Q2 2026 13F · SEC CIK 1825611

Cypress Point Wealth Management, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $491.6M
Reported positions: 142
Top holdings a year, 3 yrs: +43.7%
Assets under management: $1.5B

Cypress Point Wealth Management, LLC is a wealth manager that reported 142 positions worth $491.6M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Palantir Technologies Inclass Class A (PLTR, 22.0%), Dimensional U.s. Core Equity 2 (DFAC, 12.8%), American Centy ETF Tr (AVLC, 8.8%). A portfolio copying its top holdings returned 43.7% a year over the last 3 years, against 20.4% for the S&P 500.

Cypress Point Wealth Management, LLC holdings largest 50 of 142 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cypress Point Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PLTRPalantir Technologies Inclass Class A	22.0%	29.2%	926,151	-0.2%	$108.1M
DFACDimensional U.s. Core Equity 2	12.8%	11.5%	1,423,391	+3.3%	$63.1M
AVLCAmerican Centy ETF Tr	8.8%	8.3%	482,866	-2.9%	$43.4M
DFUSDimensional ETF Trust	4.9%	4.2%	292,275	+6.6%	$23.9M
DFICDfa Dimensional Intl Core Equit	4.3%	4.2%	566,203	+3.0%	$21.1M
DCORDimensional ETF Trust	4.2%	3.9%	249,842	-1.5%	$20.5M
VTIVanguard Index Fds	2.4%	2.5%	31,303	-12.5%	$11.6M
VOOVanguard S&p 500 ETF	2.3%	2.3%	16,516	-8.5%	$11.3M
VTVVanguard Value ETF	2.3%	1.3%	50,921	+63.0%	$11.1M
VNQIVanguard Global ex-US Real Estate ETF (V	2.0%	2.0%	216,172	+5.6%	$9.7M
AVEMAmerican Centy ETF Tr	1.8%	1.7%	93,841	-2.8%	$9.1M
AAPLApple Inc	1.6%	1.4%	26,698	+3.2%	$7.7M
DFAUDimensional US Core Equity Market ETF	1.3%	1.2%	121,818	-0.5%	$6.3M
AVUSAvantis U.s. Equity ETF	1.3%	1.2%	48,096	-1.4%	$6.2M
SCHHSchwab Strategic Tr	1.2%	1.1%	240,432	+3.7%	$5.7M
AVDVAvantis International Small Cap Value Et	1.0%	1.1%	49,915	-1.9%	$5.1M
AVDEAvantis International Equity ETF	0.9%	0.9%	47,323	-4.3%	$4.2M
AVSCAmerican Centy ETF Tr	0.9%	0.8%	57,065	+1.5%	$4.2M
NVDANvidia Corporation Com	0.8%	0.6%	20,136	+22.3%	$4.0M
KLACKla Corp	0.8%	—	12,974	—	$3.9M
VXUSVanguard Star Fds Vanguard Total Intl St	0.8%	0.7%	44,625	+0.7%	$3.8M
VCRBVanguard Malvern Fds	0.8%	—	47,752	—	$3.7M
SCHBSchwb US Broad	0.7%	0.7%	118,389	-10.5%	$3.4M
GOOGLAlphabet Inc	0.6%	0.5%	8,848	+1.6%	$3.2M
IBMQIshares Tr	0.6%	0.7%	119,536	+0.0%	$3.1M
IBMRIshares Ibonds Dec 2029 Term Muni Bond E	0.6%	—	119,718	—	$3.0M
IBMSIshares Tr	0.6%	0.6%	115,000	+0.0%	$3.0M
AVLVAmerican Centy Tr ETF Avantis U S Large	0.6%	0.5%	30,797	+0.0%	$2.8M
MSFTMicrosoft Corp	0.6%	0.5%	7,493	+13.6%	$2.8M
METAMeta Platforms Inc Class A	0.6%	0.6%	4,930	-2.4%	$2.8M
AMZNAmazon Com Inc Com	0.6%	0.4%	11,382	+28.7%	$2.7M
VBVanguard Indx Fd	0.5%	0.5%	8,500	+0.0%	$2.6M
DEDeere & Co Com	0.5%	—	3,761	—	$2.4M
AVUVAvantis US Small Cap Value ETF	0.5%	0.4%	18,109	-3.0%	$2.3M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.5%	3	+0.0%	$2.2M
VUGVanguard Indx Fd	0.5%	0.4%	25,817	+500.4%	$2.2M
DFAIDimensional International Core Equity Ma	0.4%	0.5%	53,265	-1.8%	$2.2M
CGNGCapital Group New Geography	0.4%	0.3%	57,930	+12.7%	$2.2M
EEMSIshares Inc	0.4%	0.4%	26,698	-10.7%	$2.0M
AVIVAmerican Centy ETF Tr	0.4%	0.4%	25,115	-4.5%	$1.9M
MUMicron Technology Inc	0.4%	—	1,566	—	$1.8M
DFAXDimensional World Ex U.s. Core	0.4%	0.4%	48,622	+0.0%	$1.8M
AVGOBroadcom Inc	0.4%	0.2%	4,622	+48.6%	$1.7M
AMATApplied Matls Inc	0.4%	—	2,397	—	$1.7M
VEUVanguard FTSE All	0.3%	0.6%	20,478	-42.2%	$1.7M
VYMVym	0.3%	0.3%	10,600	+0.0%	$1.7M
AVESAmerican Centy ETF Tr	0.3%	0.3%	23,655	+0.0%	$1.6M
DFAEDimensional ETF Trust	0.3%	0.3%	36,812	+0.1%	$1.5M
KOCoca Cola Co	0.3%	0.2%	16,286	+8.1%	$1.3M
AVEEAmerican Centy ETF Tr	0.3%	0.2%	18,648	+7.2%	$1.3M

What Cypress Point Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.7% /yr; S&P 500 +20.1%
3 years: +43.7% /yr; S&P 500 +20.4%
5 years: +12.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$491.6M	142
Q1 2026	$464.3M	123
Q4 2025	$458.2M	90
Q3 2025	$494.2M	82
Q2 2025	$410.8M	79
Q1 2025	$315.3M	68
Q4 2024	$321.1M	69
Q3 2024	$254.6M	75
Q2 2024	$211.2M	72
Q1 2024	$195.3M	71
Q4 2023	$134.6M	54
Q3 2023	$113.9M	52

Questions about Cypress Point Wealth Management, LLC's portfolio

What stocks does Cypress Point Wealth Management, LLC own?

Cypress Point Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 142 positions worth $491.6M. The largest are Palantir Technologies Inclass Class A (PLTR) at 22.0%, Dimensional U.s. Core Equity 2 (DFAC) at 12.8%, American Centy ETF Tr (AVLC) at 8.8%, Dimensional ETF Trust (DFUS) at 4.9% and Dfa Dimensional Intl Core Equit (DFIC) at 4.3%.

What did Cypress Point Wealth Management, LLC buy last quarter?

In Q2 2026, Cypress Point Wealth Management, LLC added Vanguard Indx Fd (VUG) (+500.4% shares), Vanguard Value ETF (VTV) (+63.0% shares) and Broadcom Inc (AVGO) (+48.6% shares), compared with its Q1 2026 filing.

What did Cypress Point Wealth Management, LLC sell last quarter?

In Q2 2026, Cypress Point Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Total Bond Market ETF (BND), cut from its top 50 Ishares Tr (IBTJ), cut from its top 50 Spdr S&p 500 ETF Tr (SPY), cut from its top 50 Nyli Mackay Muni Intermediate ETF (MMIT), Vanguard FTSE All (VEU) (-42.2% shares), Vanguard Index Fds (VTI) (-12.5% shares) and Ishares Inc (EEMS) (-10.7% shares), compared with its Q1 2026 filing.

How has Cypress Point Wealth Management, LLC's portfolio performed?

A portfolio copying Cypress Point Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +43.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.7% against +20.1%. Over 5 years: +12.2% a year against +11.6%.

When is Cypress Point Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cypress Point Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cypress Point Wealth Management, LLC manage?

Cypress Point Wealth Management, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $491.6M.