# Cypress Point Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1825611. Source: https://holderbook.com/funds/1825611-cypress-point-wealth-management-llc/

- Reported value: $491.6M
- Positions: 142
- Weight of the ten largest: 65.9%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $108.1M | 926,151 | 22.0% | 23 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $63.1M | 1,423,391 | 12.8% | 21 |
| AMERICAN CENTY ETF TR | [AVLC](https://holderbook.com/stocks/AVLC/) | $43.4M | 482,866 | 8.8% | 10 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $23.9M | 292,275 | 4.9% | 10 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $21.1M | 566,203 | 4.3% | 14 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $20.5M | 249,842 | 4.2% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $11.6M | 31,303 | 2.4% | 12 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $11.3M | 16,516 | 2.3% | 12 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $11.1M | 50,921 | 2.3% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $9.7M | 216,172 | 2.0% | 15 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $9.1M | 93,841 | 1.8% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.7M | 26,698 | 1.6% | 13 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $6.3M | 121,818 | 1.3% | 14 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $6.2M | 48,096 | 1.3% | 15 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $5.7M | 240,432 | 1.2% | 23 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $5.1M | 49,915 | 1.0% | 13 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $4.2M | 47,323 | 0.9% | 15 |
| AMERICAN CENTY ETF TR | [AVSC](https://holderbook.com/stocks/AVSC/) | $4.2M | 57,065 | 0.9% | 13 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.0M | 20,136 | 0.8% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.9M | 12,974 | 0.8% | 2 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.8M | 44,625 | 0.8% | 11 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $3.7M | 47,752 | 0.8% | 1 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $3.4M | 118,389 | 0.7% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.2M | 8,848 | 0.6% | 12 |
| ISHARES TR | [IBMQ](https://holderbook.com/stocks/IBMQ/) | $3.1M | 119,536 | 0.6% | 11 |
| ISHARES TR | [IBMR](https://holderbook.com/stocks/IBMR/) | $3.0M | 119,718 | 0.6% | 1 |
| ISHARES TR | [IBMS](https://holderbook.com/stocks/IBMS/) | $3.0M | 115,000 | 0.6% | 3 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $2.8M | 30,797 | 0.6% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.8M | 7,493 | 0.6% | 12 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.8M | 4,930 | 0.6% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.7M | 11,382 | 0.6% | 12 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.6M | 8,500 | 0.5% | 5 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.4M | 3,761 | 0.5% | 1 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $2.3M | 18,109 | 0.5% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.5% | 6 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.2M | 25,817 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $2.2M | 53,265 | 0.4% | 15 |
| CAPITAL GROUP NEW GEOGRAPHY | [CGNG](https://holderbook.com/stocks/CGNG/) | $2.2M | 57,930 | 0.4% | 5 |
| ISHARES INC | [EEMS](https://holderbook.com/stocks/EEMS/) | $2.0M | 26,698 | 0.4% | 16 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $1.9M | 25,115 | 0.4% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.8M | 1,566 | 0.4% | 2 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $1.8M | 48,622 | 0.4% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.7M | 4,622 | 0.4% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.7M | 2,397 | 0.4% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.7M | 20,478 | 0.3% | 10 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.7M | 10,600 | 0.3% | 23 |
| AMERICAN CENTY ETF TR | [AVES](https://holderbook.com/stocks/AVES/) | $1.6M | 23,655 | 0.3% | 13 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $1.5M | 36,812 | 0.3% | 10 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.3M | 16,286 | 0.3% | 23 |
| AMERICAN CENTY ETF TR | [AVEE](https://holderbook.com/stocks/AVEE/) | $1.3M | 18,648 | 0.3% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.1M | 1,531 | 0.2% | 6 |
| NEW YORK LIFE INVTS ACTIVE E | [MMIT](https://holderbook.com/stocks/MMIT/) | $1.1M | 46,732 | 0.2% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.1M | 1,956 | 0.2% | 2 |
| VANGUARD MALVERN FDS | [VPLS](https://holderbook.com/stocks/VPLS/) | $1.1M | 14,049 | 0.2% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.0M | 18,292 | 0.2% | 5 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $985.8K | 34,028 | 0.2% | 13 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $982.3K | 9,449 | 0.2% | 1 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $966.8K | 19,422 | 0.2% | 21 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $955.6K | 2,272 | 0.2% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $895.8K | 2,535 | 0.2% | 2 |
| DFA INVT DIMENSIONS GROUP IN | [DFMC](https://holderbook.com/stocks/DFMC/) | $843.1K | 13,803 | 0.2% | 2 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $823.0K | 16,272 | 0.2% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $774.2K | 2,257 | 0.2% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $764.0K | 637 | 0.2% | 2 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $726.4K | 970 | 0.1% | 10 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $707.2K | 1,632 | 0.1% | 1 |
| VOYAGER TECHNOLOGIES INC | [VOYG](https://holderbook.com/stocks/VOYG/) | $702.2K | 21,774 | 0.1% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $626.7K | 4,478 | 0.1% | 2 |
| ISHARES TR | [ARTY](https://holderbook.com/stocks/ARTY/) | $588.4K | 7,726 | 0.1% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $585.9K | 4,988 | 0.1% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $578.5K | 758 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $578.2K | 2,379 | 0.1% | 10 |
| WISDOMTREE TR | [WCLD](https://holderbook.com/stocks/WCLD/) | $565.2K | 17,633 | 0.1% | 10 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $555.9K | 522 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $549.0K | 14,153 | 0.1% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $517.1K | 2,055 | 0.1% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $509.9K | 434 | 0.1% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $498.5K | 6,982 | 0.1% | 11 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $491.5K | 1,650 | 0.1% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $470.1K | 1,851 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $464.6K | 9,149 | 0.1% | 10 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $461.5K | 1,398 | 0.1% | 2 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $459.0K | 4,487 | 0.1% | 4 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $454.8K | 1,054 | 0.1% | 1 |
| VANGUARD MUN BD FDS | [VCRM](https://holderbook.com/stocks/VCRM/) | $440.3K | 5,763 | 0.1% | 3 |
| LOEWS CORP | [L](https://holderbook.com/stocks/L/) | $430.3K | 3,801 | 0.1% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $428.9K | 20,719 | 0.1% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $407.9K | 1,246 | 0.1% | 2 |
| BLEND LABS INC | [BLND](https://holderbook.com/stocks/BLND/) | $386.2K | 225,843 | 0.1% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $380.8K | 3,362 | 0.1% | 2 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $377.8K | 1,588 | 0.1% | 2 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $368.0K | 5,389 | 0.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $367.6K | 393 | 0.1% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $361.4K | 6,054 | 0.1% | 4 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $359.0K | 4,890 | 0.1% | 12 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $352.3K | 2,249 | 0.1% | 10 |
| DIMENSIONAL ETF TRUST | [DFAR](https://holderbook.com/stocks/DFAR/) | $342.7K | 13,100 | 0.1% | 2 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $327.0K | 165 | 0.1% | 1 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $326.8K | 1,568 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $322.3K | 4,000 | 0.1% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +2.5% | +14.8% | -12.3% | 100% |
| Q1 2026 | -6.4% | -4.6% | -1.8% | 100% |
| Q4 2025 | -0.0% | +2.4% | -2.4% | 99% |
| Q3 2025 | +17.9% | +7.8% | +10.1% | 99% |
| Q2 2025 | +26.0% | +10.5% | +15.6% | 99% |
| Q1 2025 | +2.1% | -4.6% | +6.7% | 99% |
| Q4 2024 | +23.2% | +2.1% | +21.1% | 99% |
| Q3 2024 | +14.1% | +5.4% | +8.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $491.6M | 142 |
| Q1 2026 | $464.3M | 123 |
| Q4 2025 | $458.2M | 90 |
| Q3 2025 | $494.2M | 82 |
| Q2 2025 | $410.8M | 79 |
| Q1 2025 | $315.3M | 68 |
| Q4 2024 | $321.1M | 69 |
| Q3 2024 | $254.6M | 75 |
| Q2 2024 | $211.2M | 72 |
| Q1 2024 | $195.3M | 71 |
| Q4 2023 | $134.6M | 54 |
| Q3 2023 | $113.9M | 52 |