Cypress Point Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Cypress Point Wealth Management, LLC held in its portfolio 90 assets valued at $458,158,240 (i.e. $458.16M).
The most valuable assets in the portfolio included: PALANTIR TECHNOLOGIES INC ($164.58M), DIMENSIONAL ETF TRUST ($51.74M), and AMERICAN CENTY ETF TR ($35.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cypress Point Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | 925880 | 164575170 | CL A |
| DIMENSIONAL ETF TRUST | 1306938 | 51741672 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 457783 | 35990878 | AVANTIS US LARG |
| DIMENSIONAL ETF TRUST | 236146 | 17387424 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 501885 | 17294967 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 219843 | 16305788 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 35672 | 11959603 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 18383 | 11528823 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 173423 | 7949730 | GLB EX US ETF |
| AMERICAN CENTY ETF TR | 95938 | 7389140 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 122462 | 5731231 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 50025 | 5591745 | US EQT ETF |
| VANGUARD BD INDEX FDS | 72005 | 5333412 | TOTAL BND MRKT |
| EXXON MOBIL CORP | 41708 | 5019141 | COM |
| AMERICAN CENTY ETF TR | 50147 | 4712333 | INTL SMCP VLU |
| SCHWAB STRATEGIC TR | 211763 | 4423735 | US REIT ETF |
| AMERICAN CENTY ETF TR | 49469 | 4072267 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 137572 | 3608512 | US BRD MKT ETF |
| VANGUARD STAR FDS | 44299 | 3341906 | VG TL INTL STK F |
| ISHARES TR | 119536 | 3057128 | IBONDS DEC 28 |
| ISHARES TR | 119718 | 3044434 | IBONDS DEC 2029 |
| ISHARES TR | 115000 | 2996900 | IBONDS DEC 2030 |
| AMERICAN CENTY ETF TR | 51000 | 2995766 | AVANTIS US SMALL |
| CONOCOPHILLIPS | 29389 | 2751116 | COM |
| META PLATFORMS INC | 4114 | 2715611 | CL A |
| VANGUARD INTL EQUITY INDEX F | 35429 | 2606128 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 13557 | 2589286 | VALUE ETF |
| AMERICAN CENTY ETF TR | 30795 | 2333321 | US LARGE CAP VLU |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| VANGUARD INDEX FDS | 8500 | 2192575 | SMALL CP ETF |
| ISHARES INC | 32466 | 2190820 | EM MKT SM-CP ETF |
| VANGUARD INDEX FDS | 4298 | 2096665 | GROWTH ETF |
| APPLE INC | 7357 | 2000078 | COM |
| AMERICAN CENTY ETF TR | 18907 | 1928159 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 50390 | 1920363 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 26352 | 1877062 | INTERNATIONAL LR |
| DIMENSIONAL ETF TRUST | 48594 | 1590494 | WORLD EX US CORE |
| NEW YORK LIFE INVTS ACTIVE E | 62791 | 1527697 | NYLI MACKAY MUN |
| VANGUARD WHITEHALL FDS | 10407 | 1493613 | HIGH DIV YLD |
| ISHARES TR | 59000 | 1429570 | IBONDS DEC2026 |
| AMERICAN CENTY ETF TR | 24200 | 1411079 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 36784 | 1198057 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 44672 | 1180236 | GLOBAL REAL EST |
| ISHARES TR | 40000 | 1018200 | IBDS DEC28 ETF |
| VANGUARD INDEX FDS | 4643 | 983345 | SM CP VAL ETF |
| COCA COLA CO | 13741 | 960649 | COM |
| SPDR S&P 500 ETF TR | 1348 | 918976 | TR UNIT |
| CAPITAL GROUP NEW GEOGRAPHY | 28143 | 898602 | SHS |
| MICROSOFT CORP | 1818 | 879231 | COM |
| ISHARES TR | 35000 | 849800 | IBONDS 27 ETF |
| AMERICAN CENTY ETF TR | 13465 | 840327 | AVANTIS EMERGING |
| VANGUARD MUN BD FDS | 16272 | 818319 | TAX EXEMPT BD |
| ARROWHEAD PHARMACEUTICALS IN | 11200 | 743568 | COM |
| ALPHABET INC | 2331 | 729564 | CAP STK CL A |
| ISHARES TR | 1013 | 693845 | CORE S&P500 ETF |
| VANGUARD BD INDEX FDS | 13358 | 665767 | VANGUARD ULTRA |
| BLEND LABS INC | 215843 | 656163 | CL A |
| WISDOMTREE TR | 17633 | 617332 | CLOUD COMPUTNG |
| AST SPACEMOBILE INC | 8000 | 581040 | COM CL A |
| INVESCO QQQ TR | 796 | 488749 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 14153 | 465500 | US SMALL CAP VAL |
| ISHARES TR | 4942 | 442112 | CORE MSCI EAFE |
| ETFS GOLD TR | 10318 | 423864 | PHYSCL GOLD SHS |
| AMAZON COM INC | 1823 | 420785 | COM |
| SALESFORCE INC | 1543 | 408757 | COM |
| DIMENSIONAL ETF TRUST | 7621 | 385998 | ULTRASHORT FIXED |
| CROWDSTRIKE HLDGS INC | 811 | 380165 | CL A |
| ISHARES TR | 7722 | 372035 | FUTURE AI & TECH |
| UNITED STATES ANTIMONY CORP | 74071 | 371837 | COM |
| TESLA INC | 805 | 362025 | COM |
| NETFLIX INC | 3860 | 361914 | COM |
| VANGUARD INTL EQUITY INDEX F | 6697 | 360047 | FTSE EMR MKT ETF |
| AT&T INC | 13883 | 344845 | COM |
| VANGUARD MUN BD FDS | 4550 | 343844 | CORE TAX EXEMPT |
| THE TRADE DESK INC | 9000 | 341640 | COM CL A |
| DIMENSIONAL ETF TRUST | 5477 | 326099 | US TARGETED VLU |
| ISHARES INC | 4462 | 324278 | MSCI EMRG CHN |
| SPDR SERIES TRUST | 3337 | 304933 | STATE STREET SPD |
| KKR & CO INC | 2325 | 296391 | COM |
| TERAWULF INC | 25500 | 292995 | COM |
| VANGUARD INDEX FDS | 1000 | 290220 | MID CAP ETF |
| BANK AMERICA CORP | 5256 | 289071 | COM |
| ISHARES INC | 4460 | 285619 | MSCI EMERG MRKT |
| ROBINHOOD MKTS INC | 2359 | 266803 | COM CL A |
| VANGUARD CHARLOTTE FDS | 4710 | 227604 | TOTAL INT BD ETF |
| ISHARES TR | 8434 | 210429 | GLOBAL REIT ETF |
| PROSPERITY BANCSHARES INC | 3000 | 207330 | COM |
| NVIDIA CORPORATION | 1075 | 200530 | COM |
| FOLD HLDGS INC | 54504 | 142256 | COM CL A |
| RENOVORX INC | 20000 | 16802 | COM NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.