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 belowPositions 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| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | $108.1M | 926,151 | — | 69608A108 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $63.1M | 1,423,391 | — | 25434V708 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $43.4M | 482,866 | — | 025072158 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $23.9M | 292,275 | — | 25434V401 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $21.1M | 566,203 | — | 25434V799 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $20.5M | 249,842 | — | 25434V625 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.6M | 31,303 | — | 922908769 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.3M | 16,516 | — | 922908363 |
| VANGUARD INDEX FDS | VALUE ETF | $11.1M | 50,921 | — | 922908744 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $9.7M | 216,172 | — | 922042676 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $9.1M | 93,841 | — | 025072604 |
| APPLE INC | COM | $7.7M | 26,698 | — | 037833100 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.3M | 121,818 | — | 25434V104 |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.2M | 48,096 | — | 025072885 |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.7M | 240,432 | — | 808524847 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.1M | 49,915 | — | 025072802 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $4.2M | 47,323 | — | 025072703 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $4.2M | 57,065 | — | 025072323 |
| NVIDIA CORPORATION | COM | $4M | 20,136 | — | 67066G104 |
| KLA CORP | COM NEW | $3.9M | 12,974 | — | 482480100 |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.8M | 44,625 | — | 921909768 |
| VANGUARD MALVERN FDS | CORE BD ETF | $3.7M | 47,752 | — | 922020748 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.4M | 118,389 | — | 808524102 |
| ALPHABET INC | CAP STK CL A | $3.2M | 8,848 | — | 02079K305 |
| ISHARES TR | IBONDS DEC 28 | $3.1M | 119,536 | — | 46435U325 |
| ISHARES TR | IBONDS DEC 2029 | $3M | 119,718 | — | 46436E163 |
| ISHARES TR | IBONDS DEC 2030 | $3M | 115,000 | — | 46438G687 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.8M | 30,797 | — | 025072349 |
| MICROSOFT CORP | COM | $2.8M | 7,493 | — | 594918104 |
| META PLATFORMS INC | CL A | $2.8M | 4,930 | — | 30303M102 |
| AMAZON COM INC | COM | $2.7M | 11,382 | — | 023135106 |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 8,500 | — | 922908751 |
| DEERE & CO | COM | $2.4M | 3,761 | — | 244199105 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.3M | 18,109 | — | 025072877 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.2M | 3 | — | 084670108 |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 25,817 | — | 922908736 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.2M | 53,265 | — | 25434V203 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $2.2M | 57,930 | — | 14021N105 |
| ISHARES INC | EM MKT SM-CP ETF | $2M | 26,698 | — | 464286475 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.9M | 25,115 | — | 025072364 |
| MICRON TECHNOLOGY INC | COM | $1.8M | 1,566 | — | 595112103 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.8M | 48,622 | — | 25434V880 |
| BROADCOM INC | COM | $1.7M | 4,622 | — | 11135F101 |
| APPLIED MATLS INC | COM | $1.7M | 2,397 | — | 038222105 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 20,478 | — | 922042775 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 10,600 | — | 921946406 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $1.6M | 23,655 | — | 025072372 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.5M | 36,812 | — | 25434V302 |
| COCA COLA CO | COM | $1.3M | 16,286 | — | 191216100 |
| AMERICAN CENTY ETF TR | AVA MAR SMA ETF | $1.3M | 18,648 | — | 025072141 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.1M | 1,531 | — | 78462F103 |
| NEW YORK LIFE INVTS ACTIVE E | MACKAY MUN INTER | $1.1M | 46,732 | — | 45409F827 |
| ADVANCED MICRO DEVICES INC | COM | $1.1M | 1,956 | — | 007903107 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $1.1M | 14,049 | — | 922020755 |
| BANK OF AMER CORP | COM | $1M | 18,292 | — | 060505104 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $985.8K | 34,028 | — | 25434V658 |
| CONOCOPHILLIPS | COM | $982.3K | 9,449 | — | 20825C104 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $966.8K | 19,422 | — | 92203C303 |
| TESLA INC | COM | $955.6K | 2,272 | — | 88160R101 |
| ALPHABET INC | CAP STK CL C | $895.8K | 2,535 | — | 02079K107 |
| DFA INVT DIMENSIONS GROUP IN | U.S. MIC CAP SHS | $843.1K | 13,803 | — | 25239Y238 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $823K | 16,272 | — | 922907746 |
| VISA INC | COM CL A | $774.2K | 2,257 | — | 92826C839 |
| ELI LILLY & CO | COM | $764K | 637 | — | 532457108 |
| ISHARES TR | CORE S&P500 ETF | $726.4K | 970 | — | 464287200 |
| LAM RESEARCH CORP | COM NEW | $707.2K | 1,632 | — | 512807306 |
| VOYAGER TECHNOLOGIES INC | COM CL A | $702.2K | 21,774 | — | 92892B103 |
| CITIGROUP INC | COM NEW | $626.7K | 4,478 | — | 172967424 |
| ISHARES TR | FUTU AI TECH ETF | $588.4K | 7,726 | — | 46435U556 |
| CISCO SYS INC | COM | $585.9K | 4,988 | — | 17275R102 |
| CROWDSTRIKE HLDGS INC | CL A | $578.5K | 758 | — | 22788C105 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $578.2K | 2,379 | — | 922908611 |
| WISDOMTREE TR | CLOUD COMPUTNG | $565.2K | 17,633 | — | 97717Y691 |
| CATERPILLAR INC | COM | $555.9K | 522 | — | 149123101 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $549K | 14,153 | — | 25434V815 |
| ABBVIE INC | COM | $517.1K | 2,055 | — | 00287Y109 |
| GE VERNOVA INC | COM | $509.9K | 434 | — | 36828A101 |
| NETFLIX INC. | COM | $498.5K | 6,982 | — | 64110L106 |
| MARVELL TECHNOLOGY INC | COM | $491.5K | 1,650 | — | 573874104 |
| JOHNSON & JOHNSON | COM | $470.1K | 1,851 | — | 478160104 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $464.6K | 9,149 | — | 25434V591 |
| TRAVELERS COMPANIES INC | COM | $461.5K | 1,398 | — | 89417E109 |
| ISHARES INC | MSCI EMRG CHN | $459K | 4,487 | — | 46434G764 |
| DELL TECHNOLOGIES INC | CL C | $454.8K | 1,054 | — | 24703L202 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $440.3K | 5,763 | — | 922907712 |
| LOEWS CORP | COM | $430.3K | 3,801 | — | 540424108 |
| AT&T INC | COM | $428.9K | 20,719 | — | 00206R102 |
| JPMORGAN CHASE & CO | COM | $407.9K | 1,246 | — | 46625H100 |
| BLEND LABS INC | CL A | $386.2K | 225,843 | — | 09352U108 |
| WALMART INC | COM | $380.8K | 3,362 | — | 931142103 |
| ALLSTATE CORP | COM | $377.8K | 1,588 | — | 020002101 |
| DOMINION ENERGY INC | COM | $368K | 5,389 | — | 25746U109 |
| COSTCO WHOLESALE CORPORATION | COM | $367.6K | 393 | — | 22160K105 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $361.4K | 6,054 | — | 922042858 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $359K | 4,890 | — | 921937835 |
| SALESFORCE INC | COM | $352.3K | 2,249 | — | 79466L302 |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $342.7K | 13,100 | — | 25434V823 |
| COMFORT SYS USA INC | COM | $327K | 165 | — | 199908104 |
| FRANCO NEV CORP | COM | $326.8K | 1,568 | — | 351858105 |
| VANGUARD INDEX FDS | MID CAP ETF | $322.3K | 4,000 | — | 922908629 |
| QUALCOMM INC | COM | $314K | 1,699 | — | 747525103 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $310.2K | 3,385 | — | 78468R663 |
| MERCK & CO INC | COM | $301.1K | 2,343 | — | 58933Y105 |
| WESTERN DIGITAL CORP | COM | $299.6K | 469 | — | 958102105 |
| ENTERPRISE PRODS PARTNERS L | COM | $294.5K | 8,011 | — | 293792107 |
| APPLOVIN CORP | COM CL A | $290.6K | 564 | — | 03831W108 |
| VALERO ENERGY CORP | COM | $287.5K | 1,104 | — | 91913Y100 |
| CONSTELLATION ENERGY CORP | COM | $282.9K | 1,139 | — | 21037T109 |
| ROBINHOOD MKTS INC | COM CL A | $280K | 2,792 | — | 770700102 |
| AMERICAN EXPRESS CO | COM | $279.1K | 825 | — | 025816109 |
| SYSCO CORP | COM | $276.3K | 3,306 | — | 871829107 |
| ALTRIA GROUP INC | COM | $274.6K | 3,817 | — | 02209S103 |
| CVS HEALTH CORP | COM | $274K | 2,649 | — | 126650100 |
| MARATHON PETE CORP | COM | $268.2K | 1,049 | — | 56585A102 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $266.8K | 3,817 | — | 25434V609 |
| SIMON PPTY GROUP INC NEW | COM | $266.1K | 1,190 | — | 828806109 |
| UBER TECHNOLOGIES INC | COM | $263.3K | 3,649 | — | 90353T100 |
| NEXTERA ENERGY INC | COM | $263.3K | 3,000 | — | 65339F101 |
| ISHARES INC | MSCI EMERG MRKT | $263.1K | 3,495 | — | 464286533 |
| GOLDMAN SACHS GROUP INC | COM | $261.1K | 258 | — | 38141G104 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $258K | 1,354 | — | 81369Y803 |
| CHEVRON CORPORATION | COM | $250.1K | 1,509 | — | 166764100 |
| KKR & CO INC | COM | $249.3K | 2,716 | — | 48251W104 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $248K | 257 | — | G7997R103 |
| VERTIV HOLDINGS CO | COM CL A | $246.8K | 737 | — | 92537N108 |
| ETSY INC | COM | $236.4K | 3,138 | — | 29786A106 |
| ELEVANCE HEALTH INC FORMERLY | COM | $235.9K | 610 | — | 036752103 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $230.7K | 4,764 | — | 92203J407 |
| ORACLE CORP | COM | $230.2K | 1,571 | — | 68389X105 |
| UNITED AIRLS HLDGS INC | COM | $224.2K | 1,649 | — | 910047109 |
| INTEL CORP | COM | $221.3K | 1,585 | — | 458140100 |
| ARGAN INC | COM | $215.6K | 270 | — | 04010E109 |
| ISHARES TR | RUS MID CAP ETF | $213.7K | 1,937 | — | 464287499 |
| EXELON CORP | COM | $212.3K | 4,553 | — | 30161N101 |
| MUELLER INDS INC | COM | $209.1K | 1,701 | — | 624756102 |
| MOODYS CORP | COM | $208.3K | 460 | — | 615369105 |
| GE AEROSPACE | COM NEW | $207.7K | 556 | — | 369604301 |
| BLOCK H & R INC | COM | $204.8K | 5,378 | — | 093671105 |
| BOOKING HOLDINGS INC | COM | $201.9K | 1,133 | — | 09857L108 |
| VORNADO RLTY TR | SH BEN INT | $201.8K | 5,135 | — | 929042109 |
| BELLRING BRANDS INC | COMMON STOCK | $136.6K | 10,556 | — | 07831C103 |
| FOLD HLDGS INC | COM CL A | $24.3K | 53,604 | — | 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