Cypress Point Wealth Management, LLC

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CIK 1825611

13F portfolio (2026-Q1)

$464M

Positions

123

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

123

Top 5

57.5%

Top 10

69.8%

Effective N

8.7

HHI

0.115

This quarter

42 new · 0 exit →

By sector

Unclassified61.3%

Information Technology33.0%

Communication Services1.8%

Energy1.2%

Financials0.8%

Consumer Discretionary0.7%

Health Care0.5%

Materials0.3%

Other0.5%

By market cap

Unknown61.4%

Mega (>$200B)36.7%

Large ($10–200B)1.5%

Small ($300M–2B)0.2%

Mid ($2–10B)0.2%

Micro (<$300M)0.0%

By region

Other61.3%

North America38.7%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	61.29%	61
Software	29.98%	5
Technology Hardware & Equipment	1.62%	4
Software & IT Services	1.44%	6
Oil, Gas & Consumable Fuels	1.22%	3
Semiconductors & Semiconductor Equipment	1.06%	6
Pharmaceuticals & Biotechnology	0.55%	9
Specialty Retail	0.50%	3
Banks	0.39%	6
Diversified Telecommunication Services	0.28%	2
Metals & Mining	0.27%	3
Beverages	0.25%	1
Insurance	0.24%	3
Media & Entertainment	0.20%	1
Electrical Equipment & Components	0.19%	3
Commercial Services & Supplies	0.19%	3
Automobiles & Components	0.17%	1
Aerospace & Defense	0.07%	1
Transportation Infrastructure	0.06%	1
Capital Markets	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	PLTR	Palantir Technologies Inc.	Information Technology	29.23%
2	DFAC	DIMENSIONAL ETF TRUST	Unclassified	11.53%
3	AVLC	AMERICAN CENTY ETF TR	Unclassified	8.31%
4	DFIC	DIMENSIONAL ETF TRUST	Unclassified	4.21%
5	DFUS	DIMENSIONAL ETF TRUST	Unclassified	4.19%
6	DCOR	DIMENSIONAL ETF TRUST	Unclassified	3.94%
7	VTI	VANGUARD INDEX FDS	Unclassified	2.47%
8	VOO	VANGUARD INDEX FDS	Unclassified	2.32%
9	VNQI	VANGUARD INTL EQUITY INDEX F	Unclassified	1.96%
10	AVEM	AMERICAN CENTY ETF TR	Unclassified	1.68%

62/123 names classified · sector 38.7% of weight · industry 38.7% · mkt cap 38.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyPLTR, U, BLND, AAPL, MSFT · other

FinancialsAFRM, LPRO, HOOD, BRK.B, L · other

Consumer DiscretionaryTSLA, AMZN, SBUX, GHC, TJX · other

IndustrialsABNB, UBER, ACN, HON, AKAM · other

EnergyXOM, MTDR, ENB, PSX, COP · other

Communication ServicesMETA, GOOGL, GOOG, CMCSA, DIS · other

Consumer StaplesKO, CTVA, INGR, DEO, PEP · other

Health CareCCCC, PFE, MDT, BBIO, ABT · other

MaterialsDD, AEM, NKE, PAAS, CL · other

Real EstateJLL, AMT, SRG

UtilitiesD, KMI, EPD, SO, AEP · other

UnclassifiedDFAC, AVLC, DFAT, VGSH, BROOKLYN IMMUNOTHERAPEUTICS · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 38.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 38% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (51 classified)Cypress Point Wealth Management, LLC centroid (Large Growth)

Information TechnologyCommunication ServicesEnergyConsumer DiscretionaryFinancialsHealth CareConsumer StaplesIndustrialsMaterials

Style box summary for Cypress Point Wealth Management, LLC: centroid Large Growth. Heaviest cells: Large Growth 34.4%, Large Value 1.8%, Large Core 1.2%.

Classified: 38.0% of book weight (51/123 names) · unclassified 62.0%: DFAC, AVLC, DFIC, DFUS, DCOR, VTI, VOO, VNQI, AVEM, VTV +62 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 123 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	PLTRPALANTIR TECHNOLOGIES INC	927,673	$136M	29.2%	HOLD
2	DFACDIMENSIONAL ETF TRUST	1,377,960	$54M	11.5%	ADD 5%
3	AVLCAMERICAN CENTY ETF TR	497,372	$39M	8.3%	ADD 9%
4	DFICDIMENSIONAL ETF TRUST	549,924	$20M	4.2%	ADD 10%
5	DFUSDIMENSIONAL ETF TRUST	274,221	$19M	4.2%	ADD 25%
6	DCORDIMENSIONAL ETF TRUST	253,556	$18M	3.9%	ADD 7%
7	VTIVANGUARD INDEX FDS	35,789	$11M	2.5%	HOLD
8	VOOVANGUARD INDEX FDS	18,059	$11M	2.3%	HOLD
9	VNQIVANGUARD INTL EQUITY INDEX F	204,728	$9M	2.0%	ADD 18%
10	AVEMAMERICAN CENTY ETF TR	96,512	$8M	1.7%	HOLD
11	AAPLAPPLE INC	25,881	$7M	1.4%	ADD 252%
12	VTVVANGUARD INDEX FDS	31,247	$6M	1.3%	ADD 130%
13	DFAUDIMENSIONAL ETF TRUST	122,383	$6M	1.2%	HOLD
14	AVUSAMERICAN CENTY ETF TR	48,760	$5M	1.2%	TRIM −3%
15	XOMEXXON MOBIL CORP	30,543	$5M	1.1%	TRIM −27%
16	AVDVAMERICAN CENTY ETF TR	50,862	$5M	1.1%	HOLD
17	SCHHSCHWAB STRATEGIC TR	231,864	$5M	1.1%	ADD 9%
18	BNDVANGUARD BD INDEX FDS	61,994	$5M	1.0%	TRIM −14%
19	AVDEAMERICAN CENTY ETF TR	49,430	$4M	0.9%	HOLD
20	AVSCAMERICAN CENTY ETF TR	56,211	$4M	0.8%	ADD 10%
21	VXUSVANGUARD STAR FDS	44,326	$3M	0.7%	HOLD
22	SCHBSCHWAB STRATEGIC TR	132,205	$3M	0.7%	TRIM −4%
23	IBMQISHARES TR	119,536	$3M	0.7%	HOLD
24	IBTJISHARES TR	119,718	$3M	0.7%	NEW
25	IBMSISHARES TR	115,000	$3M	0.6%	HOLD
26	METAMETA PLATFORMS INC	5,053	$3M	0.6%	ADD 23%
27	NVDANVIDIA CORPORATION	16,465	$3M	0.6%	ADD 1432%
28	VEUVANGUARD INTL EQUITY INDEX F	35,452	$3M	0.6%	HOLD
29	GOOGLALPHABET INC	8,712	$3M	0.5%	ADD 274%
30	AVLVAMERICAN CENTY ETF TR	30,796	$2M	0.5%	HOLD
31	MSFTMICROSOFT CORP	6,595	$2M	0.5%	ADD 263%
32	VBVANGUARD INDEX FDS	8,500	$2M	0.5%	HOLD
33	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.5%	HOLD
34	DFAIDIMENSIONAL ETF TRUST	54,217	$2M	0.5%	ADD 8%
35	EEMSISHARES INC	29,913	$2M	0.4%	TRIM −8%
36	AVUVAMERICAN CENTY ETF TR	18,671	$2M	0.4%	HOLD
37	AVIVAMERICAN CENTY ETF TR	26,290	$2M	0.4%	HOLD
38	VUGVANGUARD INDEX FDS	4,300	$2M	0.4%	HOLD
39	AMZNAMAZON COM INC	8,846	$2M	0.4%	ADD 385%
40	DFAXDIMENSIONAL ETF TRUST	48,598	$2M	0.4%	HOLD
41	CGNGCAPITAL GROUP NEW GEOGRAPHY	51,381	$2M	0.3%	ADD 83%
42	VYMVANGUARD WHITEHALL FDS	10,600	$2M	0.3%	HOLD
43	AVESAMERICAN CENTY ETF TR	23,650	$1M	0.3%	TRIM −2%
44	DFAEDIMENSIONAL ETF TRUST	36,790	$1M	0.3%	HOLD
45	SPYSTATE STR SPDR S&P 500 ETF T	1,816	$1M	0.3%	ADD 35%
46	KOCOCA COLA CO	15,067	$1M	0.2%	ADD 10%
47	MMITNEW YORK LIFE INVTS ACTIVE E	46,947	$1M	0.2%	TRIM −25%
48	AVEEAMERICAN CENTY ETF TR	17,397	$1M	0.2%	ADD 29%
49	VBRVANGUARD INDEX FDS	4,657	$1M	0.2%	HOLD
50	AVGOBROADCOM INC	3,110	$962,577	0.2%	NEW
51	DFGRDIMENSIONAL ETF TRUST	35,734	$949,813	0.2%	TRIM −20%
52	VUSBVANGUARD BD INDEX FDS	18,748	$933,362	0.2%	ADD 40%
53	NFLXNETFLIX INC	9,453	$908,906	0.2%	ADD 145%
54	VTEBVANGUARD MUN BD FDS	16,272	$811,811	0.2%	HOLD
55	TSLATESLA INC	2,065	$767,664	0.2%	ADD 157%
56	ARWRARROWHEAD PHARMACEUTICALS IN	11,200	$702,240	0.2%	HOLD
57	GOOGALPHABET INC	2,353	$675,028	0.1%	NEW
58	ASTSAST SPACEMOBILE INC	8,000	$662,960	0.1%	HOLD
59	UAMYUNITED STATES ANTIMONY CORP	74,071	$646,640	0.1%	HOLD
60	IVVISHARES TR	964	$629,695	0.1%	TRIM −5%
61	TAT&T INC	21,243	$615,822	0.1%	ADD 53%
62	BACBANK AMERICA CORP	12,350	$602,079	0.1%	ADD 135%
63	VCRMVANGUARD MUN BD FDS	7,526	$565,579	0.1%	ADD 65%
64	DFSVDIMENSIONAL ETF TRUST	14,153	$495,930	0.1%	HOLD
65	CRMSALESFORCE INC	2,597	$484,782	0.1%	ADD 68%
66	WCLDWISDOMTREE TR	17,633	$481,734	0.1%	HOLD
67	DUSBDIMENSIONAL ETF TRUST	9,106	$461,773	0.1%	ADD 19%
68	SGOLETFS GOLD TR	10,318	$460,390	0.1%	HOLD
69	LLOEWS CORP	4,290	$457,915	0.1%	NEW
70	AMDADVANCED MICRO DEVICES INC	2,089	$424,966	0.1%	NEW
71	FNVFRANCO NEV CORP	1,568	$387,375	0.1%	NEW
72	VVISA INC	1,281	$387,170	0.1%	NEW
73	KLACKLA CORP	252	$371,048	0.1%	NEW
74	JNJJOHNSON & JOHNSON	1,514	$370,083	0.1%	NEW
75	BLNDBLEND LABS INC	215,843	$366,934	0.1%	HOLD
76	CSCOCISCO SYS INC	4,689	$363,792	0.1%	NEW
77	ARTYISHARES TR	7,722	$359,294	0.1%	HOLD
78	IEFAISHARES TR	3,942	$356,870	0.1%	TRIM −20%
79	TRVTRAVELERS COMPANIES INC	1,213	$353,808	0.1%	NEW
80	EMXCISHARES INC	4,462	$350,959	0.1%	HOLD
81	LLYELI LILLY & CO	378	$347,674	0.1%	NEW
82	MRKMERCK & CO INC	2,883	$346,797	0.1%	NEW
83	DFATDIMENSIONAL ETF TRUST	5,407	$337,663	0.1%	HOLD
84	CRWDCROWDSTRIKE HLDGS INC	859	$335,363	0.1%	ADD 6%
85	VWOVANGUARD INTL EQUITY INDEX F	6,047	$326,856	0.1%	TRIM −10%
86	GEVGE VERNOVA INC	372	$324,719	0.1%	NEW
87	WULFTERAWULF INC	21,676	$312,785	0.1%	TRIM −15%
88	DFARDIMENSIONAL ETF TRUST	13,100	$309,815	0.1%	NEW
89	HONHONEYWELL INTL INC	1,370	$309,662	0.1%	NEW
90	BILSPDR SERIES TRUST	3,356	$307,533	0.1%	HOLD
91	ALLALLSTATE CORP	1,455	$301,680	0.1%	NEW
92	POWLPOWELL INDS INC	555	$300,300	0.1%	NEW
93	CCITIGROUP INC	2,627	$297,923	0.1%	NEW
94	DFMCDFA INVT DIMENSIONS GROUP INC US MICRO CAP PORT ETF CL SHS	5,800	$294,998	0.1%	NEW
95	EEMVISHARES INC	4,460	$288,696	0.1%	HOLD
96	VOVANGUARD INDEX FDS	1,000	$287,180	0.1%	HOLD
97	JPMJPMORGAN CHASE & CO	959	$282,100	0.1%	NEW
98	BKNGBOOKING HOLDINGS INC	67	$282,092	0.1%	NEW
99	ABTABBOTT LABS	2,715	$278,750	0.1%	NEW
100	ACNACCENTURE PLC IRELAND	1,379	$273,442	0.1%	NEW
101	CVXCHEVRON CORP NEW	1,245	$257,591	0.1%	NEW
102	WMTWALMART INC	2,037	$253,127	0.1%	NEW
103	INTUINTUIT	575	$248,619	0.1%	NEW
104	KKRKKR & CO INC	2,652	$245,310	0.1%	ADD 14%
105	GEGE AEROSPACE	858	$243,357	0.1%	NEW
106	ABBVABBVIE INC	1,115	$242,502	0.1%	NEW
107	HDHOME DEPOT INC	720	$236,801	0.1%	NEW
108	TMOTHERMO FISHER SCIENTIFIC INC	480	$235,935	0.1%	NEW
109	MUMICRON TECHNOLOGY INC	685	$231,421	0.0%	NEW
110	BNDXVANGUARD CHARLOTTE FDS	4,731	$227,321	0.0%	HOLD
111	AXPAMERICAN EXPRESS CO	741	$224,138	0.0%	NEW
112	TTDTHE TRADE DESK INC	9,714	$220,411	0.0%	ADD 8%
113	AMATAPPLIED MATLS INC	632	$216,012	0.0%	NEW
114	PSXPHILLIPS 66	1,182	$215,337	0.0%	NEW
115	AEMAGNICO EAGLE MINES LTD	1,023	$207,649	0.0%	NEW
116	UBERUBER TECHNOLOGIES INC	2,828	$203,419	0.0%	NEW
117	GILDGILEAD SCIENCES INC	1,450	$202,087	0.0%	NEW
118	MRVLMARVELL TECHNOLOGY INC	2,036	$201,666	0.0%	NEW
119	FLDFOLD HLDGS INC	53,604	$70,758	0.0%	HOLD
120	UROYURANIUM RTY CORP	17,835	$65,098	0.0%	NEW
121	VYGRVOYAGER THERAPEUTICS INC	10,235	$39,508	0.0%	NEW
122	CLVTCLARIVATE PLC	12,269	$31,041	0.0%	NEW
123	RNXTRENOVORX INC	20,000	$20,200	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PLTRPALANTIR TECHNOLOGIES INC

1.5M

1.2M

926K

928K

$136M

DFACDIMENSIONAL ETF TRUST

1.1M

1.2M

1.3M

1.4M

$54M

AVLCAMERICAN CENTY ETF TR

326K

458K

371K

419K

458K

497K

$39M

DFICDIMENSIONAL ETF TRUST

409K

433K

460K

490K

502K

550K

$20M

DFUSDIMENSIONAL ETF TRUST

118K

169K

165K

192K

220K

274K

$19M

DCORDIMENSIONAL ETF TRUST

65K

72K

227K

228K

236K

254K

$18M

VTIVANGUARD INDEX FDS

34K

38K

36K

$11M

VOOVANGUARD INDEX FDS

16K

13K

21K

18K

$11M

VNQIVANGUARD INTL EQUITY INDEX F

64K

62K

127K

173K

205K

$9M

AVEMAMERICAN CENTY ETF TR

91K

90K

92K

96K

97K

$8M

AAPLAPPLE INC

26K

$7M

VTVVANGUARD INDEX FDS

14K

31K

$6M

DFAUDIMENSIONAL ETF TRUST

169K

165K

125K

123K

122K

$6M

AVUSAMERICAN CENTY ETF TR

50K

51K

54K

50K

49K

$5M

XOMEXXON MOBIL CORP

54K

50K

42K

31K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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