§ 13F · FUND PROFILE
Cypress Point Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $494M (13F)Positions · 82Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 928K | $136M | 29.2% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.38M | $54M | 11.5% | +5% |
| 3 | AVLC | AMERICAN CENTY ETF TR | 497K | $39M | 8.3% | +9% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 550K | $20M | 4.2% | +10% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 274K | $19M | 4.2% | +25% |
| 6 | DCOR | DIMENSIONAL ETF TRUST | 254K | $18M | 3.9% | +7% |
| 7 | VTI | VANGUARD INDEX FDS | 36K | $11M | 2.5% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 18K | $11M | 2.3% | −2% |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | 205K | $9M | 2.0% | +18% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 97K | $8M | 1.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
Cypress Point Wealth Management, LLC is a Other fund managing $494 million in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed