Cypress Point Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 142 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top holdings include Palantir Technologies Inc. Class A, which is held in 92,615,100 shares, and NVIDIA Corporation, held in 4,029,032 shares. Other significant positions include Apple Inc. with 7,725,345 shares, Microsoft Corporation with 2,795,048 shares, and Alphabet Inc. Class A and Class C with 3,162,030 and 895,753 shares, respectively.
The filing also reveals substantial allocations to various ETFs, including Dimensional ETF Trust funds focused on US and international core equity markets, Vanguard Index Funds covering total stock market and value strategies, and iShares ETFs tracking bond markets and emerging markets. Specific individual stock positions include Kroger Co. (1,818,289 shares), Eli Lilly & Co. (764,037 shares), and Costco Wholesale Corporation (367,640 shares).
