Filed: 7/17/2026ACC: 0001825611-26-000004
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $491.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$491.61M
Total AUM (reported)
6.75M
Total Shares
Allocation by class
CL A$114.04M23.2%
US COR EQU 2 ETF$63.14M12.8%
COM$46.10M9.4%
AVANTIS US LARG$43.44M8.8%
US EQUI MARK ETF$23.95M4.9%
INTL CORE EQUITY$21.10M4.3%
US COR EQU 1 ETF$20.48M4.2%
Portfolio Concentration
Top 3$214.63M43.7%
4–10$109.25M22.2%
11–25$73.58M15.0%
Rest$94.15M19.2%
Top 3 weight
43.7%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 6.75M
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
6.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole142
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings142
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares926.15K
TypeSH
Market value$108.05M
21.98%
Sole
0.00
Shared
0.00
None
926.15K
DIMENSIONAL ETF TRUST
SOLEShares1.42M
TypeSH
Market value$63.14M
12.84%
Sole
0.00
Shared
0.00
None
1.42M
AMERICAN CENTY ETF TR
SOLEShares482.87K
TypeSH
Market value$43.44M
8.84%
Sole
0.00
Shared
0.00
None
482.87K
DIMENSIONAL ETF TRUST
SOLEShares292.27K
TypeSH
Market value$23.95M
4.87%
Sole
0.00
Shared
0.00
None
292.27K
DIMENSIONAL ETF TRUST
SOLEShares566.20K
TypeSH
Market value$21.10M
4.29%
Sole
0.00
Shared
0.00
None
566.20K
DIMENSIONAL ETF TRUST
SOLEShares249.84K
TypeSH
Market value$20.48M
4.17%
Sole
0.00
Shared
0.00
None
249.84K
VANGUARD INDEX FDS
SOLEShares31.30K
TypeSH
Market value$11.58M
2.36%
Sole
0.00
Shared
0.00
None
31.30K
VANGUARD INDEX FDS
SOLEShares16.52K
TypeSH
Market value$11.34M
2.31%
Sole
0.00
Shared
0.00
None
16.52K
VANGUARD INDEX FDS
SOLEShares50.92K
TypeSH
Market value$11.10M
2.26%
Sole
0.00
Shared
0.00
None
50.92K
VANGUARD INTL EQUITY INDEX F
SOLEShares216.17K
TypeSH
Market value$9.70M
1.97%
Sole
0.00
Shared
0.00
None
216.17K
AMERICAN CENTY ETF TR
SOLEShares93.84K
TypeSH
Market value$9.05M
1.84%
Sole
0.00
Shared
0.00
None
93.84K
APPLE INC
SOLEShares26.70K
TypeSH
Market value$7.73M
1.57%
Sole
0.00
Shared
0.00
None
26.70K
DIMENSIONAL ETF TRUST
SOLEShares121.82K
TypeSH
Market value$6.30M
1.28%
Sole
0.00
Shared
0.00
None
121.82K
AMERICAN CENTY ETF TR
SOLEShares48.10K
TypeSH
Market value$6.16M
1.25%
Sole
0.00
Shared
0.00
None
48.10K
SCHWAB STRATEGIC TR
SOLEShares240.43K
TypeSH
Market value$5.69M
1.16%
Sole
0.00
Shared
0.00
None
240.43K
AMERICAN CENTY ETF TR
SOLEShares49.91K
TypeSH
Market value$5.14M
1.05%
Sole
0.00
Shared
0.00
None
49.91K
AMERICAN CENTY ETF TR
SOLEShares47.32K
TypeSH
Market value$4.22M
0.86%
Sole
0.00
Shared
0.00
None
47.32K
AMERICAN CENTY ETF TR
SOLEShares57.06K
TypeSH
Market value$4.19M
0.85%
Sole
0.00
Shared
0.00
None
57.06K
NVIDIA CORPORATION
SOLEShares20.14K
TypeSH
Market value$4.03M
0.82%
Sole
0.00
Shared
0.00
None
20.14K
KLA CORP
SOLEShares12.97K
TypeSH
Market value$3.91M
0.80%
Sole
0.00
Shared
0.00
None
12.97K
VANGUARD STAR FDS
SOLEShares44.63K
TypeSH
Market value$3.81M
0.78%
Sole
0.00
Shared
0.00
None
44.63K
VANGUARD MALVERN FDS
SOLEShares47.75K
TypeSH
Market value$3.69M
0.75%
Sole
0.00
Shared
0.00
None
47.75K
SCHWAB STRATEGIC TR
SOLEShares118.39K
TypeSH
Market value$3.43M
0.70%
Sole
0.00
Shared
0.00
None
118.39K
ALPHABET INC
SOLEShares8.85K
TypeSH
Market value$3.16M
0.64%
Sole
0.00
Shared
0.00
None
8.85K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.06M
0.62%
Sole
0.00
Shared
0.00
None
119.54K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 926.15K | SH | $108.05M 21.98% | 0.00 | 0.00 | 926.15K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 1.42M | SH | $63.14M 12.84% | 0.00 | 0.00 | 1.42M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 482.87K | SH | $43.44M 8.84% | 0.00 | 0.00 | 482.87K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 292.27K | SH | $23.95M 4.87% | 0.00 | 0.00 | 292.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 566.20K | SH | $21.10M 4.29% | 0.00 | 0.00 | 566.20K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 249.84K | SH | $20.48M 4.17% | 0.00 | 0.00 | 249.84K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 31.30K | SH | $11.58M 2.36% | 0.00 | 0.00 | 31.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.52K | SH | $11.34M 2.31% | 0.00 | 0.00 | 16.52K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 50.92K | SH | $11.10M 2.26% | 0.00 | 0.00 | 50.92K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 216.17K | SH | $9.70M 1.97% | 0.00 | 0.00 | 216.17K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 93.84K | SH | $9.05M 1.84% | 0.00 | 0.00 | 93.84K |
APPLE INCSOLE | COM | 26.70K | SH | $7.73M 1.57% | 0.00 | 0.00 | 26.70K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 121.82K | SH | $6.30M 1.28% | 0.00 | 0.00 | 121.82K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 48.10K | SH | $6.16M 1.25% | 0.00 | 0.00 | 48.10K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 240.43K | SH | $5.69M 1.16% | 0.00 | 0.00 | 240.43K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 49.91K | SH | $5.14M 1.05% | 0.00 | 0.00 | 49.91K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 47.32K | SH | $4.22M 0.86% | 0.00 | 0.00 | 47.32K |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 57.06K | SH | $4.19M 0.85% | 0.00 | 0.00 | 57.06K |
NVIDIA CORPORATIONSOLE | COM | 20.14K | SH | $4.03M 0.82% | 0.00 | 0.00 | 20.14K |
KLA CORPSOLE | COM NEW | 12.97K | SH | $3.91M 0.80% | 0.00 | 0.00 | 12.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 44.63K | SH | $3.81M 0.78% | 0.00 | 0.00 | 44.63K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 47.75K | SH | $3.69M 0.75% | 0.00 | 0.00 | 47.75K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 118.39K | SH | $3.43M 0.70% | 0.00 | 0.00 | 118.39K |
ALPHABET INCSOLE | CAP STK CL A | 8.85K | SH | $3.16M 0.64% | 0.00 | 0.00 | 8.85K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.06M 0.62% | 0.00 | 0.00 | 119.54K |
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