Cypress Point Wealth Management, LLC
13F Reported Value
ⓘ$491.6M
Holdings
142
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cypress Point Wealth Management, LLC disclosed 142 positions worth $491.6M in its Form 13F-HR for Q2 2026, led by $PLTR (Palantir Technologies Inc.) at 22.0% of the equity portfolio. During the quarter the fund opened 42 new positions and exited 23 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (64.7% of disclosed assets). All figures are sourced directly from Cypress Point Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1825611.
AI Fund Analysis
Diversifying
$PLTR
$KOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 84.6#7
Quality
$108.1M926,151 sh DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$63.1M1,423,391 shAMERICAN CENTY ETF TR - AVANTIS US LARG
—Quality
$43.4M482,866 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$23.9M292,275 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$21.1M566,203 shDIMENSIONAL ETF TRUST - US COR EQU 1 ETF
—Quality
$20.5M249,842 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$11.6M31,303 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$11.3M16,516 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$11.1M50,921 shVANGUARD INTL EQUITY INDEX F - GLB EX US ETF
—Quality
$9.7M216,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Palantir Technologies Inc.$PLTR | 84.6#7 | $108.1M | 926,151 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $63.1M | 1,423,391 |
| AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $43.4M | 482,866 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $23.9M | 292,275 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $21.1M | 566,203 |
| DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $20.5M | 249,842 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $11.6M | 31,303 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $11.3M | 16,516 |
| VANGUARD INDEX FDS - VALUE ETF | — | $11.1M | 50,921 |
| VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $9.7M | 216,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cypress Point Wealth Management, LLC's 142 positions.
Showing top 10 of 142 holdings.
Sector Allocation
Other
$318.0M
Technology
$145.5M
Financials
$8.2M
Industrials
$6.3M
Consumer Discretionary
$4.1M
Healthcare
$2.6M
Energy
$2.1M
Consumer Staples
$1.7M
Full Holdings — Cypress Point Wealth Management, LLC (Q2 2026)
All 142 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PLTR | Palantir Technologies Inc. | $108.1M | 22.0% | -0% | 84.6 |
| 2 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $63.1M | 12.8% | +3% | — |
| 3 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $43.4M | 8.8% | -3% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $23.9M | 4.9% | +7% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $21.1M | 4.3% | +3% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $20.5M | 4.2% | -1% | — |
| 7 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $11.6M | 2.4% | -13% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $11.3M | 2.3% | -9% | — |
| 9 | — | VANGUARD INDEX FDS - VALUE ETF | $11.1M | 2.3% | +63% | — |
| 10 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $9.7M | 2.0% | +6% | — |
| 11 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $9.1M | 1.8% | -3% | — |
| 12 |  $AAPL | Apple Inc. | $7.7M | 1.6% | +3% | 76.4 |
| 13 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $6.3M | 1.3% | -0% | — |
| 14 | — | AMERICAN CENTY ETF TR - US EQT ETF | $6.2M | 1.3% | -1% | — |
| 15 | — | SCHWAB STRATEGIC TR - US REIT ETF | $5.7M | 1.2% | +4% | — |
| 16 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $5.1M | 1.1% | -2% | — |
| 17 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $4.2M | 0.9% | -4% | — |
| 18 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $4.2M | 0.8% | +2% | — |
| 19 |  $NVDA | NVIDIA CORP | $4.0M | 0.8% | +22% | 85.9 |
| 20 |  $KLAC | KLA CORP | $3.9M | 0.8% | +5048% | 78.6 |
| 21 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.8M | 0.8% | +1% | — |
| 22 | — | VANGUARD MALVERN FDS - CORE BD ETF | $3.7M | 0.8% | NEW | — |
| 23 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 0.7% | -10% | — |
| 24 |  $GOOG | Alphabet Inc. | $3.2M | 0.6% | +2% | 78.2 |
| 25 | — | ISHARES TR - IBONDS DEC 28 | $3.1M | 0.6% | +0% | — |
| 26 | — | ISHARES TR - IBONDS DEC 2029 | $3.0M | 0.6% | NEW | — |
| 27 | — | ISHARES TR - IBONDS DEC 2030 | $3.0M | 0.6% | +0% | — |
| 28 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $2.8M | 0.6% | +0% | — |
| 29 |  $MSFT | MICROSOFT CORP | $2.8M | 0.6% | +14% | 79.8 |
| 30 |  $META | Meta Platforms, Inc. | $2.8M | 0.6% | -2% | 79.6 |
| 31 |  $AMZN | AMAZON COM INC | $2.7M | 0.6% | +29% | 68.7 |
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.6M | 0.5% | +0% | — |
| 33 |  $DE | DEERE & CO | $2.4M | 0.5% | NEW | 55.4 |
| 34 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.3M | 0.5% | -3% | — |
| 35 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.5% | +0% | 73.8 |
| 36 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.2M | 0.5% | +500% | — |
| 37 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.2M | 0.5% | -2% | — |
| 38 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $2.2M | 0.4% | +13% | — |
| 39 | — | ISHARES INC - EM MKT SM-CP ETF | $2.0M | 0.4% | -11% | — |
| 40 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $1.9M | 0.4% | -4% | — |
| 41 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.4% | +129% | 86.2 |
| 42 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.8M | 0.4% | +0% | — |
| 43 |  $AVGO | Broadcom Inc. | $1.7M | 0.4% | +49% | 84.5 |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.3% | +279% | 72.3 |
| 45 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.7M | 0.3% | -42% | — |
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.7M | 0.3% | +0% | — |
| 47 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $1.6M | 0.3% | +0% | — |
| 48 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $1.5M | 0.3% | +0% | — |
| 49 | $KO | COCA COLA CO | $1.3M | 0.3% | +8% | 69.5 |
| 50 | — | AMERICAN CENTY ETF TR - AVA MAR SMA ETF | $1.3M | 0.3% | +7% | — |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.2% | -16% | — |
| 52 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $1.1M | 0.2% | -0% | — |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.2% | -6% | 79.8 |
| 54 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $1.1M | 0.2% | NEW | — |
| 55 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.2% | +48% | 67.6 |
| 56 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $985,780 | 0.2% | -5% | — |
| 57 |  $COP | CONOCOPHILLIPS | $982,315 | 0.2% | NEW | 70.2 |
| 58 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $966,836 | 0.2% | +4% | — |
| 59 |  $TSLA | Tesla, Inc. | $955,604 | 0.2% | +10% | 53.9 |
| 60 |  $GOOGL | Alphabet Inc. | $895,753 | 0.2% | +8% | 78.2 |
| 61 | — | DFA INVT DIMENSIONS GROUP IN - U.S. MIC CAP SHS | $843,082 | 0.2% | +138% | — |
| 62 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $823,038 | 0.2% | +0% | — |
| 63 |  $V | VISA INC. | $774,236 | 0.2% | +76% | 82.9 |
| 64 |  $LLY | ELI LILLY & Co | $764,037 | 0.2% | +69% | 87.5 |
| 65 | — | ISHARES TR - CORE S&P500 ETF | $726,424 | 0.1% | +1% | — |
| 66 |  $LRCX | LAM RESEARCH CORP | $707,195 | 0.1% | NEW | 79.4 |
| 67 |  $VOYG | Voyager Technologies, Inc./TX | $702,212 | 0.1% | NEW | 22.6 |
| 68 |  $C | CITIGROUP INC | $626,745 | 0.1% | +70% | 65 |
| 69 | — | ISHARES TR - FUTU AI TECH ETF | $588,417 | 0.1% | +0% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $585,885 | 0.1% | +6% | 70.3 |
| 71 |  $CRWD | CrowdStrike Holdings, Inc. | $578,461 | 0.1% | -12% | 67.7 |
| 72 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $578,189 | 0.1% | -49% | — |
| 73 |  $WT | WisdomTree, Inc. | $565,242 | 0.1% | +0% | 59.9 |
| 74 |  $CAT | CATERPILLAR INC | $555,878 | 0.1% | NEW | 66.5 |
| 75 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $549,004 | 0.1% | +0% | — |
| 76 |  $ABBV | AbbVie Inc. | $517,121 | 0.1% | +84% | 72.6 |
| 77 |  $GEV | GE Vernova Inc. | $509,890 | 0.1% | +17% | 81.1 |
| 78 |  $NFLX | NETFLIX INC | $498,515 | 0.1% | -26% | 78.8 |
| 79 |  $MRVL | Marvell Technology, Inc. | $491,519 | 0.1% | -19% | 76.5 |
| 80 |  $JNJ | JOHNSON & JOHNSON | $470,099 | 0.1% | +22% | 69 |
| 81 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $464,577 | 0.1% | +0% | — |
| 82 |  $TRV | TRAVELERS COMPANIES, INC. | $461,508 | 0.1% | +15% | 75.9 |
| 83 | — | ISHARES INC - MSCI EMRG CHN | $458,994 | 0.1% | +1% | — |
| 84 |  $DELL | Dell Technologies Inc. | $454,759 | 0.1% | NEW | 71.2 |
| 85 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $440,294 | 0.1% | -23% | — |
| 86 |  $L | LOEWS CORP | $430,312 | 0.1% | -11% | 65.1 |
| 87 |  $T | AT&T INC. | $428,874 | 0.1% | -2% | 65.7 |
| 88 |  $JPM | JPMORGAN CHASE & CO | $407,854 | 0.1% | +30% | 70.7 |
| 89 |  $BLND | Blend Labs, Inc. | $386,192 | 0.1% | +5% | 39.5 |
| 90 |  $WMT | Walmart Inc. | $380,789 | 0.1% | +65% | 60.2 |
| 91 |  $ALL | ALLSTATE CORP | $377,849 | 0.1% | +9% | 78.5 |
| 92 |  $D | DOMINION ENERGY, INC | $368,015 | 0.1% | NEW | 69.9 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $367,640 | 0.1% | NEW | 66.2 |
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $361,389 | 0.1% | +0% | — |
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $358,997 | 0.1% | -92% | — |
| 96 |  $CRM | Salesforce, Inc. | $352,329 | 0.1% | -13% | 77 |
| 97 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $342,696 | 0.1% | +0% | — |
| 98 |  $FIX | COMFORT SYSTEMS USA INC | $327,022 | 0.1% | NEW | 77.7 |
| 99 |  $FNV | FRANCO NEVADA Corp | $326,834 | 0.1% | +0% | — |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $322,280 | 0.1% | +300% | — |
| 101 |  $QCOM | QUALCOMM INC/DE | $313,959 | 0.1% | NEW | 70.5 |
| 102 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $310,241 | 0.1% | +1% | — |
| 103 |  $MRK | Merck & Co., Inc. | $301,114 | 0.1% | -19% | 59.9 |
| 104 |  $WDC | WESTERN DIGITAL CORP | $299,560 | 0.1% | NEW | 80.7 |
| 105 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $294,485 | 0.1% | NEW | 61.4 |
| 106 |  $APP | AppLovin Corp | $290,590 | 0.1% | NEW | 84.4 |
| 107 |  $VLO | VALERO ENERGY CORP/TX | $287,526 | 0.1% | NEW | 57.8 |
| 108 |  $CEG | Constellation Energy Corp | $282,894 | 0.1% | NEW | 59.4 |
| 109 |  $HOOD | Robinhood Markets, Inc. | $279,982 | 0.1% | NEW | 82.1 |
| 110 |  $AXP | AMERICAN EXPRESS CO | $279,057 | 0.1% | +11% | 69.4 |
| 111 |  $SYY | SYSCO CORP | $276,316 | 0.1% | NEW | 54.7 |
| 112 |  $MO | ALTRIA GROUP, INC. | $274,634 | 0.1% | NEW | 67.4 |
| 113 |  $CVS | CVS HEALTH Corp | $274,040 | 0.1% | NEW | 59.4 |
| 114 |  $MPC | Marathon Petroleum Corp | $268,198 | 0.1% | NEW | 61 |
| 115 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $266,789 | 0.1% | -29% | — |
| 116 |  $SPG | SIMON PROPERTY GROUP INC. | $266,144 | 0.1% | NEW | 76.7 |
| 117 |  $UBER | Uber Technologies, Inc | $263,312 | 0.1% | +29% | 73.5 |
| 118 |  $NEE | NEXTERA ENERGY INC | $263,310 | 0.1% | NEW | 64.6 |
| 119 | — | ISHARES INC - MSCI EMERG MRKT | $263,104 | 0.1% | -22% | — |
| 120 |  $GS | GOLDMAN SACHS GROUP INC | $261,066 | 0.1% | NEW | 73.5 |
| 121 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $257,965 | 0.1% | NEW | — |
| 122 |  $CVX | CHEVRON CORP | $250,132 | 0.1% | +21% | 62.8 |
| 123 |  $KKR | KKR & Co. Inc. | $249,275 | 0.1% | +2% | 54.3 |
| 124 |  $STX | Seagate Technology Holdings plc | $248,005 | 0.1% | NEW | — |
| 125 |  $VRT | Vertiv Holdings Co | $246,763 | 0.1% | NEW | 81 |
| 126 |  $ETSY | ETSY INC | $236,386 | 0.1% | NEW | 61.2 |
| 127 |  $ELV | Elevance Health, Inc. | $235,906 | 0.1% | NEW | 59 |
| 128 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $230,739 | 0.1% | +1% | — |
| 129 |  $ORCL | ORACLE CORP | $230,185 | 0.1% | NEW | 66.2 |
| 130 |  $UAL | United Airlines Holdings, Inc. | $224,248 | 0.1% | NEW | 60.8 |
| 131 |  $INTC | INTEL CORP | $221,295 | 0.1% | NEW | 45.6 |
| 132 |  $AGX | ARGAN INC | $215,609 | 0.0% | NEW | 81.4 |
| 133 | — | ISHARES TR - RUS MID CAP ETF | $213,690 | 0.0% | NEW | — |
| 134 |  $EXC | EXELON CORP | $212,261 | 0.0% | NEW | 59.6 |
| 135 |  $MLI | MUELLER INDUSTRIES INC | $209,104 | 0.0% | NEW | 68.7 |
| 136 |  $MCO | MOODYS CORP /DE/ | $208,344 | 0.0% | NEW | 79.1 |
| 137 |  $GE | GENERAL ELECTRIC CO | $207,717 | 0.0% | -35% | 73.8 |
| 138 |  $HRB | H&R BLOCK INC | $204,795 | 0.0% | NEW | 72 |
| 139 |  $BKNG | Booking Holdings Inc. | $201,946 | 0.0% | +1591% | 58.5 |
| 140 |  $VNO | VORNADO REALTY TRUST | $201,806 | 0.0% | NEW | 50.1 |
| 141 |  $BRBR | BELLRING BRANDS, INC. | $136,595 | 0.0% | NEW | 58.2 |
| 142 |  $FLD | Fold Holdings, Inc. | $24,299 | 0.0% | +0% | 23.6 |
New Positions (42)
$DE DEERE & CO$2.4M$COP CONOCOPHILLIPS$982,315$LRCX LAM RESEARCH CORP$707,195$VOYG Voyager Technologies, Inc./TX$702,212$CAT CATERPILLAR INC$555,878$DELL Dell Technologies Inc.$454,759$D DOMINION ENERGY, INC$368,015$COST COSTCO WHOLESALE CORP /NEW$367,640$FIX COMFORT SYSTEMS USA INC$327,022$QCOM QUALCOMM INC/DE$313,959$WDC WESTERN DIGITAL CORP$299,560$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$294,485Exited Positions (23)
$XOM.R34088 EXXON MOBIL CORP
$ARWR ARROWHEAD PHARMACEUTICALS, INC.
$ASTS AST SpaceMobile, Inc.
$UAMY UNITED STATES ANTIMONY CORP
$SGOL abrdn Gold ETF Trust
$WULF TERAWULF INC.
$HON HONEYWELL INTERNATIONAL INC
$POWL POWELL INDUSTRIES INC
$ABT ABBOTT LABORATORIES
$ACN Accenture plc
$INTU INTUIT INC.
$HD HOME DEPOT, INC.
$TMO THERMO FISHER SCIENTIFIC INC.Browse Top Institutional Investors
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