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Cypress Point Wealth Management, LLC

Q3 2026 13F filing

Updated 2 days ago

170 disclosed positions worth $945.3M

Portfolio value
$945.3M
Total holdings
170
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

S

SPACE EXPLORATION TECHN CORP

Value
$365M
Shares
2.42M
% Port
38.61%
P

PALANTIR TECHNOLOGIES INC

Value
$173.1M
Shares
925.5K
% Port
18.31%
?
3.N/A

DIMENSIONAL ETF TRUST

Value
$64.2M
Shares
1.44M
% Port
6.79%
?
4.N/A

AMERICAN CENTY ETF TR

Value
$43.7M
Shares
484.2K
% Port
4.62%
R

DIMENSIONAL ETF TRUST

Value
$25.4M
Shares
306.5K
% Port
2.69%
H

DIMENSIONAL ETF TRUST

Value
$22.5M
Shares
597.5K
% Port
2.38%
P

DFA INVT DIMENSIONS GROUP IN

Value
$21.1M
Shares
255.3K
% Port
2.23%
V

VANGUARD INDEX FDS

Value
$11.7M
Shares
31.3K
% Port
1.24%
V

VANGUARD INDEX FDS

Value
$11.6M
Shares
53.5K
% Port
1.22%
V
10.VGES

VANGUARD INDEX FDS

Value
$11.4M
Shares
16.2K
% Port
1.20%
V
11.VGES

VANGUARD INTL EQUITY INDEX F

Value
$9.4M
Shares
222.2K
% Port
1.00%
A
12.AAPL

APPLE INC

Value
$9.2M
Shares
27.6K
% Port
0.97%
?
13.N/A

AMERICAN CENTY ETF TR

Value
$9M
Shares
95.4K
% Port
0.95%
?
14.N/A

AMERICAN CENTY ETF TR

Value
$7.2M
Shares
55.9K
% Port
0.76%
?
15.N/A

VANGUARD MALVERN FDS

Value
$6.5M
Shares
88.8K
% Port
0.69%
?
16.N/A

DIMENSIONAL ETF TRUST

Value
$6.2M
Shares
117.5K
% Port
0.65%
N
17.NVDA

NVIDIA CORPORATION

Value
$6.1M
Shares
26.8K
% Port
0.65%
?
18.N/A

AMERICAN CENTY ETF TR

Value
$5.8M
Shares
52.9K
% Port
0.61%
S

SCHWAB STRATEGIC TR

Value
$5.6M
Shares
252.3K
% Port
0.59%
M
20.MSFT

MICROSOFT CORP

Value
$4.4M
Shares
8.6K
% Port
0.46%
?
21.N/A

AMERICAN CENTY ETF TR

Value
$4.3M
Shares
47.4K
% Port
0.45%
?
22.N/A

AMERICAN CENTY ETF TR

Value
$4M
Shares
58.6K
% Port
0.43%
V
23.VGES

VANGUARD STAR FDS

Value
$3.8M
Shares
44.6K
% Port
0.40%
M
24.META

META PLATFORMS INC

Value
$3.8M
Shares
5.2K
% Port
0.40%
S

SCHWAB STRATEGIC TR

Value
$3.5M
Shares
118.2K
% Port
0.37%
G

ALPHABET INC

Value
$3.4M
Shares
10.0K
% Port
0.36%
?
27.N/A

ISHARES TR

Value
$3M
Shares
119.5K
% Port
0.32%
?
28.N/A

ISHARES TR

Value
$3M
Shares
119.7K
% Port
0.31%
?
29.N/A

ISHARES TR

Value
$2.9M
Shares
115.0K
% Port
0.30%
?
30.N/A

AMERICAN CENTY ETF TR

Value
$2.8M
Shares
30.8K
% Port
0.29%
C

CAPITAL GROUP NEW GEOGRAPHY

Value
$2.7M
Shares
75.2K
% Port
0.29%
A
32.AMZN

AMAZON COM INC

Value
$2.6M
Shares
10.6K
% Port
0.28%
D
33.DE

DEERE & CO

Value
$2.5M
Shares
3.8K
% Port
0.27%
K
34.KLAC

KLA CORP

Value
$2.5M
Shares
12.9K
% Port
0.27%
X
35.XOM

EXXONMOBIL HOLDINGS CORP

Value
$2.5M
Shares
15.2K
% Port
0.26%
V
36.VGES

VANGUARD INDEX FDS

Value
$2.4M
Shares
8.4K
% Port
0.25%
V
37.VGES

VANGUARD INDEX FDS

Value
$2.3M
Shares
25.8K
% Port
0.25%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.2M
Shares
3
% Port
0.24%
C
39.CRDO

DIMENSIONAL ETF TRUST

Value
$2.2M
Shares
53.1K
% Port
0.23%
M
40.MDT

AMERICAN CENTY ETF TR

Value
$2.2M
Shares
18.3K
% Port
0.23%
V
41.VGES

VANGUARD BD INDEX FDS

Value
$2.1M
Shares
43.1K
% Port
0.23%
?
42.N/A

AMERICAN CENTY ETF TR

Value
$2M
Shares
25.1K
% Port
0.21%
?
43.N/A

AMERICAN CENTY ETF TR

Value
$2M
Shares
29.0K
% Port
0.21%
E
44.ETHA

ISHARES INC

Value
$1.9M
Shares
25.9K
% Port
0.21%
D
45.DIOD

DIMENSIONAL ETF TRUST

Value
$1.8M
Shares
48.6K
% Port
0.19%
V
46.VGES

VANGUARD INTL EQUITY INDEX F

Value
$1.7M
Shares
20.4K
% Port
0.18%
M
47.MU

MICRON TECHNOLOGY INC

Value
$1.7M
Shares
1.6K
% Port
0.18%
V
48.VGES

VANGUARD WHITEHALL FDS

Value
$1.6M
Shares
10.6K
% Port
0.17%
A
49.AVGO

BROADCOM INC

Value
$1.5M
Shares
4.4K
% Port
0.16%
?
50.N/A

AMERICAN CENTY ETF TR

Value
$1.5M
Shares
23.7K
% Port
0.16%