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Cypress Point Wealth Management, LLC

Holdings as of 2026-06-30, filed 2026-07-17

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 17 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
142
Value reported by manager
$491.6M
Sum of our stored positions
$491.6M
should match the line above
Disclosure lag
17 d
quarter end to filing
Top 5 concentration
52.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

142 largest shown
IssuerClassValueSharesTypeCUSIP
PALANTIR TECHNOLOGIES INCCL A$108.1M926,151—69608A108
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF$63.1M1,423,391—25434V708
AMERICAN CENTY ETF TRAVANTIS US LARG$43.4M482,866—025072158
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF$23.9M292,275—25434V401
DIMENSIONAL ETF TRUSTINTL CORE EQUITY$21.1M566,203—25434V799
DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF$20.5M249,842—25434V625
VANGUARD INDEX FDSTOTAL STK MKT$11.6M31,303—922908769
VANGUARD INDEX FDSS&P 500 ETF SHS$11.3M16,516—922908363
VANGUARD INDEX FDSVALUE ETF$11.1M50,921—922908744
VANGUARD INTL EQUITY INDEX FGLB EX US ETF$9.7M216,172—922042676
AMERICAN CENTY ETF TRAVANTIS EMGMKT$9.1M93,841—025072604
APPLE INCCOM$7.7M26,698—037833100
DIMENSIONAL ETF TRUSTUS CORE EQT MKT$6.3M121,818—25434V104
AMERICAN CENTY ETF TRUS EQT ETF$6.2M48,096—025072885
SCHWAB STRATEGIC TRUS REIT ETF$5.7M240,432—808524847
AMERICAN CENTY ETF TRINTL SMCP VLU$5.1M49,915—025072802
AMERICAN CENTY ETF TRINTL EQT ETF$4.2M47,323—025072703
AMERICAN CENTY ETF TRAVAN US SMAL ETF$4.2M57,065—025072323
NVIDIA CORPORATIONCOM$4M20,136—67066G104
KLA CORPCOM NEW$3.9M12,974—482480100
VANGUARD STAR FDSVG TL INTL STK F$3.8M44,625—921909768
VANGUARD MALVERN FDSCORE BD ETF$3.7M47,752—922020748
SCHWAB STRATEGIC TRUS BRD MKT ETF$3.4M118,389—808524102
ALPHABET INCCAP STK CL A$3.2M8,848—02079K305
ISHARES TRIBONDS DEC 28$3.1M119,536—46435U325
ISHARES TRIBONDS DEC 2029$3M119,718—46436E163
ISHARES TRIBONDS DEC 2030$3M115,000—46438G687
AMERICAN CENTY ETF TRUS LARGE CAP VLU$2.8M30,797—025072349
MICROSOFT CORPCOM$2.8M7,493—594918104
META PLATFORMS INCCL A$2.8M4,930—30303M102
AMAZON COM INCCOM$2.7M11,382—023135106
VANGUARD INDEX FDSSMALL CP ETF$2.6M8,500—922908751
DEERE & COCOM$2.4M3,761—244199105
AMERICAN CENTY ETF TRUS SML CP VALU$2.3M18,109—025072877
BERKSHIRE HATHAWAY INC DELCL A$2.2M3—084670108
VANGUARD INDEX FDSGROWTH ETF$2.2M25,817—922908736
DIMENSIONAL ETF TRUSTINTL CORE EQT MK$2.2M53,265—25434V203
CAPITAL GROUP NEW GEOGRAPHYSHS$2.2M57,930—14021N105
ISHARES INCEM MKT SM-CP ETF$2M26,698—464286475
AMERICAN CENTY ETF TRINTERNATIONAL LR$1.9M25,115—025072364
MICRON TECHNOLOGY INCCOM$1.8M1,566—595112103
DIMENSIONAL ETF TRUSTWORLD EX US CORE$1.8M48,622—25434V880
BROADCOM INCCOM$1.7M4,622—11135F101
APPLIED MATLS INCCOM$1.7M2,397—038222105
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$1.7M20,478—922042775
VANGUARD WHITEHALL FDSHIGH DIV YLD$1.7M10,600—921946406
AMERICAN CENTY ETF TREMERGING MKT VAL$1.6M23,655—025072372
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG$1.5M36,812—25434V302
COCA COLA COCOM$1.3M16,286—191216100
AMERICAN CENTY ETF TRAVA MAR SMA ETF$1.3M18,648—025072141
STATE STR SPDR S&P 500 ETF TTR UNIT$1.1M1,531—78462F103
NEW YORK LIFE INVTS ACTIVE EMACKAY MUN INTER$1.1M46,732—45409F827
ADVANCED MICRO DEVICES INCCOM$1.1M1,956—007903107
VANGUARD MALVERN FDSCORE-PLUS BD ETF$1.1M14,049—922020755
BANK OF AMER CORPCOM$1M18,292—060505104
DIMENSIONAL ETF TRUSTGLOBAL REAL EST$985.8K34,028—25434V658
CONOCOPHILLIPSCOM$982.3K9,449—20825C104
VANGUARD BD INDEX FDSVANGUARD ULTRA$966.8K19,422—92203C303
TESLA INCCOM$955.6K2,272—88160R101
ALPHABET INCCAP STK CL C$895.8K2,535—02079K107
DFA INVT DIMENSIONS GROUP INU.S. MIC CAP SHS$843.1K13,803—25239Y238
VANGUARD MUN BD FDSTAX EXEMPT BD$823K16,272—922907746
VISA INCCOM CL A$774.2K2,257—92826C839
ELI LILLY & COCOM$764K637—532457108
ISHARES TRCORE S&P500 ETF$726.4K970—464287200
LAM RESEARCH CORPCOM NEW$707.2K1,632—512807306
VOYAGER TECHNOLOGIES INCCOM CL A$702.2K21,774—92892B103
CITIGROUP INCCOM NEW$626.7K4,478—172967424
ISHARES TRFUTU AI TECH ETF$588.4K7,726—46435U556
CISCO SYS INCCOM$585.9K4,988—17275R102
CROWDSTRIKE HLDGS INCCL A$578.5K758—22788C105
VANGUARD INDEX FDSSM CP VAL ETF$578.2K2,379—922908611
WISDOMTREE TRCLOUD COMPUTNG$565.2K17,633—97717Y691
CATERPILLAR INCCOM$555.9K522—149123101
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF$549K14,153—25434V815
ABBVIE INCCOM$517.1K2,055—00287Y109
GE VERNOVA INCCOM$509.9K434—36828A101
NETFLIX INC.COM$498.5K6,982—64110L106
MARVELL TECHNOLOGY INCCOM$491.5K1,650—573874104
JOHNSON & JOHNSONCOM$470.1K1,851—478160104
DIMENSIONAL ETF TRUSTULTR FIX INC ETF$464.6K9,149—25434V591
TRAVELERS COMPANIES INCCOM$461.5K1,398—89417E109
ISHARES INCMSCI EMRG CHN$459K4,487—46434G764
DELL TECHNOLOGIES INCCL C$454.8K1,054—24703L202
VANGUARD MUN BD FDSCORE TAX EXEMPT$440.3K5,763—922907712
LOEWS CORPCOM$430.3K3,801—540424108
AT&T INCCOM$428.9K20,719—00206R102
JPMORGAN CHASE & COCOM$407.9K1,246—46625H100
BLEND LABS INCCL A$386.2K225,843—09352U108
WALMART INCCOM$380.8K3,362—931142103
ALLSTATE CORPCOM$377.8K1,588—020002101
DOMINION ENERGY INCCOM$368K5,389—25746U109
COSTCO WHOLESALE CORPORATIONCOM$367.6K393—22160K105
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$361.4K6,054—922042858
VANGUARD BD INDEX FDSTOTAL BND MRKT$359K4,890—921937835
SALESFORCE INCCOM$352.3K2,249—79466L302
DIMENSIONAL ETF TRUSTUS REAL ESTA ETF$342.7K13,100—25434V823
COMFORT SYS USA INCCOM$327K165—199908104
FRANCO NEV CORPCOM$326.8K1,568—351858105
VANGUARD INDEX FDSMID CAP ETF$322.3K4,000—922908629
QUALCOMM INCCOM$314K1,699—747525103
SPDR SERIES TRUSTST STR BLO 1 ETF$310.2K3,385—78468R663
MERCK & CO INCCOM$301.1K2,343—58933Y105
WESTERN DIGITAL CORPCOM$299.6K469—958102105
ENTERPRISE PRODS PARTNERS LCOM$294.5K8,011—293792107
APPLOVIN CORPCOM CL A$290.6K564—03831W108
VALERO ENERGY CORPCOM$287.5K1,104—91913Y100
CONSTELLATION ENERGY CORPCOM$282.9K1,139—21037T109
ROBINHOOD MKTS INCCOM CL A$280K2,792—770700102
AMERICAN EXPRESS COCOM$279.1K825—025816109
SYSCO CORPCOM$276.3K3,306—871829107
ALTRIA GROUP INCCOM$274.6K3,817—02209S103
CVS HEALTH CORPCOM$274K2,649—126650100
MARATHON PETE CORPCOM$268.2K1,049—56585A102
DIMENSIONAL ETF TRUSTUS TARGETED VLU$266.8K3,817—25434V609
SIMON PPTY GROUP INC NEWCOM$266.1K1,190—828806109
UBER TECHNOLOGIES INCCOM$263.3K3,649—90353T100
NEXTERA ENERGY INCCOM$263.3K3,000—65339F101
ISHARES INCMSCI EMERG MRKT$263.1K3,495—464286533
GOLDMAN SACHS GROUP INCCOM$261.1K258—38141G104
SELECT SECTOR SPDR TRST STR TECHN ETF$258K1,354—81369Y803
CHEVRON CORPORATIONCOM$250.1K1,509—166764100
KKR & CO INCCOM$249.3K2,716—48251W104
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$248K257—G7997R103
VERTIV HOLDINGS COCOM CL A$246.8K737—92537N108
ETSY INCCOM$236.4K3,138—29786A106
ELEVANCE HEALTH INC FORMERLYCOM$235.9K610—036752103
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF$230.7K4,764—92203J407
ORACLE CORPCOM$230.2K1,571—68389X105
UNITED AIRLS HLDGS INCCOM$224.2K1,649—910047109
INTEL CORPCOM$221.3K1,585—458140100
ARGAN INCCOM$215.6K270—04010E109
ISHARES TRRUS MID CAP ETF$213.7K1,937—464287499
EXELON CORPCOM$212.3K4,553—30161N101
MUELLER INDS INCCOM$209.1K1,701—624756102
MOODYS CORPCOM$208.3K460—615369105
GE AEROSPACECOM NEW$207.7K556—369604301
BLOCK H & R INCCOM$204.8K5,378—093671105
BOOKING HOLDINGS INCCOM$201.9K1,133—09857L108
VORNADO RLTY TRSH BEN INT$201.8K5,135—929042109
BELLRING BRANDS INCCOMMON STOCK$136.6K10,556—07831C103
FOLD HLDGS INCCOM CL A$24.3K53,604—29103K100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-17

Cypress Point Wealth Management, LLC — 142 positions reported for 2026Q2 — Tapewire