Cypress Point Wealth Management, Llc Portfolio Stock Holdings
Cypress Point Wealth Management, Llc disclosed 142 stock positions valued at approximately $491.6 million in its latest SEC 13F filing. The largest holdings include PALANTIR TECHNOLOGIES INC, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 142
- Portfolio Value
- $491.6M
Holdings by Sector
Cypress Point Wealth Management, Llc Portfolio Holdings in Q2 2026
135 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 21.98% | 926,151 | -1,522 | -0.16% | $108,054,038 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 12.84% | 1,423,391 | +45,431 | +3.30% | $63,141,605 |
| AMERICAN CENTY ETF TR | AVLC | Other | 8.84% | 482,866 | -14,506 | -2.92% | $43,438,631 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.87% | 292,275 | +18,054 | +6.58% | $23,949,053 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.29% | 566,203 | +16,279 | +2.96% | $21,096,733 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.17% | 249,842 | -3,714 | -1.46% | $20,482,089 |
| VANGUARD INDEX FDS | VTI | Other | 2.36% | 31,303 | -4,486 | -12.53% | $11,583,437 |
| VANGUARD INDEX FDS | VOO | Other | 2.31% | 16,516 | -1,543 | -8.54% | $11,343,550 |
| VANGUARD INDEX FDS | VTV | Other | 2.26% | 50,921 | +19,674 | +62.96% | $11,097,177 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.97% | 216,172 | +11,444 | +5.59% | $9,695,333 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.84% | 93,841 | -2,671 | -2.77% | $9,054,758 |
| APPLE INC | AAPL | Technology | 1.57% | 26,698 | +817 | +3.16% | $7,725,345 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.28% | 121,818 | -565 | -0.46% | $6,296,750 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.25% | 48,096 | -664 | -1.36% | $6,160,127 |
| SCHWAB STRATEGIC TR | SCHH | Other | 1.16% | 240,432 | +8,568 | +3.70% | $5,693,437 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.05% | 49,915 | -947 | -1.86% | $5,143,755 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.86% | 47,323 | -2,107 | -4.26% | $4,221,184 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.85% | 57,065 | +854 | +1.52% | $4,185,180 |
| NVIDIA CORPORATION | NVDA | Technology | 0.82% | 20,136 | +3,671 | +22.30% | $4,029,032 |
| KLA CORP | KLAC | Technology | 0.80% | 12,974 | +12,722 | +5048.41% | $3,914,386 |
| VANGUARD STAR FDS | VXUS | Other | 0.78% | 44,625 | +299 | +0.67% | $3,814,978 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.75% | 47,752 | +47,752 | +100.00% | $3,688,016 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.70% | 118,389 | -13,816 | -10.45% | $3,428,533 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 8,848 | +136 | +1.56% | $3,162,030 |
| ISHARES TR | IBMQ | Other | 0.62% | 119,536 | - | - | $3,057,726 |
| ISHARES TR | IBMR | Other | 0.62% | 119,718 | - | - | $3,039,645 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.57% | 30,797 | +1 | +0.00% | $2,809,012 |
| MICROSOFT CORP | MSFT | Technology | 0.57% | 7,493 | +898 | +13.62% | $2,795,048 |
| META PLATFORMS INC | META | Communication Services | 0.56% | 4,930 | -123 | -2.43% | $2,777,020 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 11,382 | +2,536 | +28.67% | $2,712,786 |
| VANGUARD INDEX FDS | VB | Other | 0.52% | 8,500 | - | - | $2,576,520 |
| DEERE & CO | DE | Industrials | 0.49% | 3,761 | +3,761 | +100.00% | $2,385,716 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.46% | 18,109 | -562 | -3.01% | $2,259,224 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.46% | 3 | - | - | $2,246,550 |
| VANGUARD INDEX FDS | VUG | Other | 0.45% | 25,817 | +21,517 | +500.40% | $2,223,889 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.45% | 53,265 | -952 | -1.76% | $2,197,196 |
| ISHARES INC | EEMS | Other | 0.41% | 26,698 | -3,215 | -10.75% | $2,026,083 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.40% | 25,115 | -1,175 | -4.47% | $1,944,394 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.37% | 1,566 | +881 | +128.61% | $1,807,619 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.36% | 48,622 | +24 | +0.05% | $1,791,239 |
| BROADCOM INC | AVGO | Technology | 0.36% | 4,622 | +1,512 | +48.62% | $1,745,961 |
| APPLIED MATLS INC | AMAT | Technology | 0.35% | 2,397 | +1,765 | +279.27% | $1,733,190 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.35% | 20,478 | -14,974 | -42.24% | $1,715,016 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.34% | 10,600 | - | - | $1,675,118 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.32% | 23,655 | +5 | +0.02% | $1,551,772 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.30% | 36,812 | +22 | +0.06% | $1,480,209 |
| COCA COLA CO | KO | Consumer Defensive | 0.27% | 16,286 | +1,219 | +8.09% | $1,323,585 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 1,531 | -285 | -15.69% | $1,143,521 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 0.23% | 46,732 | -215 | -0.46% | $1,137,928 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.23% | 1,956 | -133 | -6.37% | $1,136,260 |
| BANK OF AMER CORP | BAC | Financial Services | 0.21% | 18,292 | +5,942 | +48.11% | $1,042,299 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.20% | 34,028 | -1,706 | -4.77% | $985,780 |
| CONOCOPHILLIPS | COP | Energy | 0.20% | 9,449 | -19,940 | -67.85% | $982,315 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.20% | 19,422 | +674 | +3.60% | $966,836 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 2,272 | +207 | +10.02% | $955,604 |
| ALPHABET INC | GOOG | Communication Services | 0.18% | 2,535 | +182 | +7.73% | $895,753 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.17% | 16,272 | - | - | $823,038 |
| VISA INC | V | Financial Services | 0.16% | 2,257 | +976 | +76.19% | $774,236 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 637 | +259 | +68.52% | $764,037 |
| ISHARES TR | IVV | Other | 0.15% | 970 | +6 | +0.62% | $726,424 |
| LAM RESEARCH CORP | LRCX | Other | 0.14% | 1,632 | +1,632 | +100.00% | $707,195 |
| CITIGROUP INC | C | Financial Services | 0.13% | 4,478 | +1,851 | +70.46% | $626,745 |
| ISHARES TR | ARTY | Other | 0.12% | 7,726 | +4 | +0.05% | $588,417 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 4,988 | +299 | +6.38% | $585,885 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.12% | 758 | -101 | -11.76% | $578,461 |
| VANGUARD INDEX FDS | VBR | Other | 0.12% | 2,379 | -2,278 | -48.92% | $578,189 |
| WISDOMTREE TR | WCLD | Other | 0.11% | 17,633 | - | - | $565,242 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 522 | +522 | +100.00% | $555,878 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.11% | 14,153 | - | - | $549,004 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 2,055 | +940 | +84.30% | $517,121 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 434 | +62 | +16.67% | $509,890 |
| NETFLIX INC. | NFLX | Communication Services | 0.10% | 6,982 | -2,471 | -26.14% | $498,515 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.10% | 1,650 | -386 | -18.96% | $491,519 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 1,851 | +337 | +22.26% | $470,099 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.09% | 9,149 | +43 | +0.47% | $464,577 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.09% | 1,398 | +185 | +15.25% | $461,508 |
| ISHARES INC | EMXC | Other | 0.09% | 4,487 | +25 | +0.56% | $458,994 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.09% | 1,054 | +1,054 | +100.00% | $454,759 |
| LOEWS CORP | L | Financial Services | 0.09% | 3,801 | -489 | -11.40% | $430,312 |
| AT&T INC | T | Communication Services | 0.09% | 20,719 | -524 | -2.47% | $428,874 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.08% | 1,246 | +287 | +29.93% | $407,854 |
| BLEND LABS INC | BLND | Technology | 0.08% | 225,843 | +10,000 | +4.63% | $386,192 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 3,362 | +1,325 | +65.05% | $380,789 |
| ALLSTATE CORP | ALL | Financial Services | 0.08% | 1,588 | +133 | +9.14% | $377,849 |
| DOMINION ENERGY INC | D | Utilities | 0.07% | 5,389 | +5,389 | +100.00% | $368,015 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 393 | +393 | +100.00% | $367,640 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.07% | 6,054 | +7 | +0.12% | $361,389 |
| VANGUARD BD INDEX FDS | BND | Other | 0.07% | 4,890 | -57,104 | -92.11% | $358,997 |
| SALESFORCE INC | CRM | Technology | 0.07% | 2,249 | -348 | -13.40% | $352,329 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.07% | 13,100 | - | - | $342,696 |
| COMFORT SYS USA INC | FIX | Industrials | 0.07% | 165 | +165 | +100.00% | $327,022 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.07% | 1,568 | - | - | $326,834 |
| VANGUARD INDEX FDS | VO | Other | 0.07% | 4,000 | +3,000 | +300.00% | $322,280 |
| QUALCOMM INC | QCOM | Technology | 0.06% | 1,699 | +1,699 | +100.00% | $313,959 |
| SPDR SERIES TRUST | BIL | Other | 0.06% | 3,385 | +29 | +0.86% | $310,241 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 2,343 | -540 | -18.73% | $301,114 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.06% | 469 | +469 | +100.00% | $299,560 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.06% | 8,011 | +8,011 | +100.00% | $294,485 |
| APPLOVIN CORP | APP | Technology | 0.06% | 564 | +564 | +100.00% | $290,590 |
| VALERO ENERGY CORP | VLO | Energy | 0.06% | 1,104 | +1,104 | +100.00% | $287,526 |