust | DFUS | Shares | $19.4M | 274K |
| Dimensional Etf Trust | DCOR | Shares | $18.3M | 254K |
| Vanguard Index Fds | VTI | Shares | $11.5M | 36K |
| Vanguard Index Fds | VOO | Shares | $10.8M | 18K |
| Vanguard Intl Equity Index F | VNQI | Shares | $9.1M | 205K |
| American Centy Etf Tr | AVEM | Shares | $7.8M | 97K |
| Apple Inc | AAPL | Shares | $6.6M | 26K |
| Vanguard Index Fds | VTV | Shares | $6.1M | 31K |
| Dimensional Etf Trust | DFAU | Shares | $5.5M | 122K |
| American Centy Etf Tr | AVUS | Shares | $5.4M | 49K |
| Exxon Mobil Corp | XOM | Shares | $5.2M | 31K |
| American Centy Etf Tr | AVDV | Shares | $5.1M | 51K |
| Schwab Strategic Tr | SCHH | Shares | $5.0M | 232K |
| Vanguard Bd Index Fds | BND | Shares | $4.6M | 62K |
| American Centy Etf Tr | AVDE | Shares | $4.2M | 49K |
| American Centy Etf Tr | AVSC | Shares | $3.5M | 56K |
| Vanguard Star Fds | VXUS | Shares | $3.4M | 44K |
| Schwab Strategic Tr | SCHB | Shares | $3.3M | 132K |
| Ishares Tr | IBMQ | Shares | $3.1M | 120K |
| Ishares Tr | IBTJ | Shares | $3.0M | 120K |
| Ishares Tr | IBMS | Shares | $3.0M | 115K |
| Meta Platforms Inc | META | Shares | $2.9M | 5K |
| Nvidia Corporation | NVDA | Shares | $2.9M | 16K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.7M | 35K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| American Centy Etf Tr | AVLV | Shares | $2.5M | 31K |
| Microsoft Corp | MSFT | Shares | $2.4M | 7K |
| Vanguard Index Fds | VB | Shares | $2.2M | 9K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Dimensional Etf Trust | DFAI | Shares | $2.1M | 54K |
| Ishares Inc | EEMS | Shares | $2.1M | 30K |
| American Centy Etf Tr | AVUV | Shares | $2.1M | 19K |
| American Centy Etf Tr | AVIV | Shares | $2.0M | 26K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Dimensional Etf Trust | DFAX | Shares | $1.7M | 49K |
| Capital Group New Geography | CGNG | Shares | $1.6M | 51K |
| Vanguard Whitehall Fds | VYM | Shares | $1.6M | 11K |
| American Centy Etf Tr | AVES | Shares | $1.4M | 24K |
| Dimensional Etf Trust | DFAE | Shares | $1.2M | 37K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Coca Cola Co | KO | Shares | $1.1M | 15K |
| New York Life Invts Active E | MMIT | Shares | $1.1M | 47K |
| American Centy Etf Tr | AVEE | Shares | $1.1M | 17K |
| Vanguard Index Fds | VBR | Shares | $1.0M | 5K |
| Broadcom Inc | AVGO | Shares | $963K | 3K |
| Dimensional Etf Trust | DFGR | Shares | $950K | 36K |
| Vanguard Bd Index Fds | VUSB | Shares | $933K | 19K |
| Netflix Inc. | NFLX | Shares | $909K | 9K |
| Vanguard Mun Bd Fds | VTEB | Shares | $812K | 16K |
| Tesla Inc | TSLA | Shares | $768K | 2K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $702K | 11K |
| Alphabet Inc | GOOG | Shares | $675K | 2K |
| Ast Spacemobile Inc | ASTS | Shares | $663K | 8K |
| United States Antimony Corp | UAMY | Shares | $647K | 74K |
| Ishares Tr | IVV | Shares | $630K | 964 |
| At&T Inc | T | Shares | $616K | 21K |
| Bank America Corp | BAC | Shares | $602K | 12K |
| Vanguard Mun Bd Fds | VCRM | Shares | $566K | 8K |
| Dimensional Etf Trust | DFSV | Shares | $496K | 14K |
| Salesforce Inc | CRM | Shares | $485K | 3K |
| Wisdomtree Tr | WCLD | Shares | $482K | 18K |
| Dimensional Etf Trust | DUSB | Shares | $462K | 9K |
| Etfs Gold Tr | SGOL | Shares | $460K | 10K |
| Loews Corp | L | Shares | $458K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $425K | 2K |
| Franco Nev Corp | FNV | Shares | $387K | 2K |
| Visa Inc | V | Shares | $387K | 1K |
| Kla Corp | KLAC | Shares | $371K | 252 |
| Johnson & Johnson | JNJ | Shares | $370K | 2K |
| Blend Labs Inc | BLND | Shares | $367K | 216K |
| Cisco Sys Inc | CSCO | Shares | $364K | 5K |
| Ishares Tr | ARTY | Shares | $359K | 8K |
| Ishares Tr | IEFA | Shares | $357K | 4K |
| Travelers Companies Inc | TRV | Shares | $354K | 1K |
| Ishares Inc | EMXC | Shares | $351K | 4K |
| Eli Lilly & Co | LLY | Shares | $348K | 378 |
| Merck & Co Inc | MRK | Shares | $347K | 3K |
| Dimensional Etf Trust | DFAT | Shares | $338K | 5K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $335K | 859 |
| Vanguard Intl Equity Index F | VWO | Shares | $327K | 6K |
| Ge Vernova Inc | GEV | Shares | $325K | 372 |
| Terawulf Inc | WULF | Shares | $313K | 22K |
| Dimensional Etf Trust | DFAR | Shares | $310K | 13K |
| Honeywell Intl Inc | HONGBP | Shares | $310K | 1K |
| Spdr Series Trust | BIL | Shares | $308K | 3K |
| Allstate Corp | ALL | Shares | $302K | 1K |
| Powell Inds Inc | POWL | Shares | $300K | 555 |
| Citigroup Inc | C | Shares | $298K | 3K |
| Dfa Invt Dimensions Group In | DFMC | Shares | $295K | 6K |
| Ishares Inc | EEMV | Shares | $289K | 4K |
| Vanguard Index Fds | VO | Shares | $287K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $282K | 959 |
| Booking Holdings Inc | BKNG | Shares | $282K | 67 |
| Abbott Laboratories | ABT | Shares | $279K | 3K |
| Accenture Plc Ireland | Shares | $273K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.