Cypress Point Wealth Management, LLC — 13F Holdings

2026 Q2  ·  165 Positions

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 hover any row below to update
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PCA Score Concentration Risk
Risk ENB
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
Freshness
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

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