Holders — by stockHoldings — by fund
Cypress Point Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001825611
$491.6M
disclosed book value
142
positions
22%
largest position share
Positions, as of 2026-06-30
top 100 of 142 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 926,151 | $108.1M | 22% |
| 2 | DFACDIMENSIONAL ETF TRUST | 1.4M | $63.1M | 12.8% |
| 3 | AVLCAMERICAN CENTY ETF TR | 482,866 | $43.4M | 8.8% |
| 4 | DFUSDIMENSIONAL ETF TRUST | 292,275 | $23.9M | 4.9% |
| 5 | DFICDIMENSIONAL ETF TRUST | 566,203 | $21.1M | 4.3% |
| 6 | DCORDIMENSIONAL ETF TRUST | 249,842 | $20.5M | 4.2% |
| 7 | VTIVANGUARD INDEX FDS | 31,303 | $11.6M | 2.4% |
| 8 | VOOVANGUARD INDEX FDS | 16,516 | $11.3M | 2.3% |
| 9 | VTVVANGUARD INDEX FDS | 50,921 | $11.1M | 2.3% |
| 10 | VNQIVANGUARD INTL EQUITY INDEX F | 216,172 | $9.7M | 2% |
| 11 | AVEMAMERICAN CENTY ETF TR | 93,841 | $9.1M | 1.8% |
| 12 | AAPLAPPLE INC | 26,698 | $7.7M | 1.6% |
| 13 | DFAUDIMENSIONAL ETF TRUST | 121,818 | $6.3M | 1.3% |
| 14 | AVUSAMERICAN CENTY ETF TR | 48,096 | $6.2M | 1.3% |
| 15 | SCHHSCHWAB STRATEGIC TR | 240,432 | $5.7M | 1.2% |
| 16 | AVDVAMERICAN CENTY ETF TR | 49,915 | $5.1M | 1% |
| 17 | AVDEAMERICAN CENTY ETF TR | 47,323 | $4.2M | 0.9% |
| 18 | AVSCAMERICAN CENTY ETF TR | 57,065 | $4.2M | 0.9% |
| 19 | NVDANVIDIA CORPORATION | 20,136 | $4.0M | 0.8% |
| 20 | KLACKLA CORP | 12,974 | $3.9M | 0.8% |
| 21 | VXUSVANGUARD STAR FDS | 44,625 | $3.8M | 0.8% |
| 22 | VCRBVANGUARD MALVERN FDS | 47,752 | $3.7M | 0.8% |
| 23 | SCHBSCHWAB STRATEGIC TR | 118,389 | $3.4M | 0.7% |
| 24 | GOOGLALPHABET INC | 8,848 | $3.2M | 0.6% |
| 25 | IBMQISHARES TR | 119,536 | $3.1M | 0.6% |
| 26 | IBMRISHARES TR | 119,718 | $3.0M | 0.6% |
| 27 | IBMSISHARES TR | 115,000 | $3.0M | 0.6% |
| 28 | AVLVAMERICAN CENTY ETF TR | 30,797 | $2.8M | 0.6% |
| 29 | MSFTMICROSOFT CORP | 7,493 | $2.8M | 0.6% |
| 30 | METAMETA PLATFORMS INC | 4,930 | $2.8M | 0.6% |
| 31 | AMZNAMAZON COM INC | 11,382 | $2.7M | 0.6% |
| 32 | VBVANGUARD INDEX FDS | 8,500 | $2.6M | 0.5% |
| 33 | DEDEERE & CO | 3,761 | $2.4M | 0.5% |
| 34 | AVUVAMERICAN CENTY ETF TR | 18,109 | $2.3M | 0.5% |
| 35 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0.5% |
| 36 | VUGVANGUARD INDEX FDS | 25,817 | $2.2M | 0.5% |
| 37 | DFAIDIMENSIONAL ETF TRUST | 53,265 | $2.2M | 0.4% |
| 38 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 57,930 | $2.2M | 0.4% |
| 39 | EEMSISHARES INC | 26,698 | $2.0M | 0.4% |
| 40 | AVIVAMERICAN CENTY ETF TR | 25,115 | $1.9M | 0.4% |
| 41 | MUMICRON TECHNOLOGY INC | 1,566 | $1.8M | 0.4% |
| 42 | DFAXDIMENSIONAL ETF TRUST | 48,622 | $1.8M | 0.4% |
| 43 | AVGOBROADCOM INC | 4,622 | $1.7M | 0.4% |
| 44 | AMATAPPLIED MATLS INC | 2,397 | $1.7M | 0.4% |
| 45 | VEUVANGUARD INTL EQUITY INDEX F | 20,478 | $1.7M | 0.3% |
| 46 | VYMVANGUARD WHITEHALL FDS | 10,600 | $1.7M | 0.3% |
| 47 | AVESAMERICAN CENTY ETF TR | 23,655 | $1.6M | 0.3% |
| 48 | DFAEDIMENSIONAL ETF TRUST | 36,812 | $1.5M | 0.3% |
| 49 | KOCOCA COLA CO | 16,286 | $1.3M | 0.3% |
| 50 | AVEEAMERICAN CENTY ETF TR | 18,648 | $1.3M | 0.3% |
| 51 | SPYSTATE STR SPDR S&P 500 ETF T | 1,531 | $1.1M | 0.2% |
| 52 | MMITNEW YORK LIFE INVTS ACTIVE E | 46,732 | $1.1M | 0.2% |
| 53 | AMDADVANCED MICRO DEVICES INC | 1,956 | $1.1M | 0.2% |
| 54 | VPLSVANGUARD MALVERN FDS | 14,049 | $1.1M | 0.2% |
| 55 | BACBANK OF AMER CORP | 18,292 | $1.0M | 0.2% |
| 56 | DFGRDIMENSIONAL ETF TRUST | 34,028 | $985,780 | 0.2% |
| 57 | COPCONOCOPHILLIPS | 9,449 | $982,315 | 0.2% |
| 58 | VUSBVANGUARD BD INDEX FDS | 19,422 | $966,836 | 0.2% |
| 59 | TSLATESLA INC | 2,272 | $955,604 | 0.2% |
| 60 | GOOGALPHABET INC | 2,535 | $895,753 | 0.2% |
| 61 | DFMCDFA INVT DIMENSIONS GROUP IN | 13,803 | $843,082 | 0.2% |
| 62 | VTEBVANGUARD MUN BD FDS | 16,272 | $823,038 | 0.2% |
| 63 | VVISA INC | 2,257 | $774,236 | 0.2% |
| 64 | LLYELI LILLY & CO | 637 | $764,037 | 0.2% |
| 65 | IVVISHARES TR | 970 | $726,424 | 0.1% |
| 66 | LRCXLAM RESEARCH CORP | 1,632 | $707,195 | 0.1% |
| 67 | VOYGVOYAGER TECHNOLOGIES INC | 21,774 | $702,212 | 0.1% |
| 68 | CCITIGROUP INC | 4,478 | $626,745 | 0.1% |
| 69 | ARTYISHARES TR | 7,726 | $588,417 | 0.1% |
| 70 | CSCOCISCO SYS INC | 4,988 | $585,885 | 0.1% |
| 71 | CRWDCROWDSTRIKE HLDGS INC | 758 | $578,461 | 0.1% |
| 72 | VBRVANGUARD INDEX FDS | 2,379 | $578,189 | 0.1% |
| 73 | WCLDWISDOMTREE TR | 17,633 | $565,242 | 0.1% |
| 74 | CATCATERPILLAR INC | 522 | $555,878 | 0.1% |
| 75 | DFSVDIMENSIONAL ETF TRUST | 14,153 | $549,004 | 0.1% |
| 76 | ABBVABBVIE INC | 2,055 | $517,121 | 0.1% |
| 77 | GEVGE VERNOVA INC | 434 | $509,890 | 0.1% |
| 78 | NFLXNETFLIX INC. | 6,982 | $498,515 | 0.1% |
| 79 | MRVLMARVELL TECHNOLOGY INC | 1,650 | $491,519 | 0.1% |
| 80 | JNJJOHNSON & JOHNSON | 1,851 | $470,099 | 0.1% |
| 81 | DUSBDIMENSIONAL ETF TRUST | 9,149 | $464,577 | 0.1% |
| 82 | TRVTRAVELERS COMPANIES INC | 1,398 | $461,508 | 0.1% |
| 83 | EMXCISHARES INC | 4,487 | $458,994 | 0.1% |
| 84 | DELLDELL TECHNOLOGIES INC | 1,054 | $454,759 | 0.1% |
| 85 | VCRMVANGUARD MUN BD FDS | 5,763 | $440,294 | 0.1% |
| 86 | LLOEWS CORP | 3,801 | $430,312 | 0.1% |
| 87 | TAT&T INC | 20,719 | $428,874 | 0.1% |
| 88 | JPMJPMORGAN CHASE & CO | 1,246 | $407,854 | 0.1% |
| 89 | BLNDBLEND LABS INC | 225,843 | $386,192 | 0.1% |
| 90 | WMTWALMART INC | 3,362 | $380,789 | 0.1% |
| 91 | ALLALLSTATE CORP | 1,588 | $377,849 | 0.1% |
| 92 | DDOMINION ENERGY INC | 5,389 | $368,015 | 0.1% |
| 93 | COSTCOSTCO WHOLESALE CORPORATION | 393 | $367,640 | 0.1% |
| 94 | VWOVANGUARD INTL EQUITY INDEX F | 6,054 | $361,389 | 0.1% |
| 95 | BNDVANGUARD BD INDEX FDS | 4,890 | $358,997 | 0.1% |
| 96 | CRMSALESFORCE INC | 2,249 | $352,329 | 0.1% |
| 97 | DFARDIMENSIONAL ETF TRUST | 13,100 | $342,696 | 0.1% |
| 98 | FIXCOMFORT SYS USA INC | 165 | $327,022 | 0.1% |
| 99 | FNVFRANCO NEV CORP | 1,568 | $326,834 | 0.1% |
| 100 | VOVANGUARD INDEX FDS | 4,000 | $322,280 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.