Institutional Investor · CIK 0001825611
CYPRESS POINT WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
143
Total Value
$464.41M
Total Shares
5.82M
Latest Filing
Jul 17, 2026
CIK
0001825611
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 926,151 | $108.05M | 0.0403% | SH | — | View | |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,423,391 | $63.14M | 0.1335% | SH | — | View |
Avantis U.S. Large Cap…(AVLC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 482,866 | $43.44M | 3.2352% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 292,275 | $23.95M | 0.1133% | SH | — | View | |
Dimensional - US Core…(DCOR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 249,842 | $20.48M | 0.6366% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 31,303 | $11.58M | 0.0005% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 16,516 | $11.34M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 50,921 | $11.10M | 0.0044% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 216,172 | $9.70M | 0.2681% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 93,841 | $9.05M | 0.0321% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 26,698 | $7.73M | 0.0002% | SH | — | View |
Dimensional - US Core…(DFAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 121,818 | $6.30M | 0.0512% | SH | — | View |
Avantis U.S. Equity ETF(AVUS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 48,096 | $6.16M | 0.0444% | SH | — | View |
Schwab U.S. REIT ETF(SCHH) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 240,432 | $5.69M | 0.0525% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 49,915 | $5.14M | 0.0276% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 47,323 | $4.22M | 0.0251% | SH | — | View | |
Avantis U.S. Small Cap…(AVSC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 57,065 | $4.19M | 0.1363% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 20,136 | $4.03M | 0.0001% | SH | — | View |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 12,974 | $3.91M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 44,625 | $3.81M | 0.0006% | SH | — | View | |
Vanguard Core Bond ETF(VCRB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 47,752 | $3.69M | 0.0922% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 118,389 | $3.43M | 0.0079% | SH | — | View | |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 8,848 | $3.16M | 0.0001% | SH | — | View |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 30,797 | $2.81M | 0.0217% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 7,493 | $2.80M | 0.0001% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 4,930 | $2.78M | 0.0002% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 11,382 | $2.71M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 8,500 | $2.58M | 0.0013% | SH | — | View | |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 3,761 | $2.39M | 0.0014% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 18,109 | $2.26M | 0.0078% | SH | — | View |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 3 | $2.25M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 25,817 | $2.22M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 53,265 | $2.20M | 0.0133% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 57,930 | $2.17M | 0.0728% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 26,698 | $2.03M | 0.5026% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 25,115 | $1.94M | 0.1582% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,566 | $1.81M | 0.0001% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,566 | $1.81M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 48,622 | $1.79M | 0.0149% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 4,622 | $1.75M | 0.0001% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 2,397 | $1.73M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 20,478 | $1.72M | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 10,600 | $1.68M | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 23,655 | $1.55M | 0.1658% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 36,812 | $1.48M | 0.0145% | SH | — | View | |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 16,286 | $1.32M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 18,648 | $1.29M | 1.0360% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,531 | $1.14M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 46,732 | $1.14M | 0.0760% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,956 | $1.14M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 14,049 | $1.09M | 0.1321% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 18,292 | $1.04M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 34,028 | $985.78K | 0.0273% | SH | — | View | |
ConocoPhillips(COP) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-17 | 9,449 | $982.32K | 0.0008% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 2,272 | $955.60K | 0.0001% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 2,535 | $895.75K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,803 | $843.08K | 1.0618% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 16,272 | $823.04K | 0.0017% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 2,257 | $774.24K | 0.0001% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 637 | $764.04K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 970 | $726.42K | 0.0001% | SH | — | View | |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,632 | $707.20K | 0.0001% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 1,632 | $707.20K | 0.0001% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 21,774 | $702.21K | 0.0359% | SH | — | View | |
Citigroup Inc.(TRVC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 4,478 | $626.75K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,726 | $588.42K | 0.0436% | SH | — | View | |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 4,988 | $585.88K | 0.0001% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 758 | $578.46K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,379 | $578.19K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 17,633 | $565.24K | 0.2550% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 522 | $555.88K | 0.0001% | SH | — | View |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 14,153 | $549.00K | 0.0071% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,055 | $517.12K | 0.0001% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 2,055 | $517.12K | 0.0001% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 434 | $509.89K | 0.0002% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 6,982 | $498.51K | 0.0002% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-17 | 6,982 | $498.51K | 0.0002% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,650 | $491.52K | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 1,851 | $470.10K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 9,149 | $464.58K | 0.0217% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 1,398 | $461.51K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 4,487 | $458.99K | 0.0016% | SH | — | View | |
Dell Technologies Inc.(12DA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-17 | 1,054 | $454.76K | 0.0002% | SH | — | View |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 3,801 | $430.31K | 0.0018% | SH | — | View | |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 20,719 | $428.87K | 0.0003% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 1,246 | $407.85K | 0.0000% | SH | — | View |
Blend Labs, Inc.(BLND) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 225,843 | $386.19K | 0.0933% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,362 | $380.79K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,362 | $380.79K | 0.0000% | SH | — | View |
The Allstate Corporation(ALS.DE) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 1,588 | $377.85K | 0.0006% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 5,389 | $368.01K | 0.0006% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 393 | $367.64K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 6,054 | $361.39K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 4,890 | $359.00K | 0.0001% | SH | — | View | |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 2,249 | $352.33K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,100 | $342.70K | 0.0203% | SH | — | View | |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-17 | 165 | $327.02K | 0.0005% | SH | — | View | |
Franco-Nevada Corporation(FNV.TO) | Basic Materials | Gold | 2026-06-30 | 2026-07-17 | 1,568 | $326.83K | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,000 | $322.28K | 0.0001% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 1,699 | $313.96K | 0.0002% | SH | — | View |
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