2026 Q1 Portfolio Activity
In 2026 Q1, Cypress Point Wealth Management, LLC maintained a portfolio of 132 distinct positions. The most significant new addition was ISHARES TR, now representing 0.65% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 251.8%. Conversely, Cypress Point Wealth Management, LLC completely exited their position in ISHARES TR.
Position History
hover any row below to update
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Total Positions
132
Quarter
2026 Q1
Top Holding
PLTR (29.2%)
Top 10 Concentration
69.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 132
Cypress Point Wealth Management, LLC Full Holdings List — 2026 Q1
| 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 | 29.23% | 35.92% |
#1
Prev: #1
|
6.5 |
—
|
1,793 | 0.2% |
P
S
|
927,673 | $135,700,007 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 11.53% | 11.29% |
#2
Prev: #2
|
7.5 |
—
|
71,022 | 5.4% |
P
S
|
1,377,960 | $53,547,530 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 8.31% | 7.86% |
#3
Prev: #3
|
6.3 |
—
|
39,589 | 8.6% |
P
S
|
497,372 | $38,571,206 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.21% | 3.77% |
#4
1
Prev: #5
|
4.2 |
—
|
48,039 | 9.6% |
P
S
|
549,924 | $19,538,805 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.19% | 3.56% |
#5
1
Prev: #6
|
4.7 |
—
|
54,378 | 24.7% |
P
S
|
274,221 | $19,445,030 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 3.94% | 3.80% |
#6
2
Prev: #4
|
3.6 |
—
|
17,410 | 7.4% |
P
S
|
253,556 | $18,276,295 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.47% | 2.61% |
#7
Prev: #7
|
1.5 |
—
|
117 | 0.3% |
P
S
|
35,789 | $11,481,536 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.32% | 2.52% |
#8
Prev: #8
|
1.4 |
—
|
-324 | -1.8% |
P
S
|
18,059 | $10,791,328 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.96% | 1.74% |
#9
Prev: #9
|
2.8 |
—
|
31,305 | 18.1% |
P
S
|
204,728 | $9,100,178 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.68% | 1.61% |
#10
Prev: #10
|
1.2 |
—
|
574 | 0.6% |
P
S
|
96,512 | $7,776,963 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.41% | 0.44% |
#11
22
Prev: #33
|
3.6 |
—
|
18,524 | 251.8% |
P
S
|
25,881 | $6,568,345 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.32% | 0.57% |
#12
15
Prev: #27
|
3.5 |
—
|
17,690 | 130.5% |
P
S
|
31,247 | $6,130,697 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.19% | 1.25% |
#13
2
Prev: #11
|
1.0 |
—
|
-79 | -0.1% |
P
S
|
122,383 | $5,521,930 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.17% | 1.22% |
#14
2
Prev: #12
|
1.0 |
—
|
-1,265 | -2.5% |
P
S
|
48,760 | $5,421,174 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.12% | 1.10% |
#15
1
Prev: #14
|
0.4 |
—
|
-11,165 | -26.8% |
P
S
|
30,543 | $5,181,926 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.09% | 1.03% |
#16
1
Prev: #15
|
0.9 |
—
|
715 | 1.4% |
P
S
|
50,862 | $5,079,110 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.07% | 0.97% |
#17
1
Prev: #16
|
2.4 |
—
|
20,101 | 9.5% |
P
S
|
231,864 | $4,982,767 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.98% | 1.16% |
#18
5
Prev: #13
|
0.9 |
—
|
-10,011 | -13.9% |
P
S
|
61,994 | $4,565,212 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.90% | 0.89% |
#19
2
Prev: #17
|
0.9 |
—
|
-39 | -0.1% |
P
S
|
49,430 | $4,193,610 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 0.75% | 0.65% |
#20
3
Prev: #23
|
2.3 |
—
|
5,211 | 10.2% |
P
S
|
56,211 | $3,501,976 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.74% | 0.73% |
#21
2
Prev: #19
|
0.8 |
—
|
27 | 0.1% |
P
S
|
44,326 | $3,417,965 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.71% | 0.79% |
#22
4
Prev: #18
|
0.8 |
—
|
-5,367 | -3.9% |
P
S
|
132,205 | $3,318,344 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IBMQ
ISHARES TR
|
Bond/Debt | 0.66% | 0.67% |
#23
3
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
119,536 | $3,051,749 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IBTJ
ISHARES TR
|
Bond/Debt | 0.65% | — |
#24
Prev: #—
|
3.8 |
—
|
119,718 | — |
NEW
|
119,718 | $3,034,856 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IBMS
ISHARES TR
|
Bond/Debt | 0.64% | 0.65% |
#25
3
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
115,000 | $2,970,450 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.62% | 0.59% |
#26
1
Prev: #25
|
2.7 |
—
|
939 | 22.8% |
P
S
|
5,053 | $2,890,973 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.62% | 0.04% |
#27
61
Prev: #88
|
3.2 |
—
|
15,390 | 1431.6% |
P
S
|
16,465 | $2,871,499 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.57% | 0.57% |
#28
2
Prev: #26
|
0.7 |
—
|
23 | 0.1% |
P
S
|
35,452 | $2,662,478 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.54% | 0.16% |
#29
25
Prev: #54
|
3.2 |
—
|
6,381 | 273.7% |
P
S
|
8,712 | $2,505,215 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.53% | 0.51% |
#30
2
Prev: #28
|
0.7 |
—
|
1 | 0.0% |
P
S
|
30,796 | $2,482,461 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.53% | 0.19% |
#31
18
Prev: #49
|
3.2 |
—
|
4,777 | 262.8% |
P
S
|
6,595 | $2,441,279 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.48% | 0.48% |
#32
2
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
8,500 | $2,226,320 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.46% | 0.49% |
#33
4
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
3 | $2,154,420 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.45% | 0.42% |
#34
1
Prev: #35
|
2.2 |
—
|
3,827 | 7.6% |
P
S
|
54,217 | $2,112,302 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EEMS
ISHARES INC
|
ETF | 0.45% | 0.48% |
#35
4
Prev: #31
|
0.7 |
—
|
-2,553 | -7.9% |
P
S
|
29,913 | $2,069,388 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.44% | 0.42% |
#36
2
Prev: #34
|
0.7 |
—
|
-236 | -1.2% |
P
S
|
18,671 | $2,062,608 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.42% | 0.41% |
#37
1
Prev: #36
|
0.7 |
—
|
-62 | -0.2% |
P
S
|
26,290 | $1,967,304 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.40% | 0.46% |
#38
6
Prev: #32
|
0.7 |
—
|
2 | 0.0% |
P
S
|
4,300 | $1,878,332 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.40% | 0.09% |
#39
25
Prev: #64
|
3.2 |
—
|
7,023 | 385.2% |
P
S
|
8,846 | $1,842,357 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.36% | 0.35% |
#40
3
Prev: #37
|
0.6 |
—
|
4 | 0.0% |
P
S
|
48,598 | $1,650,884 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CGNG
CAPITAL GROUP N...
|
Unknown | 0.35% | 0.20% |
#41
7
Prev: #48
|
3.1 |
—
|
23,238 | 82.6% |
P
S
|
51,381 | $1,622,094 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.34% | 0.33% |
#42
3
Prev: #39
|
0.6 |
—
|
193 | 1.9% |
P
S
|
10,600 | $1,569,860 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.31% | 0.31% |
#43
2
Prev: #41
|
0.6 |
—
|
-550 | -2.3% |
P
S
|
23,650 | $1,418,548 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.26% |
#44
2
Prev: #42
|
0.6 |
—
|
6 | 0.0% |
P
S
|
36,790 | $1,245,726 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.25% | 0.20% |
#45
2
Prev: #47
|
2.6 |
—
|
468 | 34.7% |
P
S
|
1,816 | $1,180,788 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.25% | 0.21% |
#46
Prev: #46
|
2.1 |
—
|
1,326 | 9.6% |
P
S
|
15,067 | $1,145,867 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MMIT
NEW YORK LIFE I...
|
ETF | 0.24% | 0.33% |
#47
9
Prev: #38
|
0.1 |
—
|
-15,844 | -25.2% |
P
S
|
46,947 | $1,131,653 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVEE
AMERICAN CENTY ...
|
Bond/Debt | 0.24% | 0.18% |
#48
3
Prev: #51
|
2.6 |
—
|
3,932 | 29.2% |
P
S
|
17,397 | $1,103,492 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.22% | 0.21% |
#49
4
Prev: #45
|
0.6 |
—
|
14 | 0.3% |
P
S
|
4,657 | $1,011,636 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.21% | — |
#50
Prev: #—
|
3.6 |
—
|
3,110 | — |
NEW
|
3,110 | $962,577 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 132 holdings