Cypress Point Wealth Management, LLC - Portfolio overview

Cypress Point Wealth Management, LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. PLTR - PALANTIR TECHNOLOGIES INC, 28.61%
2. DFAC - DIMENSIONAL ETF TRUST, 11.29%
3. AVLC - AMERICAN CENTY ETF TR, 8.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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