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 51–90 of 90
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVEE | AMERICAN CENTY ETF TR | 13K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 16K | $500K+ | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 11K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| BLND | BLEND LABS INC | 216K | $500K+ | SH |
| WCLD | WISDOMTREE TR | 18K | $500K+ | SH |
| ASTS | AST SPACEMOBILE INC | 8K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 796 | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 10K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| DUSB | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 811 | $100K–$500K | SH |
| ARTY | ISHARES TR | 8K | $100K–$500K | SH |
| UAMY | UNITED STATES ANTIMONY CORP | 74K | $100K–$500K | SH |
| TSLA | TESLA INC | 805 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| VCRM | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 9K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| WULF | TERAWULF INC | 26K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| EEMV | ISHARES INC | 4K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 5K | $100K–$500K | SH |
| REET | ISHARES TR | 8K | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC | 3K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |
| FLD | FOLD HLDGS INC | 55K | $100K–$500K | SH |
| RNXT | RENOVORX INC | 20K | $15K–$50K | SH |