Cypress Point Wealth Management, LLC — 13F holdings
Cypress Point Wealth Management, LLC reported 142 holdings worth $492M in its 13F filing for Q2 2026, filed July 17, 2026.
Largest positions
- PLTR PALANTIR TECHNOLOGIES INC — $108M (22.0%)
- DIMENSIONAL ETF TRUST — $63.1M (12.8%)
- AVLC AMERICAN CENTY ETF TR — $43.4M (8.8%)
- DFUS DIMENSIONAL ETF TRUST — $23.9M (4.9%)
- DFIC DIMENSIONAL ETF TRUST — $21.1M (4.3%)
- DIMENSIONAL ETF TRUST — $20.5M (4.2%)
- VTI VANGUARD INDEX FDS — $11.6M (2.4%)
- VOO VANGUARD INDEX FDS — $11.3M (2.3%)
- VTV VANGUARD INDEX FDS — $11.1M (2.3%)
- VNQI VANGUARD INTL EQUITY INDEX F — $9.70M (2.0%)