Cypress Point Wealth Management
Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, DFAC, AVLC, DFUS, DFIC, and represent 52.82% of Cypress Point Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV, KLAC, VCRB, IBMR, DE, DFAC, VUG, DFUS, AMAT, VPLS.
- Started 42 new stock positions in VPLS, ORCL, BRBR, CEG, VRT, CAT, IBMR, GS, IWR, WDC.
- Reduced shares in these 10 stocks: , BND, IBTJ, VTI, AVLC, VEU, VOO, ARWR, ASTS, UAMY.
- Sold out of its positions in ASTS, ABT, SGOL, AEM, ARWR, XOM, GILD, HD, Honeywell International, INTU. IEFA, IBTJ, PSX, POWL, RNXT, WULF, TTD, TMO, UAMY, UROY, VYGR, ACN, CLVT.
- Cypress Point Wealth Management was a net buyer of stock by $18M.
- Cypress Point Wealth Management has $492M in assets under management (AUM), dropping by 5.89%.
- Central Index Key (CIK): 0001825611
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Portfolio Holdings for Cypress Point Wealth Management
Cypress Point Wealth Management holds 142 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 22.0 | $108M | 926k | 116.67 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 12.8 | $63M | +3% | 1.4M | 44.36 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 8.8 | $43M | -2% | 483k | 89.96 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 4.9 | $24M | +6% | 292k | 81.94 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.3 | $21M | +2% | 566k | 37.26 |
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| Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) | 4.2 | $21M | 250k | 81.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $12M | -12% | 31k | 370.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $11M | -8% | 17k | 686.82 |
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| Vanguard Index Fds Value Etf (VTV) | 2.3 | $11M | +62% | 51k | 217.93 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.0 | $9.7M | +5% | 216k | 44.85 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $9.1M | -2% | 94k | 96.49 |
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| Apple (AAPL) | 1.6 | $7.7M | +3% | 27k | 289.36 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.3 | $6.3M | 122k | 51.69 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $6.2M | 48k | 128.08 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.2 | $5.7M | +3% | 240k | 23.68 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $5.1M | 50k | 103.05 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $4.2M | -4% | 47k | 89.20 |
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| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.9 | $4.2M | 57k | 73.34 |
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| NVIDIA Corporation (NVDA) | 0.8 | $4.0M | +22% | 20k | 200.09 |
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| Kla Corp Com New (KLAC) | 0.8 | $3.9M | +5048% | 13k | 301.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $3.8M | 45k | 85.49 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.8 | $3.7M | NEW | 48k | 77.23 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $3.4M | -10% | 118k | 28.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.2M | 8.8k | 357.37 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.6 | $3.1M | 120k | 25.58 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.6 | $3.0M | NEW | 120k | 25.39 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.6 | $3.0M | 115k | 25.87 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.6 | $2.8M | 31k | 91.21 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.8M | +13% | 7.5k | 373.02 |
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| Meta Platforms Cl A (META) | 0.6 | $2.8M | -2% | 4.9k | 563.29 |
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| Amazon (AMZN) | 0.6 | $2.7M | +28% | 11k | 238.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.6M | 8.5k | 303.12 |
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| Deere & Company (DE) | 0.5 | $2.4M | NEW | 3.8k | 634.33 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $2.3M | -3% | 18k | 124.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.2M | 3.00 | 748850.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.2M | +500% | 26k | 86.14 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $2.2M | 53k | 41.25 |
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| Capital Group New Geography SHS (CGNG) | 0.4 | $2.2M | +12% | 58k | 37.46 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.4 | $2.0M | -10% | 27k | 75.89 |
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| American Centy Etf Tr International Lr (AVIV) | 0.4 | $1.9M | -4% | 25k | 77.42 |
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| Micron Technology (MU) | 0.4 | $1.8M | +128% | 1.6k | 1154.29 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $1.8M | 49k | 36.84 |
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| Broadcom (AVGO) | 0.4 | $1.7M | +48% | 4.6k | 377.75 |
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| Applied Materials (AMAT) | 0.4 | $1.7M | +279% | 2.4k | 723.07 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.7M | -42% | 21k | 83.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.7M | 11k | 158.03 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $1.6M | 24k | 65.60 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $1.5M | 37k | 40.21 |
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| Coca-Cola Company (KO) | 0.3 | $1.3M | +8% | 16k | 81.27 |
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| American Centy Etf Tr Ava Mar Sma Etf (AVEE) | 0.3 | $1.3M | +7% | 19k | 69.32 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.1M | -15% | 1.5k | 746.91 |
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| New York Life Invts Active E Mackay Mun Inter (MMIT) | 0.2 | $1.1M | 47k | 24.35 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.1M | -6% | 2.0k | 580.91 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.2 | $1.1M | NEW | 14k | 77.58 |
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| Bank of America Corporation (BAC) | 0.2 | $1.0M | +48% | 18k | 56.98 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $986k | -4% | 34k | 28.97 |
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| ConocoPhillips (COP) | 0.2 | $982k | NEW | 9.4k | 103.96 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $967k | +3% | 19k | 49.78 |
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| Tesla Motors (TSLA) | 0.2 | $956k | +10% | 2.3k | 420.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $896k | +7% | 2.5k | 353.35 |
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| Dfa Invt Dimensions Group In U.s. Mic Cap Shs (DFMC) | 0.2 | $843k | +137% | 14k | 61.08 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $823k | 16k | 50.58 |
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| Visa Com Cl A (V) | 0.2 | $774k | +76% | 2.3k | 343.04 |
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| Eli Lilly & Co. (LLY) | 0.2 | $764k | +68% | 637.00 | 1199.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $726k | 970.00 | 748.89 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $707k | NEW | 1.6k | 433.33 |
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| Voyager Technologies Com Cl A (VOYG) | 0.1 | $702k | NEW | 22k | 32.25 |
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| Citigroup Com New (C) | 0.1 | $627k | +70% | 4.5k | 139.96 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.1 | $588k | 7.7k | 76.16 |
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| Cisco Systems (CSCO) | 0.1 | $586k | +6% | 5.0k | 117.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $579k | -11% | 758.00 | 763.14 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $578k | -48% | 2.4k | 243.04 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $565k | 18k | 32.06 |
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| Caterpillar (CAT) | 0.1 | $556k | NEW | 522.00 | 1064.90 |
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| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.1 | $549k | 14k | 38.79 |
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| Abbvie (ABBV) | 0.1 | $517k | +84% | 2.1k | 251.64 |
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| Ge Vernova (GEV) | 0.1 | $510k | +16% | 434.00 | 1174.86 |
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| Netflix (NFLX) | 0.1 | $499k | -26% | 7.0k | 71.40 |
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| Marvell Technology (MRVL) | 0.1 | $492k | -18% | 1.7k | 297.89 |
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| Johnson & Johnson (JNJ) | 0.1 | $470k | +22% | 1.9k | 253.97 |
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| Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) | 0.1 | $465k | 9.1k | 50.78 |
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| Travelers Companies (TRV) | 0.1 | $462k | +15% | 1.4k | 330.12 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $459k | 4.5k | 102.29 |
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| Dell Technologies CL C (DELL) | 0.1 | $455k | NEW | 1.1k | 431.46 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $440k | -23% | 5.8k | 76.40 |
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| Loews Corporation (L) | 0.1 | $430k | -11% | 3.8k | 113.21 |
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| At&t (T) | 0.1 | $429k | -2% | 21k | 20.70 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $408k | +29% | 1.2k | 327.33 |
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| Blend Labs Cl A (BLND) | 0.1 | $386k | +4% | 226k | 1.71 |
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| Wal-Mart Stores (WMT) | 0.1 | $381k | +65% | 3.4k | 113.26 |
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| Allstate Corporation (ALL) | 0.1 | $378k | +9% | 1.6k | 237.94 |
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| Dominion Resources (D) | 0.1 | $368k | NEW | 5.4k | 68.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $368k | NEW | 393.00 | 935.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $361k | 6.1k | 59.69 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $359k | -92% | 4.9k | 73.41 |
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| salesforce (CRM) | 0.1 | $352k | -13% | 2.2k | 156.66 |
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| Dimensional Etf Trust Us Real Esta Etf (DFAR) | 0.1 | $343k | 13k | 26.16 |
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| Comfort Systems USA (FIX) | 0.1 | $327k | NEW | 165.00 | 1981.95 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $327k | 1.6k | 208.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $322k | +300% | 4.0k | 80.57 |
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| Qualcomm (QCOM) | 0.1 | $314k | NEW | 1.7k | 184.79 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $310k | 3.4k | 91.65 |
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| Merck & Co (MRK) | 0.1 | $301k | -18% | 2.3k | 128.52 |
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| Western Digital (WDC) | 0.1 | $300k | NEW | 469.00 | 638.72 |
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| Enterprise Products Partners (EPD) | 0.1 | $295k | NEW | 8.0k | 36.76 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $291k | NEW | 564.00 | 515.23 |
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| Valero Energy Corporation (VLO) | 0.1 | $288k | NEW | 1.1k | 260.44 |
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| Constellation Energy (CEG) | 0.1 | $283k | NEW | 1.1k | 248.37 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $280k | NEW | 2.8k | 100.28 |
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| American Express Company (AXP) | 0.1 | $279k | +11% | 825.00 | 338.25 |
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| SYSCO Corporation (SYY) | 0.1 | $276k | NEW | 3.3k | 83.58 |
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| Altria (MO) | 0.1 | $275k | NEW | 3.8k | 71.95 |
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| CVS Caremark Corporation (CVS) | 0.1 | $274k | NEW | 2.6k | 103.45 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $268k | NEW | 1.0k | 255.67 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $267k | -29% | 3.8k | 69.89 |
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| Simon Property (SPG) | 0.1 | $266k | NEW | 1.2k | 223.65 |
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| Uber Technologies (UBER) | 0.1 | $263k | +29% | 3.6k | 72.16 |
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| Nextera Energy (NEE) | 0.1 | $263k | NEW | 3.0k | 87.77 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $263k | -21% | 3.5k | 75.28 |
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| Goldman Sachs (GS) | 0.1 | $261k | NEW | 258.00 | 1011.88 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $258k | NEW | 1.4k | 190.52 |
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| Chevron Corporation (CVX) | 0.1 | $250k | +21% | 1.5k | 165.76 |
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| Kkr & Co (KKR) | 0.1 | $249k | +2% | 2.7k | 91.78 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $248k | NEW | 257.00 | 965.00 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $247k | NEW | 737.00 | 334.82 |
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| Etsy (ETSY) | 0.0 | $236k | NEW | 3.1k | 75.33 |
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| Anthem (ELV) | 0.0 | $236k | NEW | 610.00 | 386.73 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $231k | 4.8k | 48.43 |
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| Oracle Corporation (ORCL) | 0.0 | $230k | NEW | 1.6k | 146.52 |
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| Hldgs (UAL) | 0.0 | $224k | NEW | 1.6k | 135.99 |
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| Intel Corporation (INTC) | 0.0 | $221k | NEW | 1.6k | 139.62 |
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| Argan (AGX) | 0.0 | $216k | NEW | 270.00 | 798.55 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $214k | NEW | 1.9k | 110.32 |
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| Exelon Corporation (EXC) | 0.0 | $212k | NEW | 4.6k | 46.62 |
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| Mueller Industries (MLI) | 0.0 | $209k | NEW | 1.7k | 122.93 |
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| Moody's Corporation (MCO) | 0.0 | $208k | NEW | 460.00 | 452.92 |
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| Ge Aerospace Com New (GE) | 0.0 | $208k | -35% | 556.00 | 373.59 |
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| H&R Block (HRB) | 0.0 | $205k | NEW | 5.4k | 38.08 |
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| Booking Holdings (BKNG) | 0.0 | $202k | +1591% | 1.1k | 178.24 |
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| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $202k | NEW | 5.1k | 39.30 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $137k | NEW | 11k | 12.94 |
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| Fold Hldgs Com Cl A (FLD) | 0.0 | $24k | 54k | 0.45 |
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Past Filings by Cypress Point Wealth Management
SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020
- Cypress Point Wealth Management 2026 Q2 filed July 17, 2026
- Cypress Point Wealth Management 2026 Q1 filed April 13, 2026
- Cypress Point Wealth Management 2025 Q4 filed Feb. 2, 2026
- Cypress Point Wealth Management 2025 Q3 filed Oct. 8, 2025
- Cypress Point Wealth Management 2025 Q2 filed July 10, 2025
- Cypress Point Wealth Management 2025 Q1 filed April 16, 2025
- Cypress Point Wealth Management 2024 Q4 filed Jan. 21, 2025
- Cypress Point Wealth Management 2024 Q3 filed Nov. 1, 2024
- Cypress Point Wealth Management 2024 Q2 filed July 26, 2024
- Cypress Point Wealth Management 2024 Q1 filed May 7, 2024
- Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
- Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
- Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
- Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
- Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
- Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022