Filed: 4/13/2026ACC: 0001825611-26-000002
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $464.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$464.27M
Total AUM (reported)
6.74M
Total Shares
Allocation by class
CL A$141.45M30.5%
US CORE EQUITY 2$53.55M11.5%
AVANTIS US LARG$38.57M8.3%
COM$34.71M7.5%
INTL CORE EQUITY$19.54M4.2%
US EQUITY MARKET$19.45M4.2%
US CORE EQUITY 1$18.28M3.9%
Portfolio Concentration
Top 3$227.82M49.1%
4–10$96.41M20.8%
11–25$66.94M14.4%
Rest$73.10M15.7%
Top 3 weight
49.1%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 6.74M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares927.67K
TypeSH
Market value$135.70M
29.23%
Sole
0.00
Shared
0.00
None
927.67K
DIMENSIONAL ETF TRUST
SOLEShares1.38M
TypeSH
Market value$53.55M
11.53%
Sole
0.00
Shared
0.00
None
1.38M
AMERICAN CENTY ETF TR
SOLEShares497.37K
TypeSH
Market value$38.57M
8.31%
Sole
0.00
Shared
0.00
None
497.37K
DIMENSIONAL ETF TRUST
SOLEShares549.92K
TypeSH
Market value$19.54M
4.21%
Sole
0.00
Shared
0.00
None
549.92K
DIMENSIONAL ETF TRUST
SOLEShares274.22K
TypeSH
Market value$19.45M
4.19%
Sole
0.00
Shared
0.00
None
274.22K
DIMENSIONAL ETF TRUST
SOLEShares253.56K
TypeSH
Market value$18.28M
3.94%
Sole
0.00
Shared
0.00
None
253.56K
VANGUARD INDEX FDS
SOLEShares35.79K
TypeSH
Market value$11.48M
2.47%
Sole
0.00
Shared
0.00
None
35.79K
VANGUARD INDEX FDS
SOLEShares18.06K
TypeSH
Market value$10.79M
2.32%
Sole
0.00
Shared
0.00
None
18.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares204.73K
TypeSH
Market value$9.10M
1.96%
Sole
0.00
Shared
0.00
None
204.73K
AMERICAN CENTY ETF TR
SOLEShares96.51K
TypeSH
Market value$7.78M
1.68%
Sole
0.00
Shared
0.00
None
96.51K
APPLE INC
SOLEShares25.88K
TypeSH
Market value$6.57M
1.41%
Sole
0.00
Shared
0.00
None
25.88K
VANGUARD INDEX FDS
SOLEShares31.25K
TypeSH
Market value$6.13M
1.32%
Sole
0.00
Shared
0.00
None
31.25K
DIMENSIONAL ETF TRUST
SOLEShares122.38K
TypeSH
Market value$5.52M
1.19%
Sole
0.00
Shared
0.00
None
122.38K
AMERICAN CENTY ETF TR
SOLEShares48.76K
TypeSH
Market value$5.42M
1.17%
Sole
0.00
Shared
0.00
None
48.76K
EXXON MOBIL CORP
SOLEShares30.54K
TypeSH
Market value$5.18M
1.12%
Sole
0.00
Shared
0.00
None
30.54K
AMERICAN CENTY ETF TR
SOLEShares50.86K
TypeSH
Market value$5.08M
1.09%
Sole
0.00
Shared
0.00
None
50.86K
SCHWAB STRATEGIC TR
SOLEShares231.86K
TypeSH
Market value$4.98M
1.07%
Sole
0.00
Shared
0.00
None
231.86K
VANGUARD BD INDEX FDS
SOLEShares61.99K
TypeSH
Market value$4.57M
0.98%
Sole
0.00
Shared
0.00
None
61.99K
AMERICAN CENTY ETF TR
SOLEShares49.43K
TypeSH
Market value$4.19M
0.90%
Sole
0.00
Shared
0.00
None
49.43K
AMERICAN CENTY ETF TR
SOLEShares56.21K
TypeSH
Market value$3.50M
0.75%
Sole
0.00
Shared
0.00
None
56.21K
VANGUARD STAR FDS
SOLEShares44.33K
TypeSH
Market value$3.42M
0.74%
Sole
0.00
Shared
0.00
None
44.33K
SCHWAB STRATEGIC TR
SOLEShares132.21K
TypeSH
Market value$3.32M
0.71%
Sole
0.00
Shared
0.00
None
132.21K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.05M
0.66%
Sole
0.00
Shared
0.00
None
119.54K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$3.03M
0.65%
Sole
0.00
Shared
0.00
None
119.72K
ISHARES TR
SOLEShares115K
TypeSH
Market value$2.97M
0.64%
Sole
0.00
Shared
0.00
None
115K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 927.67K | SH | $135.70M 29.23% | 0.00 | 0.00 | 927.67K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.38M | SH | $53.55M 11.53% | 0.00 | 0.00 | 1.38M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 497.37K | SH | $38.57M 8.31% | 0.00 | 0.00 | 497.37K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 549.92K | SH | $19.54M 4.21% | 0.00 | 0.00 | 549.92K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 274.22K | SH | $19.45M 4.19% | 0.00 | 0.00 | 274.22K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 253.56K | SH | $18.28M 3.94% | 0.00 | 0.00 | 253.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.79K | SH | $11.48M 2.47% | 0.00 | 0.00 | 35.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.06K | SH | $10.79M 2.32% | 0.00 | 0.00 | 18.06K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 204.73K | SH | $9.10M 1.96% | 0.00 | 0.00 | 204.73K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 96.51K | SH | $7.78M 1.68% | 0.00 | 0.00 | 96.51K |
APPLE INCSOLE | COM | 25.88K | SH | $6.57M 1.41% | 0.00 | 0.00 | 25.88K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 31.25K | SH | $6.13M 1.32% | 0.00 | 0.00 | 31.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 122.38K | SH | $5.52M 1.19% | 0.00 | 0.00 | 122.38K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 48.76K | SH | $5.42M 1.17% | 0.00 | 0.00 | 48.76K |
EXXON MOBIL CORPSOLE | COM | 30.54K | SH | $5.18M 1.12% | 0.00 | 0.00 | 30.54K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 50.86K | SH | $5.08M 1.09% | 0.00 | 0.00 | 50.86K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 231.86K | SH | $4.98M 1.07% | 0.00 | 0.00 | 231.86K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 61.99K | SH | $4.57M 0.98% | 0.00 | 0.00 | 61.99K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 49.43K | SH | $4.19M 0.90% | 0.00 | 0.00 | 49.43K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 56.21K | SH | $3.50M 0.75% | 0.00 | 0.00 | 56.21K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 44.33K | SH | $3.42M 0.74% | 0.00 | 0.00 | 44.33K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 132.21K | SH | $3.32M 0.71% | 0.00 | 0.00 | 132.21K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.05M 0.66% | 0.00 | 0.00 | 119.54K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $3.03M 0.65% | 0.00 | 0.00 | 119.72K |
ISHARES TRSOLE | IBONDS DEC 2030 | 115K | SH | $2.97M 0.64% | 0.00 | 0.00 | 115K |
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