Cypress Point Wealth Management, LLC
Sector Allocation
- Other64.7%$318.0M
- Technology29.6%$145.4M
- Financials1.7%$8.2M
- Industrials1.1%$5.4M
- Consumer Discretionary0.9%$4.4M
- Healthcare0.5%$2.6M
- Consumer Staples0.5%$2.5M
- Energy0.4%$2.1M
- Utilities0.2%$1.1M
- Communication Services0.2%$927,389
AUM History
13fpro.ai/research/fund/cypress-point-wealth-management-llc-1825611
Conviction and streaks
Diversifying · top 10 = 65.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
PLTR
$108.1M- DIMENSIONAL$63.1M
- AMERICAN$43.4M
- DIMENSIONAL$23.9M
- DIMENSIONAL$21.1M
- DIMENSIONAL$20.5M
- VANGUARD$11.6M
- VANGUARD$11.3M
- VANGUARD$11.1M
- VANGUARD$9.7M
- AMERICAN$9.1M
AAPL
$7.7M- DIMENSIONAL$6.3M
- AMERICAN$6.2M
- SCHWAB$5.7M
- AMERICAN$5.1M
- AMERICAN$4.2M
- AMERICAN$4.2M
NVDA
$4.0MKLAC
$3.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cypress-point-wealth-management-llc-1825611
Cypress Point Wealth Management, LLC 13F holdings — Q2 2026
$491.6M portfolio (+5.9% QoQ) · 142 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
$108.1M
22.0% of stocks
-0.2%This quarter+50.2%Since filed8+ qtrsHeld- 2
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$63.1M
12.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - AVANTIS US LARG
$43.4M
8.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$23.9M
4.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$21.1M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US COR EQU 1 ETF
$20.5M
4.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - TOTAL STK MKT
$11.6M
2.4% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$11.3M
2.3% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - VALUE ETF
$11.1M
2.3% of stocks
+63%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - GLB EX US ETF
$9.7M
2.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $108.1M | 22.0% | -0.2% | +50.2% | 8+ qtrs | 84.5#8 | Estimated buy price is Pro: unlock with a free trial | ||
| 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% | — | — | — | — |
All holdings — Cypress Point Wealth Management, LLC (Q2 2026)
142 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $9.1M | 1.8% | 94K | -3% | — | — | 13F |
| 12 | Apple Inc. | Technology | $7.7M | 1.6% | 27K | +3% | 8+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 13 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $6.3M | 1.3% | 122K | -0.5% | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $6.2M | 1.3% | 48K | -1% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - US REIT ETFetf/fund | — | $5.7M | 1.2% | 240K | +4% | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $5.1M | 1.1% | 50K | -2% | — | — | 13F |
| 17 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $4.2M | 0.9% | 47K | -4% | — | — | 13F |
| 18 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETFetf/fund | — | $4.2M | 0.8% | 57K | +2% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $4.0M | 0.8% | 20K | +22% | 3 qtrsAdded 3 qtrs in a row | 86.0 | 13F | |
| 20 | KLA CORP | Technology | $3.9M | 0.8% | 13K | +5048% | 2 qtrsAdded 2 qtrs in a row | 78.7 | 13F | |
| 21 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $3.8M | 0.8% | 45K | +0.7% | — | — | 13F |
| 22 | — | VANGUARD MALVERN FDS - CORE BD ETFetf/fund | — | $3.7M | 0.8% | 48K | New | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $3.4M | 0.7% | 118K | -10% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $3.2M | 0.6% | 8,848 | +2% | 8+ qtrsAdded 3 qtrs in a row | 77.7 | 13F | |
| 25 | — | ISHARES TR - IBONDS DEC 28etf/fund | — | $3.1M | 0.6% | 120K | — | — | — | 13F |
| 26 | — | ISHARES TR - IBONDS DEC 2029 | — | $3.0M | 0.6% | 120K | New | |||
| 27 | — | ISHARES TR - IBONDS DEC 2030 | — | $3.0M | 0.6% | 115K | — | |||
| 28 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $2.8M | 0.6% | 31K | +0.0% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $2.8M | 0.6% | 7,493 | +14% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $2.8M | 0.6% | 4,930 | -2% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.7M | 0.6% | 11K | +29% | |||
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.6M | 0.5% | 8,500 | — | |||
| 33 | $DE | DEERE & CO | Industrials | $2.4M | 0.5% | 3,761 | New | |||
| 34 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $2.3M | 0.5% | 18K | -3% | |||
| 35 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.5% | 3 | — | |||
| 36 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.2M | 0.5% | 26K | +500% | |||
| 37 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $2.2M | 0.5% | 53K | -2% | |||
| 38 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $2.2M | 0.4% | 58K | +13% | |||
| 39 | — | ISHARES INC - EM MKT SM-CP ETF | — | $2.0M | 0.4% | 27K | -11% | |||
| 40 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $1.9M | 0.4% | 25K | -4% | |||
| 41 | $MU | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.4% | 1,566 | +129% | |||
| 42 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.8M | 0.4% | 49K | +0.0% | |||
| 43 | $AVGO | Broadcom Inc. | Technology | $1.7M | 0.4% | 4,622 | +49% | |||
| 44 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.7M | 0.3% | 2,397 | +279% | |||
| 45 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.7M | 0.3% | 20K | -42% | |||
| 46 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.7M | 0.3% | 11K | — | |||
| 47 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | — | $1.6M | 0.3% | 24K | +0.0% | |||
| 48 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $1.5M | 0.3% | 37K | +0.1% | |||
| 49 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.3% | 16K | +8% | |||
| 50 | — | AMERICAN CENTY ETF TR - AVA MAR SMA ETF | — | $1.3M | 0.3% | 19K | +7% | |||
| 51 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.2% | 1,531 | -16% | |||
| 52 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | — | $1.1M | 0.2% | 47K | -0.5% | |||
| 53 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.2% | 1,956 | -6% | |||
| 54 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $1.1M | 0.2% | 14K | New | |||
| 55 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.2% | 18K | +48% | |||
| 56 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $986K | 0.2% | 34K | -5% | |||
| 57 | $COP | CONOCOPHILLIPS | Energy | $982K | 0.2% | 9,449 | New | |||
| 58 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $967K | 0.2% | 19K | +4% | |||
| 59 | $TSLA | Tesla, Inc. | Consumer Discretionary | $956K | 0.2% | 2,272 | +10% | |||
| 60 | $GOOG | Alphabet Inc. | Technology | $896K | 0.2% | 2,535 | +8% | |||
| 61 | — | DFA INVT DIMENSIONS GROUP IN - U.S. MIC CAP SHS | — | $843K | 0.2% | 14K | +138% | |||
| 62 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $823K | 0.2% | 16K | — | |||
| 63 | $V | VISA INC. | Financials | $774K | 0.2% | 2,257 | +76% | |||
| 64 | $LLY | ELI LILLY & Co | Healthcare | $764K | 0.2% | 637 | +69% | |||
| 65 | — | ISHARES TR - CORE S&P500 ETF | — | $726K | 0.1% | 970 | +0.6% | |||
| 66 | $LRCX | LAM RESEARCH CORP | Technology | $707K | 0.1% | 1,632 | New | |||
| 67 | $VOYG | Voyager Technologies, Inc./TX | Industrials | $702K | 0.1% | 22K | New | |||
| 68 | $C | CITIGROUP INC | Financials | $627K | 0.1% | 4,478 | +70% | |||
| 69 | — | ISHARES TR - FUTU AI TECH ETF | — | $588K | 0.1% | 7,726 | +0.1% | |||
| 70 | $CSCO | CISCO SYSTEMS, INC. | Technology | $586K | 0.1% | 4,988 | +6% | |||
| 71 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $578K | 0.1% | 758 | -12% | |||
| 72 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $578K | 0.1% | 2,379 | -49% | |||
| 73 | $WT | WisdomTree, Inc. | Financials | $565K | 0.1% | 18K | — | |||
| 74 | $CAT | CATERPILLAR INC | Industrials | $556K | 0.1% | 522 | New | |||
| 75 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $549K | 0.1% | 14K | — | |||
| 76 | $ABBV | AbbVie Inc. | Healthcare | $517K | 0.1% | 2,055 | +84% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $510K | 0.1% | 434 | +17% | |||
| 78 | $NFLX | NETFLIX INC | Communication Services | $499K | 0.1% | 6,982 | -26% | |||
| 79 | $MRVL | Marvell Technology, Inc. | Technology | $492K | 0.1% | 1,650 | -19% | |||
| 80 | $JNJ | JOHNSON & JOHNSON | Healthcare | $470K | 0.1% | 1,851 | +22% | |||
| 81 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $465K | 0.1% | 9,149 | +0.5% | |||
| 82 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $462K | 0.1% | 1,398 | +15% | |||
| 83 | — | ISHARES INC - MSCI EMRG CHN | — | $459K | 0.1% | 4,487 | +0.6% | |||
| 84 | $DELL | Dell Technologies Inc. | Technology | $455K | 0.1% | 1,054 | New | |||
| 85 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $440K | 0.1% | 5,763 | -23% | |||
| 86 | $L | LOEWS CORP | Financials | $430K | 0.1% | 3,801 | -11% | |||
| 87 | $T | AT&T INC. | Communication Services | $429K | 0.1% | 21K | -2% | |||
| 88 | $JPM | JPMORGAN CHASE & CO | Financials | $408K | 0.1% | 1,246 | +30% | |||
| 89 | $BLND | Blend Labs, Inc. | Technology | $386K | 0.1% | 226K | +5% | |||
| 90 | $WMT | Walmart Inc. | Consumer Staples | $381K | 0.1% | 3,362 | +65% | |||
| 91 | $ALL | ALLSTATE CORP | Financials | $378K | 0.1% | 1,588 | +9% | |||
| 92 | $D | DOMINION ENERGY, INC | Utilities | $368K | 0.1% | 5,389 | New | |||
| 93 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $368K | 0.1% | 393 | New | |||
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $361K | 0.1% | 6,054 | +0.1% | |||
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $359K | 0.1% | 4,890 | -92% | |||
| 96 | $CRM | Salesforce, Inc. | Technology | $352K | 0.1% | 2,249 | -13% | |||
| 97 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $343K | 0.1% | 13K | — | |||
| 98 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $327K | 0.1% | 165 | New | |||
| 99 | $FNV | FRANCO NEVADA Corp | Materials | $327K | 0.1% | 1,568 | — | |||
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $322K | 0.1% | 4,000 | +300% | |||
| 101 | $QCOM | QUALCOMM INC/DE | Technology | $314K | 0.1% | 1,699 | New | |||
| 102 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $310K | 0.1% | 3,385 | +0.9% | |||
| 103 | $MRK | Merck & Co., Inc. | Healthcare | $301K | 0.1% | 2,343 | -19% | |||
| 104 | $WDC | WESTERN DIGITAL CORP | Technology | $300K | 0.1% | 469 | New | |||
| 105 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $294K | 0.1% | 8,011 | New | |||
| 106 | $APP | AppLovin Corp | Technology | $291K | 0.1% | 564 | New | |||
| 107 | $VLO | VALERO ENERGY CORP/TX | Energy | $288K | 0.1% | 1,104 | New | |||
| 108 | $CEG | Constellation Energy Corp | Utilities | $283K | 0.1% | 1,139 | New | |||
| 109 | $HOOD | Robinhood Markets, Inc. | Financials | $280K | 0.1% | 2,792 | New | |||
| 110 | $AXP | AMERICAN EXPRESS CO | Financials | $279K | 0.1% | 825 | +11% | |||
| 111 | $SYY | SYSCO CORP | Consumer Discretionary | $276K | 0.1% | 3,306 | New | |||
| 112 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $275K | 0.1% | 3,817 | New | |||
| 113 | $CVS | CVS HEALTH Corp | Healthcare | $274K | 0.1% | 2,649 | New | |||
| 114 | $MPC | Marathon Petroleum Corp | Energy | $268K | 0.1% | 1,049 | New | |||
| 115 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $267K | 0.1% | 3,817 | -29% | |||
| 116 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $266K | 0.1% | 1,190 | New | |||
| 117 | $UBER | Uber Technologies, Inc | Technology | $263K | 0.1% | 3,649 | +29% | |||
| 118 | $NEE | NEXTERA ENERGY INC | Utilities | $263K | 0.1% | 3,000 | New | |||
| 119 | — | ISHARES INC - MSCI EMERG MRKT | — | $263K | 0.1% | 3,495 | -22% | |||
| 120 | $GS | GOLDMAN SACHS GROUP INC | Financials | $261K | 0.1% | 258 | New | |||
| 121 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $258K | 0.1% | 1,354 | New | |||
| 122 | $CVX | CHEVRON CORP | Energy | $250K | 0.1% | 1,509 | +21% | |||
| 123 | $KKR | KKR & Co. Inc. | Financials | $249K | 0.1% | 2,716 | +2% | |||
| 124 | $STX | Seagate Technology Holdings plc | Technology | $248K | 0.1% | 257 | New | |||
| 125 | $VRT | Vertiv Holdings Co | Technology | $247K | 0.1% | 737 | New | |||
| 126 | $ETSY | ETSY INC | Industrials | $236K | 0.1% | 3,138 | New | |||
| 127 | $ELV | Elevance Health, Inc. | Healthcare | $236K | 0.1% | 610 | New | |||
| 128 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $231K | 0.1% | 4,764 | +0.7% | |||
| 129 | $ORCL | ORACLE CORP | Technology | $230K | 0.1% | 1,571 | New | |||
| 130 | $UAL | United Airlines Holdings, Inc. | Industrials | $224K | 0.1% | 1,649 | New | |||
| 131 | $INTC | INTEL CORP | Technology | $221K | 0.1% | 1,585 | New | |||
| 132 | $AGX | ARGAN INC | Industrials | $216K | 0.0% | 270 | New | |||
| 133 | — | ISHARES TR - RUS MID CAP ETF | — | $214K | 0.0% | 1,937 | New | |||
| 134 | $EXC | EXELON CORP | Utilities | $212K | 0.0% | 4,553 | New | |||
| 135 | $MLI | MUELLER INDUSTRIES INC | Materials | $209K | 0.0% | 1,701 | New | |||
| 136 | $MCO | MOODYS CORP /DE/ | Financials | $208K | 0.0% | 460 | New | |||
| 137 | $GE | GENERAL ELECTRIC CO | Industrials | $208K | 0.0% | 556 | -35% | |||
| 138 | $HRB | H&R BLOCK INC | Consumer Discretionary | $205K | 0.0% | 5,378 | New | |||
| 139 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $202K | 0.0% | 1,133 | +1591% | |||
| 140 | $VNO | VORNADO REALTY TRUST | Real Estate | $202K | 0.0% | 5,135 | New | |||
| 141 | $BRBR | BELLRING BRANDS, INC. | Consumer Staples | $137K | 0.0% | 11K | New | |||
| 142 | $FLD | Fold Holdings, Inc. | Financials | $24K | 0.0% | 54K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 42 new, 55 added to, 34 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
- VANGUARD MALVERN FDS - CORE BD ETF$3.7M
first bought this quarter
- ISHARES TR - IBONDS DEC 2029$3.0M
first bought this quarter
$DEDEERE & CO$2.4M
first bought this quarter
- VANGUARD MALVERN FDS - CORE-PLUS BD ETF$1.1M
first bought this quarter
$COPCONOCOPHILLIPS$982K
first bought this quarter
$LRCXLAM RESEARCH CORP$707K
first bought this quarter
+36 more in the Excel export
Added to (55)
- VANGUARD INDEX FDS - VALUE ETF+63%
now $11.1M
now $3.9M · held 2 qtrs, 2 adds in a row
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+3%
now $63.1M
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $2.2M
- DIMENSIONAL ETF TRUST - US EQUI MARK ETF+7%
now $23.9M
$AMATAPPLIED MATERIALS INC /DE+279%
now $1.7M · held 2 qtrs, 2 adds in a row
+49 more in the Excel export
Trimmed (34)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-92%
now $359K
- VANGUARD INDEX FDS - TOTAL STK MKT-13%
now $11.6M
- AMERICAN CENTY ETF TR - AVANTIS US LARG-3%
now $43.4M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US-42%
now $1.7M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-9%
now $11.3M
- VANGUARD INDEX FDS - SM CP VAL ETF-49%
now $578K
+28 more in the Excel export
Sold out (23)
$XOM.R34088EXXON MOBIL CORPwas $5.2M
held 9+ qtrs
- ISHARES TRwas $3.0M
$ARWRARROWHEAD PHARMACEUTICALS, INC.was $702K
held 2 qtrs
$ASTSAST SpaceMobile, Inc.was $663K
held 2 qtrs
$UAMYUNITED STATES ANTIMONY CORPwas $647K
held 2 qtrs
$SGOLabrdn Gold ETF Trustwas $460K
+17 more in the Excel export
Holdings by quarter
Every 13F Cypress Point Wealth Management, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cypress Point Wealth Management?
Q2 2026 13F filed with the SEC on Jul 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cypress Point Wealth Management's top 20 holdings: 82/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+39.5%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 17% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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