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Cypress Point Wealth Management, LLC

CIK 1825611 · latest 13F filed 17 July 2026 · Read the filing on EDGAR

Cypress Point Wealth Management, LLC reported 142 US-listed holdings worth $491.6 million in its 13F for the quarter ended 30 June 2026, filed 17 July 2026. Its largest: Palantir Technologies Inc. (22.0%), Dimensional ETF Trust (12.8%) and American Centy ETF Trust (8.8%). Against the quarter before, it opened 42 positions, added to 47, trimmed 35 and sold out of 23.

Reported holdings$491.6M+5.9% on Q1 2026
Positions142+19 on Q1 2026
The largest ten65.9%of its reported holdings
Latest 13FQ2 2026filed 17 July 2026
Where the money is
Added toTrimmed
PLTR22.0%DFAC12.8%AVLC8.8%DFUS4.9%DFIC4.3%DCOR4.2%VTI2.4%VOO2.3%VTV2.3%VNQI2.0%AVEM1.8%AAPL1.6%DFAU1.3%AVUS1.3%128 more28.2%

The 14 largest of its 142 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $254.6 million in 75 positions$255MQ3 24Q4 2024: $321.1 million in 69 positions$321MQ4 24Q1 2025: $315.3 million in 68 positions$315MQ1 25Q2 2025: $410.8 million in 79 positions$411MQ2 25Q3 2025: $494.2 million in 82 positions$494MQ3 25Q4 2025: $458.2 million in 90 positions$458MQ4 25Q1 2026: $464.3 million in 123 positions$464MQ1 26Q2 2026: $491.6 million in 142 positions$492MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +78.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90120150180Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +78.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 42Added 47Held 18Trimmed 35Sold out 23
Opened: 42Added: 47Held: 18Trimmed: 35Sold out: 23

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 42

  1. Vanguard Malvern FDS VCRB$3.7 million
  2. iShares Trust IBMR$3.0 million
  3. Deere & Co. DE$2.4 million
  4. Vanguard ETF VPLS$1.1 million
  5. ConocoPhillips COP$982,315
  6. Lam Research Corp. LRCX$707,195
  7. Voyager Technologies, Inc. VOYG$702,212
  8. Caterpillar Inc. CAT$555,878

and 34 more in the table below

Added to 47

  1. Vanguard Value ETF VTV+19,674 shares · +63%
  2. KLA Corp. KLAC+10,454 shares · +415%
  3. Dimensional ETF Trust DFAC+45,431 shares · +3%
  4. Dimensional ETF Trust DFUS+18,054 shares · +7%
  5. Applied Materials Inc. AMAT+1,765 shares · +279%
  6. Micron Technology Inc. MU+881 shares · +129%
  7. NVIDIA Corp. NVDA+3,671 shares · +22%
  8. Dimensional ETF Trust DFIC+16,279 shares · +3%

and 39 more in the table below

Trimmed 35

  1. Vanguard Total Bond Market ETF BND-57,104 shares · -92%
  2. VG Totl STK Vprs VTI-4,486 shares · -13%
  3. American Centy ETF Trust AVLC-14,506 shares · -3%
  4. Vanguard FTSE All-World ex-US ETF VEU-14,974 shares · -42%
  5. Vanguard S&P 500 VOO-1,543 shares · -9%
  6. Vanguard Small Cap Value ETF VBR-2,278 shares · -49%
  7. Schwab Strategic Trust SCHB-13,816 shares · -10%
  8. Dimensional ETF Trust DCOR-3,714 shares · -1%

and 27 more in the table below

Sold out of 23

  1. ExxonMobil Holdings Corp. XOM$5.2 million last quarter
  2. iShares Ibonds Dec 2029 Term Treasury ETF IBTJ$3.0 million last quarter
  3. Arrowhead Pharmaceuticals, Inc. ARWR$702,240 last quarter
  4. AST SpaceMobile, Inc. ASTS$662,960 last quarter
  5. United States Antimony Corp. UAMY$646,640 last quarter
  6. Etfs Gold Trust SGOL$460,390 last quarter
  7. iShares Core MSCI Eafe ETF IEFA$356,870 last quarter
  8. Terawulf Inc. WULF$312,785 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Palantir Technologies Inc. PLTR926.2K$108.1 million21.98%-1.5K
Dimensional ETF Trust DFAC1.4M$63.1 million12.84%+45.4K
American Centy ETF Trust AVLC482.9K$43.4 million8.84%-14.5K
Dimensional ETF Trust DFUS292.3K$23.9 million4.87%+18.1K
Dimensional ETF Trust DFIC566.2K$21.1 million4.29%+16.3K
Dimensional ETF Trust DCOR249.8K$20.5 million4.17%-3.7K
VG Totl STK Vprs VTI31.3K$11.6 million2.36%-4.5K
Vanguard S&P 500 VOO16.5K$11.3 million2.31%-1.5K
Vanguard Value ETF VTV50.9K$11.1 million2.26%+19.7K
Vanguard Intl Equity Index F VNQI216.2K$9.7 million1.97%+11.4K
American Century ETF Trust AVEM93.8K$9.1 million1.84%-2.7K
Apple Inc. AAPL26.7K$7.7 million1.57%+817
Dimensional ETF Trust DFAU121.8K$6.3 million1.28%-565
American Centy ETF Trust AVUS48.1K$6.2 million1.25%-664
Schwab Strategic Trust SCHH240.4K$5.7 million1.16%+8.6K
American Century ETF Trust AVDV49.9K$5.1 million1.05%-947
American Century ETF Trust AVDE47.3K$4.2 million0.86%-2.1K
American Centy ETF Trust AVSC57.1K$4.2 million0.85%+854
NVIDIA Corp. NVDA20.1K$4.0 million0.82%+3.7K
KLA Corp. KLAC13.0K$3.9 million0.80%+10.5K
Vanguard Star FDS VXUS44.6K$3.8 million0.78%+299
Vanguard Malvern FDS VCRB47.8K$3.7 million0.75%new
Schwab Strategic Trust SCHB118.4K$3.4 million0.70%-13.8K
Alphabet Inc. GOOGL8.8K$3.2 million0.64%+136
iShares Trust IBMQ119.5K$3.1 million0.62%no change
iShares Trust IBMR119.7K$3.0 million0.62%new
iShares Trust IBMS115.0K$3.0 million0.61%no change
American Centy ETF Trust AVLV30.8K$2.8 million0.57%+1
Microsoft Corp. MSFT7.5K$2.8 million0.57%+898
Meta Platforms, Inc. META4.9K$2.8 million0.56%-123
Amazon.com Inc. AMZN11.4K$2.7 million0.55%+2.5K
Vanguard Small Cap ETF VB8.5K$2.6 million0.52%no change
Deere & Co. DE3.8K$2.4 million0.49%new
American Centy ETF Trust AVUV18.1K$2.3 million0.46%-562
Berkshire Hathaway Inc. Del3$2.2 million0.46%no change
Vanguard Growth ETF VUG25.8K$2.2 million0.45%+17
Dimensional ETF Trust DFAI53.3K$2.2 million0.45%-952
Capital Group New Geography CGNG57.9K$2.2 million0.44%+6.5K
iShares MSCI Emer Small EEMS26.7K$2.0 million0.41%-3.2K
American Centy ETF Trust AVIV25.1K$1.9 million0.40%-1.2K
Micron Technology Inc. MU1.6K$1.8 million0.37%+881
Dimensional ETF Trust DFAX48.6K$1.8 million0.36%+24
Broadcom Inc. AVGO4.6K$1.7 million0.36%+1.5K
Applied Materials Inc. AMAT2.4K$1.7 million0.35%+1.8K
Vanguard FTSE All-World ex-US ETF VEU20.5K$1.7 million0.35%-15.0K
Vanguard Whitehall FDS VYM10.6K$1.7 million0.34%no change
American Centy ETF Trust AVES23.7K$1.6 million0.32%+5
Dimensional ETF Trust DFAE36.8K$1.5 million0.30%+22
Coca-Cola Co. KO16.3K$1.3 million0.27%+1.2K
American Centy ETF Trust AVEE18.6K$1.3 million0.26%+1.3K
SPDR S&P 500 SPY1.5K$1.1 million0.23%-285
New York Life Invts Active E MMIT46.7K$1.1 million0.23%-215
Advanced Micro Devices Inc. AMD2.0K$1.1 million0.23%-133
Vanguard ETF VPLS14.0K$1.1 million0.22%new
Bank of America Corp. BAC18.3K$1.0 million0.21%+5.9K
Dimensional ETF Trust DFGR34.0K$985,7800.20%-1.7K
ConocoPhillips COP9.4K$982,3150.20%new
Vanguard BD Index FDS VUSB19.4K$966,8360.20%+674
Tesla, Inc. TSLA2.3K$955,6040.19%+207
Alphabet Inc. GOOG2.5K$895,7530.18%+182
Dfa Invt Dimensions Group Inc. US Micro Cap Port ETF Class SHS DFMC13.8K$843,0820.17%+8.0K
Vanguard Mun BD FDS VTEB16.3K$823,0380.17%no change
Visa Inc. V2.3K$774,2360.16%+976
Eli Lilly & Co. LLY637$764,0370.16%+259
iShares Core S&P 500 ETF IVV970$726,4240.15%+6
Lam Research Corp. LRCX1.6K$707,1950.14%new
Voyager Technologies, Inc. VOYG21.8K$702,2120.14%new
Citigroup Inc. C4.5K$626,7450.13%+1.9K
iShares Trust ARTY7.7K$588,4170.12%+4
Cisco Systems, Inc. CSCO5.0K$585,8850.12%+299
CrowdStrike Holdings, Inc. CRWD758$578,4610.12%-101
Vanguard Small Cap Value ETF VBR2.4K$578,1890.12%-2.3K
Wisdomtree Trust WCLD17.6K$565,2420.11%no change
Caterpillar Inc. CAT522$555,8780.11%new
Dimensional ETF Trust DFSV14.2K$549,0040.11%no change
AbbVie Inc. ABBV2.1K$517,1210.11%+940
GE Vernova Inc. GEV434$509,8900.10%+62
Netflix Inc. NFLX7.0K$498,5150.10%-2.5K
Marvell Technology, Inc. MRVL1.6K$491,5190.10%-386
Johnson & Johnson JNJ1.9K$470,0990.10%+337
Dimensional ETF Trust DUSB9.1K$464,5770.09%+43
Travelers Companies, Inc. TRV1.4K$461,5080.09%+185
iShares Inc. EMXC4.5K$458,9940.09%+25
Dell Technologies Inc. DELL1.1K$454,7590.09%new
Vanguard Mun BD FDS VCRM5.8K$440,2940.09%-1.8K
Loews Corp. L3.8K$430,3120.09%-489
AT&T Inc. T20.7K$428,8740.09%-524
JPMorgan Chase & Co. JPM1.2K$407,8540.08%+287
Blend Labs Inc. BLND225.8K$386,1920.08%+10.0K
Walmart Inc. WMT3.4K$380,7890.08%+1.3K
Allstate Corp. ALL1.6K$377,8490.08%+133
Dominion Energy, Inc. D5.4K$368,0150.07%new
Costco Wholesale Corp. COST393$367,6400.07%new
Vanguard Ftse Emerging Markets VWO6.1K$361,3890.07%+7
Vanguard Total Bond Market ETF BND4.9K$358,9970.07%-57.1K
Salesforce, Inc. CRM2.2K$352,3290.07%-348
Dimensional ETF Trust DFAR13.1K$342,6960.07%no change
Comfort Systems USA Inc. FIX165$327,0220.07%new
Franco Nev Corp. FNV1.6K$326,8340.07%no change
Vanguard Mid Cap Index ETF VO4.0K$322,2800.07%no change
Qualcomm Inc. QCOM1.7K$313,9590.06%new
SPDR Ser Trust BIL3.4K$310,2410.06%+29
Merck & Co., Inc. MRK2.3K$301,1140.06%-540
Western Digital Corp. WDC469$299,5600.06%new
Enterprise Products Partners L.P. EPD8.0K$294,4850.06%new
AppLovin Corp. APP564$290,5900.06%new
Valero Energy Corp. VLO1.1K$287,5260.06%new
Constellation Energy Corp. CEG1.1K$282,8940.06%new
Robinhood Markets, Inc. HOOD2.8K$279,9820.06%new
American Express Co. AXP825$279,0570.06%+84
Sysco Corp. SYY3.3K$276,3160.06%new
Altria Group, Inc. MO3.8K$274,6340.06%new
CVS Health Corp. CVS2.6K$274,0400.06%new
Marathon Petroleum Corp. MPC1.0K$268,1980.05%new
Dimensional ETF Trust DFAT3.8K$266,7890.05%-1.6K
Simon Property Group Inc. SPG1.2K$266,1440.05%new
Uber Technologies, Inc. UBER3.6K$263,3120.05%+821
NextEra Energy Inc. NEE3.0K$263,3100.05%new
iShares Edge MSCI Min Vol Emerg Mkts ETF EEMV3.5K$263,1040.05%-965
Goldman Sachs Group Inc. GS258$261,0660.05%new
Technology Select Sector SPDR ETF XLK1.4K$257,9650.05%new
Chevron Corp. CVX1.5K$250,1320.05%+264
KKR & Co. Inc. KKR2.7K$249,2750.05%+64
Seagate Technology Holdings plc STX257$248,0050.05%new
Vertiv Holdings Co. VRT737$246,7630.05%new
Etsy Inc. ETSY3.1K$236,3860.05%new
Elevance Health, Inc. ELV610$235,9060.05%new
Vanguard Charlotte FDS BNDX4.8K$230,7390.05%+33
Oracle Corp. ORCL1.6K$230,1850.05%new
United Airlines Holdings, Inc. UAL1.6K$224,2480.05%new
Intel Corp. INTC1.6K$221,2950.05%new
Argan Inc. AGX270$215,6090.04%new
iShares Trust IWR1.9K$213,6900.04%new
Exelon Corp. EXC4.6K$212,2610.04%new
Mueller Industries Inc. MLI1.7K$209,1040.04%new
Moody's Corp. MCO460$208,3440.04%new
General Electric Co. GE556$207,7170.04%-302
H&R Block Inc. HRB5.4K$204,7950.04%new
Booking Holdings Inc. BKNG1.1K$201,9460.04%-542
Vornado Realty Trust VNO5.1K$201,8060.04%new
Bellring Brands, Inc. BRBR10.6K$136,5950.03%new
Ftac Emerald Acquisition Cor FLD53.6K$24,2990.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 23 it sold out of are in the box above.