Cypress Point Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Cypress Point Wealth Management, Llc disclosed 142 stock positions valued at approximately $491.61M as of quarter-end June 30, 2026. The largest holdings include PALANTIR TECHNOLOGIES INC, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 142
- Portfolio Value
- $491.61M
Holdings by Sector
Cypress Point Wealth Management, Llc Portfolio Holdings in Q2 2026
| 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 |
| ISHARES TR | IBMS | Other | 0.61% | 115,000 | - | - | $2,975,050 |
| 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 |
Showing 30 of 142 holdings in the latest reporting period.