Titelia

Holdings of Cypress Point Wealth Management, LLC

105 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73.6 % of the equity sleeve

Sector breakdown

  • Technology 35.7 %
  • Funds 2.7 %
  • Communication 1.8 %
  • Energy 1.3 %
  • Financials 1.1 %
  • Consumer discretionary 0.7 %
  • Health care 0.5 %
  • Consumer staples 0.3 %
  • Industrials 0.3 %
  • Unattributed 55.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US105424.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Palantir Technologies Inc 927,673135.7M $
2Dimensional ETF Trust 1,377,96053.5M $
3Avantis US Large Cap Equity ETF 497,37238.6M $
4Dimensional International Core 549,92419.5M $
5Dimensional ETF Trust 274,22119.4M $
6Vanguard Total Stock Market ETF 35,78911.5M $
7Vanguard S&P 500 ETF 18,05910.8M $
8VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 204,7289.1M $
9Avantis Emerging Markets Equity ETF 96,5127.8M $
10Apple Inc 25,8816.6M $
11Vanguard Value ETF 31,2476.1M $
12Avantis US Equity ETF 48,7605.4M $
13Exxon Mobil Corp 30,5435.2M $
14Avantis International Small Cap Value ETF 50,8625.1M $
15Schwab U.S. REIT ETF 231,8645M $
16Vanguard Total Bond Market ETF 61,9944.6M $
17Avantis International Equity ETF 49,4304.2M $
18Avantis US Small Cap Equity ETF 56,2113.5M $
19Vanguard Total International S 44,3263.4M $
20Schwab US Broad Market ETF 132,2053.3M $
21Meta Platforms Inc 5,0532.9M $
22NVIDIA Corp 16,4652.9M $
23Vanguard FTSE All-World ex-US ETF 35,4522.7M $
24Alphabet Inc 8,7122.5M $
25Avantis US Large Cap Value ETF 30,7962.5M $
26Microsoft Corp 6,5952.4M $
27Vanguard Small-Cap ETF 8,5002.2M $
28Berkshire Hathaway Inc 32.2M $
29Dimensional ETF Trust 54,2172.1M $
30iShares MSCI Emerging Markets Small-Cap ETF 29,9132.1M $
31American Century ETF Trust 18,6712.1M $
32Avantis International Large Cap Value ETF 26,2902M $
33Vanguard Growth ETF 4,3001.9M $
34Amazon.com Inc 8,8461.8M $
35Capital Group New Geography Equity ETF 51,3811.6M $
36Vanguard High Dividend Yield E 10,6001.6M $
37Avantis Emerging Markets Value ETF 23,6501.4M $
38Dimensional ETF Trust 36,7901.2M $
39State Street SPDR S&P 500 ETF Trust 1,8161.2M $
40Coca-Cola Co/The 15,0671.1M $
41Avantis Emerging Markets Small Cap Equity ETF 17,3971.1M $
42Vanguard Index Funds 4,6571M $
43Broadcom Inc 3,110962.6K $
44Vanguard Ultra Short Bond ETF 18,748933.4K $
45Netflix Inc 9,453908.9K $
46Vanguard Tax-Exempt Bond Index ETF 16,272811.8K $
47Tesla Inc 2,065767.7K $
48Arrowhead Pharmaceuticals Inc 11,200702.2K $
49Alphabet Inc 2,353675K $
50AST SpaceMobile Inc 8,000663K $
51United States Antimony Corp 74,071646.6K $
52iShares Core S&P 500 ETF 964629.7K $
53AT&T Inc 21,243615.8K $
54Bank of America Corp 12,350602.1K $
55Salesforce Inc 2,597484.8K $
56abrdn Physical Gold Shares ETF 10,318460.4K $
57Loews Corp 4,290457.9K $
58Advanced Micro Devices Inc 2,089425K $
59Visa Inc 1,281387.2K $
60KLA Corp 252371K $
61Johnson & Johnson 1,514370.1K $
62Blend Labs Inc 215,843366.9K $
63Cisco Systems, Inc. 4,689363.8K $
64iShares Future AI & Tech ETF 7,722359.3K $
65iShares Core MSCI EAFE ETF 3,942356.9K $
66Travelers Cos Inc/The 1,213353.8K $
67Ishares Inc 4,462351K $
68Eli Lilly & Co 378347.7K $
69Merck & Co Inc 2,883346.8K $
70Dimensional U S Targeted Value ETF 5,407337.7K $
71Crowdstrike Holdings Inc 859335.4K $
72Vanguard International Equity Index Funds 6,047326.9K $
73GE Vernova Inc 372324.7K $
74Terawulf Inc 21,676312.8K $
75Dimensional ETF Trust 13,100309.8K $
76Honeywell International Inc 1,370309.7K $
77SPDR Series Trust 3,356307.5K $
78Allstate Corp/The 1,455301.7K $
79Powell Industries Inc 555300.3K $
80Citigroup Inc 2,627297.9K $
81iShares MSCI Emerging Markets Min Vol Factor ETF 4,460288.7K $
82Vanguard Mid-Cap ETF 1,000287.2K $
83JPMorgan Chase & Co 959282.1K $
84Booking Holdings Inc 67282.1K $
85Abbott Laboratories 2,715278.8K $
86Chevron Corp 1,245257.6K $
87Walmart Inc 2,037253.1K $
88Intuit Inc 575248.6K $
89KKR & Co Inc 2,652245.3K $
90General Electric Co 858243.4K $
91AbbVie Inc 1,115242.5K $
92Home Depot Inc/The 720236.8K $
93Thermo Fisher Scientific Inc 480235.9K $
94Micron Technology Inc 685231.4K $
95Vanguard Charlotte Funds 4,731227.3K $
96American Express Co 741224.1K $
97Trade Desk Inc/The 9,714220.4K $
98Applied Materials Inc 632216K $
99Phillips 66 1,182215.3K $
100Uber Technologies Inc 2,828203.4K $