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Cypress Point Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1825611 · latest 13F-HR filed 2026-07-17

Backtest portfolio

Cypress Point Wealth Management, LLC manages $491.6M in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PLTR (21.98%), DFAC (12.84%), AVLC (8.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 42 new positions and exited 23; 63 existing positions rose in reported value and 16 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$491.6M

Long-equity book

Holdings
142

Distinct positions

Period
2026-06-30

Filed 2026-07-17

Q/Q Activity
+42 / −23 / ↑63 / ↓16

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
PLTR22.0% · -0%DFAC12.8% · +3%AVLC8.8% · -3%DFUS4.9% · +7%DFIC4.3% · +3%DCOR4.2% · -2%VTI2.4% · -12%VOO2.3% · -8%VTV2.3% · +63%VNQI2.0% · +6%AVEM1.8% · -3%AAPL1.6% · +3%DFAU1.3% · -0%AVUS1.3% · -1%SCHH1.2% · +4%AVDV1.0% · -2%AVDE0.9% · -4%AVSC0.9% · +2%NVDA0.8% · +22%KLAC0.8% · +5048%VXUS0.8% · +1%VCRB0.8% · newSCHB0.7% · -10%GOOGL0.6% · +2%IBMQ0.6% · 0%IBMR0.6% · newIBMS0.6% · 0%AVLV0.6% · 0%MSFT0.6% · +14%META0.6% · -2%AMZN0.6% · +29%VB0.5% · 0%DE0.5% · newAVUV0.5% · -3%BRK.A0.5% · 0%VUG0.5% · +500%DFAI0.4% · -2%CGNG0.4% · +13%EEMS0.4% · -11%AVIV0.4% · -4%MU0.4% · +129%DFAX0.4% · 0%AVGO0.4% · +49%AMAT0.4% · +279%VEU0.3% · -42%VYM0.3% · 0%AVES0.3% · 0%DFAE0.3% · +0%KO0.3% · +8%AVEE0.3% · +7%SPY0.2% · -16%MMIT0.2% · -0%AMD0.2% · -6%VPLS0.2% · newBAC0.2% · +48%DFGR0.2% · -5%COP0.2% · newVUSB0.2% · +4%TSLA0.2% · +10%GOOG0.2% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 65.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$1.47B
Discretionary
$1.26B
Employees
12
Accounts
1,092
Address
3838 OAK LAWN AVE
SUITE 1150
DALLAS, TX 75219
Phone
(214) 736-8887
Website
Name Title / Status Ownership Type
BOYD, RONALD, SCOTT ControlCCO
since Mar 2019
5–10%Individual
KULL, JAMES, FITZMORRIS ControlMANAGING MEMBER
since May 2007
50–75%Individual
McAninch, Ai Vee, NMN ControlSENIOR VICE PRESIDENT
since Jan 2022
5–10%Individual
RATZLAFF, BRANDON, DARELL ControlMEMBER
since Jan 2020
Less than 5%Individual
CSOP INVESTMENTS, LPTEXAS LIMITED PARTNERSHIP
since Dec 2006
10–25%Domestic Entity
CSOP INVESTMENTS GP, INC.
Indirect owner via CSOP INVESTMENTS, LP
GENERAL PARTNER
since Nov 2006
General partner, trustee or managerDomestic Entity
ROSS, ADAM, BRIAN
Indirect owner via CSOP INVESTMENTS, LP
PRESIDENT
since Nov 2006
75% or moreIndividual
Ownership & leadership changes · 8 filings with changes since Apr 3, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • ChangedRATZLAFF, BRANDON, DARELL · ownership 5–10% → Less than 5%
May 26, 2022 filing
  • AddedMcAninch, Ai Vee, NMN · SENIOR VICE PRESIDENT · 5–10% · control person
Jan 24, 2022 filing
  • ChangedKULL, JAMES, FITZMORRIS · ownership 75% or more → 50–75%
Mar 25, 2021 filing
  • AddedRATZLAFF, BRANDON, DARELL · MEMBER · 5–10% · control person
  • ChangedBOYD, RONALD, SCOTT · ownership Less than 5% → 5–10%
Oct 20, 2020 filing
  • No longer listedGOLDCREST INVESTMENTS GP, INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via GOLDCREST INVESTMENTS, LP · listed since Nov 2006
  • No longer listedGOLDCREST INVESTMENTS, LP · TEXAS LIMITED PARTNERSHIP · 10–25% · listed since Dec 2006
  • No longer listedROSS, ADAM, B · PRESIDENT · 75% or more · indirect via GOLDCREST INVESTMENTS GP, INC. · listed since Nov 2006
  • No longer listedTAYLOR, WILLIAM, WADE · MANAGING MEMBER · 25–50% · control person · listed since May 2007
  • AddedCSOP INVESTMENTS GP, INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via CSOP INVESTMENTS, LP
  • AddedCSOP INVESTMENTS, LP · TEXAS LIMITED PARTNERSHIP · 10–25%
  • AddedROSS, ADAM, BRIAN · PRESIDENT · 75% or more · indirect via CSOP INVESTMENTS, LP
  • ChangedKULL, JAMES, FITZMORRIS · ownership 25–50% → 75% or more
Nov 8, 2019 filing
  • AddedBOYD, RONALD, SCOTT · CCO · Less than 5% · control person
  • ChangedKULL, JAMES, FITZMORRIS · title MANAGING MEMBER, CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Jun 30, 2015 filing
  • No longer listedBIANCHI, GLENDA, KAYE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2007
  • ChangedKULL, JAMES, FITZMORRIS · title MANAGING MEMBER → MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Jan 29, 2013 filing
  • AddedGOLDCREST INVESTMENTS GP, INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via GOLDCREST INVESTMENTS, LP
  • AddedROSS, ADAM, B · PRESIDENT · 75% or more · indirect via GOLDCREST INVESTMENTS GP, INC.
  • ChangedKULL, JAMES, FITZMORRIS · ownership 50–75% → 25–50%
  • ChangedTAYLOR, WILLIAM, WADE · ownership 50–75% → 25–50%
Apr 3, 2012 filing (earliest on record)
  • ListedBIANCHI, GLENDA, KAYE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedGOLDCREST INVESTMENTS, LP · TEXAS LIMITED PARTNERSHIP · 10–25%
  • ListedKULL, JAMES, FITZMORRIS · MANAGING MEMBER · 50–75% · control person
  • ListedTAYLOR, WILLIAM, WADE · MANAGING MEMBER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Cypress Point Wealth Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $108.1M 21.98% 926,151 SH
2 DIMENSIONAL ETF TRUST DFAC 25434V708 $63.1M 12.84% 1,423,391 SH
3 AMERICAN CENTY ETF TR AVLC 025072158 $43.4M 8.84% 482,866 SH
4 DIMENSIONAL ETF TRUST DFUS 25434V401 $23.9M 4.87% 292,275 SH
5 DIMENSIONAL ETF TRUST DFIC 25434V799 $21.1M 4.29% 566,203 SH
6 DIMENSIONAL ETF TRUST DCOR 25434V625 $20.5M 4.17% 249,842 SH
7 VANGUARD INDEX FDS VTI 922908769 $11.6M 2.36% 31,303 SH
8 VANGUARD INDEX FDS VOO 922908363 $11.3M 2.31% 16,516 SH
9 VANGUARD INDEX FDS VTV 922908744 $11.1M 2.26% 50,921 SH
10 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $9.7M 1.97% 216,172 SH
11 AMERICAN CENTY ETF TR AVEM 025072604 $9.1M 1.84% 93,841 SH
12 APPLE INC AAPL 037833100 $7.7M 1.57% 26,698 SH
13 DIMENSIONAL ETF TRUST DFAU 25434V104 $6.3M 1.28% 121,818 SH
14 AMERICAN CENTY ETF TR AVUS 025072885 $6.2M 1.25% 48,096 SH
15 SCHWAB STRATEGIC TR SCHH 808524847 $5.7M 1.16% 240,432 SH
16 AMERICAN CENTY ETF TR AVDV 025072802 $5.1M 1.05% 49,915 SH
17 AMERICAN CENTY ETF TR AVDE 025072703 $4.2M 0.86% 47,323 SH
18 AMERICAN CENTY ETF TR AVSC 025072323 $4.2M 0.85% 57,065 SH
19 NVIDIA CORPORATION NVDA 67066G104 $4.0M 0.82% 20,136 SH
20 KLA CORP KLAC 482480100 $3.9M 0.80% 12,974 SH
21 VANGUARD STAR FDS VXUS 921909768 $3.8M 0.78% 44,625 SH
22 VANGUARD MALVERN FDS VCRB 922020748 $3.7M 0.75% 47,752 SH
23 SCHWAB STRATEGIC TR SCHB 808524102 $3.4M 0.70% 118,389 SH
24 ALPHABET INC GOOGL 02079K305 $3.2M 0.64% 8,848 SH
25 ISHARES TR IBMQ 46435U325 $3.1M 0.62% 119,536 SH
26 ISHARES TR IBMR 46436E163 $3.0M 0.62% 119,718 SH
27 ISHARES TR IBMS 46438G687 $3.0M 0.61% 115,000 SH
28 AMERICAN CENTY ETF TR AVLV 025072349 $2.8M 0.57% 30,797 SH
29 MICROSOFT CORP MSFT 594918104 $2.8M 0.57% 7,493 SH
30 META PLATFORMS INC META 30303M102 $2.8M 0.56% 4,930 SH
31 AMAZON COM INC AMZN 023135106 $2.7M 0.55% 11,382 SH
32 VANGUARD INDEX FDS VB 922908751 $2.6M 0.52% 8,500 SH
33 DEERE & CO DE 244199105 $2.4M 0.49% 3,761 SH
34 AMERICAN CENTY ETF TR AVUV 025072877 $2.3M 0.46% 18,109 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $2.2M 0.46% 3 SH
36 VANGUARD INDEX FDS VUG 922908736 $2.2M 0.45% 25,817 SH
37 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.2M 0.45% 53,265 SH
38 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $2.2M 0.44% 57,930 SH
39 ISHARES INC EEMS 464286475 $2.0M 0.41% 26,698 SH
40 AMERICAN CENTY ETF TR AVIV 025072364 $1.9M 0.40% 25,115 SH
41 MICRON TECHNOLOGY INC MU 595112103 $1.8M 0.37% 1,566 SH
42 DIMENSIONAL ETF TRUST DFAX 25434V880 $1.8M 0.36% 48,622 SH
43 BROADCOM INC AVGO 11135F101 $1.7M 0.36% 4,622 SH
44 APPLIED MATLS INC AMAT 038222105 $1.7M 0.35% 2,397 SH
45 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.7M 0.35% 20,478 SH
46 VANGUARD WHITEHALL FDS VYM 921946406 $1.7M 0.34% 10,600 SH
47 AMERICAN CENTY ETF TR AVES 025072372 $1.6M 0.32% 23,655 SH
48 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.5M 0.30% 36,812 SH
49 COCA COLA CO KO 191216100 $1.3M 0.27% 16,286 SH
50 AMERICAN CENTY ETF TR AVEE 025072141 $1.3M 0.26% 18,648 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $491.6M 142 0001825611-26-000004
2026-03-31 2026-04-13 $464.3M 123 0001825611-26-000002
2025-12-31 2026-02-02 $458.2M 90 0002085853-26-000160
Filer Information
Address
3838 OAK LAWN AVENUE
SUITE 1150
DALLAS, TX 75219
Phone
(214) 736-8887
Filing Manager
Cypress Point Wealth Management, LLC
DALLAS, TX
Signatory
Scott Boyd
CCO