account_balance

Investment manager · 13F filer · SEC CIK 1825611

Cypress Point Wealth Management, LLC

Reported value$492Mas of Sep 30, 2026
Positions142 0 new, 0 sold out
Top 10 weight65.9%PLTR alone is 22%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PLTR Palantir Technologies Inc. 22.0% Held
DFAC Dimensional ETF Trust 12.8% Held
AVLC American Centy ETF Tr 8.8% Held
DFUS Dimensional ETF Trust 4.9% Held
DFIC Dimensional ETF Trust 4.3% Held
DCOR Dimensional ETF Trust 4.2% Held
VTI Vanguard Index FDS 2.4% Held
VOO Vanguard Index FDS 2.3% Held
VTV Vanguard Index FDS 2.3% Held
VNQI Vanguard Intl Equity Index F 2.0% Held
AVEM American Centy ETF Tr 1.8% Held
AAPL Apple Inc. 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 17, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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