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

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 Q1 2026 Q2 2026: $491.6M $491.6M Q2 2026

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
QCOM Qualcomm Inc. 0.06% 1,699 $314K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.06% 3,385 $310K Add +0.9%
MRK Merck & Co. Inc. 0.06% 2,343 $301K Reduce -18.7%
WDC Western Digital Corp. 0.06% 469 $300K New
EPD Enterprise Products Partners 0.06% 8,011 $294K New
APP AppLovin Corp. Class A 0.06% 564 $291K New
VLO Valero Energy Corp. 0.06% 1,104 $288K New
CEG Constellation Energy 0.06% 1,139 $283K New
HOOD Robinhood Markets Inc. Class A 0.06% 2,792 $280K New
AXP American Express Co. 0.06% 825 $279K Add +11.3%
SYY Sysco Corp. 0.06% 3,306 $276K New
MO Altria Group Inc. 0.06% 3,817 $275K New
CVS CVS Health Corp. 0.06% 2,649 $274K New
MPC Marathon Petroleum Corp. 0.05% 1,049 $268K New
DFAT Dimensional US Target Value 0.05% 3,817 $267K Reduce -29.4%
SPG Simon Property Group Inc. 0.05% 1,190 $266K New
UBER Uber Technologies Inc. 0.05% 3,649 $263K Add +29.0%
NEE Nextera Energy Inc. 0.05% 3,000 $263K New
EEMV iShares MSCI Emg MKT Min Vol 0.05% 3,495 $263K Reduce -21.6%
GS Goldman Sachs Group Inc. 0.05% 258 $261K New
XLK SS Technology Select Sector 0.05% 1,354 $258K New
CVX Chevron Corp. 0.05% 1,509 $250K Add +21.2%
KKR KKR & Co. Inc. 0.05% 2,716 $249K Add +2.4%
STX Seagate Technology Holdings 0.05% 257 $248K New
VRT Vertiv Holdings Co. Class A 0.05% 737 $247K New
ETSY Etsy Inc. 0.05% 3,138 $236K New
ELV Elevance Health Inc. 0.05% 610 $236K New
BNDX Vanguard Total Intl Bond ETF 0.05% 4,764 $231K Add +0.7%
ORCL Oracle Corp. 0.05% 1,571 $230K New
UAL United Airlines Holdings Inc. 0.05% 1,649 $224K New
INTC Intel Corp. 0.04% 1,585 $221K New
AGX Argan Inc. 0.04% 270 $216K New
IWR iShares Russell Mid-Cap ETF 0.04% 1,937 $214K New
EXC Exelon Corp. 0.04% 4,553 $212K New
MLI Mueller Industries Inc. 0.04% 1,701 $209K New
MCO Moody's Corp. 0.04% 460 $208K New
GE General Electric filed as GE AEROSPACE 0.04% 556 $208K Reduce -35.2%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.04% 5,378 $205K New
BKNG Booking Holdings Inc. 0.04% 1,133 $202K Reduce -32.4%
VNO Vornado Realty Trust 0.04% 5,135 $202K New
BRBR Bellring Brands Inc. 0.03% 10,556 $137K New
FLD Fold Holdings Inc. filed as FOLD HLDGS INC 0.00% 53,604 $24K 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

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