← Back to Discover
Cypress Point Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $945,311,625
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $365,012,814
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $173,113,279
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $64,155,833
- AMERICAN CENTY ETF TR · AVANTIS US LARG · 025072158 · shares: $43,712,926
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $25,447,559
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $22,472,861
- DFA INVT DIMENSIONS GROUP IN · U.S. CORE EQTY 1 · 25239Y220 · shares: $21,099,634
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $11,720,965
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $11,569,593
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $11,357,492
Reported holdings
170 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,419,547 shares | $365,012,814 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 925,492 shares | $173,113,279 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 1,443,326 shares | $64,155,833 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | — | 484,246 shares | $43,712,926 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 306,486 shares | $25,447,559 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 597,524 shares | $22,472,861 |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | 25239Y220 | — | 255,258 shares | $21,099,634 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 31,319 shares | $11,720,965 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 53,543 shares | $11,569,593 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 16,205 shares | $11,357,492 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 222,198 shares | $9,447,877 |
| APPLE INC | COM | 037833100 | — | 27,608 shares | $9,194,104 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 95,361 shares | $8,965,837 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 55,902 shares | $7,160,523 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 88,826 shares | $6,539,366 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 117,466 shares | $6,150,520 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 26,806 shares | $6,122,063 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 52,859 shares | $5,781,690 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 252,271 shares | $5,560,063 |
| MICROSOFT CORP | COM | 594918104 | — | 8,563 shares | $4,392,169 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 47,378 shares | $4,269,273 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 58,573 shares | $4,049,745 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 44,622 shares | $3,791,108 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,188 shares | $3,762,270 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 118,237 shares | $3,465,520 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,006 shares | $3,442,875 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 | — | 119,536 shares | $3,005,130 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 | — | 119,718 shares | $2,960,631 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 | — | 115,000 shares | $2,875,000 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 30,798 shares | $2,785,389 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 | — | 75,212 shares | $2,741,473 |
| AMAZON COM INC | COM | 023135106 | — | 10,550 shares | $2,628,638 |
| DEERE & CO | COM | 244199105 | — | 3,793 shares | $2,547,190 |
| KLA CORP | COM NEW | 482480100 | — | 12,943 shares | $2,522,979 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 15,193 shares | $2,472,665 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 8,447 shares | $2,403,088 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 25,831 shares | $2,327,663 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 3 shares | $2,241,015 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 53,060 shares | $2,198,275 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 18,266 shares | $2,151,196 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 43,065 shares | $2,133,848 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 25,113 shares | $1,999,776 |
| AMERICAN CENTY ETF TR | AVA MAR SMA ETF | 025072141 | — | 28,990 shares | $1,988,128 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 | — | 25,910 shares | $1,949,958 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 48,578 shares | $1,798,352 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 20,391 shares | $1,691,872 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,563 shares | $1,664,767 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 10,600 shares | $1,645,120 |
| BROADCOM INC | COM | 11135F101 | — | 4,389 shares | $1,541,303 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 23,662 shares | $1,541,079 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 36,839 shares | $1,448,157 |
| COCA COLA CO | COM | 191216100 | — | 16,489 shares | $1,419,377 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 9,605 shares | $1,202,052 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,949 shares | $1,192,321 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,562 shares | $1,191,134 |
| BANK OF AMER CORP | COM | 060505104 | — | 19,238 shares | $1,047,116 |
| APPLIED MATLS INC | COM | 038222105 | — | 2,035 shares | $1,040,794 |
| TESLA INC | COM | 88160R101 | — | 2,933 shares | $1,040,698 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 37,786 shares | $1,022,119 |
| DFA INVT DIMENSIONS GROUP IN | U.S. MIC CAP SHS | 25239Y238 | — | 15,753 shares | $900,594 |
| NYLIM ACTIVE ETF TR | MACKAY MUN INTER | 45409F827 | — | 38,678 shares | $884,953 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,123 shares | $826,828 |
| VISA INC | COM CL A | 92826C839 | — | 2,285 shares | $821,084 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 3,093 shares | $818,907 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 10,066 shares | $788,374 |
| ELI LILLY & CO | COM | 532457108 | — | 676 shares | $782,204 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 10,422 shares | $771,346 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 16,272 shares | $770,642 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 970 shares | $742,921 |
| CITIGROUP INC | COM NEW | 172967424 | — | 5,566 shares | $720,651 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,069 shares | $705,055 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 | — | 21,774 shares | $658,664 |
| CISCO SYS INC | COM | 17275R102 | — | 5,863 shares | $631,057 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 1,105 shares | $594,435 |
| ABBVIE INC | COM | 00287Y109 | — | 2,151 shares | $562,681 |
| NETFLIX INC. | COM | 64110L106 | — | 7,962 shares | $553,996 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 2,355 shares | $544,017 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,521 shares | $542,252 |
| WISDOMTREE TR | CLOUD COMPUTNG | 97717Y691 | — | 13,207 shares | $536,337 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 14,153 shares | $530,322 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,614 shares | $530,216 |
| AT&T INC | COM | 00206R102 | — | 20,543 shares | $501,258 |
| CATERPILLAR INC | COM | 149123101 | — | 590 shares | $478,367 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 9,196 shares | $464,323 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 4,487 shares | $444,547 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,341 shares | $443,644 |
| GE VERNOVA INC | COM | 36828A101 | — | 464 shares | $441,028 |
| SALESFORCE INC | COM | 79466L302 | — | 1,898 shares | $435,724 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,595 shares | $421,415 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | — | 5,813 shares | $416,037 |
| MARATHON PETE CORP | COM | 56585A102 | — | 1,024 shares | $404,764 |
| LOEWS CORP | COM | 540424108 | — | 3,737 shares | $390,255 |
| WALMART INC | COM | 931142103 | — | 3,729 shares | $387,522 |
| SANDISK CORP | COM | 80004C200 | — | 216 shares | $375,817 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 6,178 shares | $366,406 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,457 shares | $366,265 |
| ALLSTATE CORP | COM | 020002101 | — | 1,647 shares | $365,404 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 927 shares | $359,315 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,346 shares | $340,939 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 4,782 shares | $335,486 |