Institution
Cypress Point Wealth Management, LLC
CIK 0001825611 - 2026Q2 report dated 2026-06-30
Shown positions
100
Shown market value
$481,322,097
Net value change
+$133,257,257
92 changed positions shown
Latest filing
0001825611-26-000004Largest reported increase
DFAC
DIMENSIONAL ETF TRUST
+$63,141,605
Largest reported decrease
PLTR
PALANTIR TECHNOLOGIES INC
-$27,645,969
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC 69608A108 | $108,054,038 | 926,151 | REDUCED -0.2% | -$27,645,969 | 2026-06-30SEC filing |
| DFAC | DIMENSIONAL ETF TRUST 25434V708 | $63,141,605 | 1,423,391 | NEW new | +$63,141,605 | 2026-06-30SEC filing |
| AVLC | AMERICAN CENTY ETF TR 025072158 | $43,438,631 | 482,866 | REDUCED -2.9% | +$4,867,425 | 2026-06-30SEC filing |
| DFUS | DIMENSIONAL ETF TRUST 25434V401 | $23,949,053 | 292,275 | NEW new | +$23,949,053 | 2026-06-30SEC filing |
| DFIC | DIMENSIONAL ETF TRUST 25434V799 | $21,096,733 | 566,203 | INCREASED +3.0% | +$1,557,928 | 2026-06-30SEC filing |
| DCOR | DIMENSIONAL ETF TRUST 25434V625 | $20,482,089 | 249,842 | NEW new | +$20,482,089 | 2026-06-30SEC filing |
| VTI | VANGUARD INDEX FDS 922908769 | $11,583,437 | 31,303 | REDUCED -12.5% | +$101,901 | 2026-06-30SEC filing |
| VOO | VANGUARD INDEX FDS 922908363 | $11,343,550 | 16,516 | REDUCED -8.5% | +$552,222 | 2026-06-30SEC filing |
| VTV | VANGUARD INDEX FDS 922908744 | $11,097,177 | 50,921 | INCREASED +63.0% | +$4,966,480 | 2026-06-30SEC filing |
| VNQI | VANGUARD INTL EQUITY INDEX F 922042676 | $9,695,333 | 216,172 | INCREASED +5.6% | +$595,155 | 2026-06-30SEC filing |
| AVEM | AMERICAN CENTY ETF TR 025072604 | $9,054,758 | 93,841 | REDUCED -2.8% | +$1,277,795 | 2026-06-30SEC filing |
| AAPL | APPLE INC 037833100 | $7,725,345 | 26,698 | INCREASED +3.2% | +$1,157,000 | 2026-06-30SEC filing |
| DFAU | DIMENSIONAL ETF TRUST 25434V104 | $6,296,750 | 121,818 | REDUCED -0.5% | +$774,820 | 2026-06-30SEC filing |
| AVUS | AMERICAN CENTY ETF TR 025072885 | $6,160,127 | 48,096 | REDUCED -1.4% | +$738,953 | 2026-06-30SEC filing |
| SCHH | SCHWAB STRATEGIC TR 808524847 | $5,693,437 | 240,432 | INCREASED +3.7% | +$710,670 | 2026-06-30SEC filing |
| AVDV | AMERICAN CENTY ETF TR 025072802 | $5,143,755 | 49,915 | REDUCED -1.9% | +$64,645 | 2026-06-30SEC filing |
| AVDE | AMERICAN CENTY ETF TR 025072703 | $4,221,184 | 47,323 | REDUCED -4.3% | +$27,574 | 2026-06-30SEC filing |
| AVSC | AMERICAN CENTY ETF TR 025072323 | $4,185,180 | 57,065 | NEW new | +$4,185,180 | 2026-06-30SEC filing |
| NVDA | NVIDIA CORPORATION 67066G104 | $4,029,032 | 20,136 | INCREASED +22.3% | +$1,157,533 | 2026-06-30SEC filing |
| KLAC | KLA CORP 482480100 | $3,914,386 | 12,974 | INCREASED +5,048.4% | +$3,543,338 | 2026-06-30SEC filing |
| VXUS | VANGUARD STAR FDS 921909768 | $3,814,978 | 44,625 | INCREASED +0.7% | +$397,013 | 2026-06-30SEC filing |
| VCRB | VANGUARD MALVERN FDS 922020748 | $3,688,016 | 47,752 | NEW new | +$3,688,016 | 2026-06-30SEC filing |
| SCHB | SCHWAB STRATEGIC TR 808524102 | $3,428,533 | 118,389 | REDUCED -10.5% | +$110,189 | 2026-06-30SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $3,162,030 | 8,848 | INCREASED +1.6% | +$656,815 | 2026-06-30SEC filing |
| IBMQ | ISHARES TR 46435U325 | $3,057,726 | 119,536 | UNCHANGED 0.0% | +$5,977 | 2026-06-30SEC filing |