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Cypress Point Wealth Management, LLC 13F holdings

Filed 2026-07-17 · Cypress Point Wealth Management, LLC · 142 positions · $491.6M

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TickerCompanySharesValue% of portfolio
PLTRPALANTIR TECHNOLOGIES INC926.2K$108.1M22.0%
DFACDIMENSIONAL ETF TRUST1.4M$63.1M12.8%
AVLCAMERICAN CENTY ETF TR482.9K$43.4M8.8%
DFUSDIMENSIONAL ETF TRUST292.3K$23.9M4.9%
DFICDIMENSIONAL ETF TRUST566.2K$21.1M4.3%
DCORDIMENSIONAL ETF TRUST249.8K$20.5M4.2%
VTIVANGUARD INDEX FDS31.3K$11.6M2.4%
VOOVANGUARD INDEX FDS16.5K$11.3M2.3%
VTVVANGUARD INDEX FDS50.9K$11.1M2.3%
VNQIVANGUARD INTL EQUITY INDEX F216.2K$9.7M2.0%
AVEMAMERICAN CENTY ETF TR93.8K$9.1M1.8%
AAPLAPPLE INC26.7K$7.7M1.6%
DFAUDIMENSIONAL ETF TRUST121.8K$6.3M1.3%
AVUSAMERICAN CENTY ETF TR48.1K$6.2M1.3%
SCHHSCHWAB STRATEGIC TR240.4K$5.7M1.2%
AVDVAMERICAN CENTY ETF TR49.9K$5.1M1.0%
AVDEAMERICAN CENTY ETF TR47.3K$4.2M0.9%
AVSCAMERICAN CENTY ETF TR57.1K$4.2M0.9%
NVDANVIDIA CORPORATION20.1K$4.0M0.8%
KLACKLA CORP13.0K$3.9M0.8%
VXUSVANGUARD STAR FDS44.6K$3.8M0.8%
VCRBVANGUARD MALVERN FDS47.8K$3.7M0.8%
SCHBSCHWAB STRATEGIC TR118.4K$3.4M0.7%
GOOGLALPHABET INC8.8K$3.2M0.6%
IBMQISHARES TR119.5K$3.1M0.6%
IBMRISHARES TR119.7K$3.0M0.6%
IBMSISHARES TR115.0K$3.0M0.6%
AVLVAMERICAN CENTY ETF TR30.8K$2.8M0.6%
MSFTMICROSOFT CORP7.5K$2.8M0.6%
METAMETA PLATFORMS INC4.9K$2.8M0.6%
AMZNAMAZON COM INC11.4K$2.7M0.6%
VBVANGUARD INDEX FDS8.5K$2.6M0.5%
DEDEERE & CO3.8K$2.4M0.5%
AVUVAMERICAN CENTY ETF TR18.1K$2.3M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M0.5%
VUGVANGUARD INDEX FDS25.8K$2.2M0.5%
DFAIDIMENSIONAL ETF TRUST53.3K$2.2M0.4%
CGNGCAPITAL GROUP NEW GEOGRAPHY57.9K$2.2M0.4%
EEMSISHARES INC26.7K$2.0M0.4%
AVIVAMERICAN CENTY ETF TR25.1K$1.9M0.4%
MUMICRON TECHNOLOGY INC1.6K$1.8M0.4%
DFAXDIMENSIONAL ETF TRUST48.6K$1.8M0.4%
AVGOBROADCOM INC4.6K$1.7M0.4%
AMATAPPLIED MATLS INC2.4K$1.7M0.4%
VEUVANGUARD INTL EQUITY INDEX F20.5K$1.7M0.3%
VYMVANGUARD WHITEHALL FDS10.6K$1.7M0.3%
AVESAMERICAN CENTY ETF TR23.7K$1.6M0.3%
DFAEDIMENSIONAL ETF TRUST36.8K$1.5M0.3%
KOCOCA COLA CO16.3K$1.3M0.3%
—AMERICAN CENTY ETF TR18.6K$1.3M0.3%
SPYSTATE STR SPDR S&P 500 ETF T1.5K$1.1M0.2%
MMITNEW YORK LIFE INVTS ACTIVE E46.7K$1.1M0.2%
AMDADVANCED MICRO DEVICES INC2.0K$1.1M0.2%
VPLSVANGUARD MALVERN FDS14.0K$1.1M0.2%
BACBANK OF AMER CORP18.3K$1.0M0.2%
DFGRDIMENSIONAL ETF TRUST34.0K$985,7800.2%
COPCONOCOPHILLIPS9.4K$982,3150.2%
VUSBVANGUARD BD INDEX FDS19.4K$966,8360.2%
TSLATESLA INC2.3K$955,6040.2%
GOOGALPHABET INC2.5K$895,7530.2%
Top Fund Holdings
13F
Top Fund Holdings

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