Funds › Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC
13F for Q3 2026, filed Nov 3, 2026. 170 positions worth $945.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$945.3M
+$453.7M (92.3%) vs Q2 2026
Positions
170
142 in Q2 2026
Top 10 share
79.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp. | 2.42M | $365.0M | 38.6% | New | 13F ↗ |
| 2 | PLTR Palantir Technologies Inc. | 925,492 | $173.1M | 18.3% | -0.1% | 13F ↗ |
| 3 | Dimensional ETF Trust Us Cor Equ 2 Etf | 1.44M | $64.2M | 6.8% | +1.4% | 13F ↗ |
| 4 | American Centy ETF Tr Avantis Us Larg | 484,246 | $43.7M | 4.6% | +0.3% | 13F ↗ |
| 5 | Dimensional ETF Trust Us Equi Mark Etf | 306,486 | $25.4M | 2.7% | +4.9% | 13F ↗ |
| 6 | Dimensional ETF Trust Intl Core Equity | 597,524 | $22.5M | 2.4% | +5.5% | 13F ↗ |
| 7 | Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 255,258 | $21.1M | 2.2% | New | 13F ↗ |
| 8 | Vanguard Index Fds Mrngstr Ttl Stk | 31,319 | $11.7M | 1.2% | +0.1% | 13F ↗ |
| 9 | Vanguard Index Fds Mrngstr Val Etf | 53,543 | $11.6M | 1.2% | +5.1% | 13F ↗ |
| 10 | Vanguard Index Fds S&P 500 Etf Shs | 16,205 | $11.4M | 1.2% | -1.9% | 13F ↗ |
| 11 | Vanguard International Equity Index F Glb Ex Us Etf | 222,198 | $9.4M | 1.0% | +2.8% | 13F ↗ |
| 12 | AAPL Apple Inc. | 27,608 | $9.2M | 1.0% | +3.4% | 13F ↗ |
| 13 | American Centy ETF Tr Avantis Emgmkt | 95,361 | $9.0M | 0.9% | +1.6% | 13F ↗ |
| 14 | American Centy ETF Tr Us Eqt Etf | 55,902 | $7.2M | 0.8% | +16.2% | 13F ↗ |
| 15 | Vanguard Malvern Fds Core Bd Etf | 88,826 | $6.5M | 0.7% | +86.0% | 13F ↗ |
| 16 | Dimensional ETF Trust Us Core Eqt Mkt | 117,466 | $6.2M | 0.7% | -3.6% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 26,806 | $6.1M | 0.6% | +33.1% | 13F ↗ |
| 18 | American Centy ETF Tr Intl Smcp Vlu | 52,859 | $5.8M | 0.6% | +5.9% | 13F ↗ |
| 19 | Schwab Strategic Tr Us Reit Etf | 252,271 | $5.6M | 0.6% | +4.9% | 13F ↗ |
| 20 | MSFT Microsoft Corporation | 8,563 | $4.4M | 0.5% | +14.3% | 13F ↗ |
| 21 | American Centy ETF Tr Intl Eqt Etf | 47,378 | $4.3M | 0.5% | +0.1% | 13F ↗ |
| 22 | American Centy ETF Tr Avan Us Smal Etf | 58,573 | $4.0M | 0.4% | +2.6% | 13F ↗ |
| 23 | Vanguard Star Fds | 44,622 | $3.8M | 0.4% | Unchanged | 13F ↗ |
| 24 | META Meta Platforms, Inc. | 5,188 | $3.8M | 0.4% | +5.2% | 13F ↗ |
| 25 | Schwab Strategic Tr Us Brd Mkt Etf | 118,237 | $3.5M | 0.4% | -0.1% | 13F ↗ |
| 26 | GOOGL Alphabet Inc. Class A | 10,006 | $3.4M | 0.4% | +13.1% | 13F ↗ |
| 27 | iShares Tr Ibonds Dec 28 | 119,536 | $3.0M | 0.3% | Unchanged | 13F ↗ |
| 28 | iShares Tr Ibonds Dec 2029 | 119,718 | $3.0M | 0.3% | Unchanged | 13F ↗ |
| 29 | iShares Tr Ibonds Dec 2030 | 115,000 | $2.9M | 0.3% | Unchanged | 13F ↗ |
| 30 | American Centy ETF Tr Us Large Cap Vlu | 30,798 | $2.8M | 0.3% | Unchanged | 13F ↗ |
| 31 | Capital Group New Geography | 75,212 | $2.7M | 0.3% | +29.8% | 13F ↗ |
| 32 | AMZN Amazon.com, Inc. | 10,550 | $2.6M | 0.3% | -7.3% | 13F ↗ |
| 33 | DE Deere & Company | 3,793 | $2.5M | 0.3% | +0.9% | 13F ↗ |
| 34 | KLAC KLA Corporation | 12,943 | $2.5M | 0.3% | -0.2% | 13F ↗ |
| 35 | XOM ExxonMobil Holdings Corporation | 15,193 | $2.5M | 0.3% | New | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Sml Cap | 8,447 | $2.4M | 0.3% | -0.6% | 13F ↗ |
| 37 | Vanguard Index Fds Mrngstr Grwt Etf | 25,831 | $2.3M | 0.2% | +0.1% | 13F ↗ |
| 38 | BRK-A Berkshire Hathaway Inc. Class A | 3 | $2.2M | 0.2% | Unchanged | 13F ↗ |
| 39 | Dimensional ETF Trust Intl Core Eqt Mk | 53,060 | $2.2M | 0.2% | -0.4% | 13F ↗ |
| 40 | American Centy ETF Tr Us Sml Cp Valu | 18,266 | $2.2M | 0.2% | +0.9% | 13F ↗ |
| 41 | Vanguard Bd Index Fds Vanguard Ultra | 43,065 | $2.1M | 0.2% | +122% | 13F ↗ |
| 42 | American Centy ETF Tr International Lr | 25,113 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 43 | American Centy ETF Tr Ava Mar Sma Etf | 28,990 | $2.0M | 0.2% | +55.5% | 13F ↗ |
| 44 | iShares Inc Em Mkt SM-CP Etf | 25,910 | $1.9M | 0.2% | -3.0% | 13F ↗ |
| 45 | Dimensional ETF Trust World Ex Us Core | 48,578 | $1.8M | 0.2% | -0.1% | 13F ↗ |
| 46 | Vanguard International Equity Index F Allwrld Ex Us | 20,391 | $1.7M | 0.2% | -0.4% | 13F ↗ |
| 47 | MU Micron Technology, Inc. | 1,563 | $1.7M | 0.2% | -0.2% | 13F ↗ |
| 48 | Vanguard Whitehall Fds High Div Yld | 10,600 | $1.6M | 0.2% | Unchanged | 13F ↗ |
| 49 | AVGO Broadcom Inc. | 4,389 | $1.5M | 0.2% | -5.0% | 13F ↗ |
| 50 | American Centy ETF Tr Emerging Mkt Val | 23,662 | $1.5M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 170 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
47 new, 69 added to, 39 trimmed, 19 exited, 15 unchanged. By estimated dollars.
New positions (47)
| SPCX Space Exploration Technologies Corp. | 2.42M | New | $365.0M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 255,258 | New | $21.1M |
| XOM ExxonMobil Holdings Corporation | 15,193 | New | $2.5M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 14,153 | New | $530.3K |
| SNDK Sandisk Corporation | 216 | New | $375.8K |
| GILD Gilead Sciences, Inc. | 2,457 | New | $366.3K |
| Dfa Invt Dimensions Group In Real Estate Secu | 13,100 | New | $316.5K |
| VZ Verizon Communications Inc. | 6,798 | New | $311.8K |
| RNG RingCentral, Inc. | 4,055 | New | $302.9K |
| IAU iShares Gold Trust · Ishares New | 3,828 | New | $299.0K |
Added to (69)
| Vanguard Malvern Fds Core Bd Etf | 88,826 | +86.0% | $3.0M |
| NVDA NVIDIA Corporation | 26,806 | +33.1% | $1.5M |
| Dimensional ETF Trust Us Equi Mark Etf | 306,486 | +4.9% | $1.2M |
| Dimensional ETF Trust Intl Core Equity | 597,524 | +5.5% | $1.2M |
| Vanguard Bd Index Fds Vanguard Ultra | 43,065 | +122% | $1.2M |
| American Centy ETF Tr Us Eqt Etf | 55,902 | +16.2% | $999.9K |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 1.44M | +1.4% | $886.1K |
| American Centy ETF Tr Ava Mar Sma Etf | 28,990 | +55.5% | $709.3K |
| Capital Group New Geography | 75,212 | +29.8% | $629.9K |
| Vanguard Index Fds Mrngstr Val Etf | 53,543 | +5.1% | $566.6K |
Trimmed (39)
| Vanguard Malvern Fds CORE-PLUS Bd Etf | 10,422 | -25.8% | -$268.4K |
| Dimensional ETF Trust Us Core Eqt Mkt | 117,466 | -3.6% | -$227.9K |
| Vanguard Index Fds S&P 500 Etf Shs | 16,205 | -1.9% | -$218.0K |
| AMZN Amazon.com, Inc. | 10,550 | -7.3% | -$207.3K |
| AMAT Applied Materials, Inc. | 2,035 | -15.1% | -$185.1K |
| Nylim Active ETF Tr Nyli Mackay Mun | 38,678 | -17.2% | -$184.3K |
| Wisdomtree Tr | 13,207 | -25.1% | -$179.7K |
| GOOG Alphabet Inc. Class C | 2,069 | -18.4% | -$158.8K |
| COST Costco Wholesale Corporation | 245 | -37.7% | -$134.7K |
| PLTR Palantir Technologies Inc. | 925,492 | -0.1% | -$123.3K |
Exited (19)
| Dimensional ETF Trust Us Cor Equ 1 Etf | 249,842 | Exited | -$20.5M |
| Dimensional ETF Trust Us Small Cap Etf | 14,153 | Exited | -$549.0K |
| Dimensional ETF Trust Us Real Esta Etf | 13,100 | Exited | -$342.7K |
| FNV Franco-Nevada Corporation | 1,568 | Exited | -$326.8K |
| Spdr Series Trust St Str Blo 1 Etf | 3,385 | Exited | -$310.2K |
| WDC Western Digital Corporation | 469 | Exited | -$299.6K |
| APP AppLovin Corporation | 564 | Exited | -$290.6K |
| SYY Sysco Corporation | 3,306 | Exited | -$276.3K |
| SPG Simon Property Group, Inc. | 1,190 | Exited | -$266.1K |
| iShares Inc Msci Emerg Mrkt | 3,495 | Exited | -$263.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR/A (restatement) | 170 | $945.3M | Current | SEC ↗ |
| Q3 2026 | Nov 2, 2026 | 13F-HR | 142 | $491.6M | Replaced | SEC ↗ |
| Q2 2026 | Jul 17, 2026 | 13F-HR | 142 | $491.6M | Current | SEC ↗ |
| Q1 2026 | Apr 13, 2026 | 13F-HR | 123 | $464.3M | Current | SEC ↗ |
| Q4 2025 | Feb 2, 2026 | 13F-HR | 90 | $458.2M | Current | SEC ↗ |
| Q3 2025 | Oct 8, 2025 | 13F-HR | 82 | $494.2M | Current | SEC ↗ |
| Q2 2025 | Jul 10, 2025 | 13F-HR | 79 | $410.8M | Current | SEC ↗ |
| Q1 2025 | Apr 16, 2025 | 13F-HR | 68 | $315.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer