Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cypress Point Wealth Management, LLC

Investment Activity

Cypress Point Wealth Management, LLC has $491.61 million in total holdings as of December 31, 2025.
Cypress Point Wealth Management, LLC owns shares of 142 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 9.26% of the portfolio was purchased this quarter.
About 5.63% of the portfolio was sold this quarter.
This quarter, Cypress Point Wealth Management, LLC has purchased 123 new stocks and bought additional shares in 55 stocks.
Cypress Point Wealth Management, LLC sold shares of 34 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

PALANTIR TECHNOLOGIES INC: $108,054,038
Dimensional U.S. Core Equity 2 ETF: $63,141,605
AMERICAN CENTY ETF TR: $43,438,631
Dimensional U.S. Equity ETF: $23,949,053
Dimensional International Core Equity 2 ETF: $21,096,733

Largest New Holdings this Quarter

922020748 - VANGUARD MALVERN FDS: $3,688,016 Holding
46436E163 - ISHARES TR: $3,039,645 Holding
244199105 - Deere & Company: $2,385,716 Holding
922020755 - VANGUARD MALVERN FDS: $1,089,898 Holding
20825C104 - ConocoPhillips: $982,315 Holding

Largest Purchases this Quarter

Vanguard Value ETF: 19,674 shares (about $4.29M)
KLA: 12,722 shares (about $3.84M)
VANGUARD MALVERN FDS: 47,752 shares (about $3.69M)
ISHARES TR: 119,718 shares (about $3.04M)
Deere & Company: 3,761 shares (about $2.39M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF: 57,104 shares (about $4.19M)
Vanguard Total Stock Market ETF: 4,486 shares (about $1.66M)
AMERICAN CENTY ETF TR: 14,506 shares (about $1.30M)
Vanguard FTSE All-World ex-US ETF: 14,974 shares (about $1.25M)
Vanguard S&P 500 ETF: 1,543 shares (about $1.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PALANTIR TECHNOLOGIES INC	$108,054,038	$177,572 â–¼	-0.2%	926,151	22.0%	CL A
DFAC Dimensional U.S. Core Equity 2 ETF	$63,141,605	$2,015,319 â–²	3.3%	1,423,391	12.8%	ETF
AMERICAN CENTY ETF TR	$43,438,631	$1,304,960 â–¼	-2.9%	482,866	8.8%	AVANTIS US LARG
DFUS Dimensional U.S. Equity ETF	$23,949,053	$1,479,347 â–²	6.6%	292,275	4.9%	ETF
DFIC Dimensional International Core Equity 2 ETF	$21,096,733	$606,556 â–²	3.0%	566,203	4.3%	ETF
DIMENSIONAL ETF TRUST	$20,482,089	$304,474 â–¼	-1.5%	249,842	4.2%	US COR EQU 1 ETF
VTI Vanguard Total Stock Market ETF	$11,583,437	$1,660,010 â–¼	-12.5%	31,303	2.4%	ETF
VOO Vanguard S&P 500 ETF	$11,343,550	$1,059,766 â–¼	-8.5%	16,516	2.3%	ETF
VTV Vanguard Value ETF	$11,097,177	$4,287,541 â–²	63.0%	50,921	2.3%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$9,695,333	$513,264 â–²	5.6%	216,172	2.0%	ETF
AVEM Avantis Emerging Markets Equity ETF	$9,054,758	$257,726 â–¼	-2.8%	93,841	1.8%	ETF
AAPL Apple	$7,725,345	$236,407 â–²	3.2%	26,698	1.6%	Computer and Technology
DFAU Dimensional US Core Equity Market ETF	$6,296,750	$29,205 â–¼	-0.5%	121,818	1.3%	ETF
AVUS Avantis U.S. Equity ETF	$6,160,127	$85,045 â–¼	-1.4%	48,096	1.3%	ETF
SCHH Schwab U.S. REIT ETF	$5,693,437	$202,890 â–²	3.7%	240,432	1.2%	ETF
AVDV Avantis International Small Cap Value ETF	$5,143,755	$97,589 â–¼	-1.9%	49,915	1.0%	ETF
AVDE Avantis International Equity ETF	$4,221,184	$187,943 â–¼	-4.3%	47,323	0.9%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$4,185,180	$62,633 â–²	1.5%	57,065	0.9%	ETF
NVDA NVIDIA	$4,029,032	$734,534 â–²	22.3%	20,136	0.8%	Computer and Technology
KLAC KLA	$3,914,386	$3,838,355 â–²	5,048.4%	12,974	0.8%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$3,814,978	$25,561 â–²	0.7%	44,625	0.8%	ETF
VANGUARD MALVERN FDS	$3,688,016	$3,688,016 â–²	New Holding	47,752	0.8%	CORE BD ETF
SCHB Schwab US Broad Market ETF	$3,428,533	$400,110 â–¼	-10.5%	118,389	0.7%	ETF
GOOGL Alphabet	$3,162,030	$48,603 â–²	1.6%	8,848	0.6%	Computer and Technology
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$3,057,726		0.0%	119,536	0.6%	ETF
ISHARES TR	$3,039,645	$3,039,645 â–²	New Holding	119,718	0.6%	IBONDS DEC 2029
ISHARES TR	$2,975,050		0.0%	115,000	0.6%	IBONDS DEC 2030
AVLV Avantis U.S. Large Cap Value ETF	$2,809,012	$91 â–²	0.0%	30,797	0.6%	ETF
MSFT Microsoft	$2,795,048	$334,973 â–²	13.6%	7,493	0.6%	Computer and Technology
META Meta Platforms	$2,777,020	$69,285 â–¼	-2.4%	4,930	0.6%	Computer and Technology
AMZN Amazon.com	$2,712,786	$604,430 â–²	28.7%	11,382	0.6%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$2,576,520		0.0%	8,500	0.5%	ETF
DE Deere & Company	$2,385,716	$2,385,716 â–²	New Holding	3,761	0.5%	Industrials
AVUV Avantis U.S. Small Cap Value ETF	$2,259,224	$70,113 â–¼	-3.0%	18,109	0.5%	ETF
BRK.A Berkshire Hathaway	$2,246,550		0.0%	3	0.5%	Finance
VUG Vanguard Growth ETF	$2,223,889	$1,853,485 â–²	500.4%	25,817	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,197,196	$39,270 â–¼	-1.8%	53,265	0.4%	ETF
CAPITAL GROUP NEW GEOGRAPHY	$2,170,053	$245,325 â–²	12.7%	57,930	0.4%	SHS
EEMS iShares MSCI Emerging Markets Small-Cap ETF	$2,026,083	$243,983 â–¼	-10.7%	26,698	0.4%	ETF
AVIV Avantis International Large Cap Value ETF	$1,944,394	$90,968 â–¼	-4.5%	25,115	0.4%	ETF
MU Micron Technology	$1,807,619	$1,016,930 â–²	128.6%	1,566	0.4%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,791,239	$884 â–²	0.0%	48,622	0.4%	ETF
AVGO Broadcom	$1,745,961	$571,158 â–²	48.6%	4,622	0.4%	Computer and Technology
AMAT Applied Materials	$1,733,190	$1,276,212 â–²	279.3%	2,397	0.4%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$1,715,016	$1,254,060 â–¼	-42.2%	20,478	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,675,118		0.0%	10,600	0.3%	Financial Services
AVES Avantis Emerging Markets Value ETF	$1,551,772	$328 â–²	0.0%	23,655	0.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$1,480,209	$885 â–²	0.1%	36,812	0.3%	ETF
KO CocaCola	$1,323,585	$99,070 â–²	8.1%	16,286	0.3%	Consumer Staples
AMERICAN CENTY ETF TR	$1,292,732	$86,723 â–²	7.2%	18,648	0.3%	AVA MAR SMA ETF
SPY SPDR S&P 500 ETF Trust	$1,143,521	$212,870 â–¼	-15.7%	1,531	0.2%	Finance
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$1,137,928	$5,235 â–¼	-0.5%	46,732	0.2%	ETF
AMD Advanced Micro Devices	$1,136,260	$77,261 â–¼	-6.4%	1,956	0.2%	Computer and Technology
VANGUARD MALVERN FDS	$1,089,898	$1,089,898 â–²	New Holding	14,049	0.2%	CORE-PLUS BD ETF
BAC Bank of America	$1,042,299	$338,582 â–²	48.1%	18,292	0.2%	Finance
DFGR Dimensional Global Real Estate ETF	$985,780	$49,422 â–¼	-4.8%	34,028	0.2%	ETF
COP ConocoPhillips	$982,315	$982,315 â–²	New Holding	9,449	0.2%	Energy
VUSB Vanguard Ultra-Short Bond ETF	$966,836	$33,552 â–²	3.6%	19,422	0.2%	ETF
TSLA Tesla	$955,604	$87,064 â–²	10.0%	2,272	0.2%	Auto/Tires/Trucks
GOOG Alphabet	$895,753	$64,310 â–²	7.7%	2,535	0.2%	Computer and Technology
DFA INVT DIMENSIONS GROUP IN	$843,082	$488,820 â–²	138.0%	13,803	0.2%	U.S. MIC CAP SHS
VTEB Vanguard Tax-Exempt Bond ETF	$823,038		0.0%	16,272	0.2%	ETF
V Visa	$774,236	$334,805 â–²	76.2%	2,257	0.2%	Business Services
LLY Eli Lilly and Company	$764,037	$310,652 â–²	68.5%	637	0.2%	Medical
IVV iShares Core S&P 500 ETF	$726,424	$4,493 â–²	0.6%	970	0.1%	ETF
LAM RESEARCH CORP	$707,195	$707,195 â–²	New Holding	1,632	0.1%	COM NEW
VOYAGER TECHNOLOGIES INC	$702,212	$702,212 â–²	New Holding	21,774	0.1%	COM CL A
C Citigroup	$626,745	$259,068 â–²	70.5%	4,478	0.1%	Financial Services
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$588,417	$305 â–²	0.1%	7,726	0.1%	Manufacturing
CSCO Cisco Systems	$585,885	$35,120 â–²	6.4%	4,988	0.1%	Computer and Technology
CRWD CrowdStrike	$578,461	$77,077 â–¼	-11.8%	758	0.1%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$578,189	$553,642 â–¼	-48.9%	2,379	0.1%	ETF
WCLD WisdomTree Cloud Computing Fund	$565,242		0.0%	17,633	0.1%	Manufacturing
CAT Caterpillar	$555,878	$555,878 â–²	New Holding	522	0.1%	Industrials
DFSV Dimensional US Small Cap Value ETF	$549,004		0.0%	14,153	0.1%	ETF
ABBV AbbVie	$517,121	$236,542 â–²	84.3%	2,055	0.1%	Medical
GE VERNOVA INC	$509,890	$72,841 â–²	16.7%	434	0.1%	COM
NFLX Netflix	$498,515	$176,429 â–¼	-26.1%	6,982	0.1%	Consumer Discretionary
MRVL Marvell Technology	$491,519	$114,986 â–¼	-19.0%	1,650	0.1%	Computer and Technology
JNJ Johnson & Johnson	$470,099	$85,588 â–²	22.3%	1,851	0.1%	Medical
DIMENSIONAL ETF TRUST	$464,577	$2,183 â–²	0.5%	9,149	0.1%	ULTR FIX INC ETF
TRV Travelers Companies	$461,508	$61,072 â–²	15.3%	1,398	0.1%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$458,994	$2,557 â–²	0.6%	4,487	0.1%	Manufacturing
DELL Dell Technologies	$454,759	$454,759 â–²	New Holding	1,054	0.1%	Computer and Technology
VANGUARD MUN BD FDS	$440,294	$134,693 â–¼	-23.4%	5,763	0.1%	CORE TAX EXEMPT
L Loews	$430,312	$55,360 â–¼	-11.4%	3,801	0.1%	Finance
T AT&T	$428,874	$10,847 â–¼	-2.5%	20,719	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$407,854	$93,944 â–²	29.9%	1,246	0.1%	Finance
BLND Blend Labs	$386,192	$17,100 â–²	4.6%	225,843	0.1%	Computer and Technology
WALMART INC	$380,789	$150,073 â–²	65.0%	3,362	0.1%	COM
ALL Allstate	$377,849	$31,646 â–²	9.1%	1,588	0.1%	Finance
D Dominion Energy	$368,015	$368,015 â–²	New Holding	5,389	0.1%	Utilities
COST Costco Wholesale	$367,640	$367,640 â–²	New Holding	393	0.1%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$361,389	$418 â–²	0.1%	6,054	0.1%	ETF
BND Vanguard Total Bond Market ETF	$358,997	$4,192,263 â–¼	-92.1%	4,890	0.1%	ETF
CRM Salesforce	$352,329	$54,518 â–¼	-13.4%	2,249	0.1%	Computer and Technology
DFAR Dimensional US Real Estate ETF	$342,696		0.0%	13,100	0.1%	ETF
FIX Comfort Systems USA	$327,022	$327,022 â–²	New Holding	165	0.1%	Construction
FNV Franco-Nevada	$326,834		0.0%	1,568	0.1%	Basic Materials
VO Vanguard Mid-Cap ETF	$322,280	$241,710 â–²	300.0%	4,000	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cypress Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cypress Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Point Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools