Investor
Cypress Point Wealth Management, LLC
CIK 0001825611 · filed 2026-04-13 · SEC filing
13F book
$464.3M
Positions
123
42 new · 9 sold
Largest name
29.2%
Palantir Technologies Inc. · PLTR
Est. mark
−$30.9M
Price effect on 81 names still held. Flow $37M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Palantir Technologies Inc. | PLTR | 927.7K | $135.7M | 29.2% | −$29.1M | Added−$28.9M |
| Dimensional Etf Trust | — | 1.38M | $53.5M | 11.5% | −$954.1K | Added$1.81M |
| American Centy Etf Tr | — | 497.4K | $38.6M | 8.3% | −$489.8K | Added$2.58M |
| Dimensional Etf Trust | — | 549.9K | $19.5M | 4.2% | $537K | Added$2.24M |
| Dimensional Etf Trust | — | 274.2K | $19.4M | 4.2% | −$716.7K | Added$3.14M |
| Dimensional Etf Trust | — | 253.6K | $18.3M | 3.9% | −$366K | Added$888.9K |
| Vanguard Index Fds | — | 35.8K | $11.5M | 2.5% | −$515.6K | Added−$478.1K |
| Vanguard Index Fds | — | 18.1K | $10.8M | 2.3% | −$534.3K | Cut−$737.5K |
| Vanguard Intl Equity Index F | — | 204.7K | $9.1M | 2.0% | −$241.1K | Added$1.15M |
| American Centy Etf Tr | — | 96.5K | $7.78M | 1.7% | $341.6K | Added$387.8K |
| Apple Inc. | AAPL | 25.9K | $6.57M | 1.4% | −$132.9K | Added$4.57M |
| Vanguard Index Fds | — | 31.2K | $6.13M | 1.3% | $70.6K | Added$3.54M |
| Dimensional Etf Trust | — | 122.4K | $5.52M | 1.2% | −$205.6K | Cut−$209.3K |
| American Centy Etf Tr | — | 48.8K | $5.42M | 1.2% | −$29.2K | Cut−$170.6K |
| Exxon Mobil Corp | — | 30.5K | $5.18M | 1.1% | $1.51M | Cut$162.8K |
| American Centy Etf Tr | — | 50.9K | $5.08M | 1.1% | $295.4K | Added$366.8K |
| Schwab Strategic Tr | — | 231.9K | $4.98M | 1.1% | $127.1K | Added$559K |
| Vanguard Bd Index Fds | — | 62K | $4.57M | 1.0% | −$26.7K | Cut−$768.2K |
| American Centy Etf Tr | — | 49.4K | $4.19M | 0.9% | $124.6K | Cut$121.3K |
| American Centy Etf Tr | — | 56.2K | $3.5M | 0.8% | $181.6K | Added$506.2K |
| Vanguard Star Fds | — | 44.3K | $3.42M | 0.7% | $74K | Added$76.1K |
| Schwab Strategic Tr | — | 132.2K | $3.32M | 0.7% | −$149.4K | Cut−$290.2K |
| Ishares Tr | — | 119.5K | $3.05M | 0.7% | −$5.38K | Held |
| Ishares Tr | — | 119.7K | $3.03M | 0.7% | — | New |
| Ishares Tr | — | 115K | $2.97M | 0.6% | −$26.5K | Held |
| Meta Platforms, Inc. | META | 5.05K | $2.89M | 0.6% | −$361.9K | Added$175.4K |
| Nvidia Corp | NVDA | 16.5K | $2.87M | 0.6% | −$13K | Added$2.67M |
| Vanguard Intl Equity Index F | — | 35.5K | $2.66M | 0.6% | $54.6K | Added$56.4K |
| Alphabet Inc | — | 8.71K | $2.51M | 0.5% | −$59.3K | Added$1.78M |
| American Centy Etf Tr | — | 30.8K | $2.48M | 0.5% | $149.1K | Added$149.1K |
| Microsoft Corp | MSFT | 6.59K | $2.44M | 0.5% | −$206.3K | Added$1.56M |
| Vanguard Index Fds | — | 8.5K | $2.23M | 0.5% | $33.7K | Held |
| Berkshire Hathaway Inc Del | — | 3 | $2.15M | 0.5% | −$110K | Held |
| Dimensional Etf Trust | — | 54.2K | $2.11M | 0.5% | $42.8K | Added$191.9K |
| Ishares Inc | — | 29.9K | $2.07M | 0.4% | $50.8K | Cut−$121.4K |
| American Centy Etf Tr | — | 18.7K | $2.06M | 0.4% | $158.5K | Cut$134.4K |
| American Centy Etf Tr | — | 26.3K | $1.97M | 0.4% | $94.7K | Cut$90.2K |
| Vanguard Growth Etf | — | 4.3K | $1.88M | 0.4% | −$219.2K | Added−$218.3K |
| Amazon Com Inc | AMZN | 8.85K | $1.84M | 0.4% | −$41.1K | Added$1.42M |
| Dimensional Etf Trust | — | 48.6K | $1.65M | 0.4% | $60.3K | Added$60.4K |
| Capital Group New Geography | — | 51.4K | $1.62M | 0.3% | −$10.1K | Added$723.5K |
| Vanguard Whitehall Fds | — | 10.6K | $1.57M | 0.3% | $47.7K | Added$76.2K |
| American Centy Etf Tr | — | 23.6K | $1.42M | 0.3% | $39.5K | Cut$7.47K |
| Dimensional Etf Trust | — | 36.8K | $1.25M | 0.3% | $47.5K | Added$47.7K |
| Spdr S&P 500 Etf Tr | — | 1.82K | $1.18M | 0.3% | −$42.5K | Added$261.8K |
| Coca Cola Co | KO | 15.1K | $1.15M | 0.2% | $84.4K | Added$185.2K |
| New York Life Invts Active E | — | 46.9K | $1.13M | 0.2% | −$10.6K | Cut−$396K |
| American Centy Etf Tr | — | 17.4K | $1.1M | 0.2% | $13.8K | Added$263.2K |
| Vanguard Index Fds | — | 4.66K | $1.01M | 0.2% | $25.2K | Added$28.3K |
| Broadcom Inc. | AVGO | 3.11K | $962.6K | 0.2% | — | New |
| Dimensional Etf Trust | — | 35.7K | $949.8K | 0.2% | $5.72K | Cut−$230.4K |
| Vanguard Bd Index Fds | — | 18.7K | $933.4K | 0.2% | −$744 | Added$267.6K |
| Netflix Inc | NFLX | 9.45K | $908.9K | 0.2% | $9.23K | Added$547K |
| Vanguard Mun Bd Fds | — | 16.3K | $811.8K | 0.2% | −$6.51K | Held |
| Tesla, Inc. | TSLA | 2.06K | $767.7K | 0.2% | −$62.8K | Added$405.6K |
| Arrowhead Pharmaceuticals In | — | 11.2K | $702.2K | 0.2% | −$41.3K | Held |
| Alphabet Inc | — | 2.35K | $675K | 0.1% | — | New |
| AST SpaceMobile, Inc. | ASTS | 8K | $663K | 0.1% | $81.9K | Held |
| United States Antimony Corp | UAMY | 74.1K | $646.6K | 0.1% | $274.8K | Held |
| Ishares Tr | — | 964 | $629.7K | 0.1% | −$30.6K | Cut−$64.2K |
| At&T Inc | — | 21.2K | $615.8K | 0.1% | $57.6K | Added$271K |
| Bank America Corp | — | 12.3K | $602.1K | 0.1% | −$32.8K | Added$313K |
| Vanguard Mun Bd Fds | — | 7.53K | $565.6K | 0.1% | −$1.91K | Added$221.7K |
| Dimensional Etf Trust | — | 14.2K | $495.9K | 0.1% | $30.4K | Held |
| Salesforce, Inc. | CRM | 2.6K | $484.8K | 0.1% | −$120.7K | Added$76K |
| Wisdomtree Tr | — | 17.6K | $481.7K | 0.1% | −$135.6K | Held |
| Dimensnl Ultrashrt Fixed | — | 9.11K | $461.8K | 0.1% | $469 | Added$75.8K |
| Etfs Gold Tr | — | 10.3K | $460.4K | 0.1% | $36.5K | Held |
| Loews Corp | L | 4.29K | $457.9K | 0.1% | — | New |
| Advanced Micro Devices Inc | AMD | 2.09K | $425K | 0.1% | — | New |
| Franco Nev Corp | — | 1.57K | $387.4K | 0.1% | — | New |
| Visa Inc. | V | 1.28K | $387.2K | 0.1% | — | New |
| Kla Corp | KLAC | 252 | $371K | 0.1% | — | New |
| Johnson & Johnson | JNJ | 1.51K | $370.1K | 0.1% | — | New |
| Blend Labs, Inc. | BLND | 215.8K | $366.9K | 0.1% | −$289.2K | Held |
| Cisco Sys Inc | — | 4.69K | $363.8K | 0.1% | — | New |
| Ishares Tr | — | 7.72K | $359.3K | 0.1% | −$12.7K | Held |
| Ishares Tr | — | 3.94K | $356.9K | 0.1% | $4.22K | Cut−$85.2K |
| Travelers Companies, Inc. | TRV | 1.21K | $353.8K | 0.1% | — | New |
| Ishares Inc | — | 4.46K | $351K | 0.1% | $26.7K | Held |
| Eli Lilly & Co | LLY | 378 | $347.7K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 2.88K | $346.8K | 0.1% | — | New |
| Dimensional Etf Trust | — | 5.41K | $337.7K | 0.1% | $15.7K | Cut$11.6K |
| Crowdstrike Hldgs Inc | — | 859 | $335.4K | 0.1% | −$63.5K | Added−$44.8K |
| Vanguard Intl Equity Index F | — | 6.05K | $326.9K | 0.1% | $1.75K | Cut−$33.2K |
| GE Vernova Inc. | GEV | 372 | $324.7K | 0.1% | — | New |
| Terawulf Inc. | WULF | 21.7K | $312.8K | 0.1% | $63.7K | Cut$19.8K |
| Dimensional Etf Trust | — | 13.1K | $309.8K | 0.1% | — | New |
| Honeywell Intl Inc | — | 1.37K | $309.7K | 0.1% | — | New |
| Spdr Series Trust | — | 3.36K | $307.5K | 0.1% | $859 | Added$2.6K |
| Allstate Corp | — | 1.46K | $301.7K | 0.1% | — | New |
| Powell Inds Inc | — | 555 | $300.3K | 0.1% | — | New |
| Citigroup Inc | — | 2.63K | $297.9K | 0.1% | — | New |
| Dfa Invt Dimensions Group In | — | 5.8K | $295K | 0.1% | — | New |
| Ishares Inc | — | 4.46K | $288.7K | 0.1% | $3.08K | Held |
| Vanguard Index Fds | — | 1K | $287.2K | 0.1% | −$3.04K | Held |
| Jpmorgan Chase & Co. | — | 959 | $282.1K | 0.1% | — | New |
| Booking Holdings Inc. | BKNG | 67 | $282.1K | 0.1% | — | New |
| Abbott Labs | ABT | 2.71K | $278.8K | 0.1% | — | New |
| Accenture Plc Ireland | — | 1.38K | $273.4K | 0.1% | — | New |
| Chevron Corp New | CVX | 1.25K | $257.6K | 0.1% | — | New |
| Walmart Inc. | WMT | 2.04K | $253.1K | 0.1% | — | New |
| Intuit Inc. | INTU | 575 | $248.6K | 0.1% | — | New |
| Kkr & Co Inc | — | 2.65K | $245.3K | 0.1% | −$81.3K | Added−$51.1K |
| Ge Aerospace | — | 858 | $243.4K | 0.1% | — | New |
| AbbVie Inc. | ABBV | 1.11K | $242.5K | 0.1% | — | New |
| Home Depot, Inc. | HD | 720 | $236.8K | 0.1% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 480 | $235.9K | 0.1% | — | New |
| Micron Technology Inc | MU | 685 | $231.4K | 0.1% | — | New |
| Vanguard Charlotte Fds | — | 4.73K | $227.3K | 0.0% | −$1.29K | Added−$283 |
| American Express Co | AXP | 741 | $224.1K | 0.0% | — | New |
| Trade Desk, Inc. | TTD | 9.71K | $220.4K | 0.0% | −$137.4K | Added−$121.2K |
| Applied Matls Inc | — | 632 | $216K | 0.0% | — | New |
| Phillips 66 | PSX | 1.18K | $215.3K | 0.0% | — | New |
| Agnico Eagle Mines Ltd | AEM | 1.02K | $207.6K | 0.0% | — | New |
| Uber Technologies, Inc | UBER | 2.83K | $203.4K | 0.0% | — | New |
| Gilead Sciences, Inc. | GILD | 1.45K | $202.1K | 0.0% | — | New |
| Marvell Technology, Inc. | MRVL | 2.04K | $201.7K | 0.0% | — | New |
| Fold Hldgs Inc | — | 53.6K | $70.8K | 0.0% | −$69.1K | Cut−$71.5K |
| Uranium Rty Corp | — | 17.8K | $65.1K | 0.0% | — | New |
| Voyager Therapeutics, Inc. | VYGR | 10.2K | $39.5K | 0.0% | — | New |
| Clarivate Plc | CLVT | 12.3K | $31K | 0.0% | — | New |
| RenovoRx, Inc. | RNXT | 20K | $20.2K | 0.0% | $3.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.