Cypress Point Wealth Management, LLC
CIK 1825611 · Holdings on Sep 30, 2026 · First reported Nov 3, 2026
Top ten holdings
Q3 2026- SPCX38.61%
- PLTR18.31%
- DFAC6.79%
- AVLC4.62%
- DFUS2.69%
- DFIC2.38%
- DCOR2.23%
- VTI1.24%
- VTV1.22%
- VOO1.20%
Share classes counted separately79.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -6.05 pp12.84% → 6.79%Shares +19.93K (+1.40%)
- AVLCWeight decreased · -4.22 pp8.84% → 4.62%Shares +1.38K (+0.29%)
- PLTRWeight decreased · -3.67 pp21.98% → 18.31%Shares -659 (-0.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPCXSPACE EXPLORATION TECHN-CL ACLASS A COM STK View history and evidence | $365.01M | 38.61% | 2.42M shares | Prior unavailable +2.42M | New | ↗▾ |
| 02 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $173.11M | 18.31% | 925.49K shares | 21.98% → 18.31%-3.67 pp -659 (-0.07%) | Reduced | ↗▾ |
| 03 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $64.16M | 6.79% | 1.44M shares | 12.84% → 6.79%-6.05 pp +19.93K (+1.40%) | Added | ↗▾ |
| 04 | AVLCAVANTIS US LG CAP EQ ETFAVANTIS US LARG View history and evidence | $43.71M | 4.62% | 484.25K shares | 8.84% → 4.62%-4.22 pp +1.38K (+0.29%) | Added | ↗▾ |
| 05 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $25.45M | 2.69% | 306.49K shares | 4.87% → 2.69%-2.18 pp +14.21K (+4.86%) | Added | ↗▾ |
| 06 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $22.47M | 2.38% | 597.52K shares | 4.29% → 2.38%-1.91 pp +31.32K (+5.53%) | Added | ↗▾ |
| 07 | DCORDIMENSIONAL US CORE EQ 1 ETFU.S. CORE EQTY 1 View history and evidence | $21.10M | 2.23% | 255.26K shares | Prior unavailable — | CUSIP change | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $11.72M | 1.24% | 31.32K shares | 2.36% → 1.24%-1.12 pp +16 (+0.05%) | Added | ↗▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $11.57M | 1.22% | 53.54K shares | 2.26% → 1.22%-1.04 pp +2.62K (+5.15%) | Added | ↗▾ |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.36M | 1.20% | 16.20K shares | 2.31% → 1.20%-1.11 pp -311 (-1.88%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FNV FRANCO-NEVADA CORP | Non-derivative | -1,568 | -$326.83K | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -3,385 | -$310.24K | SEC filing ↗ | SEC filing ↗ |
| WDC WESTERN DIGITAL CORP | Non-derivative | -469 | -$299.56K | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1825611 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Nov 3, 2026
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001825611-26-000006",
"cover_total": 945311625,
"filing_date": "2026-11-03",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 47,
"positions_restated": 123,
"positions_cancelled": 19
}
],
"prior_versions": [
{
"accession": "0001825611-26-000005",
"filing_date": "2026-11-02",
"confidential": false,
"cover_table_value_total_raw": 491605483
}
],
"cover_table_value": 945311625
}Research all 170 reported holdings.
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