§ 13F · FUND PROFILE
Cypress Point Wealth Management, LLC.
AUM · $492M (13F)Positions · 142Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 926K | $108M | 22.0% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.42M | $63M | 12.8% | +3% |
| 3 | AVLC | AMERICAN CENTY ETF TR | 483K | $43M | 8.8% | −3% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 292K | $24M | 4.9% | +7% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 566K | $21M | 4.3% | +3% |
| 6 | DCOR | DIMENSIONAL ETF TRUST | 250K | $20M | 4.2% | −1% |
| 7 | VTI | VANGUARD INDEX FDS | 31K | $12M | 2.4% | −13% |
| 8 | VOO | VANGUARD INDEX FDS | 17K | $11M | 2.3% | −9% |
| 9 | VTV | VANGUARD INDEX FDS | 51K | $11M | 2.3% | +63% |
| 10 | VNQI | VANGUARD INTL EQUITY INDEX F | 216K | $10M | 2.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
Cypress Point Wealth Management, LLC is a Other fund managing $492 million in assets. The fund runs a portfolio of 142 positions.
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