Cypress Point Wealth Management, LLC
CIK 1825611 · Holdings on Jun 30, 2026 · First reported Jul 17, 2026
Top ten holdings
Q2 2026- PLTR21.98%
- DFAC12.84%
- AVLC8.84%
- DFUS4.87%
- DFIC4.29%
- DCOR4.17%
- VTI2.36%
- VOO2.31%
- VTV2.26%
- VNQI1.97%
Share classes counted separately65.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PLTRWeight decreased · -7.25 pp29.23% → 21.98%Shares -1.52K (-0.16%)
- DFACWeight increased · +1.31 pp11.53% → 12.84%Shares +45.43K (+3.30%)
- VTVWeight increased · +0.94 pp1.32% → 2.26%Shares +19.67K (+62.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $108.05M | 21.98% | 926.15K shares | 29.23% → 21.98%-7.25 pp -1.52K (-0.16%) | Reduced | ▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $63.14M | 12.84% | 1.42M shares | 11.53% → 12.84%+1.31 pp +45.43K (+3.30%) | Added | ▾ |
| 03 | AVLCAVANTIS US LG CAP EQ ETFAVANTIS US LARG View history and evidence | $43.44M | 8.84% | 482.87K shares | 8.31% → 8.84%+0.53 pp -14.51K (-2.92%) | Reduced | ▾ |
| 04 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $23.95M | 4.87% | 292.27K shares | 4.19% → 4.87%+0.68 pp +18.05K (+6.58%) | Added | ▾ |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $21.10M | 4.29% | 566.20K shares | 4.21% → 4.29%+0.08 pp +16.28K (+2.96%) | Added | ▾ |
| 06 | DCORDIMENSIONAL US CORE EQ 1 ETFUS COR EQU 1 ETF View history and evidence | $20.48M | 4.17% | 249.84K shares | 3.94% → 4.17%+0.23 pp -3.71K (-1.46%) | Reduced | ▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $11.58M | 2.36% | 31.30K shares | 2.47% → 2.36%-0.11 pp -4.49K (-12.53%) | Reduced | ▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.34M | 2.31% | 16.52K shares | 2.32% → 2.31%-0.01 pp -1.54K (-8.54%) | Reduced | ▾ |
| 09 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $11.10M | 2.26% | 50.92K shares | 1.32% → 2.26%+0.94 pp +19.67K (+62.96%) | Added | ▾ |
| 10 | VNQIVANGUARD GLBL EX-US REAL ESTGLB EX US ETF View history and evidence | $9.70M | 1.97% | 216.17K shares | 1.96% → 1.97%+0.01 pp +11.44K (+5.59%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -30,543 | -$5.18M | SEC filing ↗ | SEC filing ↗ |
| IBTJ ISHARES IBONDS DEC 2029 TERM | Non-derivative | -119,718 | -$3.03M | SEC filing ↗ | SEC filing ↗ |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Non-derivative | -11,200 | -$702.24K | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1825611 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 491605483
}Research all 142 reported holdings.
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