Cypress Point Wealth Management, LLC has filed a Form 13F-HR/A to restate its institutional holdings as of September 30, 2026. The filing indicates that the firm holds positions in 170 different securities, including common stocks, American Depositary Receipts (ADRs), and exchange-traded funds (ETFs).
The portfolio is heavily weighted toward large-cap technology and growth equities. Major positions include NVIDIA Corporation, with 6,120,063 shares; Apple Inc., with 9,194,104 shares; and Microsoft Corporation, with 4,392,169 shares. Other notable holdings include Palantir Technologies (173,113,279 shares), Meta Platforms (3,762,270 shares), and Tesla (1,040,698 shares).
The portfolio also features significant exposure to various ETFs. Dimensional ETF Trust funds account for a substantial portion of the holdings, including US Core Equity Market (64,155,833 shares) and US Targeted Value (253,952 shares). Other ETFs held include Vanguard funds such as the S&P 500 ETF (11,357,492 shares) and the Total International Stock ETF (9,447,877 shares).
The filing lists N. Scott Boyd as the Chief Compliance Officer responsible for the report. The firm’s address is listed as 3838 Oak Lawn Avenue Suite 1150, Dallas, TX 75219.
