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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, exited 23, added to 63, and trimmed 16.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$9.6M +17.9%
  • VANGUARD INDEX FDS$5.0M +81.0%
  • AMERICAN CENTY ETF TR$4.9M +12.6%
  • DIMENSIONAL ETF TRUST$4.5M +23.2%
  • KLA CORP$3.5M +955.0%
Show all 63 →

Top Trims

  • PALANTIR TECHNOLOGIES INC-$27.6M -20.4%
  • VANGUARD BD INDEX FDS-$4.2M -92.1%
  • VANGUARD INTL EQUITY INDEX F-$947.5K -35.6%
  • VANGUARD INDEX FDS-$433.4K -42.8%
  • NETFLIX INC.-$410.4K -45.2%
Show all 16 →

New Positions

  • VANGUARD MALVERN FDS$3.7M
  • ISHARES TR$3.0M
  • DEERE & CO$2.4M
  • VANGUARD MALVERN FDS$1.1M
  • CONOCOPHILLIPS$982.3K
Show all 42 →

Exited Positions

  • EXXON MOBIL CORP$5.2M
  • ISHARES TR$3.0M
  • ARROWHEAD PHARMACEUTICALS IN$702.2K
  • AST SPACEMOBILE INC$663.0K
  • UNITED STATES ANTIMONY CORP$646.6K
Show all 23 →
All Holdings

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