Cypress Point Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Cypress Point Wealth Management, LLC reported 142 stock positions worth $491.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 22.0% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.8%) and Avantis US LG Cap Eq ETF (AVLC, 8.8%). Compared with Q1 2026, it opened 42 new positions, sold out of 23, added to 52 and reduced 35. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +3%) and the biggest sale Palantir Technologies Class A (PLTR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825611
- Portfolio Value
- $491.6M (Q2 2026)
- SEC Filing
- 0001825611-26-000004 ↗ filed Jul 17, 2026
Holdings Value
Holdings 142 stocks · $491.6M
| PLTR Palantir Technologies Inc. Class A | 21.98% | 926,151 | $108.1M | Reduce -0.2% |
| DFAC Dimensional US Core Equity 2 | 12.84% | 1,423,391 | $63.1M | Add +3.3% |
| AVLC Avantis US LG Cap Eq ETF | 8.84% | 482,866 | $43.4M | Reduce -2.9% |
| DFUS Dimensional US Eq MKT ETF | 4.87% | 292,275 | $23.9M | Add +6.6% |
| DFIC Dimensional International Co. | 4.29% | 566,203 | $21.1M | Add +3.0% |
| DCOR Dimensional US Core Eq 1 ETF | 4.17% | 249,842 | $20.5M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.36% | 31,303 | $11.6M | Reduce -12.5% |
| VOO Vanguard S&P 500 ETF | 2.31% | 16,516 | $11.3M | Reduce -8.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.26% | 50,921 | $11.1M | Add +63.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.97% | 216,172 | $9.7M | Add +5.6% |
| AVEM Avantis Emerging Markets Eq | 1.84% | 93,841 | $9.1M | Reduce -2.8% |
| AAPL Apple Inc. | 1.57% | 26,698 | $7.7M | Add +3.2% |
| DFAU Dimensional US Core Equity M | 1.28% | 121,818 | $6.3M | Reduce -0.5% |
| AVUS Avantis U.S. Equity ETF | 1.25% | 48,096 | $6.2M | Reduce -1.4% |
| SCHH Schwab US REIT ETF | 1.16% | 240,432 | $5.7M | Add +3.7% |
| AVDV Avantis Intl S/C Value ETF | 1.05% | 49,915 | $5.1M | Reduce -1.9% |
| AVDE Avantis International Equity | 0.86% | 47,323 | $4.2M | Reduce -4.3% |
| AVSC Avantis US Small Cap Equity | 0.85% | 57,065 | $4.2M | Add +1.5% |
| NVDA Nvidia Corp. | 0.82% | 20,136 | $4.0M | Add +22.3% |
| KLAC KLA Corp. | 0.80% | 12,974 | $3.9M | Add +414.8% |
| VXUS Vanguard Total Intl Stock | 0.78% | 44,625 | $3.8M | Add +0.7% |
| VCRB Vanguard Core Bond ETF | 0.75% | 47,752 | $3.7M | New |
| SCHB Schwab US Broad Market ETF | 0.70% | 118,389 | $3.4M | Reduce -10.4% |
| GOOGL Alphabet Inc. Class A | 0.64% | 8,848 | $3.2M | Add +1.6% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.62% | 119,536 | $3.1M | No change |
| IBMR iShares Ibonds Dec 2029 M BD | 0.62% | 119,718 | $3.0M | New |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.61% | 115,000 | $3.0M | No change |
| AVLV Avantis US Large Cap Value | 0.57% | 30,797 | $2.8M | Add +0.0% |
| MSFT Microsoft Corp. | 0.57% | 7,493 | $2.8M | Add +13.6% |
| META Meta Platforms Inc. Class A | 0.56% | 4,930 | $2.8M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.55% | 11,382 | $2.7M | Add +28.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 8,500 | $2.6M | No change |
| DE Deere & Co. | 0.49% | 3,761 | $2.4M | New |
| AVUV Avantis US Small Cap Value | 0.46% | 18,109 | $2.3M | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 3 | $2.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 25,817 | $2.2M | No change |
| DFAI Dimensional International Co. | 0.45% | 53,265 | $2.2M | Reduce -1.8% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.44% | 57,930 | $2.2M | Add +12.8% |
| EEMS iShares MSCI Emerging MKT SM | 0.41% | 26,698 | $2.0M | Reduce -10.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.40% | 25,115 | $1.9M | Reduce -4.5% |
| MU Micron Technology Inc. | 0.37% | 1,566 | $1.8M | Add +128.6% |
| DFAX Dimensional World Ex US Core | 0.36% | 48,622 | $1.8M | Add +0.1% |
| AVGO Broadcom Inc. | 0.36% | 4,622 | $1.7M | Add +48.6% |
| AMAT Applied Materials Inc. | 0.35% | 2,397 | $1.7M | Add +279.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.35% | 20,478 | $1.7M | Reduce -42.2% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 10,600 | $1.7M | No change |
| AVES Avantis Emerging Markets Val | 0.32% | 23,655 | $1.6M | Add +0.0% |
| DFAE Dimensional Emerging Core Eq | 0.30% | 36,812 | $1.5M | Add +0.1% |
| KO The Coca-Cola Co. | 0.27% | 16,286 | $1.3M | Add +8.1% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.26% | 18,648 | $1.3M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,531 | $1.1M | Reduce -15.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.23% | 46,732 | $1.1M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.23% | 1,956 | $1.1M | Reduce -6.4% |
| VPLS Vanguard Core-Plus Bond ETF | 0.22% | 14,049 | $1.1M | New |
| BAC Bank of America Corp. | 0.21% | 18,292 | $1.0M | Add +48.1% |
| DFGR Dim Global Real Estate ETF | 0.20% | 34,028 | $986K | Reduce -4.8% |
| COP Conocophillips | 0.20% | 9,449 | $982K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.20% | 19,422 | $967K | Add +3.6% |
| TSLA Tesla Inc. | 0.19% | 2,272 | $956K | Add +10.0% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,535 | $896K | Add +7.7% |
| DFMC US Micro Cap Portfolio ETF filed as DFA INVT DIMENSIONS GROUP IN | 0.17% | 13,803 | $843K | Add +138.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 16,272 | $823K | No change |
| V Visa Inc. Class A | 0.16% | 2,257 | $774K | Add +76.2% |
| LLY Eli Lilly & Co. | 0.16% | 637 | $764K | Add +68.5% |
| IVV iShares Core S&P 500 ETF | 0.15% | 970 | $726K | Add +0.6% |
| LRCX Lam Research Corp. | 0.14% | 1,632 | $707K | New |
| VOYG Voyager Technologies Inc. Class A | 0.14% | 21,774 | $702K | New |
| C Citigroup Inc. | 0.13% | 4,478 | $627K | Add +70.5% |
| ARTY iShares Future AI & Tech ETF | 0.12% | 7,726 | $588K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.12% | 4,988 | $586K | Add +6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 758 | $578K | Reduce -11.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 2,379 | $578K | Reduce -48.9% |
| WCLD Wisdomtree Cloud Computing | 0.12% | 17,633 | $565K | No change |
| CAT Caterpillar Inc. | 0.11% | 522 | $556K | New |
| DFSV Dimensional US Small Cap Val | 0.11% | 14,153 | $549K | No change |
| ABBV Abbvie Inc. | 0.11% | 2,055 | $517K | Add +84.3% |
| GEV GE Vernova Inc. | 0.10% | 434 | $510K | Add +16.7% |
| NFLX Netflix Inc. | 0.10% | 6,982 | $499K | Reduce -26.1% |
| MRVL Marvell Technology Inc. | 0.10% | 1,650 | $492K | Reduce -19.0% |
| JNJ Johnson & Johnson | 0.10% | 1,851 | $470K | Add +22.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.09% | 9,149 | $465K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.09% | 1,398 | $462K | Add +15.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 4,487 | $459K | Add +0.6% |
| DELL Dell Technologies -C | 0.09% | 1,054 | $455K | New |
| VCRM Vanguard Core Tax-Ex Bond | 0.09% | 5,763 | $440K | Reduce -23.4% |
| L Loews Corp. | 0.09% | 3,801 | $430K | Reduce -11.4% |
| T AT&T Inc. | 0.09% | 20,719 | $429K | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,246 | $408K | Add +29.9% |
| BLND Blend Labs Inc. Class A | 0.08% | 225,843 | $386K | Add +4.6% |
| WMT Walmart Inc. | 0.08% | 3,362 | $381K | Add +65.0% |
| ALL Allstate Corp. | 0.08% | 1,588 | $378K | Add +9.1% |
| D Dominion Energy Inc. | 0.07% | 5,389 | $368K | New |
| COST Costco Wholesale Corp. | 0.07% | 393 | $368K | New |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 6,054 | $361K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.07% | 4,890 | $359K | Reduce -92.1% |
| CRM Salesforce Inc. | 0.07% | 2,249 | $352K | Reduce -13.4% |
| DFAR Dimensional US Real Est ETF | 0.07% | 13,100 | $343K | No change |
| FIX Comfort Systems USA Inc. | 0.07% | 165 | $327K | New |
| FNV Franco-Nevada Corp. | 0.07% | 1,568 | $327K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 4,000 | $322K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.2% | 21.98% | −7.25 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.12 |
| BND Vanguard Total Bond Market | Reduce -92.1% | 0.07% | −0.91 |
| IBTJ iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.65 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -42.2% | 0.35% | −0.22 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| ASTS Ast Spacemobile Inc. | Sold out | 0.00% | −0.14 |
| UAMY United States Antimony Corp. | Sold out | 0.00% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.5% | 2.36% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -48.9% | 0.12% | −0.10 |
| SGOL Abrdn Physical Gold Shares | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -26.1% | 0.10% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.08 |
| WULF Terawulf Inc. | Sold out | 0.00% | −0.07 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.07 |
| POWL Powell Industries Inc. | Sold out | 0.00% | −0.06 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.56% | −0.06 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.05 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.9% | 1.05% | −0.05 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.05 |
| PSX Phillips 66 | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -2.5% | 0.09% | −0.05 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.04 |
| AVDE Avantis International Equity | Reduce -4.3% | 0.86% | −0.04 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.04 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -10.8% | 0.41% | −0.03 |
| CRM Salesforce Inc. | Reduce -13.4% | 0.07% | −0.03 |
| VCRM Vanguard Core Tax-Ex Bond | Reduce -23.4% | 0.09% | −0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -4.5% | 0.40% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.7% | 0.23% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -32.4% | 0.04% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -29.4% | 0.05% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -10.4% | 0.70% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -8.5% | 2.31% | −0.02 |
| UROY Uranium Royalty Corp. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -18.7% | 0.06% | −0.01 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -0.5% | 0.23% | −0.01 |
| L Loews Corp. | Reduce -11.4% | 0.09% | −0.01 |
| GE General Electric | Reduce -35.2% | 0.04% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -21.6% | 0.05% | −0.01 |
| VYGR Voyager Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| DFAI Dimensional International Co. | Reduce -1.8% | 0.45% | −0.01 |
| CLVT Clarivate PLC | Sold out | 0.00% | −0.01 |
| RNXT Renovorx Inc. | Sold out | 0.00% | −0.00 |
| DFGR Dim Global Real Estate ETF | Reduce -4.8% | 0.20% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -3.0% | 0.46% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +3.3% | 12.84% | +1.31 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +63.0% | 2.26% | +0.94 |
| VCRB Vanguard Core Bond ETF | New | 0.75% | +0.75 |
| KLAC KLA Corp. | Add +414.8% | 0.80% | +0.72 |
| DFUS Dimensional US Eq MKT ETF | Add +6.6% | 4.87% | +0.68 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.62% | +0.62 |
| DE Deere & Co. | New | 0.49% | +0.49 |
| MU Micron Technology Inc. | Add +128.6% | 0.37% | +0.32 |
| AMAT Applied Materials Inc. | Add +279.3% | 0.35% | +0.31 |
| VPLS Vanguard Core-Plus Bond ETF | New | 0.22% | +0.22 |
| NVDA Nvidia Corp. | Add +22.3% | 0.82% | +0.20 |
| COP Conocophillips | New | 0.20% | +0.20 |
| AAPL Apple Inc. | Add +3.2% | 1.57% | +0.16 |
| AMZN Amazon.com Inc. | Add +28.7% | 0.55% | +0.15 |
| AVGO Broadcom Inc. | Add +48.6% | 0.36% | +0.15 |
| LRCX Lam Research Corp. | New | 0.14% | +0.14 |
| VOYG Voyager Technologies Inc. Class A | New | 0.14% | +0.14 |
| CAT Caterpillar Inc. | New | 0.11% | +0.11 |
| DFMC US Micro Cap Portfolio ETF | Add +138.0% | 0.17% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.64% | +0.10 |
| AVSC Avantis US Small Cap Equity | Add +1.5% | 0.85% | +0.10 |
| DELL Dell Technologies -C | New | 0.09% | +0.09 |
| CGNG Cap Group New Geography Eq | Add +12.8% | 0.44% | +0.09 |
| SCHH Schwab US REIT ETF | Add +3.7% | 1.16% | +0.08 |
| DFIC Dimensional International Co. | Add +3.0% | 4.29% | +0.08 |
| BAC Bank of America Corp. | Add +48.1% | 0.21% | +0.08 |
| LLY Eli Lilly & Co. | Add +68.5% | 0.16% | +0.08 |
| D Dominion Energy Inc. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +76.2% | 0.16% | +0.07 |
| FIX Comfort Systems USA Inc. | New | 0.07% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| C Citigroup Inc. | Add +70.5% | 0.13% | +0.06 |
| WDC Western Digital Corp. | New | 0.06% | +0.06 |
| EPD Enterprise Products Partners | New | 0.06% | +0.06 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| VLO Valero Energy Corp. | New | 0.06% | +0.06 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| HOOD Robinhood Markets Inc. Class A | New | 0.06% | +0.06 |
| SYY Sysco Corp. | New | 0.06% | +0.06 |
| MO Altria Group Inc. | New | 0.06% | +0.06 |
| CVS CVS Health Corp. | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.05% | +0.05 |
| SPG Simon Property Group Inc. | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +84.3% | 0.11% | +0.05 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 142 | $491.6M | PLTR, DFAC, AVLC, DFUS, DFIC |
| Q1 2026 | 123 | $464.3M | PLTR, DFAC, AVLC, DFIC, DFUS |
| Q4 2025 | 90 | $458.2M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q3 2025 | 82 | $494.2M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q2 2025 | 79 | $410.8M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q1 2025 | 68 | $315.3M | PLTR, DFAC, AVLC, DFIC, DFUS |
| Q4 2024 | 69 | $321.1M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q3 2024 | 75 | $254.6M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q2 2024 | 72 | $211.2M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q1 2024 | 71 | $195.3M | PLTR, DFAC, AVLC, DFIC, VOO |