Universe · entity
Cypress Point Wealth Management, LLC
Institutional manager (13F) · CIK 1825611
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $437M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $136M | 927,673 |
| 2 | DIMENSIONAL ETF TRUST | $54M | 1,377,960 |
| 3 | AMERICAN CENTY ETF TR | $39M | 497,372 |
| 4 | DIMENSIONAL ETF TRUST | $20M | 549,924 |
| 5 | DIMENSIONAL ETF TRUST | $19M | 274,221 |
| 6 | DIMENSIONAL ETF TRUST | $18M | 253,556 |
| 7 | VANGUARD INDEX FDS | $11M | 35,789 |
| 8 | VANGUARD INDEX FDS | $11M | 18,059 |
| 9 | VANGUARD INTL EQUITY INDEX F | $9M | 204,728 |
| 10 | AMERICAN CENTY ETF TR | $8M | 96,512 |
| 11 | APPLE INC | $7M | 25,881 |
| 12 | VANGUARD INDEX FDS | $6M | 31,247 |
| 13 | DIMENSIONAL ETF TRUST | $6M | 122,383 |
| 14 | AMERICAN CENTY ETF TR | $5M | 48,760 |
| 15 | EXXON MOBIL CORP | $5M | 30,543 |
| 16 | AMERICAN CENTY ETF TR | $5M | 50,862 |
| 17 | SCHWAB STRATEGIC TR | $5M | 231,864 |
| 18 | VANGUARD BD INDEX FDS | $5M | 61,994 |
| 19 | AMERICAN CENTY ETF TR | $4M | 49,430 |
| 20 | AMERICAN CENTY ETF TR | $4M | 56,211 |
| 21 | VANGUARD STAR FDS | $3M | 44,326 |
| 22 | SCHWAB STRATEGIC TR | $3M | 132,205 |
| 23 | ISHARES TR | $3M | 119,536 |
| 24 | ISHARES TR | $3M | 119,718 |
| 25 | ISHARES TR | $3M | 115,000 |
| 26 | META PLATFORMS INC | $3M | 5,053 |
| 27 | NVIDIA CORPORATION | $3M | 16,465 |
| 28 | VANGUARD INTL EQUITY INDEX F | $3M | 35,452 |
| 29 | ALPHABET INC | $3M | 8,712 |
| 30 | AMERICAN CENTY ETF TR | $2M | 30,796 |
| 31 | MICROSOFT CORP | $2M | 6,595 |
| 32 | VANGUARD INDEX FDS | $2M | 8,500 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $2M | 3 |
| 34 | DIMENSIONAL ETF TRUST | $2M | 54,217 |
| 35 | ISHARES INC | $2M | 29,913 |
| 36 | AMERICAN CENTY ETF TR | $2M | 18,671 |
| 37 | AMERICAN CENTY ETF TR | $2M | 26,290 |
| 38 | VANGUARD INDEX FDS | $2M | 4,300 |
| 39 | AMAZON COM INC | $2M | 8,846 |
| 40 | DIMENSIONAL ETF TRUST | $2M | 48,598 |
| 41 | CAPITAL GROUP NEW GEOGRAPHY | $2M | 51,381 |
| 42 | VANGUARD WHITEHALL FDS | $2M | 10,600 |
| 43 | AMERICAN CENTY ETF TR | $1M | 23,650 |
| 44 | DIMENSIONAL ETF TRUST | $1M | 36,790 |
| 45 | STATE STR SPDR S&P 500 ETF T | $1M | 1,816 |
| 46 | COCA COLA CO | $1M | 15,067 |
| 47 | NEW YORK LIFE INVTS ACTIVE E | $1M | 46,947 |
| 48 | AMERICAN CENTY ETF TR | $1M | 17,397 |
| 49 | VANGUARD INDEX FDS | $1M | 4,657 |
| 50 | BROADCOM INC | $963k | 3,110 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.