Cypress Point Wealth Management
Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, DFAC, AVLC, DFIC, DFUS, and represent 57.47% of Cypress Point Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL, DFUS, VTV, AVLC, IBTJ, DFAC, NVDA, GOOGL, MSFT, DFIC.
- Started 42 new stock positions in MRK, ABT, V, TMO, BKNG, ACN, JNJ, GOOG, HD, CSCO.
- Reduced shares in these 10 stocks: IBMR, , XOM, IBDR, IBDT, IBDS, BND, QQQ, MMIT, HOOD.
- Sold out of its positions in COP, QQQ, REET, IBDR, IBDT, IBDS, IBMR, PB, HOOD.
- Cypress Point Wealth Management was a net buyer of stock by $37M.
- Cypress Point Wealth Management has $464M in assets under management (AUM), dropping by 1.33%.
- Central Index Key (CIK): 0001825611
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Portfolio Holdings for Cypress Point Wealth Management
Cypress Point Wealth Management holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 29.2 | $136M | 928k | 146.28 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 11.5 | $54M | +5% | 1.4M | 38.86 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 8.3 | $39M | +8% | 497k | 77.55 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.2 | $20M | +9% | 550k | 35.53 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 4.2 | $19M | +24% | 274k | 70.91 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 3.9 | $18M | +7% | 254k | 72.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.5 | $12M | 36k | 320.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $11M | 18k | 597.56 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.0 | $9.1M | +18% | 205k | 44.45 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $7.8M | 97k | 80.58 |
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| Apple (AAPL) | 1.4 | $6.6M | +251% | 26k | 253.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $6.1M | +130% | 31k | 196.20 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.2 | $5.5M | 122k | 45.12 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.2 | $5.4M | -2% | 49k | 111.18 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.2M | -26% | 31k | 169.66 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.1 | $5.1M | 51k | 99.86 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.1 | $5.0M | +9% | 232k | 21.49 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $4.6M | -13% | 62k | 73.64 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $4.2M | 49k | 84.84 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.8 | $3.5M | +10% | 56k | 62.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $3.4M | 44k | 77.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $3.3M | -3% | 132k | 25.10 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.7 | $3.1M | 120k | 25.53 |
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| Ishares Tr Ibonds Dec 2029 (IBTJ) | 0.7 | $3.0M | NEW | 120k | 25.35 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.6 | $3.0M | 115k | 25.83 |
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| Meta Platforms Cl A (META) | 0.6 | $2.9M | +22% | 5.1k | 572.13 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.9M | +1431% | 17k | 174.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $2.7M | 36k | 75.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | +273% | 8.7k | 287.56 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.5 | $2.5M | 31k | 80.61 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.4M | +262% | 6.6k | 370.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.2M | 8.5k | 261.92 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.2M | 3.00 | 718140.00 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $2.1M | +7% | 54k | 38.96 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.4 | $2.1M | -7% | 30k | 69.18 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $2.1M | 19k | 110.47 |
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| American Centy Etf Tr International Lr (AVIV) | 0.4 | $2.0M | 26k | 74.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.9M | 4.3k | 436.82 |
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| Amazon (AMZN) | 0.4 | $1.8M | +385% | 8.8k | 208.27 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $1.7M | 49k | 33.97 |
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| Capital Group New Geography SHS (CGNG) | 0.3 | $1.6M | +82% | 51k | 31.57 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.6M | 11k | 148.10 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $1.4M | -2% | 24k | 59.98 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $1.2M | 37k | 33.86 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.2M | +34% | 1.8k | 650.21 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | +9% | 15k | 76.05 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.2 | $1.1M | -25% | 47k | 24.10 |
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| American Centy Etf Tr Avantis Emerging (AVEE) | 0.2 | $1.1M | +29% | 17k | 63.43 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.0M | 4.7k | 217.23 |
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| Broadcom (AVGO) | 0.2 | $963k | NEW | 3.1k | 309.51 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $950k | -20% | 36k | 26.58 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $933k | +40% | 19k | 49.78 |
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| Netflix (NFLX) | 0.2 | $909k | +144% | 9.5k | 96.15 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $812k | 16k | 49.89 |
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| Tesla Motors (TSLA) | 0.2 | $768k | +156% | 2.1k | 371.75 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $702k | 11k | 62.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $675k | NEW | 2.4k | 286.88 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $663k | 8.0k | 82.87 |
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| United States Antimony (UAMY) | 0.1 | $647k | 74k | 8.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $630k | -4% | 964.00 | 653.21 |
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| At&t (T) | 0.1 | $616k | +53% | 21k | 28.99 |
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| Bank of America Corporation (BAC) | 0.1 | $602k | +134% | 12k | 48.75 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $566k | +65% | 7.5k | 75.15 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $496k | 14k | 35.04 |
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| salesforce (CRM) | 0.1 | $485k | +68% | 2.6k | 186.67 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $482k | 18k | 27.32 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.1 | $462k | +19% | 9.1k | 50.71 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $460k | 10k | 44.62 |
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| Loews Corporation (L) | 0.1 | $458k | NEW | 4.3k | 106.74 |
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| Advanced Micro Devices (AMD) | 0.1 | $425k | NEW | 2.1k | 203.43 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $387k | NEW | 1.6k | 247.05 |
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| Visa Com Cl A (V) | 0.1 | $387k | NEW | 1.3k | 302.24 |
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| Kla Corp Com New (KLAC) | 0.1 | $371k | NEW | 252.00 | 1472.41 |
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| Johnson & Johnson (JNJ) | 0.1 | $370k | NEW | 1.5k | 244.44 |
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| Blend Labs Cl A (BLND) | 0.1 | $367k | 216k | 1.70 |
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| Cisco Systems (CSCO) | 0.1 | $364k | NEW | 4.7k | 77.58 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $359k | 7.7k | 46.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $357k | -20% | 3.9k | 90.53 |
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| Travelers Companies (TRV) | 0.1 | $354k | NEW | 1.2k | 291.68 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $351k | 4.5k | 78.66 |
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| Eli Lilly & Co. (LLY) | 0.1 | $348k | NEW | 378.00 | 919.77 |
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| Merck & Co (MRK) | 0.1 | $347k | NEW | 2.9k | 120.29 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $338k | 5.4k | 62.45 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $335k | +5% | 859.00 | 390.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $327k | -9% | 6.0k | 54.05 |
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| Ge Vernova (GEV) | 0.1 | $325k | NEW | 372.00 | 872.90 |
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| Terawulf (WULF) | 0.1 | $313k | -14% | 22k | 14.43 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $310k | NEW | 13k | 23.65 |
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| Honeywell International (HON) | 0.1 | $310k | NEW | 1.4k | 226.03 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $308k | 3.4k | 91.64 |
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| Allstate Corporation (ALL) | 0.1 | $302k | NEW | 1.5k | 207.34 |
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| Powell Industries (POWL) | 0.1 | $300k | NEW | 555.00 | 541.08 |
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| Citigroup Com New (C) | 0.1 | $298k | NEW | 2.6k | 113.41 |
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| Dfa Invt Dimensions Group In U.s. Micro Cap P | 0.1 | $295k | NEW | 5.8k | 50.86 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $289k | 4.5k | 64.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $287k | 1.0k | 287.18 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $282k | NEW | 959.00 | 294.16 |
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| Booking Holdings (BKNG) | 0.1 | $282k | NEW | 67.00 | 4210.33 |
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| Abbott Laboratories (ABT) | 0.1 | $279k | NEW | 2.7k | 102.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $273k | NEW | 1.4k | 198.29 |
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| Chevron Corporation (CVX) | 0.1 | $258k | NEW | 1.2k | 206.90 |
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| Wal-Mart Stores (WMT) | 0.1 | $253k | NEW | 2.0k | 124.26 |
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| Intuit (INTU) | 0.1 | $249k | NEW | 575.00 | 432.38 |
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| Kkr & Co (KKR) | 0.1 | $245k | +14% | 2.7k | 92.50 |
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| Ge Aerospace Com New (GE) | 0.1 | $243k | NEW | 858.00 | 283.63 |
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| Abbvie (ABBV) | 0.1 | $243k | NEW | 1.1k | 217.49 |
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| Home Depot (HD) | 0.1 | $237k | NEW | 720.00 | 328.89 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $236k | NEW | 480.00 | 491.53 |
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| Micron Technology (MU) | 0.0 | $231k | NEW | 685.00 | 337.84 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $227k | 4.7k | 48.05 |
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| American Express Company (AXP) | 0.0 | $224k | NEW | 741.00 | 302.48 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $220k | +7% | 9.7k | 22.69 |
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| Applied Materials (AMAT) | 0.0 | $216k | NEW | 632.00 | 341.79 |
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| Phillips 66 (PSX) | 0.0 | $215k | NEW | 1.2k | 182.18 |
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| Agnico (AEM) | 0.0 | $208k | NEW | 1.0k | 202.98 |
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| Uber Technologies (UBER) | 0.0 | $203k | NEW | 2.8k | 71.93 |
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| Gilead Sciences (GILD) | 0.0 | $202k | NEW | 1.5k | 139.37 |
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| Marvell Technology (MRVL) | 0.0 | $202k | NEW | 2.0k | 99.05 |
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| Fold Hldgs Com Cl A (FLD) | 0.0 | $71k | 54k | 1.32 |
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| Uranium Royalty Corp (UROY) | 0.0 | $65k | NEW | 18k | 3.65 |
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| Voyager Therapeutics (VYGR) | 0.0 | $40k | NEW | 10k | 3.86 |
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| Clarivate Ord Shs (CLVT) | 0.0 | $31k | NEW | 12k | 2.53 |
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| Renovorx Com New (RNXT) | 0.0 | $20k | 20k | 1.01 |
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Past Filings by Cypress Point Wealth Management
SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020
- Cypress Point Wealth Management 2026 Q1 filed April 13, 2026
- Cypress Point Wealth Management 2025 Q4 filed Feb. 2, 2026
- Cypress Point Wealth Management 2025 Q3 filed Oct. 8, 2025
- Cypress Point Wealth Management 2025 Q2 filed July 10, 2025
- Cypress Point Wealth Management 2025 Q1 filed April 16, 2025
- Cypress Point Wealth Management 2024 Q4 filed Jan. 21, 2025
- Cypress Point Wealth Management 2024 Q3 filed Nov. 1, 2024
- Cypress Point Wealth Management 2024 Q2 filed July 26, 2024
- Cypress Point Wealth Management 2024 Q1 filed May 7, 2024
- Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
- Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
- Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
- Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
- Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
- Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022
- Cypress Point Wealth Management 2022 Q2 filed Aug. 8, 2022