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The Analysis of Cypress Point Wealth Management, LLC's Holdings & P&L

Currently, Cypress Point Wealth Management, LLC holds 123 types of securities in its portfolio with a total value $464.3M. In the most recent quarter, they have increased their positions in AAPL (+18.5K shares, valued at $4.7M), DFUS (+54.4K shares, valued at $3.9M), VTV (+17.7K shares, valued at $3.5M); decreased their positions in XOM (-11.2K shares, valued at $1.9M), BND (-10.0K shares, valued at $737.2K), MMIT (-15.8K shares, valued at $381.9K); initiated new positions in IBTJ (+119.7K shares, valued at $3.0M), N/A (+3.1K shares, valued at $962.6K), N/A (+2.4K shares, valued at $675.0K).

1M P&L

+7.8M+1.66%

3M P&L

+8.9M+1.90%

HY P&L

-4.4M-0.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A273.0M

61.2%

2Software - Infrastructure138.5M

31.0%

3Consumer Electronics6.6M

1.5%

Top Industries by Stock Count

1N/A57 stocks

51.8%

2Software - Application5 stocks

4.5%

3Drug Manufacturers - General4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PLTR PALANTIR TECHNOLOGIES INC927.7K shares0.19%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST1.4M shares5.43%2026-03-312026-04-13

AVLC AMERICAN CENTY ETF TR497.4K shares8.65%2026-03-312026-04-13

DFIC DIMENSIONAL ETF TRUST549.9K shares9.57%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST274.2K shares24.73%2026-03-312026-04-13

DCOR DIMENSIONAL ETF TRUST253.6K shares7.37%2026-03-312026-04-13

VTI VANGUARD INDEX FDS35.8K shares0.33%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS18.1K shares-1.76%2026-03-312026-04-13

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F204.7K shares18.05%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR96.5K shares0.60%2026-03-312026-04-13

AAPL APPLE INC25.9K shares251.79%2026-03-312026-04-13

VTV VANGUARD INDEX FDS31.2K shares130.49%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST122.4K shares-0.06%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR48.8K shares-2.53%2026-03-312026-04-13

XOM EXXON MOBIL CORP30.5K shares-26.77%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR50.9K shares1.43%2026-03-312026-04-13

Sponsored

SCHH SCHWAB STRATEGIC TR231.9K shares9.49%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS62.0K shares-13.90%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR49.4K shares-0.08%2026-03-312026-04-13

AVSC AMERICAN CENTY ETF TR56.2K shares10.22%2026-03-312026-04-13

VXUS VANGUARD STAR FDS44.3K shares0.06%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR132.2K shares-3.90%2026-03-312026-04-13

IBMQ ISHARES TR119.5K shares0.00%2026-03-312026-04-13

IBTJ ISHARES TR119.7K sharesnew addition2026-03-312026-04-13

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IBMS ISHARES TR115.0K shares0.00%2026-03-312026-04-13

META META PLATFORMS INC5.1K shares22.82%2026-03-312026-04-13

NVDA NVIDIA CORPORATION16.5K shares1431.63%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F35.5K shares0.06%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.7K shares273.75%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR30.8K shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP6.6K shares262.76%2026-03-312026-04-13

VB VANGUARD INDEX FDS8.5K shares0.00%2026-03-312026-04-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST54.2K shares7.59%2026-03-312026-04-13

EEMS ISHARES INC29.9K shares-7.86%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR18.7K shares-1.25%2026-03-312026-04-13

AVIV AMERICAN CENTY ETF TR26.3K shares-0.24%2026-03-312026-04-13

VUG VANGUARD INDEX FDS4.3K shares0.05%2026-03-312026-04-13

AMZN AMAZON COM INC8.8K shares385.24%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST48.6K shares0.01%2026-03-312026-04-13

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY51.4K shares82.57%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS10.6K shares1.85%2026-03-312026-04-13

AVES AMERICAN CENTY ETF TR23.6K shares-2.27%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST36.8K shares0.02%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T1.8K shares34.72%2026-03-312026-04-13

KO COCA COLA CO15.1K shares9.65%2026-03-312026-04-13

MMIT NEW YORK LIFE INVTS ACTIVE E46.9K shares-25.23%2026-03-312026-04-13

AVEE AMERICAN CENTY ETF TR17.4K shares29.20%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS4.7K shares0.30%2026-03-312026-04-13

BROADCOM INC BROADCOM INC3.1K sharesnew addition2026-03-312026-04-13

DFGR DIMENSIONAL ETF TRUST35.7K shares-20.01%2026-03-312026-04-13

VUSB VANGUARD BD INDEX FDS18.7K shares40.35%2026-03-312026-04-13

NFLX NETFLIX INC.9.5K shares144.90%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS16.3K shares0.00%2026-03-312026-04-13

TSLA TESLA INC2.1K shares156.52%2026-03-312026-04-13

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN11.2K shares0.00%2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC2.4K sharesnew addition2026-03-312026-04-13

ASTS AST SPACEMOBILE INC8.0K shares0.00%2026-03-312026-04-13

UAMY UNITED STATES ANTIMONY CORP74.1K shares0.00%2026-03-312026-04-13

IVV ISHARES TR964 shares-4.84%2026-03-312026-04-13

T AT&T INC21.2K shares53.01%2026-03-312026-04-13

BAC BANK AMERICA CORP12.3K shares134.97%2026-03-312026-04-13

VCRM VANGUARD MUN BD FDS7.5K shares65.41%2026-03-312026-04-13

DFSV DIMENSIONAL ETF TRUST14.2K shares0.00%2026-03-312026-04-13

Sponsored

CRM SALESFORCE INC2.6K shares68.31%2026-03-312026-04-13

WCLD WISDOMTREE TR17.6K shares0.00%2026-03-312026-04-13

DUSB DIMENSIONAL ETF TRUST9.1K shares19.49%2026-03-312026-04-13

ETFS GOLD TR ETFS GOLD TR10.3K shares0.00%2026-03-312026-04-13

L LOEWS CORP4.3K sharesnew addition2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2026-03-312026-04-13

FNV FRANCO NEV CORP1.6K sharesnew addition2026-03-312026-04-13

V VISA INC1.3K sharesnew addition2026-03-312026-04-13

Sponsored

KLAC KLA CORP252 sharesnew addition2026-03-312026-04-13

JNJ JOHNSON & JOHNSON1.5K sharesnew addition2026-03-312026-04-13

BLND BLEND LABS INC215.8K shares0.00%2026-03-312026-04-13

CSCO CISCO SYS INC4.7K sharesnew addition2026-03-312026-04-13

ARTY ISHARES TR7.7K shares0.00%2026-03-312026-04-13

IEFA ISHARES TR3.9K shares-20.23%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC1.2K sharesnew addition2026-03-312026-04-13

EMXC ISHARES INC4.5K shares0.00%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO378 sharesnew addition2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC2.9K sharesnew addition2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST5.4K shares-1.28%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC859 shares5.92%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F6.0K shares-9.71%2026-03-312026-04-13

GEV GE VERNOVA INC372 sharesnew addition2026-03-312026-04-13

WULF TERAWULF INC21.7K shares-15.00%2026-03-312026-04-13

DFAR DIMENSIONAL ETF TRUST13.1K sharesnew addition2026-03-312026-04-13

Sponsored

HON HONEYWELL INTL INC1.4K sharesnew addition2026-03-312026-04-13

BIL SPDR SERIES TRUST3.4K shares0.57%2026-03-312026-04-13

ALL ALLSTATE CORP1.5K sharesnew addition2026-03-312026-04-13

POWL POWELL INDS INC555 sharesnew addition2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.6K sharesnew addition2026-03-312026-04-13

DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN5.8K sharesnew addition2026-03-312026-04-13

EEMV ISHARES INC4.5K shares0.00%2026-03-312026-04-13

VO VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-13

Sponsored

JPM JPMORGAN CHASE & CO959 sharesnew addition2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC67 sharesnew addition2026-03-312026-04-13

ABT ABBOTT LABORATORIES2.7K sharesnew addition2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K sharesnew addition2026-03-312026-04-13

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-13

WMT WALMART INC2.0K sharesnew addition2026-03-312026-04-13

INTU INTUIT575 sharesnew addition2026-03-312026-04-13

KKR & CO INC KKR & CO INC2.7K shares14.06%2026-03-312026-04-13

Sponsored

GE AEROSPACE GE AEROSPACE858 sharesnew addition2026-03-312026-04-13

ABBV ABBVIE INC1.1K sharesnew addition2026-03-312026-04-13

HD HOME DEPOT INC720 sharesnew addition2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC480 sharesnew addition2026-03-312026-04-13

MU MICRON TECHNOLOGY INC685 sharesnew addition2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS4.7K shares0.45%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO741 sharesnew addition2026-03-312026-04-13

TTD THE TRADE DESK INC9.7K shares7.93%2026-03-312026-04-13

Sponsored

AMAT APPLIED MATLS INC632 sharesnew addition2026-03-312026-04-13

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-13

AEM AGNICO EAGLE MINES LTD1.0K sharesnew addition2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC2.8K sharesnew addition2026-03-312026-04-13

GILD GILEAD SCIENCES INC1.4K sharesnew addition2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-13

FLD FOLD HLDGS INC53.6K shares-1.65%2026-03-312026-04-13

UROY URANIUM RTY CORP17.8K sharesnew addition2026-03-312026-04-13

Sponsored

VYGR VOYAGER THERAPEUTICS INC10.2K sharesnew addition2026-03-312026-04-13

CLVT CLARIVATE PLC12.3K sharesnew addition2026-03-312026-04-13

RNXT RENOVORX INC20.0K shares0.00%2026-03-312026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

0.19%

Shares927.7K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

5.43%

Shares1.4M

Event2026-03-31

Filed2026-04-13

AVLC

AMERICAN CENTY ETF TR

8.65%

Shares497.4K

Event2026-03-31

Filed2026-04-13

DFIC

DIMENSIONAL ETF TRUST

9.57%

Shares549.9K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

24.73%

Shares274.2K

Event2026-03-31

Filed2026-04-13

DCOR

DIMENSIONAL ETF TRUST

7.37%

Shares253.6K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.33%

Shares35.8K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.76%

Shares18.1K

Event2026-03-31

Filed2026-04-13

VNQI

VANGUARD INTL EQUITY INDEX F

18.05%

Shares204.7K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

0.60%

Shares96.5K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

251.79%

Shares25.9K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

130.49%

Shares31.2K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

-0.06%

Shares122.4K

Event2026-03-31

Filed2026-04-13

AVUS

AMERICAN CENTY ETF TR

-2.53%

Shares48.8K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-26.77%

Shares30.5K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

1.43%

Shares50.9K

Event2026-03-31

Filed2026-04-13

SCHH

SCHWAB STRATEGIC TR

9.49%

Shares231.9K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

-13.90%

Shares62.0K

Event2026-03-31

Filed2026-04-13

AVDE

AMERICAN CENTY ETF TR

-0.08%

Shares49.4K

Event2026-03-31

Filed2026-04-13

AVSC

AMERICAN CENTY ETF TR

10.22%

Shares56.2K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

0.06%

Shares44.3K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

-3.90%

Shares132.2K

Event2026-03-31

Filed2026-04-13

IBMQ

ISHARES TR

0.00%

Shares119.5K

Event2026-03-31

Filed2026-04-13

IBTJ

ISHARES TR

New

Shares119.7K

Event2026-03-31

Filed2026-04-13

IBMS

ISHARES TR

0.00%

Shares115.0K

Event2026-03-31

Filed2026-04-13