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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) |
|---|---|---|---|---|---|
| INTEL CORP | COM | 458140100 | — | 2,784 shares | $334,704 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 5,445 shares | $329,539 |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | 25239Y147 | — | 13,100 shares | $316,496 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 2,796 shares | $314,550 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 4,000 shares | $313,680 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,798 shares | $311,825 |
| QUALCOMM INC | COM | 747525103 | — | 1,646 shares | $302,930 |
| RINGCENTRAL INC | CL A | 76680R206 | — | 4,055 shares | $302,909 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 3,828 shares | $298,967 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 945 shares | $287,375 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,011 shares | $285,272 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 625 shares | $285,119 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,733 shares | $282,734 |
| NEWMONT CORP | COM | 651639106 | — | 2,448 shares | $282,353 |
| COMFORT SYS USA INC | COM | 199908104 | — | 168 shares | $277,888 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,348 shares | $275,321 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,059 shares | $268,990 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 8,656 shares | $266,952 |
| ILLUMINA INC | COM | 452327109 | — | 971 shares | $265,744 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,354 shares | $265,046 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 710 shares | $260,645 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 2,767 shares | $259,960 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 4,724 shares | $257,506 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 3,809 shares | $256,499 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 1,147 shares | $255,208 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 3,822 shares | $253,952 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 1,360 shares | $249,384 |
| KKR & CO INC | COM | 48251W104 | — | 2,727 shares | $248,985 |
| PHILLIPS 66 | COM | 718546104 | — | 966 shares | $246,630 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 270 shares | $243,221 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 1,482 shares | $241,433 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,265 shares | $241,388 |
| BLEND LABS INC | CL A | 09352U108 | — | 233,777 shares | $240,791 |
| MCKESSON CORP | COM | 58155Q103 | — | 272 shares | $232,237 |
| NEWMARKET CORP | COM | 651587107 | — | 253 shares | $227,073 |
| NETAPP INC | COM | 64110D104 | — | 1,078 shares | $226,467 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 4,799 shares | $224,945 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 577 shares | $224,350 |
| ETSY INC | COM | 29786A106 | — | 3,138 shares | $224,336 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 245 shares | $223,034 |
| EXELIXIS INC | COM | 30161Q104 | — | 3,812 shares | $222,659 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 3,234 shares | $221,562 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,143 shares | $220,697 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 3,559 shares | $218,908 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 1,003 shares | $218,303 |
| BLOCK H & R INC | COM | 093671105 | — | 5,280 shares | $215,688 |
| APA CORPORATION | COM | 03743Q108 | — | 5,161 shares | $214,388 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 809 shares | $213,059 |
| AMGEN INC | COM | 031162100 | — | 504 shares | $212,442 |
| ROKU INC | COM CL A | 77543R102 | — | 1,391 shares | $211,822 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 783 shares | $211,371 |
| MOODYS CORP | COM | 615369105 | — | 464 shares | $210,717 |
| INTUIT | COM | 461202103 | — | 764 shares | $210,643 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 5,245 shares | $210,587 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 2,023 shares | $210,494 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,414 shares | $206,856 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 1,937 shares | $206,698 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,551 shares | $204,208 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 5,159 shares | $204,091 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 300 shares | $202,515 |
| HP INC | COM | 40434L105 | — | 6,470 shares | $202,382 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 3,848 shares | $202,136 |
| BLACKSTONE INC | COM | 09260D107 | — | 1,803 shares | $202,099 |
| UIPATH INC | CL A | 90364P105 | — | 14,063 shares | $180,569 |
| WESTERN UN CO | COM | 959802109 | — | 19,275 shares | $113,723 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 | — | 12,803 shares | $98,456 |
| FLOWERS FOODS INC | COM | 343498101 | — | 13,917 shares | $77,240 |
| ADT INC DEL | COM | 00090Q103 | — | 10,314 shares | $62,710 |
| BANCO BRADESCO S A | SPONSORED ADR | 059460402 | — | 18,609 shares | $57,316 |
| FOLD HLDGS INC | COM CL A | 29103K100 | — | 53,604 shares | $28,534 |