Cypress Point Wealth Management

Cypress Point Wealth Management as of June 30, 2026

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