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CIK: 0001825611
Total reported value
$491.6M
$491.6M
123 檔
54.3%
At the close of Q1 2026, Cypress Point Wealth Management, LLC disclosed equity holdings valued at approximately $491.6M, spread across 123 reported holdings.
In Q1 2026, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 42 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 29.23% | -7.25% | +0.19% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.53% | +1.31% | +5.43% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 8.31% | +0.53% | +8.65% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.21% | +0.08% | +9.57% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.19% | +0.68% | +24.73% | |
| 6 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.94% | +0.23% | +7.37% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | -0.11% | +0.33% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -0.01% | -1.76% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.96% | +0.01% | +18.05% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.68% | +0.16% | +0.60% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.16% | +251.79% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | +0.94% | +130.49% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.19% | +0.09% | -0.06% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.17% | +0.08% | -2.53% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.12% | EXIT | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.09% | -0.04% | +1.43% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 1.07% | +0.09% | +9.49% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.98% | -0.91% | -13.90% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 0.90% | -0.04% | -0.08% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.75% | +0.10% | +10.22% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.74% | +0.04% | +0.06% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | -0.01% | -3.90% | |
| 23 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.66% | -0.04% | — | |
| 24 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.65% | -0.65% | EXIT | |
| 25 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.64% | -0.03% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.06% | +22.82% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.20% | +1431.63% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | -0.22% | +0.06% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.10% | +273.75% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.53% | +0.04% | +0.00% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | +0.04% | +262.76% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | +0.04% | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | — | — | |
| 34 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.01% | +7.59% | |
| 35 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.45% | -0.04% | -7.86% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.44% | +0.02% | -1.25% | |
| 37 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.42% | -0.02% | -0.24% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.05% | +0.05% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.15% | +385.24% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.36% | — | +0.01% | |
| 41 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.35% | +0.09% | +82.57% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | — | +1.85% | |
| 43 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.31% | +0.01% | -2.27% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.27% | +0.03% | +0.02% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.02% | +34.72% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | +0.02% | +9.65% | |
| 47 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.24% | -0.01% | -25.23% | |
| 48 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.24% | +0.02% | +29.20% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.22% | -0.10% | +0.30% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +251.79% | Add |
| 2 | VTV | Vanguard Value ETF | +0.8% | +130.49% | Add |
| 3 | DFUS | Dimensional US Eq Mkt ETF | +0.6% | +24.73% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +1431.63% | Add |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +0.5% | +8.65% | Add |
| 6 | DFIC | Dimensional International Co | +0.4% | +9.57% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +273.75% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +262.76% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +385.24% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.2% | +5.43% | Add |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | +0.2% | +18.05% | Add |
| 12 | CGNG | Cap Group New Geography Eq | +0.2% | +82.57% | Add |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +7.37% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +144.90% | Add |
| 15 | SCHH | Schwab US Reit ETF | +0.1% | +9.49% | Add |
| 16 | AVSC | Avantis US Small Cap Equity | +0.1% | +10.22% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +156.52% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.1% | +0.60% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +134.97% | Add |
| 20 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +1.43% | Add |
| 21 | UAMY | United States Antimony CORP | +0.1% | — | Unchanged |
| 22 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | +0.1% | +29.20% | Add |
| 23 | T | At&t Inc | +0.1% | +53.01% | Add |
| 24 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +40.35% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +34.72% | Add |
| 26 | VCRM | Vanguard Core Tax-ex Bond | 0% | +65.41% | Add |
| 27 | DFAI | Dimensional International Co | 0% | +7.59% | Add |
| 28 | KO | Coca-cola Co/the | 0% | +9.65% | Add |
| 29 | META | Meta Platforms Inc-class A | 0% | +22.82% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | -26.77% | Trim |
| 31 | AVLV | Avantis US Large Cap Value | 0% | +0.00% | Add |
| 32 | AVUV | Avantis US Small Cap Value | 0% | -1.25% | Trim |
| 33 | DUSB | Dimension Ultrashort Fi ETF | 0% | +19.49% | Add |
| 34 | AVDE | Avantis International Equity | 0% | -0.08% | Trim |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | -0.24% | Trim |
| 36 | ASTS | Ast Spacemobile Inc | 0% | — | Unchanged |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.85% | Add |
| 38 | VXUS | Vanguard Total Intl Stock | 0% | +0.06% | Add |
| 39 | CRM | Salesforce Inc | 0% | +68.31% | Add |
| 40 | DFAX | Dimensional World Ex US Core | 0% | +0.01% | Add |
| 41 | DFAE | Dimensional Emerging Core Eq | 0% | +0.02% | Add |
| 42 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
| 43 | DFSV | Dimensional US Small Cap Val | 0% | — | Unchanged |
| 44 | VBR | Vanguard Small-cap Value ETF | 0% | +0.30% | Add |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 46 | WULF | Terawulf Inc | 0% | -15.00% | Trim |
| 47 | VEU | Vanguard Ftse All-world Ex-u | — | +0.06% | Add |
| 48 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 49 | ARTY | Ishares Future Ai & Tech ETF | — | — | Unchanged |
| 50 | DFAT | Dimensional US Target Value | — | -1.28% | Trim |
According to official SEC Form 13F filings, Cypress Point Wealth Management, LLC reported a total U.S. public equity portfolio value of $491.6M across 123 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 54.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBTJ
市值: $3.0M
Top Position Liquidated / Trimmed
IBMR
前期市值: $3.0M
During Q1 2026, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (29.2%)、DFAC (11.5%)、AVLC (8.3%). The largest single position, PLTR, represented 29.2% of total portfolio value.
In Q1 2026, Cypress Point Wealth Management, LLC made 115 total portfolio adjustments, initiating 42 new buys, adding to 45 positions, trimming 19 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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