Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC reported 142 positions worth $491.6M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: PLTR (22.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PLTR | SH | $108.1M | 21.98% | 926,151 | — | — | |
| ▸ 2 | DFAC | SH | $63.1M | 12.84% | 1,423,391 | — | — | |
| ▸ 3 | AVLC | SH | $43.4M | 8.84% | 482,866 | — | — | |
| ▸ 4 | DFUS | SH | $23.9M | 4.87% | 292,275 | — | — | |
| ▸ 5 | DFIC | SH | $21.1M | 4.29% | 566,203 | — | — | |
| ▸ 6 | DCOR | SH | $20.5M | 4.17% | 249,842 | — | — | |
| ▸ 7 | VTI | SH | $11.6M | 2.36% | 31,303 | — | — | |
| ▸ 8 | VOO | SH | $11.3M | 2.31% | 16,516 | — | — | |
| ▸ 9 | VTV | SH | $11.1M | 2.26% | 50,921 | — | — | |
| ▸ 10 | VNQI | SH | $9.7M | 1.97% | 216,172 | — | — |
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Frequently Asked Questions
What stocks does Cypress Point Wealth Management, LLC hold as of Q2 2026?
Cypress Point Wealth Management, LLC reported 142 positions worth $491.6M in its Q2 2026 13F filing. Largest positions: PLTR (22.0%), DFAC (12.8%), AVLC (8.8%), DFUS (4.9%) and DFIC (4.3%).
What did Cypress Point Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cypress Point Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.