Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cypress Point Wealth Management, LLC (CIK 1825611) reported $464.3M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PLTR ($135.7M, 29.23%), DFAC ($53.5M, 11.53%), AVLC ($38.6M, 8.31%), DFIC ($19.5M, 4.21%), DFUS ($19.4M, 4.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $135.7M | 29.23% | 927,673 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $53.5M | 11.53% | 1.4M | Added |
| 3 | AVLC | AMERICAN CENTY ETF TR | $38.6M | 8.31% | 497,372 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $19.5M | 4.21% | 549,924 | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $19.4M | 4.19% | 274,221 | Added |
| 6 | DCOR | DIMENSIONAL ETF TRUST | $18.3M | 3.94% | 253,556 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $11.5M | 2.47% | 35,789 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $10.8M | 2.32% | 18,059 | Trimmed |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | $9.1M | 1.96% | 204,728 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $7.8M | 1.68% | 96,512 | Added |
| 11 | AAPL | APPLE INC | $6.6M | 1.41% | 25,881 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $6.1M | 1.32% | 31,247 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $5.5M | 1.19% | 122,383 | Trimmed |
| 14 | AVUS | AMERICAN CENTY ETF TR | $5.4M | 1.17% | 48,760 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $5.2M | 1.12% | 30,543 | Trimmed |
| 16 | AVDV | AMERICAN CENTY ETF TR | $5.1M | 1.09% | 50,862 | Added |
| 17 | SCHH | SCHWAB STRATEGIC TR | $5.0M | 1.07% | 231,864 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $4.6M | 0.98% | 61,994 | Trimmed |
| 19 | AVDE | AMERICAN CENTY ETF TR | $4.2M | 0.90% | 49,430 | Trimmed |
| 20 | AVSC | AMERICAN CENTY ETF TR | $3.5M | 0.75% | 56,211 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $3.4M | 0.74% | 44,326 | Added |
| 22 | SCHB | SCHWAB STRATEGIC TR | $3.3M | 0.71% | 132,205 | Trimmed |
| 23 | IBMQ | ISHARES TR | $3.1M | 0.66% | 119,536 | Hold |
| 24 | IBTJ | ISHARES TR | $3.0M | 0.65% | 119,718 | New |
| 25 | IBMS | ISHARES TR | $3.0M | 0.64% | 115,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31