Cypress Point Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Cypress Point Wealth Management, LLC reported 72 stock positions worth $211.2 million. Its top holding was Palantir Technologies Class A (PLTR) at 18.5% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 15.1%) and Avantis US LG Cap Eq ETF (AVLC, 6.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 36 and reduced 19. The biggest buy was Avantis US LG Cap Eq ETF (AVLC, shares +25%) and the biggest sale Dimensional US Target Value (DFAT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825611
- Portfolio Value
- $211.2M (Q2 2024)
- SEC Filing
- 0001825611-24-000003 ↗ filed Jul 26, 2024
Holdings Value
Holdings 72 stocks · $211.2M
| PLTR Palantir Technologies Inc. Class A | 18.53% | 1,544,465 | $39.1M | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 15.14% | 991,735 | $32.0M | Add +3.1% |
| AVLC Avantis US LG Cap Eq ETF | 6.16% | 207,241 | $13.0M | Add +24.9% |
| DFIC Dimensional International Co. | 4.04% | 324,600 | $8.5M | Add +9.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.01% | 31,649 | $8.5M | Add +30.1% |
| VOO Vanguard S&P 500 ETF | 3.70% | 15,634 | $7.8M | Add +8.9% |
| XOM Exxon Mobil Corp. | 3.21% | 58,957 | $6.8M | Add +0.9% |
| DFAU Dimensional US Core Equity M | 2.32% | 130,679 | $4.9M | Reduce -0.6% |
| AVUV Avantis US Small Cap Value | 2.01% | 47,309 | $4.2M | Reduce -1.7% |
| SCHB Schwab US Broad Market ETF | 2.00% | 67,174 | $4.2M | Reduce -2.0% |
| AVUS Avantis U.S. Equity ETF | 2.00% | 46,767 | $4.2M | Add +9.0% |
| AVEM Avantis Emerging Markets Eq | 1.91% | 65,986 | $4.0M | Add +1.4% |
| AVDV Avantis Intl S/C Value ETF | 1.68% | 54,680 | $3.6M | Add +4.4% |
| DFUS Dimensional US Eq MKT ETF | 1.63% | 58,490 | $3.4M | Add +109.6% |
| TSLA Tesla Inc. | 1.46% | 15,571 | $3.1M | Reduce -0.7% |
| IBMN iShares Ibonds Dec 2025 Term | 1.42% | 113,000 | $3.0M | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 1.40% | 117,918 | $3.0M | Add +0.6% |
| MMIT Nylim Mackay Muni Intermedia | 1.39% | 121,361 | $2.9M | Add +13.5% |
| IBMR iShares Ibonds Dec 2029 M BD | 1.39% | 117,995 | $2.9M | Add +0.6% |
| AVDE Avantis International Equity | 1.36% | 46,078 | $2.9M | Add +0.3% |
| SCHH Schwab US REIT ETF | 1.24% | 130,628 | $2.6M | Add +1.7% |
| EEMS iShares MSCI Emerging MKT SM | 1.17% | 40,261 | $2.5M | Reduce -0.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.14% | 59,367 | $2.4M | Reduce -0.5% |
| DCOR Dimensional US Core Eq 1 ETF | 1.10% | 38,881 | $2.3M | Add +64.1% |
| AAPL Apple Inc. | 1.03% | 10,291 | $2.2M | Add +0.2% |
| AVLV Avantis US Large Cap Value | 0.94% | 31,476 | $2.0M | Reduce -1.0% |
| AVSC Avantis US Small Cap Equity | 0.93% | 39,252 | $2.0M | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.92% | 3,873 | $2.0M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.73% | 25,610 | $1.5M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.70% | 9,193 | $1.5M | No change |
| DFAT Dimensional US Target Value | 0.70% | 28,356 | $1.5M | Reduce -21.1% |
| DFAX Dimensional World Ex US Core | 0.68% | 56,222 | $1.4M | Add +10.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.68% | 27,249 | $1.4M | No change |
| BND Vanguard Total Bond Market | 0.68% | 19,794 | $1.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.67% | 3,183 | $1.4M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 11,972 | $1.4M | No change |
| AVES Avantis Emerging Markets Val | 0.62% | 26,959 | $1.3M | Add +0.3% |
| DFGR Dim Global Real Estate ETF | 0.62% | 52,070 | $1.3M | Add +4.4% |
| DFAI Dimensional International Co. | 0.49% | 35,033 | $1.0M | Add +44.5% |
| DFAE Dimensional Emerging Core Eq | 0.48% | 39,331 | $1.0M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 3,811 | $923K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.41% | 13,731 | $874K | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 2,333 | $873K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 14,748 | $865K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.36% | 3,921 | $758K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.35% | 5,979 | $739K | Reduce -12.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.32% | 13,568 | $672K | Reduce -18.2% |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,531 | $643K | Add +2.3% |
| LPRO Open Lending Corp. | 0.28% | 107,000 | $597K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 7,914 | $575K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.24% | 20,000 | $497K | No change |
| DFSV Dimensional US Small Cap Val | 0.23% | 17,053 | $491K | Add +12.5% |
| CRM Salesforce Inc. | 0.23% | 1,876 | $482K | Reduce -6.0% |
| BLND Blend Labs Inc. Class A | 0.22% | 196,599 | $464K | Reduce -5.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.21% | 7,931 | $454K | Reduce -3.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 2,263 | $413K | No change |
| IVV iShares Core S&P 500 ETF | 0.18% | 694 | $380K | No change |
| LLY Eli Lilly & Co. | 0.18% | 419 | $379K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.17% | 1,965 | $360K | Add +4.0% |
| NFLX Netflix Inc. | 0.17% | 524 | $354K | Add +6.7% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.17% | 6,354 | $352K | Add +26.9% |
| REET iShares Global REIT ETF | 0.15% | 13,899 | $323K | Reduce -2.6% |
| SPXL Direxion Daily S&P 500 Bull | 0.15% | 2,179 | $318K | New |
| WCLD Wisdomtree Cloud Computing | 0.15% | 9,795 | $309K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.14% | 5,840 | $296K | Add +1.2% |
| KKR KKR & Co. Inc. | 0.12% | 2,462 | $259K | Add +0.4% |
| AVGO Broadcom Inc. | 0.12% | 161 | $258K | New |
| USRT iShares Core US REIT ETF | 0.12% | 4,633 | $248K | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 1,164 | $235K | Add +2.5% |
| AVRE Avantis Real Estate ETF | 0.10% | 5,127 | $211K | New |
| OSCR Oscar Health Inc. Class A | 0.09% | 11,582 | $183K | No change |
| ERNEXA THERAPEUTICS INC filed as ETERNA THERAPEUTICS INC | 0.08% | 94,375 | $173K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DFAT Dimensional US Target Value | Reduce -21.1% | 0.70% | −0.30 |
| AVUV Avantis US Small Cap Value | Reduce -1.7% | 2.01% | −0.30 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -0.5% | 1.14% | −0.15 |
| SCHB Schwab US Broad Market ETF | Reduce -2.0% | 2.00% | −0.14 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.14 |
| DFAU Dimensional US Core Equity M | Reduce -0.6% | 2.32% | −0.14 |
| BLND Blend Labs Inc. Class A | Reduce -5.6% | 0.22% | −0.13 |
| AVLV Avantis US Large Cap Value | Reduce -1.0% | 0.94% | −0.11 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.11 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -18.2% | 0.32% | −0.10 |
| CRM Salesforce Inc. | Reduce -6.0% | 0.23% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -1.6% | 0.68% | −0.07 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -0.4% | 1.17% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.44% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.92% | −0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -3.1% | 0.21% | −0.02 |
| REET iShares Global REIT ETF | Reduce -2.6% | 0.15% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.67% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.36% | −0.00 |
| NVDA Nvidia Corp. | Reduce -12.7% | 0.35% | +0.03 |
| TSLA Tesla Inc. | Reduce -0.7% | 1.46% | +0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| AVLC Avantis US LG Cap Eq ETF | Add +24.9% | 6.16% | +0.91 |
| DFUS Dimensional US Eq MKT ETF | Add +109.6% | 1.63% | +0.82 |
| VTI VG Morningstar TS MKT ETF-US | Add +30.1% | 4.01% | +0.77 |
| DCOR Dimensional US Core Eq 1 ETF | Add +64.1% | 1.10% | +0.38 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 18.53% | +0.35 |
| VOO Vanguard S&P 500 ETF | Add +8.9% | 3.70% | +0.17 |
| SPXL Direxion Daily S&P 500 Bull | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +0.2% | 1.03% | +0.12 |
| AVGO Broadcom Inc. | New | 0.12% | +0.12 |
| DFAI Dimensional International Co. | Add +44.5% | 0.49% | +0.12 |
| AVRE Avantis Real Estate ETF | New | 0.10% | +0.10 |
| MMIT Nylim Mackay Muni Intermedia | Add +13.5% | 1.39% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.30% | +0.04 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +26.9% | 0.17% | +0.03 |
| AVUS Avantis U.S. Equity ETF | Add +9.0% | 2.00% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +4.0% | 0.17% | +0.02 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.18% | +0.02 |
| NFLX Netflix Inc. | Add +6.7% | 0.17% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +10.1% | 0.68% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +12.5% | 0.23% | −0.00 |
| KKR KKR & Co. Inc. | Add +0.4% | 0.12% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 0.11% | −0.01 |
| KO The Coca-Cola Co. | Add +1.6% | 0.41% | −0.01 |
| DUSB Dimension Ultrashort Fi ETF | Add +1.2% | 0.14% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Add +0.1% | 0.48% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Add +1.4% | 1.91% | −0.02 |
| AVES Avantis Emerging Markets Val | Add +0.3% | 0.62% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.8% | 0.41% | −0.03 |
| DFIC Dimensional International Co. | Add +9.1% | 4.04% | −0.04 |
| DFGR Dim Global Real Estate ETF | Add +4.4% | 0.62% | −0.04 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 0.73% | −0.06 |
| AVDV Avantis Intl S/C Value ETF | Add +4.4% | 1.68% | −0.08 |
| AVSC Avantis US Small Cap Equity | Add +2.5% | 0.93% | −0.10 |
| SCHH Schwab US REIT ETF | Add +1.7% | 1.24% | −0.10 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +0.6% | 1.40% | −0.12 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +0.6% | 1.39% | −0.13 |
| AVDE Avantis International Equity | Add +0.3% | 1.36% | −0.14 |
| XOM Exxon Mobil Corp. | Add +0.9% | 3.21% | −0.26 |
| DFAC Dimensional US Core Equity 2 | Add +3.1% | 15.14% | −0.60 |
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 |