Cypress Point Wealth Management, LLC
CIK 0001825611 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$491.6M
2026 Q2
Positions
142
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PLTR
PALANTIR TECHNOLOGIES INC
22.0%
DFAC
DIMENSIONAL ETF TRUST
12.8%
AVLC
AMERICAN CENTY ETF TR
8.8%
DFUS
DIMENSIONAL ETF TRUST
4.9%
DFIC
DIMENSIONAL ETF TRUST
4.3%
DCOR
DIMENSIONAL ETF TRUST
4.2%
VTI
VANGUARD INDEX FDS
2.4%
VOO
VANGUARD INDEX FDS
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.