Cypress Point Wealth Management, LLC 13F Holdings · Q2 2026
Cypress Point Wealth Management, LLC reported 142 securities worth $491.61M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PLTR (21.98%), DFAC (12.84%), AVLC (8.84%). Among its top 25 positions this quarter: 1 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $108.1M | 21.98% | 926,151 | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $63.1M | 12.84% | 1.4M | Added |
| 3 | AVLC | AMERICAN CENTY ETF TR | $43.4M | 8.84% | 482,866 | Trimmed |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $23.9M | 4.87% | 292,275 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $21.1M | 4.29% | 566,203 | Added |
| 6 | DCOR | DIMENSIONAL ETF TRUST | $20.5M | 4.17% | 249,842 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $11.6M | 2.36% | 31,303 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $11.3M | 2.31% | 16,516 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $11.1M | 2.26% | 50,921 | Added |
| 10 | VNQI | VANGUARD INTL EQUITY INDEX F | $9.7M | 1.97% | 216,172 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $9.1M | 1.84% | 93,841 | Trimmed |
| 12 | AAPL | APPLE INC | $7.7M | 1.57% | 26,698 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $6.3M | 1.28% | 121,818 | Trimmed |
| 14 | AVUS | AMERICAN CENTY ETF TR | $6.2M | 1.25% | 48,096 | Trimmed |
| 15 | SCHH | SCHWAB STRATEGIC TR | $5.7M | 1.16% | 240,432 | Added |
| 16 | AVDV | AMERICAN CENTY ETF TR | $5.1M | 1.05% | 49,915 | Trimmed |
| 17 | AVDE | AMERICAN CENTY ETF TR | $4.2M | 0.86% | 47,323 | Trimmed |
| 18 | AVSC | AMERICAN CENTY ETF TR | $4.2M | 0.85% | 57,065 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $4.0M | 0.82% | 20,136 | Added |
| 20 | KLAC | KLA CORP | $3.9M | 0.80% | 12,974 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $3.8M | 0.78% | 44,625 | Added |
| 22 | VCRB | VANGUARD MALVERN FDS | $3.7M | 0.75% | 47,752 | New |
| 23 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 0.70% | 118,389 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $3.2M | 0.64% | 8,848 | Added |
| 25 | IBMQ | ISHARES TR | $3.1M | 0.62% | 119,536 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR