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Scott Boyd

Cypress Point Wealth Management, Llc

Assets Managed
$464.271M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
1.34%(2Q avg: -2.97%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Point Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Cypress Point Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 464.271M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of -2.97%. The portfolio is managed by Scott Boyd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 0.2%
29.23%
$135.7M
927,673 shares@ $146.29 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 5.44%
11.54%
$53.548M
1.378M shares@ $38.87 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 8.65%
8.31%
$38.571M
497,372 shares@ $77.56 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 9.58%
4.21%
$19.539M
549,924 shares@ $35.54 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 24.74%
4.19%
$19.445M
274,221 shares@ $70.92 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 7.38%
3.94%
$18.276M
253,556 shares@ $72.08 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.33%
2.48%
$11.482M
35,789 shares@ $320.82 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.76%
2.33%
$10.791M
18,059 shares@ $597.56 avg price
VNQI
Vanguard Glbl Ex-us Real Est
Recent Activity
Increased 18.06%
1.97%
$9.1M
204,728 shares@ $44.46 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 0.6%
1.68%
$7.777M
96,512 shares@ $80.59 avg price

1-10 of 123