2026 Q3 Portfolio Activity
In 2026 Q3, Cypress Point Wealth Management, LLC maintained a portfolio of 142 distinct positions.
Position History
hover any row below to update
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Total Positions
142
Quarter
2026 Q3
Top Holding
PLTR (22.0%)
Top 10 Concentration
65.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 142
Cypress Point Wealth Management, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PLTR
PALANTIR TECHNO...
|
Technology | 21.98% | 21.98% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
926,151 | $108,054,038 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 12.84% | 12.84% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,423,391 | $63,141,605 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 8.84% | 8.84% |
#3
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
482,866 | $43,438,631 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.87% | 4.87% |
#4
Prev: #4
|
3.4 |
—
|
no change | no change |
P
S
|
292,275 | $23,949,053 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.29% | 4.29% |
#5
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
566,203 | $21,096,733 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 4.17% | 4.17% |
#6
Prev: #6
|
2.7 |
—
|
no change | no change |
P
S
|
249,842 | $20,482,089 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.36% | 2.36% |
#7
Prev: #7
|
1.9 |
—
|
no change | no change |
P
S
|
31,303 | $11,583,437 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.31% | 2.31% |
#8
Prev: #8
|
1.9 |
—
|
no change | no change |
P
S
|
16,516 | $11,343,550 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.26% | 2.26% |
#9
Prev: #9
|
1.9 |
—
|
no change | no change |
P
S
|
50,921 | $11,097,177 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.97% | 1.97% |
#10
Prev: #10
|
1.8 |
—
|
no change | no change |
P
S
|
216,172 | $9,695,333 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.84% | 1.84% |
#11
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
93,841 | $9,054,758 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AAPL
APPLE INC
|
Technology | 1.57% | 1.57% |
#12
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
26,698 | $7,725,345 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.28% | 1.28% |
#13
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
121,818 | $6,296,750 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.25% | 1.25% |
#14
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
48,096 | $6,160,127 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.16% | 1.16% |
#15
Prev: #15
|
1.5 |
—
|
no change | no change |
P
S
|
240,432 | $5,693,437 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.05% | 1.05% |
#16
Prev: #16
|
1.4 |
—
|
no change | no change |
P
S
|
49,915 | $5,143,755 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.86% | 0.86% |
#17
Prev: #17
|
1.3 |
—
|
no change | no change |
P
S
|
47,323 | $4,221,184 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVSC
AMERICAN CENTY ...
|
ETF | 0.85% | 0.85% |
#18
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
57,065 | $4,185,180 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.82% | 0.82% |
#19
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
20,136 | $4,029,032 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
KLAC
KLA CORP
|
Technology | 0.80% | 0.80% |
#20
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
12,974 | $3,914,386 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.78% | 0.78% |
#21
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
44,625 | $3,814,978 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 0.75% | 0.75% |
#22
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
47,752 | $3,688,016 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.70% | 0.70% |
#23
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
118,389 | $3,428,533 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.64% |
#24
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
8,848 | $3,162,030 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IBMQ
ISHARES TR
|
Bond/Debt | 0.62% | 0.62% |
#25
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
119,536 | $3,057,726 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IBMR
ISHARES TR
|
Bond/Debt | 0.62% | 0.62% |
#26
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
119,718 | $3,039,645 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IBMS
ISHARES TR
|
Bond/Debt | 0.61% | 0.61% |
#27
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
115,000 | $2,975,050 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.57% | 0.57% |
#28
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
30,797 | $2,809,012 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.57% | 0.57% |
#29
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
7,493 | $2,795,048 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.56% | 0.56% |
#30
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
4,930 | $2,777,020 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.55% | 0.55% |
#31
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
11,382 | $2,712,786 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.52% | 0.52% |
#32
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
8,500 | $2,576,520 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DE
DEERE & CO
|
Industrials | 0.49% | 0.49% |
#33
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
3,761 | $2,385,716 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.46% | 0.46% |
#34
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
18,109 | $2,259,224 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.46% | 0.46% |
#35
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
3 | $2,246,550 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.45% | 0.45% |
#36
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
25,817 | $2,223,889 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.45% | 0.45% |
#37
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
53,265 | $2,197,196 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
CGNG
CAPITAL GROUP N...
|
Unknown | 0.44% | 0.44% |
#38
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
57,930 | $2,170,053 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
EEMS
ISHARES INC
|
ETF | 0.41% | 0.41% |
#39
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
26,698 | $2,026,083 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.40% | 0.40% |
#40
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
25,115 | $1,944,394 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.37% | 0.37% |
#41
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
1,566 | $1,807,619 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.36% | 0.36% |
#42
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
48,622 | $1,791,239 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.36% | 0.36% |
#43
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
4,622 | $1,745,961 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.35% | 0.35% |
#44
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,397 | $1,733,190 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.35% | 0.35% |
#45
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
20,478 | $1,715,016 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.34% | 0.34% |
#46
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
10,600 | $1,675,118 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.32% | 0.32% |
#47
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
23,655 | $1,551,772 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.30% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
36,812 | $1,480,209 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.27% | 0.27% |
#49
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
16,286 | $1,323,585 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
AVEE
AMERICAN CENTY ...
|
ETF | 0.26% | 0.26% |
#50
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
18,648 | $1,292,732 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 |
Showing 1-50 of 142 holdings