Cypress Point Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations
Cypress Point Wealth Management's portfolio, valued at $482 million as of June 30th, 2026, shows significant changes this quarter with notable additions to Dimensional funds and Vanguard ETFs.
As of June 30th, 2026, Cypress Point Wealth Management has reported specific changes in its portfolio holdings. The firm manages a substantial total portfolio value of $482 million.
Prominent Holdings and Portfolio Overview
The core holding remains Palantir Technologies (PLTR), representing 21.98% of the portfolio, followed by Dimensional Fund Advisors' Dimensional Core Alpha (DFAC) at 12.84%. Other major allocations include American Century ETF Trust's AVLC (8.84%), Dimensional Fund TRUST's DFUS and DFIC (4.87% & 4.29%), Vanguard Total Stock Market ETF (VTI, 2.36%) and others.
Key Purchases This Quarter
Cypress Point Wealth Management demonstrated active buying behavior during Q2 2026. The firm significantly increased its position in Dimensional Fund TRUST's VCRB (Vanguard Malvern Fund), adding shares equivalent to a 100% increase from the previous quarter, boosting its allocation.
Furthermore, there was a substantial purchase of KLA Corporation (KLAC) stock. The change in shares indicates an approximately 5048% increase this quarter, suggesting strong confidence in this Technology sector company.
The firm also bolstered its position in Dimensional Fund TRUST's DE ETF by acquiring a significant number of shares, leading to notable weight gain for this holding. Additionally, purchases were noted in VCRB (already mentioned), Vanguard Total Stock Market ETF (VTV) which saw an increase, and Dimensional Core US Equity (DFUS). The newly listed stock BlendLabs Inc (BLND) also indicates a purchase interest.
Significant Sales This Quarter
Cypress Point Wealth Management also showed active selling during the quarter. Vanguard Balanced Fund (BND), which was previously held, saw its position reduced by over 90% (-57104 shares). The firm completely exited this holding.
ConocoPhillips (COP) experienced a substantial reduction in weight, decreasing by approximately -67.85%. This indicates either a significant sale or complete removal of the position from the portfolio.
Miscellaneous Changes and Portfolio Dynamics
Several other holdings saw changes this quarter. Palantir Technologies (PLTR) experienced a slight decrease in shares (-0.16%), while Dimensional Core Alpha ETF (DFAC) increased by 3.3%. American Century's AVLC decreased slightly by -2.92%, and KLA Corp (KLAC) showed significant share growth.
Other adjustments include Vanguard Intl Equity Index Fund VNQI, which saw an increase in shares (+5.59%), and Dimensional ETFs like DFIC and others that also increased their allocations. Conversely, VTI decreased slightly (-12.53%) and VUG (Vanguard Information Technology ETF) showed a modest increase.
Portfolio Indicators
The portfolio consists of 135 holdings with the top five positions accounting for approximately 52.82% of the total value, indicating concentration in certain sectors or stocks. The Technology sector allocation stands at 28.5%, while a substantial portion (64.45%) is held outside named categories.