13F Insight
DOSSIER · 13F-HR · Q2 2026

Cypress Point Wealth Management, LLC

$492M in tracked AUM across 142 positions as of Q2 2026.

CP
CIK 0001825611 · last filed Jun 30, 2026
Total AUM
$492M
as of Q2 2026
Holdings
142
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cypress Point Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PLTR
PALANTIR TECHNOLOGIES INC
$108M926K22.0%02
DFAC
DIMENSIONAL ETF TRUST
$63M1.4M12.8%03
AVLC
AMERICAN CENTY ETF TR
$43M483K8.8%04
DFUS
DIMENSIONAL ETF TRUST
$24M292K4.9%05
DFIC
DIMENSIONAL ETF TRUST
$21M566K4.3%06
DCOR
DIMENSIONAL ETF TRUST
$20M250K4.2%07
VTI
VANGUARD INDEX FDS
$12M31K2.4%08
VOO
VANGUARD INDEX FDS
$11M17K2.3%09
VTV
VANGUARD INDEX FDS
$11M51K2.3%10
VNQI
VANGUARD INTL EQUITY INDEX F
$10M216K2.0%

Filing history

2026Q2Jun 30
$492M▲ 5.9%
142 positionsView →2026Q1Mar 31
$464M▲ 1.3%
123 positionsView →2025Q4Dec 31
$458M▼ 7.3%
90 positionsView →2025Q3Sep 30
$494M▲ 20.3%
82 positionsLocked2025Q2Jun 30
$411M▲ 30.3%
79 positionsLocked2025Q1Mar 31
$315M▼ 1.8%
68 positionsLocked2024Q4Dec 31
$321M▲ 26.2%
69 positionsLocked2024Q3Sep 30
$255M▲ 20.5%
75 positionsLocked2024Q2Jun 30
$211M▲ 8.1%
72 positionsLocked2024Q1Mar 31
$195M▲ 45.1%
71 positionsLocked2023Q4Dec 31
$135M▲ 18.2%
54 positionsLocked2023Q3Sep 30
$114M▲ 21.3%
52 positionsLocked
Showing 12 of 23