13F-HR filed by Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 123 holding rows worth $464,270,808.
- Accession
- 0001825611-26-000002
- Filer
- CIK 1825611
- Filed
- 2026-04-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 123 entries on the cover page, a total value of $464,270,808 stated on the cover page (in dollars after the unit check, H1), rows summing to $464,270,808 with VALUE read as dollars as filed, 13F file number 028-20569. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Palantir Technologies Inc. Class A | 69608A108 | COM | 927,673 | $135,700,007 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,377,960 | $53,547,530 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072158 | AVANTIS US LARG | 497,372 | $38,571,206 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 549,924 | $19,538,805 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 274,221 | $19,445,030 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 253,556 | $18,276,295 | dollars as filed | |
| VTI | 922908769 | COM | 35,789 | $11,481,536 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 18,059 | $10,791,328 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 204,728 | $9,100,178 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 96,512 | $7,776,963 | dollars as filed | |
| Apple Inc | 037833100 | COM | 25,881 | $6,568,345 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 31,247 | $6,130,697 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 122,383 | $5,521,930 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 48,760 | $5,421,174 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 30,543 | $5,181,926 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 50,862 | $5,079,110 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 231,864 | $4,982,767 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 61,994 | $4,565,212 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 49,430 | $4,193,610 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 56,211 | $3,501,976 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 44,326 | $3,417,965 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 132,205 | $3,318,344 | dollars as filed | |
| iShares iBonds Dec. 2028 Municipal Bond ETF | 46435U325 | ETF | 119,536 | $3,051,749 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 119,718 | $3,034,856 | dollars as filed | |
| ISHARES TR | 46438G687 | IBONDS DEC 2030 | 115,000 | $2,970,450 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,053 | $2,890,973 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,465 | $2,871,499 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 35,452 | $2,662,478 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,712 | $2,505,215 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 30,796 | $2,482,461 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,595 | $2,441,279 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,500 | $2,226,320 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,154,420 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 54,217 | $2,112,302 | dollars as filed | |
| ISHARES INC | 464286475 | EM MKT SM-CP ETF | 29,913 | $2,069,388 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 18,671 | $2,062,608 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 26,290 | $1,967,304 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,300 | $1,878,332 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,846 | $1,842,357 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 48,598 | $1,650,884 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 51,381 | $1,622,094 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 10,600 | $1,569,860 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 23,650 | $1,418,548 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 36,790 | $1,245,726 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,816 | $1,180,788 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 15,067 | $1,145,867 | dollars as filed | |
| NEW YORK LIFE INVTS ACTIVE E | 45409F827 | NYLI MACKAY MUN | 46,947 | $1,131,653 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072141 | AVA MAR SMA ETF | 17,397 | $1,103,492 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 4,657 | $1,011,636 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,110 | $962,577 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 35,734 | $949,813 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 18,748 | $933,362 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,453 | $908,906 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 16,272 | $811,811 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,065 | $767,664 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 11,200 | $702,240 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,353 | $675,028 | dollars as filed | |
| AST SPACEMOBILE INC COM CL A | 00217D100 | Stock | 8,000 | $662,960 | dollars as filed | |
| UNITED STATES ANTIMONY CORP | 911549103 | COM | 74,071 | $646,640 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 964 | $629,695 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 21,243 | $615,822 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 12,350 | $602,079 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907712 | CORE TAX EXEMPT | 7,526 | $565,579 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 14,153 | $495,930 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,597 | $484,782 | dollars as filed | |
| WISDOMTREE TR | 97717Y691 | CMN | 17,633 | $481,734 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 9,106 | $461,773 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 10,318 | $460,390 | dollars as filed | |
| LOEWS CORP COM | 540424108 | Stock | 4,290 | $457,915 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,089 | $424,966 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 1,568 | $387,375 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,281 | $387,170 | dollars as filed | |
| KLA CORP | 482480100 | COM | 252 | $371,048 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,514 | $370,083 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 215,843 | $366,934 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,689 | $363,792 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 7,722 | $359,294 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,942 | $356,870 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,213 | $353,808 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 4,462 | $350,959 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 378 | $347,674 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,883 | $346,797 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 5,407 | $337,663 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 859 | $335,363 | dollars as filed | |
| VWO | 922042858 | SHS | 6,047 | $326,856 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 372 | $324,719 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 21,676 | $312,785 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 13,100 | $309,815 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,370 | $309,662 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 3,356 | $307,533 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,455 | $301,680 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 555 | $300,300 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,627 | $297,923 | dollars as filed | |
| DFA INVT DIMENSIONS GROUP IN | 25239Y238 | U.S. MIC CAP SHS | 5,800 | $294,998 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 4,460 | $288,696 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,000 | $287,180 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 959 | $282,100 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 67 | $282,092 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,715 | $278,750 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,379 | $273,442 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,245 | $257,591 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,037 | $253,127 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 575 | $248,619 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,652 | $245,310 | dollars as filed | |
| General Electric Company | 369604301 | COM | 858 | $243,357 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,115 | $242,502 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 720 | $236,801 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 480 | $235,935 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 685 | $231,421 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,731 | $227,321 | dollars as filed | |
| American Express Company | 025816109 | COM | 741 | $224,138 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 9,714 | $220,411 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 632 | $216,012 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,182 | $215,337 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 1,023 | $207,649 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,828 | $203,419 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,450 | $202,087 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 2,036 | $201,666 | dollars as filed | |
| FOLD HLDGS INC | 29103K100 | COM CL A | 53,604 | $70,758 | dollars as filed | |
| URANIUM RTY CORP | 91702V101 | COM | 17,835 | $65,098 | dollars as filed | |
| VOYAGER THERAPEUTICS INC | 92915B106 | COMMON STOCK | 10,235 | $39,508 | dollars as filed | |
| CLARIVATE PLC | G21810109 | ORD SHS | 12,269 | $31,041 | dollars as filed | |
| RENOVORX INC | 75989R107 | COM NEW | 20,000 | $20,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001825611-26-000002 | this filing | 2026-04-13 | acceptance time not in the bulk data set |