Filed: 2/2/2026ACC: 0002085853-26-000160
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $458.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$458.16M
Total AUM (reported)
6.44M
Total Shares
Allocation by class
CL A$170.59M37.2%
US CORE EQUITY 2$51.74M11.3%
AVANTIS US LARG$35.99M7.9%
US CORE EQUITY 1$17.39M3.8%
INTL CORE EQUITY$17.29M3.8%
US EQUITY MARKET$16.31M3.6%
COM$15.91M3.5%
Portfolio Concentration
Top 3$252.31M55.1%
4–10$89.82M19.6%
11–25$59.40M13.0%
Rest$56.64M12.4%
Top 3 weight
55.1%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 6.44M
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
6.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares925.88K
TypeSH
Market value$164.58M
35.92%
Sole
0.00
Shared
0.00
None
925.88K
DIMENSIONAL ETF TRUST
SOLEShares1.31M
TypeSH
Market value$51.74M
11.29%
Sole
0.00
Shared
0.00
None
1.31M
AMERICAN CENTY ETF TR
SOLEShares457.78K
TypeSH
Market value$35.99M
7.86%
Sole
0.00
Shared
0.00
None
457.78K
DIMENSIONAL ETF TRUST
SOLEShares236.15K
TypeSH
Market value$17.39M
3.80%
Sole
0.00
Shared
0.00
None
236.15K
DIMENSIONAL ETF TRUST
SOLEShares501.88K
TypeSH
Market value$17.29M
3.77%
Sole
0.00
Shared
0.00
None
501.88K
DIMENSIONAL ETF TRUST
SOLEShares219.84K
TypeSH
Market value$16.31M
3.56%
Sole
0.00
Shared
0.00
None
219.84K
VANGUARD INDEX FDS
SOLEShares35.67K
TypeSH
Market value$11.96M
2.61%
Sole
0.00
Shared
0.00
None
35.67K
VANGUARD INDEX FDS
SOLEShares18.38K
TypeSH
Market value$11.53M
2.52%
Sole
0.00
Shared
0.00
None
18.38K
VANGUARD INTL EQUITY INDEX F
SOLEShares173.42K
TypeSH
Market value$7.95M
1.74%
Sole
0.00
Shared
0.00
None
173.42K
AMERICAN CENTY ETF TR
SOLEShares95.94K
TypeSH
Market value$7.39M
1.61%
Sole
0.00
Shared
0.00
None
95.94K
DIMENSIONAL ETF TRUST
SOLEShares122.46K
TypeSH
Market value$5.73M
1.25%
Sole
0.00
Shared
0.00
None
122.46K
AMERICAN CENTY ETF TR
SOLEShares50.02K
TypeSH
Market value$5.59M
1.22%
Sole
0.00
Shared
0.00
None
50.02K
VANGUARD BD INDEX FDS
SOLEShares72K
TypeSH
Market value$5.33M
1.16%
Sole
0.00
Shared
0.00
None
72K
EXXON MOBIL CORP
SOLEShares41.71K
TypeSH
Market value$5.02M
1.10%
Sole
0.00
Shared
0.00
None
41.71K
AMERICAN CENTY ETF TR
SOLEShares50.15K
TypeSH
Market value$4.71M
1.03%
Sole
0.00
Shared
0.00
None
50.15K
SCHWAB STRATEGIC TR
SOLEShares211.76K
TypeSH
Market value$4.42M
0.97%
Sole
0.00
Shared
0.00
None
211.76K
AMERICAN CENTY ETF TR
SOLEShares49.47K
TypeSH
Market value$4.07M
0.89%
Sole
0.00
Shared
0.00
None
49.47K
SCHWAB STRATEGIC TR
SOLEShares137.57K
TypeSH
Market value$3.61M
0.79%
Sole
0.00
Shared
0.00
None
137.57K
VANGUARD STAR FDS
SOLEShares44.30K
TypeSH
Market value$3.34M
0.73%
Sole
0.00
Shared
0.00
None
44.30K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.06M
0.67%
Sole
0.00
Shared
0.00
None
119.54K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$3.04M
0.66%
Sole
0.00
Shared
0.00
None
119.72K
ISHARES TR
SOLEShares115K
TypeSH
Market value$3.00M
0.65%
Sole
0.00
Shared
0.00
None
115K
AMERICAN CENTY ETF TR
SOLEShares51K
TypeSH
Market value$3.00M
0.65%
Sole
0.00
Shared
0.00
None
51K
CONOCOPHILLIPS
SOLEShares29.39K
TypeSH
Market value$2.75M
0.60%
Sole
0.00
Shared
0.00
None
29.39K
META PLATFORMS INC
SOLEShares4.11K
TypeSH
Market value$2.72M
0.59%
Sole
0.00
Shared
0.00
None
4.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 925.88K | SH | $164.58M 35.92% | 0.00 | 0.00 | 925.88K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.31M | SH | $51.74M 11.29% | 0.00 | 0.00 | 1.31M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 457.78K | SH | $35.99M 7.86% | 0.00 | 0.00 | 457.78K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 236.15K | SH | $17.39M 3.80% | 0.00 | 0.00 | 236.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 501.88K | SH | $17.29M 3.77% | 0.00 | 0.00 | 501.88K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 219.84K | SH | $16.31M 3.56% | 0.00 | 0.00 | 219.84K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.67K | SH | $11.96M 2.61% | 0.00 | 0.00 | 35.67K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.38K | SH | $11.53M 2.52% | 0.00 | 0.00 | 18.38K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 173.42K | SH | $7.95M 1.74% | 0.00 | 0.00 | 173.42K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 95.94K | SH | $7.39M 1.61% | 0.00 | 0.00 | 95.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 122.46K | SH | $5.73M 1.25% | 0.00 | 0.00 | 122.46K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 50.02K | SH | $5.59M 1.22% | 0.00 | 0.00 | 50.02K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 72K | SH | $5.33M 1.16% | 0.00 | 0.00 | 72K |
EXXON MOBIL CORPSOLE | COM | 41.71K | SH | $5.02M 1.10% | 0.00 | 0.00 | 41.71K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 50.15K | SH | $4.71M 1.03% | 0.00 | 0.00 | 50.15K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 211.76K | SH | $4.42M 0.97% | 0.00 | 0.00 | 211.76K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 49.47K | SH | $4.07M 0.89% | 0.00 | 0.00 | 49.47K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 137.57K | SH | $3.61M 0.79% | 0.00 | 0.00 | 137.57K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 44.30K | SH | $3.34M 0.73% | 0.00 | 0.00 | 44.30K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.06M 0.67% | 0.00 | 0.00 | 119.54K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $3.04M 0.66% | 0.00 | 0.00 | 119.72K |
ISHARES TRSOLE | IBONDS DEC 2030 | 115K | SH | $3.00M 0.65% | 0.00 | 0.00 | 115K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 51K | SH | $3.00M 0.65% | 0.00 | 0.00 | 51K |
CONOCOPHILLIPSSOLE | COM | 29.39K | SH | $2.75M 0.60% | 0.00 | 0.00 | 29.39K |
META PLATFORMS INCSOLE | CL A | 4.11K | SH | $2.72M 0.59% | 0.00 | 0.00 | 4.11K |
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