Cypress Point Wealth Management

Cypress Point Wealth Management as of March 31, 2026

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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 11.5 $54M 1.4M 38.86
American Centy Etf Tr Avantis Us Larg (AVLC) 8.3 $39M 497k 77.55
Dimensional Etf Trust Intl Core Equity (DFIC) 4.2 $20M 550k 35.53
Dimensional Etf Trust Us Equity Market (DFUS) 4.2 $19M 274k 70.91
Dimensional Etf Trust Us Core Equity 1 (DCOR) 3.9 $18M 254k 72.08
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $12M 36k 320.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $11M 18k 597.56
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.0 $9.1M 205k 44.45
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $7.8M 97k 80.58
Apple (AAPL) 1.4 $6.6M 26k 253.79
Vanguard Index Fds Value Etf (VTV) 1.3 $6.1M 31k 196.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $5.5M 122k 45.12
American Centy Etf Tr Us Eqt Etf (AVUS) 1.2 $5.4M 49k 111.18
Exxon Mobil Corporation (XOM) 1.1 $5.2M 31k 169.66
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $5.1M 51k 99.86
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $5.0M 232k 21.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $4.6M 62k 73.64
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $4.2M 49k 84.84
American Centy Etf Tr Avantis Us Small (AVSC) 0.8 $3.5M 56k 62.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.4M 44k 77.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.3M 132k 25.10
Ishares Tr Ibonds Dec 28 (IBMQ) 0.7 $3.1M 120k 25.53
Ishares Tr Ibonds Dec 2029 (IBTJ) 0.7 $3.0M 120k 25.35
Ishares Tr Ibonds Dec 2030 (IBMS) 0.6 $3.0M 115k 25.83
Meta Platforms Cl A (META) 0.6 $2.9M 5.1k 572.13
NVIDIA Corporation (NVDA) 0.6 $2.9M 17k 174.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $2.7M 36k 75.10
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.5M 8.7k 287.56
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $2.5M 31k 80.61
Microsoft Corporation (MSFT) 0.5 $2.4M 6.6k 370.17
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.2M 8.5k 261.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.2M 3.00 718140.00
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $2.1M 54k 38.96
Ishares Em Mkt Sm-cp Etf (EEMS) 0.4 $2.1M 30k 69.18
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $2.1M 19k 110.47
American Centy Etf Tr International Lr (AVIV) 0.4 $2.0M 26k 74.83
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.9M 4.3k 436.82
Amazon (AMZN) 0.4 $1.8M 8.8k 208.27
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $1.7M 49k 33.97
Capital Group New Geography SHS (CGNG) 0.3 $1.6M 51k 31.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.6M 11k 148.10
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $1.4M 24k 59.98
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.2M 37k 33.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.2M 1.8k 650.21
Coca-Cola Company (KO) 0.2 $1.1M 15k 76.05
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $1.1M 47k 24.10
American Centy Etf Tr Avantis Emerging (AVEE) 0.2 $1.1M 17k 63.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.0M 4.7k 217.23
Broadcom (AVGO) 0.2 $963k 3.1k 309.51
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $950k 36k 26.58
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $933k 19k 49.78
Netflix (NFLX) 0.2 $909k 9.5k 96.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $812k 16k 49.89
Tesla Motors (TSLA) 0.2 $768k 2.1k 371.75
Arrowhead Pharmaceuticals (ARWR) 0.2 $702k 11k 62.70
Alphabet Cap Stk Cl C (GOOG) 0.1 $675k 2.4k 286.88
Ast Spacemobile Com Cl A (ASTS) 0.1 $663k 8.0k 82.87
United States Antimony (UAMY) 0.1 $647k 74k 8.73
Ishares Tr Core S&p500 Etf (IVV) 0.1 $630k 964.00 653.21
At&t (T) 0.1 $616k 21k 28.99
Bank of America Corporation (BAC) 0.1 $602k 12k 48.75
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $566k 7.5k 75.15
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $496k 14k 35.04
salesforce (CRM) 0.1 $485k 2.6k 186.67
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $482k 18k 27.32
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $462k 9.1k 50.71
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $460k 10k 44.62
Loews Corporation (L) 0.1 $458k 4.3k 106.74
Advanced Micro Devices (AMD) 0.1 $425k 2.1k 203.43
Franco-Nevada Corporation (FNV) 0.1 $387k 1.6k 247.05
Visa Com Cl A (V) 0.1 $387k 1.3k 302.24
Kla Corp Com New (KLAC) 0.1 $371k 252.00 1472.41
Johnson & Johnson (JNJ) 0.1 $370k 1.5k 244.44
Blend Labs Cl A (BLND) 0.1 $367k 216k 1.70
Cisco Systems (CSCO) 0.1 $364k 4.7k 77.58
Ishares Tr Future Ai & Tech (ARTY) 0.1 $359k 7.7k 46.53
Ishares Tr Core Msci Eafe (IEFA) 0.1 $357k 3.9k 90.53
Travelers Companies (TRV) 0.1 $354k 1.2k 291.68
Ishares Msci Emrg Chn (EMXC) 0.1 $351k 4.5k 78.66
Eli Lilly & Co. (LLY) 0.1 $348k 378.00 919.77
Merck & Co (MRK) 0.1 $347k 2.9k 120.29
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $338k 5.4k 62.45
Crowdstrike Hldgs Cl A (CRWD) 0.1 $335k 859.00 390.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $327k 6.0k 54.05
Ge Vernova (GEV) 0.1 $325k 372.00 872.90
Terawulf (WULF) 0.1 $313k 22k 14.43
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $310k 13k 23.65
Honeywell International (HON) 0.1 $310k 1.4k 226.03
Spdr Series Trust State Street Spd (BIL) 0.1 $308k 3.4k 91.64
Allstate Corporation (ALL) 0.1 $302k 1.5k 207.34
Powell Industries (POWL) 0.1 $300k 555.00 541.08
Citigroup Com New (C) 0.1 $298k 2.6k 113.41
Dfa Invt Dimensions Group In U.s. Micro Cap P 0.1 $295k 5.8k 50.86
Ishares Msci Emerg Mrkt (EEMV) 0.1 $289k 4.5k 64.73
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $287k 1.0k 287.18
JPMorgan Chase & Co. (JPM) 0.1 $282k 959.00 294.16
Booking Holdings (BKNG) 0.1 $282k 67.00 4210.33
Abbott Laboratories (ABT) 0.1 $279k 2.7k 102.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $273k 1.4k 198.29
Chevron Corporation (CVX) 0.1 $258k 1.2k 206.90
Wal-Mart Stores (WMT) 0.1 $253k 2.0k 124.26
Intuit (INTU) 0.1 $249k 575.00 432.38
Kkr & Co (KKR) 0.1 $245k 2.7k 92.50
Ge Aerospace Com New (GE) 0.1 $243k 858.00 283.63
Abbvie (ABBV) 0.1 $243k 1.1k 217.49
Home Depot (HD) 0.1 $237k 720.00 328.89
Thermo Fisher Scientific (TMO) 0.1 $236k 480.00 491.53
Micron Technology (MU) 0.0 $231k 685.00 337.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $227k 4.7k 48.05
American Express Company (AXP) 0.0 $224k 741.00 302.48
The Trade Desk Com Cl A (TTD) 0.0 $220k 9.7k 22.69
Applied Materials (AMAT) 0.0 $216k 632.00 341.79
Phillips 66 (PSX) 0.0 $215k 1.2k 182.18
Agnico (AEM) 0.0 $208k 1.0k 202.98
Uber Technologies (UBER) 0.0 $203k 2.8k 71.93
Gilead Sciences (GILD) 0.0 $202k 1.5k 139.37
Marvell Technology (MRVL) 0.0 $202k 2.0k 99.05
Fold Hldgs Com Cl A (FLD) 0.0 $71k 54k 1.32
Uranium Royalty Corp (UROY) 0.0 $65k 18k 3.65
Voyager Therapeutics (VYGR) 0.0 $40k 10k 3.86
Clarivate Ord Shs (CLVT) 0.0 $31k 12k 2.53
Renovorx Com New (RNXT) 0.0 $20k 20k 1.01