Cypress Point Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Cypress Point Wealth Management, LLC reported 123 stock positions worth $464.3 million. Its top holding was Palantir Technologies Class A (PLTR) at 29.2% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 11.5%) and Avantis US LG Cap Eq ETF (AVLC, 8.3%). Compared with Q4 2025, it opened 42 new positions, sold out of 9, added to 45 and reduced 19. The biggest buy was Apple (AAPL, shares +252%) and the biggest sale an exit from iShares Ibonds Dec 2029 M BD (IBMR).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001825611
Portfolio Value
$464.3M (Q1 2026)
SEC Filing
0001825611-26-000002 ↗ filed Apr 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $195.3M Q1 2024 Q2 2024: $211.2M Q2 2024 Q3 2024: $254.6M Q3 2024 Q4 2024: $321.1M Q4 2024 Q1 2025: $315.3M Q1 2025 Q2 2025: $410.8M Q2 2025 Q3 2025: $494.2M Q3 2025 Q4 2025: $458.2M Q4 2025 Q1 2026: $464.3M $464.3M Q1 2026 Q2 2026: $491.6M Q2 2026

Holdings 123 stocks · $464.3M
PLTR Palantir Technologies Inc. Class A 29.23% 927,673 $135.7M Add +0.2%
DFAC Dimensional US Core Equity 2 11.53% 1,377,960 $53.5M Add +5.4%
AVLC Avantis US LG Cap Eq ETF 8.31% 497,372 $38.6M Add +8.7%
DFIC Dimensional International Co. 4.21% 549,924 $19.5M Add +9.6%
DFUS Dimensional US Eq MKT ETF 4.19% 274,221 $19.4M Add +24.7%
DCOR Dimensional US Core Eq 1 ETF 3.94% 253,556 $18.3M Add +7.4%
VTI VG Morningstar TS MKT ETF-US 2.47% 35,789 $11.5M Add +0.3%
VOO Vanguard S&P 500 ETF 2.32% 18,059 $10.8M Reduce -1.8%
VNQI Vanguard GLBL Ex-US Real Est 1.96% 204,728 $9.1M Add +18.1%
AVEM Avantis Emerging Markets Eq 1.68% 96,512 $7.8M Add +0.6%
AAPL Apple Inc. 1.41% 25,881 $6.6M Add +251.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.32% 31,247 $6.1M Add +130.5%
DFAU Dimensional US Core Equity M 1.19% 122,383 $5.5M Reduce -0.1%
AVUS Avantis U.S. Equity ETF 1.17% 48,760 $5.4M Reduce -2.5%
XOM Exxon Mobil Corp. 1.12% 30,543 $5.2M Reduce -26.8%
AVDV Avantis Intl S/C Value ETF 1.09% 50,862 $5.1M Add +1.4%
SCHH Schwab US REIT ETF 1.07% 231,864 $5.0M Add +9.5%
BND Vanguard Total Bond Market 0.98% 61,994 $4.6M Reduce -13.9%
AVDE Avantis International Equity 0.90% 49,430 $4.2M Reduce -0.1%
AVSC Avantis US Small Cap Equity 0.75% 56,211 $3.5M Add +10.2%
VXUS Vanguard Total Intl Stock 0.74% 44,326 $3.4M Add +0.1%
SCHB Schwab US Broad Market ETF 0.71% 132,205 $3.3M Reduce -3.9%
IBMQ iShares Ibonds Dec 2028 Muni 0.66% 119,536 $3.1M No change
IBTJ iShares Ibonds Dec 2029 Term 0.65% 119,718 $3.0M New
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.64% 115,000 $3.0M No change
META Meta Platforms Inc. Class A 0.62% 5,053 $2.9M Add +22.8%
NVDA Nvidia Corp. 0.62% 16,465 $2.9M Add +1431.6%
VEU Vanguard Ftse All-World Ex-U 0.57% 35,452 $2.7M Add +0.1%
GOOGL Alphabet Inc. Class A 0.54% 8,712 $2.5M Add +273.8%
AVLV Avantis US Large Cap Value 0.53% 30,796 $2.5M Add +0.0%
MSFT Microsoft Corp. 0.53% 6,595 $2.4M Add +262.8%
VB Vanguard Most SM-Cap ETF-Usd 0.48% 8,500 $2.2M No change
BRK.A Berkshire Hathaway Inc. Class A 0.46% 3 $2.2M No change
DFAI Dimensional International Co. 0.46% 54,217 $2.1M Add +7.6%
EEMS iShares MSCI Emerging MKT SM 0.45% 29,913 $2.1M Reduce -7.9%
AVUV Avantis US Small Cap Value 0.44% 18,671 $2.1M Reduce -1.3%
AVIV Avantis Intl LRG Cap Val ETF 0.42% 26,290 $2.0M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.40% 4,300 $1.9M Add +0.1%
AMZN Amazon.com Inc. 0.40% 8,846 $1.8M Add +385.2%
DFAX Dimensional World Ex US Core 0.36% 48,598 $1.7M Add +0.0%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.35% 51,381 $1.6M Add +82.6%
VYM Vanguard High DVD Yield ETF 0.34% 10,600 $1.6M Add +1.9%
AVES Avantis Emerging Markets Val 0.31% 23,650 $1.4M Reduce -2.3%
DFAE Dimensional Emerging Core Eq 0.27% 36,790 $1.2M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 1,816 $1.2M Add +34.7%
KO The Coca-Cola Co. 0.25% 15,067 $1.1M Add +9.7%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.24% 46,947 $1.1M Reduce -25.2%
AVEE Avantis Em MKT SM Cap Eq ETF 0.24% 17,397 $1.1M Add +29.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.22% 4,657 $1.0M Add +0.3%
AVGO Broadcom Inc. 0.21% 3,110 $963K New
DFGR Dim Global Real Estate ETF 0.20% 35,734 $950K Reduce -20.0%
VUSB Vanguard Ultra Short Bond Et 0.20% 18,748 $933K Add +40.4%
NFLX Netflix Inc. 0.20% 9,453 $909K Add +144.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.17% 16,272 $812K No change
TSLA Tesla Inc. 0.17% 2,065 $768K Add +156.5%
ARWR Arrowhead Pharmaceuticals Inc. 0.15% 11,200 $702K No change
GOOG Alphabet Inc. Class C 0.15% 2,353 $675K New
ASTS Ast Spacemobile Inc. 0.14% 8,000 $663K No change
UAMY United States Antimony Corp. 0.14% 74,071 $647K No change
IVV iShares Core S&P 500 ETF 0.14% 964 $630K Reduce -4.8%
T AT&T Inc. 0.13% 21,243 $616K Add +53.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 12,350 $602K Add +135.0%
VCRM Vanguard Core Tax-Ex Bond 0.12% 7,526 $566K Add +65.4%
DFSV Dimensional US Small Cap Val 0.11% 14,153 $496K No change
CRM Salesforce Inc. 0.10% 2,597 $485K Add +68.3%
WCLD Wisdomtree Cloud Computing 0.10% 17,633 $482K No change
DUSB Dimension Ultrashort Fi ETF 0.10% 9,106 $462K Add +19.5%
SGOL Abrdn Physical Gold Shares 0.10% 10,318 $460K No change
L Loews Corp. 0.10% 4,290 $458K New
AMD Advanced Micro Devices 0.09% 2,089 $425K New
FNV Franco-Nevada Corp. 0.08% 1,568 $387K New
V Visa Inc. Class A 0.08% 1,281 $387K New
KLAC KLA Corp. 0.08% 252 $371K New
JNJ Johnson & Johnson 0.08% 1,514 $370K New
BLND Blend Labs Inc. Class A 0.08% 215,843 $367K No change
CSCO Cisco Systems Inc. 0.08% 4,689 $364K New
ARTY iShares Future AI & Tech ETF 0.08% 7,722 $359K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 3,942 $357K Reduce -20.2%
TRV The Travelers Cos Inc. 0.08% 1,213 $354K New
EMXC iShares MSCI Emr MRK Ex Chna 0.08% 4,462 $351K No change
LLY Eli Lilly & Co. 0.07% 378 $348K New
MRK Merck & Co. Inc. 0.07% 2,883 $347K New
DFAT Dimensional US Target Value 0.07% 5,407 $338K Reduce -1.3%
CRWD CrowdStrike Holdings Inc. Class A 0.07% 859 $335K Add +5.9%
VWO Vanguard Ftse Emerging Marke 0.07% 6,047 $327K Reduce -9.7%
GEV GE Vernova Inc. 0.07% 372 $325K New
WULF Terawulf Inc. 0.07% 21,676 $313K Reduce -15.0%
DFAR Dimensional US Real Est ETF 0.07% 13,100 $310K New
HON Honeywell International Inc. 0.07% 1,370 $310K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 3,356 $308K Add +0.6%
ALL Allstate Corp. 0.07% 1,455 $302K New
POWL Powell Industries Inc. 0.06% 555 $300K New
C Citigroup Inc. 0.06% 2,627 $298K New
DFMC US Micro Cap Portfolio ETF filed as DFA INVT DIMENSIONS GROUP IN 0.06% 5,800 $295K New
EEMV iShares MSCI Emg MKT Min Vol 0.06% 4,460 $289K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,000 $287K No change
JPM JPMorgan Chase & Co. 0.06% 959 $282K New
BKNG Booking Holdings Inc. 0.06% 67 $282K New
ABT Abbott Laboratories 0.06% 2,715 $279K New
ACN Accenture PLC Class A 0.06% 1,379 $273K New
CVX Chevron Corp. 0.06% 1,245 $258K New
WMT Walmart Inc. 0.05% 2,037 $253K New
INTU Intuit Inc. 0.05% 575 $249K New
KKR KKR & Co. Inc. 0.05% 2,652 $245K Add +14.1%
GE General Electric filed as GE AEROSPACE 0.05% 858 $243K New
ABBV Abbvie Inc. 0.05% 1,115 $243K New
HD Home Depot Inc. 0.05% 720 $237K New
TMO Thermo Fisher Scientific Inc. 0.05% 480 $236K New
MU Micron Technology Inc. 0.05% 685 $231K New
BNDX Vanguard Total Intl Bond ETF 0.05% 4,731 $227K Add +0.5%
AXP American Express Co. 0.05% 741 $224K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.05% 9,714 $220K Add +7.9%
AMAT Applied Materials Inc. 0.05% 632 $216K New
PSX Phillips 66 0.05% 1,182 $215K New
AEM Agnico Eagle Mines Ltd. 0.04% 1,023 $208K New
UBER Uber Technologies Inc. 0.04% 2,828 $203K New
GILD Gilead Sciences Inc. 0.04% 1,450 $202K New
MRVL Marvell Technology Inc. 0.04% 2,036 $202K New
FLD Fold Holdings Inc. filed as FOLD HLDGS INC 0.02% 53,604 $71K Reduce -1.6%
UROY Uranium Royalty Corp. 0.01% 17,835 $65K New
VYGR Voyager Therapeutics Inc. 0.01% 10,235 $40K New
CLVT Clarivate PLC 0.01% 12,269 $31K New
RNXT Renovorx Inc. 0.00% 20,000 $20K No change

Portfolio Sells Q4 2025 → Q1 2026
IBMR iShares Ibonds Dec 2029 M BD Sold out 0.00% −0.66
COP Conocophillips Sold out 0.00% −0.60
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −0.31
IBDT iShares Ibonds Dec 2028 ETF Sold out 0.00% −0.22
VOO Vanguard S&P 500 ETF Reduce -1.8% 2.32% −0.19
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.19
BND Vanguard Total Bond Market Reduce -13.9% 0.98% −0.18
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.11
MMIT Nylim Mackay Muni Intermedia Reduce -25.2% 0.24% −0.09
SCHB Schwab US Broad Market ETF Reduce -3.9% 0.71% −0.07
DFAU Dimensional US Core Equity M Reduce -0.1% 1.19% −0.06
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.06
DFGR Dim Global Real Estate ETF Reduce -20.0% 0.20% −0.05
AVUS Avantis U.S. Equity ETF Reduce -2.5% 1.17% −0.05
REET iShares Global REIT ETF Sold out 0.00% −0.05
PB Prosperity Bancshares Inc. Sold out 0.00% −0.05
EEMS iShares MSCI Emerging MKT SM Reduce -7.9% 0.45% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -20.2% 0.08% −0.02
FLD Fold Holdings Inc. Reduce -1.6% 0.02% −0.02
IVV iShares Core S&P 500 ETF Reduce -4.8% 0.14% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -9.7% 0.07% −0.01
AVES Avantis Emerging Markets Val Reduce -2.3% 0.31% −0.00
DFAT Dimensional US Target Value Reduce -1.3% 0.07% +0.00
WULF Terawulf Inc. Reduce -15.0% 0.07% +0.00
AVIV Avantis Intl LRG Cap Val ETF Reduce -0.2% 0.42% +0.01
AVDE Avantis International Equity Reduce -0.1% 0.90% +0.01
XOM Exxon Mobil Corp. Reduce -26.8% 1.12% +0.02
AVUV Avantis US Small Cap Value Reduce -1.3% 0.44% +0.02

Portfolio Buys Q4 2025 → Q1 2026
AAPL Apple Inc. Add +251.8% 1.41% +0.98
VTV Vanguard Mrngstr Val ETF-Aui Add +130.5% 1.32% +0.76
IBTJ iShares Ibonds Dec 2029 Term New 0.65% +0.65
DFUS Dimensional US Eq MKT ETF Add +24.7% 4.19% +0.63
NVDA Nvidia Corp. Add +1431.6% 0.62% +0.57
AVLC Avantis US LG Cap Eq ETF Add +8.7% 8.31% +0.45
DFIC Dimensional International Co. Add +9.6% 4.21% +0.43
GOOGL Alphabet Inc. Class A Add +273.8% 0.54% +0.38
MSFT Microsoft Corp. Add +262.8% 0.53% +0.33
AMZN Amazon.com Inc. Add +385.2% 0.40% +0.30
DFAC Dimensional US Core Equity 2 Add +5.4% 11.53% +0.24
VNQI Vanguard GLBL Ex-US Real Est Add +18.1% 1.96% +0.23
AVGO Broadcom Inc. New 0.21% +0.21
CGNG Cap Group New Geography Eq Add +82.6% 0.35% +0.15
GOOG Alphabet Inc. Class C New 0.15% +0.15
DCOR Dimensional US Core Eq 1 ETF Add +7.4% 3.94% +0.14
NFLX Netflix Inc. Add +144.9% 0.20% +0.12
SCHH Schwab US REIT ETF Add +9.5% 1.07% +0.11
AVSC Avantis US Small Cap Equity Add +10.2% 0.75% +0.10
L Loews Corp. New 0.10% +0.10
AMD Advanced Micro Devices New 0.09% +0.09
TSLA Tesla Inc. Add +156.5% 0.17% +0.09
FNV Franco-Nevada Corp. New 0.08% +0.08
V Visa Inc. Class A New 0.08% +0.08
KLAC KLA Corp. New 0.08% +0.08
JNJ Johnson & Johnson New 0.08% +0.08
CSCO Cisco Systems Inc. New 0.08% +0.08
TRV The Travelers Cos Inc. New 0.08% +0.08
LLY Eli Lilly & Co. New 0.07% +0.07
MRK Merck & Co. Inc. New 0.07% +0.07
GEV GE Vernova Inc. New 0.07% +0.07
DFAR Dimensional US Real Est ETF New 0.07% +0.07
HON Honeywell International Inc. New 0.07% +0.07
BAC Bank of America Corp. Add +135.0% 0.13% +0.07
AVDV Avantis Intl S/C Value ETF Add +1.4% 1.09% +0.07
ALL Allstate Corp. New 0.07% +0.07
POWL Powell Industries Inc. New 0.06% +0.06
C Citigroup Inc. New 0.06% +0.06
DFMC US Micro Cap Portfolio ETF New 0.06% +0.06
AVEM Avantis Emerging Markets Eq Add +0.6% 1.68% +0.06
BKNG Booking Holdings Inc. New 0.06% +0.06
JPM JPMorgan Chase & Co. New 0.06% +0.06
ABT Abbott Laboratories New 0.06% +0.06
ACN Accenture PLC Class A New 0.06% +0.06
T AT&T Inc. Add +53.0% 0.13% +0.06
VUSB Vanguard Ultra Short Bond Et Add +40.4% 0.20% +0.06
CVX Chevron Corp. New 0.06% +0.06
WMT Walmart Inc. New 0.05% +0.05
AVEE Avantis Em MKT SM Cap Eq ETF Add +29.2% 0.24% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +34.7% 0.25% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 142$491.6MPLTR, DFAC, AVLC, DFUS, DFIC
Q1 2026 123$464.3MPLTR, DFAC, AVLC, DFIC, DFUS
Q4 2025 90$458.2MPLTR, DFAC, AVLC, DCOR, DFIC
Q3 2025 82$494.2MPLTR, DFAC, AVLC, DCOR, DFIC
Q2 2025 79$410.8MPLTR, DFAC, AVLC, DCOR, DFIC
Q1 2025 68$315.3MPLTR, DFAC, AVLC, DFIC, DFUS
Q4 2024 69$321.1MPLTR, DFAC, AVLC, DFIC, VTI
Q3 2024 75$254.6MPLTR, DFAC, AVLC, DFIC, VTI
Q2 2024 72$211.2MPLTR, DFAC, AVLC, DFIC, VTI
Q1 2024 71$195.3MPLTR, DFAC, AVLC, DFIC, VOO