CIK 1825611
Cypress Point Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
90
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 926K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.3M | $1M+ | SH |
| AVLC | AMERICAN CENTY ETF TR | 458K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 236K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 502K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 220K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 173K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 96K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 122K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 72K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 42K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 212K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 49K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 138K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 44K | $1M+ | SH |
| IBMQ | ISHARES TR | 120K | $1M+ | SH |
| IBMR | ISHARES TR | 120K | $1M+ | SH |
| IBMS | ISHARES TR | 115K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 51K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 29K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 35K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| EEMS | ISHARES INC | 32K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 50K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 49K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 63K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 10K | $1M+ | SH |
| IBDR | ISHARES TR | 59K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| IBDT | ISHARES TR | 40K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| KO | COCA COLA CO | 14K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 28K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| IBDS | ISHARES TR | 35K | $500K+ | SH |