2026 Q2 Portfolio Activity
In 2026 Q2, Cypress Point Wealth Management, LLC maintained a portfolio of 165 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 0.75% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 63.0%. Conversely, Cypress Point Wealth Management, LLC completely exited their position in EXXON MOBIL CORP.
Position History
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Total Positions
165
Quarter
2026 Q2
Top Holding
PLTR (22.0%)
Top 10 Concentration
65.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 165
Cypress Point Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PLTR
PALANTIR TECHNO...
|
Technology | 21.98% | 29.23% |
#1
Prev: #1
|
6.5 |
—
|
-1,522 | -0.2% |
P
S
|
926,151 | $108,054,038 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 12.84% | 11.53% |
#2
Prev: #2
|
6.0 |
—
|
45,431 | 3.3% |
P
S
|
1,423,391 | $63,141,605 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 8.84% | 8.31% |
#3
Prev: #3
|
5.0 |
—
|
-14,506 | -2.9% |
P
S
|
482,866 | $43,438,631 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.87% | 4.19% |
#4
1
Prev: #5
|
4.4 |
—
|
18,054 | 6.6% |
P
S
|
292,275 | $23,949,053 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.29% | 4.21% |
#5
1
Prev: #4
|
2.7 |
—
|
16,279 | 3.0% |
P
S
|
566,203 | $21,096,733 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 4.17% | 3.94% |
#6
Prev: #6
|
2.2 |
—
|
-3,714 | -1.5% |
P
S
|
249,842 | $20,482,089 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.36% | 2.47% |
#7
Prev: #7
|
1.4 |
—
|
-4,486 | -12.5% |
P
S
|
31,303 | $11,583,437 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.31% | 2.32% |
#8
Prev: #8
|
1.4 |
—
|
-1,543 | -8.5% |
P
S
|
16,516 | $11,343,550 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.26% | 1.32% |
#9
3
Prev: #12
|
3.9 |
—
|
19,674 | 63.0% |
P
S
|
50,921 | $11,097,177 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.97% | 1.96% |
#10
1
Prev: #9
|
2.8 |
—
|
11,444 | 5.6% |
P
S
|
216,172 | $9,695,333 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.84% | 1.68% |
#11
1
Prev: #10
|
1.2 |
—
|
-2,671 | -2.8% |
P
S
|
93,841 | $9,054,758 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AAPL
APPLE INC
|
Technology | 1.57% | 1.41% |
#12
1
Prev: #11
|
1.1 |
—
|
817 | 3.2% |
P
S
|
26,698 | $7,725,345 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.28% | 1.19% |
#13
Prev: #13
|
1.0 |
—
|
-565 | -0.5% |
P
S
|
121,818 | $6,296,750 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.25% | 1.17% |
#14
Prev: #14
|
1.0 |
—
|
-664 | -1.4% |
P
S
|
48,096 | $6,160,127 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.16% | 1.07% |
#15
2
Prev: #17
|
1.0 |
—
|
8,568 | 3.7% |
P
S
|
240,432 | $5,693,437 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.05% | 1.09% |
#16
Prev: #16
|
0.9 |
—
|
-947 | -1.9% |
P
S
|
49,915 | $5,143,755 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.86% | 0.90% |
#17
2
Prev: #19
|
0.8 |
—
|
-2,107 | -4.3% |
P
S
|
47,323 | $4,221,184 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVSC
AMERICAN CENTY ...
|
ETF | 0.85% | 0.75% |
#18
2
Prev: #20
|
0.8 |
—
|
854 | 1.5% |
P
S
|
57,065 | $4,185,180 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.82% | 0.62% |
#19
8
Prev: #27
|
2.8 |
—
|
3,671 | 22.3% |
P
S
|
20,136 | $4,029,032 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
KLAC
KLA CORP
|
Technology | 0.80% | 0.08% |
#20
53
Prev: #73
|
3.3 |
—
|
12,722 | 5048.4% |
P
S
|
12,974 | $3,914,386 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.78% | 0.74% |
#21
Prev: #21
|
0.8 |
—
|
299 | 0.7% |
P
S
|
44,625 | $3,814,978 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 0.75% | — |
#22
Prev: #—
|
3.8 |
—
|
47,752 | — |
NEW
|
47,752 | $3,688,016 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.70% | 0.71% |
#23
1
Prev: #22
|
0.8 |
—
|
-13,816 | -10.5% |
P
S
|
118,389 | $3,428,533 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.54% |
#24
5
Prev: #29
|
0.8 |
—
|
136 | 1.6% |
P
S
|
8,848 | $3,162,030 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IBMQ
ISHARES TR
|
Bond/Debt | 0.62% | 0.66% |
#25
2
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
119,536 | $3,057,726 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IBMR
ISHARES TR
|
Bond/Debt | 0.62% | — |
#26
Prev: #—
|
3.7 |
—
|
119,718 | — |
NEW
|
119,718 | $3,039,645 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
IBMS
ISHARES TR
|
Bond/Debt | 0.61% | 0.64% |
#27
2
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
115,000 | $2,975,050 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.57% | 0.53% |
#28
2
Prev: #30
|
0.7 |
—
|
1 | 0.0% |
P
S
|
30,797 | $2,809,012 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.57% | 0.53% |
#29
2
Prev: #31
|
2.2 |
—
|
898 | 13.6% |
P
S
|
7,493 | $2,795,048 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.56% | 0.62% |
#30
4
Prev: #26
|
0.7 |
—
|
-123 | -2.4% |
P
S
|
4,930 | $2,777,020 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.55% | 0.40% |
#31
8
Prev: #39
|
2.7 |
—
|
2,536 | 28.7% |
P
S
|
11,382 | $2,712,786 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.52% | 0.48% |
#32
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
8,500 | $2,576,520 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DE
DEERE & CO
|
Industrials | 0.49% | — |
#33
Prev: #—
|
3.7 |
—
|
3,761 | — |
NEW
|
3,761 | $2,385,716 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.46% | 0.44% |
#34
2
Prev: #36
|
0.7 |
—
|
-562 | -3.0% |
P
S
|
18,109 | $2,259,224 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.46% | 0.46% |
#35
2
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
3 | $2,246,550 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.45% | 0.40% |
#36
2
Prev: #38
|
3.2 |
—
|
21,517 | 500.4% |
P
S
|
25,817 | $2,223,889 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.45% | 0.45% |
#37
3
Prev: #34
|
0.7 |
—
|
-952 | -1.8% |
P
S
|
53,265 | $2,197,196 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
CGNG
CAPITAL GROUP N...
|
Unknown | 0.44% | 0.35% |
#38
3
Prev: #41
|
2.2 |
—
|
6,549 | 12.7% |
P
S
|
57,930 | $2,170,053 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
EEMS
ISHARES INC
|
ETF | 0.41% | 0.45% |
#39
4
Prev: #35
|
0.7 |
—
|
-3,215 | -10.7% |
P
S
|
26,698 | $2,026,083 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.40% | 0.42% |
#40
3
Prev: #37
|
0.7 |
—
|
-1,175 | -4.5% |
P
S
|
25,115 | $1,944,394 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.37% | 0.05% |
#41
68
Prev: #109
|
3.1 |
—
|
881 | 128.6% |
P
S
|
1,566 | $1,807,619 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.36% | 0.36% |
#42
2
Prev: #40
|
0.6 |
—
|
24 | 0.0% |
P
S
|
48,622 | $1,791,239 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.36% | 0.21% |
#43
7
Prev: #50
|
2.6 |
—
|
1,512 | 48.6% |
P
S
|
4,622 | $1,745,961 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.35% | 0.05% |
#44
69
Prev: #113
|
3.1 |
—
|
1,765 | 279.3% |
P
S
|
2,397 | $1,733,190 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.35% | 0.57% |
#45
17
Prev: #28
|
0.1 |
—
|
-14,974 | -42.2% |
P
S
|
20,478 | $1,715,016 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.34% | 0.34% |
#46
4
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
10,600 | $1,675,118 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.32% | 0.31% |
#47
4
Prev: #43
|
0.6 |
—
|
5 | 0.0% |
P
S
|
23,655 | $1,551,772 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.27% |
#48
4
Prev: #44
|
0.6 |
—
|
22 | 0.1% |
P
S
|
36,812 | $1,480,209 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.27% | 0.25% |
#49
3
Prev: #46
|
2.1 |
—
|
1,219 | 8.1% |
P
S
|
16,286 | $1,323,585 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-17 | |||
|
AVEE
AMERICAN CENTY ...
|
ETF | 0.26% | 0.24% |
#50
2
Prev: #48
|
2.1 |
—
|
1,251 | 7.2% |
P
S
|
18,648 | $1,292,732 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-17 |
Showing 1-50 of 165 holdings