Cypress Point Wealth Management

DALLAS, TXfiles as Cypress Point Wealth Management, LLC

$492m in 142 US stocks at the end of 30 June 2026. The top 10 are 65.9% of the money. It changed about 12.4% of the portfolio this quarter.

Value

$492m

Stocks

142

Top 10 share

65.9%

Turnover

12.4%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Malvern FDSVCRB
0.8% of the fund
Ishares TRIBMR
0.6% of the fund
DeereDE
0.5% of the fund
Vanguard Malvern FDSVPLS
0.2% of the fund
ConocoPhillipsCOP
0.2% of the fund
Lam ResearchLRCX
0.1% of the fund
Voyager TechnologiesVOYG
0.1% of the fund
CaterpillarCAT
0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Dominion EnergyD
<0.1% of the fund
Costco WholesaleCOST
<0.1% of the fund
Comfort Systems USAFIX
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Enterprise Products Partners L.P.EPD
<0.1% of the fund
AppLovinAPP
<0.1% of the fund
Valero EnergyVLO
<0.1% of the fund
Constellation EnergyCEG
<0.1% of the fund
Robinhood MarketsHOOD
<0.1% of the fund
SyscoSYY
<0.1% of the fund
Altria GroupMO
<0.1% of the fund
CVS HealthCVS
<0.1% of the fund
Marathon PetroleumMPC
<0.1% of the fund
Simon Property GroupSPG
<0.1% of the fund
NextEra EnergyNEE
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
12.8% of the fund
+3%
Dimensional ETF TrustDFUS
4.9% of the fund
+7%
Dimensional ETF TrustDFIC
4.3% of the fund
+3%
Vanguard Index FDSVTV
2.3% of the fund
+63%
Vanguard Intl Equity Index FVNQI
2.0% of the fund
+6%
AppleAAPL
1.6% of the fund
+3%
Schwab Strategic TRSCHH
1.2% of the fund
+4%
NvidiaNVDA
0.8% of the fund
+22%
KLAKLAC
0.8% of the fund
+415%
MicrosoftMSFT
0.6% of the fund
+14%
Amazon.comAMZN
0.6% of the fund
+29%
Capital Group New GeographyCGNG
0.4% of the fund
+13%
Micron TechnologyMU
0.4% of the fund
+129%
BroadcomAVGO
0.4% of the fund
+49%
Applied MaterialsAMAT
0.4% of the fund
+279%
Coca-ColaKO
0.3% of the fund
+8%
American Centy ETF TRAVEE
0.3% of the fund
+7%
Bank of AmericaBAC
0.2% of the fund
+48%
Vanguard BD Index FDSVUSB
0.2% of the fund
+4%
TeslaTSLA
0.2% of the fund
+10%
AlphabetGOOG
0.2% of the fund
+8%
DFA Invt Dimensions Group INDFMC
0.2% of the fund
+138%
VisaV
0.2% of the fund
+76%
Eli LillyLLY
0.2% of the fund
+69%
CitigroupC
0.1% of the fund
+70%

Cut

Sold some of their stake.

American Centy ETF TRAVLC
8.8% of the fund
-3%
Vanguard Index FDSVTI
2.4% of the fund
-13%
Vanguard Index FDSVOO
2.3% of the fund
-9%
American Centy ETF TRAVEM
1.8% of the fund
-3%
American Centy ETF TRAVDE
0.9% of the fund
-4%
Schwab Strategic TRSCHB
0.7% of the fund
-10%
Meta PlatformsMETA
0.6% of the fund
-2%
American Centy ETF TRAVUV
0.5% of the fund
-3%
IsharesEEMS
0.4% of the fund
-11%
American Centy ETF TRAVIV
0.4% of the fund
-4%
Vanguard Intl Equity Index FVEU
0.3% of the fund
-42%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
-16%
Advanced Micro DevicesAMD
0.2% of the fund
-6%
Dimensional ETF TrustDFGR
0.2% of the fund
-5%
CrowdStrike HoldingsCRWD
0.1% of the fund
-12%
Vanguard Index FDSVBR
0.1% of the fund
-49%
NetflixNFLX
0.1% of the fund
-26%
Marvell TechnologyMRVL
<0.1% of the fund
-19%
Vanguard MUN BD FDSVCRM
<0.1% of the fund
-23%
LoewsL
<0.1% of the fund
-11%
AT&TT
<0.1% of the fund
-2%
Vanguard BD Index FDSBND
<0.1% of the fund
-92%
SalesforceCRM
<0.1% of the fund
-13%
MerckMRK
<0.1% of the fund
-19%
Dimensional ETF TrustDFAT
<0.1% of the fund
-29%

Sold out

Sold their entire stake.

Holdings

Palantir TechnologiesPLTR
Share
22.0%
Value
$108m
Shares
926,151
Held
Dimensional ETF TrustDFAC
Share
12.8%
Value
$63m
Shares
1,423,391
+3%
American Centy ETF TRAVLC
Share
8.8%
Value
$43m
Shares
482,866
-3%
Dimensional ETF TrustDFUS
Share
4.9%
Value
$24m
Shares
292,275
+7%
Dimensional ETF TrustDFIC
Share
4.3%
Value
$21m
Shares
566,203
+3%
Dimensional ETF TrustDCOR
Share
4.2%
Value
$20m
Shares
249,842
Held
Vanguard Index FDSVTI
Share
2.4%
Value
$12m
Shares
31,303
-13%
Vanguard Index FDSVOO
Share
2.3%
Value
$11m
Shares
16,516
-9%
Vanguard Index FDSVTV
Share
2.3%
Value
$11m
Shares
50,921
+63%
Vanguard Intl Equity Index FVNQI
Share
2.0%
Value
$10m
Shares
216,172
+6%
American Centy ETF TRAVEM
Share
1.8%
Value
$9m
Shares
93,841
-3%
AppleAAPL
Share
1.6%
Value
$8m
Shares
26,698
+3%
Dimensional ETF TrustDFAU
Share
1.3%
Value
$6m
Shares
121,818
Held
American Centy ETF TRAVUS
Share
1.3%
Value
$6m
Shares
48,096
Held
Schwab Strategic TRSCHH
Share
1.2%
Value
$6m
Shares
240,432
+4%
American Centy ETF TRAVDV
Share
1.0%
Value
$5m
Shares
49,915
Held
American Centy ETF TRAVDE
Share
0.9%
Value
$4m
Shares
47,323
-4%
American Centy ETF TRAVSC
Share
0.9%
Value
$4m
Shares
57,065
Held
NvidiaNVDA
Share
0.8%
Value
$4m
Shares
20,136
+22%
KLAKLAC
Share
0.8%
Value
$4m
Shares
12,974
+415%
Vanguard Star FDSVXUS
Share
0.8%
Value
$4m
Shares
44,625
Held
Vanguard Malvern FDSVCRB
Share
0.8%
Value
$4m
Shares
47,752
New
Schwab Strategic TRSCHB
Share
0.7%
Value
$3m
Shares
118,389
-10%
AlphabetGOOGL
Share
0.6%
Value
$3m
Shares
8,848
Held
Ishares TRIBMQ
Share
0.6%
Value
$3m
Shares
119,536
Held
Ishares TRIBMR
Share
0.6%
Value
$3m
Shares
119,718
New
Ishares TRIBMS
Share
0.6%
Value
$3m
Shares
115,000
Held
American Centy ETF TRAVLV
Share
0.6%
Value
$3m
Shares
30,797
Held
MicrosoftMSFT
Share
0.6%
Value
$3m
Shares
7,493
+14%
Meta PlatformsMETA
Share
0.6%
Value
$3m
Shares
4,930
-2%
Amazon.comAMZN
Share
0.6%
Value
$3m
Shares
11,382
+29%
Vanguard Index FDSVB
Share
0.5%
Value
$3m
Shares
8,500
Held
DeereDE
Share
0.5%
Value
$2m
Shares
3,761
New
American Centy ETF TRAVUV
Share
0.5%
Value
$2m
Shares
18,109
-3%
Berkshire Hathaway INC DELBRK-A
Share
0.5%
Value
$2m
Shares
3
Held
Vanguard Index FDSVUG
Share
0.5%
Value
$2m
Shares
25,817
Held
Dimensional ETF TrustDFAI
Share
0.4%
Value
$2m
Shares
53,265
Held
Capital Group New GeographyCGNG
Share
0.4%
Value
$2m
Shares
57,930
+13%
IsharesEEMS
Share
0.4%
Value
$2m
Shares
26,698
-11%
American Centy ETF TRAVIV
Share
0.4%
Value
$2m
Shares
25,115
-4%
Micron TechnologyMU
Share
0.4%
Value
$2m
Shares
1,566
+129%
Dimensional ETF TrustDFAX
Share
0.4%
Value
$2m
Shares
48,622
Held
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
4,622
+49%
Applied MaterialsAMAT
Share
0.4%
Value
$2m
Shares
2,397
+279%
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$2m
Shares
20,478
-42%
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$2m
Shares
10,600
Held
American Centy ETF TRAVES
Share
0.3%
Value
$2m
Shares
23,655
Held
Dimensional ETF TrustDFAE
Share
0.3%
Value
$1m
Shares
36,812
Held
Coca-ColaKO
Share
0.3%
Value
$1m
Shares
16,286
+8%
American Centy ETF TRAVEE
Share
0.3%
Value
$1m
Shares
18,648
+7%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$1m
Shares
1,531
-16%
New York Life Invts Active EMMIT
Share
0.2%
Value
$1m
Shares
46,732
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$1m
Shares
1,956
-6%
Vanguard Malvern FDSVPLS
Share
0.2%
Value
$1m
Shares
14,049
New
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
18,292
+48%
Dimensional ETF TrustDFGR
Share
0.2%
Value
$985,780
Shares
34,028
-5%
ConocoPhillipsCOP
Share
0.2%
Value
$982,315
Shares
9,449
New
Vanguard BD Index FDSVUSB
Share
0.2%
Value
$966,836
Shares
19,422
+4%
TeslaTSLA
Share
0.2%
Value
$955,604
Shares
2,272
+10%
AlphabetGOOG
Share
0.2%
Value
$895,753
Shares
2,535
+8%
DFA Invt Dimensions Group INDFMC
Share
0.2%
Value
$843,082
Shares
13,803
+138%
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$823,038
Shares
16,272
Held
VisaV
Share
0.2%
Value
$774,236
Shares
2,257
+76%
Eli LillyLLY
Share
0.2%
Value
$764,037
Shares
637
+69%
Ishares TRIVV
Share
0.1%
Value
$726,424
Shares
970
Held
Lam ResearchLRCX
Share
0.1%
Value
$707,195
Shares
1,632
New
Voyager TechnologiesVOYG
Share
0.1%
Value
$702,212
Shares
21,774
New
CitigroupC
Share
0.1%
Value
$626,745
Shares
4,478
+70%
Ishares TRARTY
Share
0.1%
Value
$588,417
Shares
7,726
Held
Cisco SystemsCSCO
Share
0.1%
Value
$585,885
Shares
4,988
+6%
CrowdStrike HoldingsCRWD
Share
0.1%
Value
$578,461
Shares
758
-12%
Vanguard Index FDSVBR
Share
0.1%
Value
$578,189
Shares
2,379
-49%
Wisdomtree TRWCLD
Share
0.1%
Value
$565,242
Shares
17,633
Held
CaterpillarCAT
Share
0.1%
Value
$555,878
Shares
522
New
Dimensional ETF TrustDFSV
Share
0.1%
Value
$549,004
Shares
14,153
Held
AbbVieABBV
Share
0.1%
Value
$517,121
Shares
2,055
+84%
GE VernovaGEV
Share
0.1%
Value
$509,890
Shares
434
+17%
NetflixNFLX
Share
0.1%
Value
$498,515
Shares
6,982
-26%
Marvell TechnologyMRVL
Share
<0.1%
Value
$491,519
Shares
1,650
-19%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$470,099
Shares
1,851
+22%
Dimensional ETF TrustDUSB
Share
<0.1%
Value
$464,577
Shares
9,149
Held
Travelers CompaniesTRV
Share
<0.1%
Value
$461,508
Shares
1,398
+15%
IsharesEMXC
Share
<0.1%
Value
$458,994
Shares
4,487
Held
Dell TechnologiesDELL
Share
<0.1%
Value
$454,759
Shares
1,054
New
Vanguard MUN BD FDSVCRM
Share
<0.1%
Value
$440,294
Shares
5,763
-23%
LoewsL
Share
<0.1%
Value
$430,312
Shares
3,801
-11%
AT&TT
Share
<0.1%
Value
$428,874
Shares
20,719
-2%
JPMorgan ChaseJPM
Share
<0.1%
Value
$407,854
Shares
1,246
+30%
Blend LabsBLND
Share
<0.1%
Value
$386,192
Shares
225,843
+5%
WalmartWMT
Share
<0.1%
Value
$380,789
Shares
3,362
+65%
AllstateALL
Share
<0.1%
Value
$377,849
Shares
1,588
+9%
Dominion EnergyD
Share
<0.1%
Value
$368,015
Shares
5,389
New
Costco WholesaleCOST
Share
<0.1%
Value
$367,640
Shares
393
New
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$361,389
Shares
6,054
Held
Vanguard BD Index FDSBND
Share
<0.1%
Value
$358,997
Shares
4,890
-92%
SalesforceCRM
Share
<0.1%
Value
$352,329
Shares
2,249
-13%
Dimensional ETF TrustDFAR
Share
<0.1%
Value
$342,696
Shares
13,100
Held
Comfort Systems USAFIX
Share
<0.1%
Value
$327,022
Shares
165
New
Franco NevadaFNV
Share
<0.1%
Value
$326,834
Shares
1,568
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$322,280
Shares
4,000
Held

Company	Share of fund	Value	Shares	Change
Palantir TechnologiesPLTR	22.0%	$108m	926,151	Held
Dimensional ETF TrustDFAC	12.8%	$63m	1,423,391	+3%
American Centy ETF TRAVLC	8.8%	$43m	482,866	-3%
Dimensional ETF TrustDFUS	4.9%	$24m	292,275	+7%
Dimensional ETF TrustDFIC	4.3%	$21m	566,203	+3%
Dimensional ETF TrustDCOR	4.2%	$20m	249,842	Held
Vanguard Index FDSVTI	2.4%	$12m	31,303	-13%
Vanguard Index FDSVOO	2.3%	$11m	16,516	-9%
Vanguard Index FDSVTV	2.3%	$11m	50,921	+63%
Vanguard Intl Equity Index FVNQI	2.0%	$10m	216,172	+6%
American Centy ETF TRAVEM	1.8%	$9m	93,841	-3%
AppleAAPL	1.6%	$8m	26,698	+3%
Dimensional ETF TrustDFAU	1.3%	$6m	121,818	Held
American Centy ETF TRAVUS	1.3%	$6m	48,096	Held
Schwab Strategic TRSCHH	1.2%	$6m	240,432	+4%
American Centy ETF TRAVDV	1.0%	$5m	49,915	Held
American Centy ETF TRAVDE	0.9%	$4m	47,323	-4%
American Centy ETF TRAVSC	0.9%	$4m	57,065	Held
NvidiaNVDA	0.8%	$4m	20,136	+22%
KLAKLAC	0.8%	$4m	12,974	+415%
Vanguard Star FDSVXUS	0.8%	$4m	44,625	Held
Vanguard Malvern FDSVCRB	0.8%	$4m	47,752	New
Schwab Strategic TRSCHB	0.7%	$3m	118,389	-10%
AlphabetGOOGL	0.6%	$3m	8,848	Held
Ishares TRIBMQ	0.6%	$3m	119,536	Held
Ishares TRIBMR	0.6%	$3m	119,718	New
Ishares TRIBMS	0.6%	$3m	115,000	Held
American Centy ETF TRAVLV	0.6%	$3m	30,797	Held
MicrosoftMSFT	0.6%	$3m	7,493	+14%
Meta PlatformsMETA	0.6%	$3m	4,930	-2%
Amazon.comAMZN	0.6%	$3m	11,382	+29%
Vanguard Index FDSVB	0.5%	$3m	8,500	Held
DeereDE	0.5%	$2m	3,761	New
American Centy ETF TRAVUV	0.5%	$2m	18,109	-3%
Berkshire Hathaway INC DELBRK-A	0.5%	$2m	3	Held
Vanguard Index FDSVUG	0.5%	$2m	25,817	Held
Dimensional ETF TrustDFAI	0.4%	$2m	53,265	Held
Capital Group New GeographyCGNG	0.4%	$2m	57,930	+13%
IsharesEEMS	0.4%	$2m	26,698	-11%
American Centy ETF TRAVIV	0.4%	$2m	25,115	-4%
Micron TechnologyMU	0.4%	$2m	1,566	+129%
Dimensional ETF TrustDFAX	0.4%	$2m	48,622	Held
BroadcomAVGO	0.4%	$2m	4,622	+49%
Applied MaterialsAMAT	0.4%	$2m	2,397	+279%
Vanguard Intl Equity Index FVEU	0.3%	$2m	20,478	-42%
Vanguard Whitehall FDSVYM	0.3%	$2m	10,600	Held
American Centy ETF TRAVES	0.3%	$2m	23,655	Held
Dimensional ETF TrustDFAE	0.3%	$1m	36,812	Held
Coca-ColaKO	0.3%	$1m	16,286	+8%
American Centy ETF TRAVEE	0.3%	$1m	18,648	+7%
State STR Spdr S&P 500 ETF TSPY	0.2%	$1m	1,531	-16%
New York Life Invts Active EMMIT	0.2%	$1m	46,732	Held
Advanced Micro DevicesAMD	0.2%	$1m	1,956	-6%
Vanguard Malvern FDSVPLS	0.2%	$1m	14,049	New
Bank of AmericaBAC	0.2%	$1m	18,292	+48%
Dimensional ETF TrustDFGR	0.2%	$985,780	34,028	-5%
ConocoPhillipsCOP	0.2%	$982,315	9,449	New
Vanguard BD Index FDSVUSB	0.2%	$966,836	19,422	+4%
TeslaTSLA	0.2%	$955,604	2,272	+10%
AlphabetGOOG	0.2%	$895,753	2,535	+8%
DFA Invt Dimensions Group INDFMC	0.2%	$843,082	13,803	+138%
Vanguard MUN BD FDSVTEB	0.2%	$823,038	16,272	Held
VisaV	0.2%	$774,236	2,257	+76%
Eli LillyLLY	0.2%	$764,037	637	+69%
Ishares TRIVV	0.1%	$726,424	970	Held
Lam ResearchLRCX	0.1%	$707,195	1,632	New
Voyager TechnologiesVOYG	0.1%	$702,212	21,774	New
CitigroupC	0.1%	$626,745	4,478	+70%
Ishares TRARTY	0.1%	$588,417	7,726	Held
Cisco SystemsCSCO	0.1%	$585,885	4,988	+6%
CrowdStrike HoldingsCRWD	0.1%	$578,461	758	-12%
Vanguard Index FDSVBR	0.1%	$578,189	2,379	-49%
Wisdomtree TRWCLD	0.1%	$565,242	17,633	Held
CaterpillarCAT	0.1%	$555,878	522	New
Dimensional ETF TrustDFSV	0.1%	$549,004	14,153	Held
AbbVieABBV	0.1%	$517,121	2,055	+84%
GE VernovaGEV	0.1%	$509,890	434	+17%
NetflixNFLX	0.1%	$498,515	6,982	-26%
Marvell TechnologyMRVL	<0.1%	$491,519	1,650	-19%
Johnson & JohnsonJNJ	<0.1%	$470,099	1,851	+22%
Dimensional ETF TrustDUSB	<0.1%	$464,577	9,149	Held
Travelers CompaniesTRV	<0.1%	$461,508	1,398	+15%
IsharesEMXC	<0.1%	$458,994	4,487	Held
Dell TechnologiesDELL	<0.1%	$454,759	1,054	New
Vanguard MUN BD FDSVCRM	<0.1%	$440,294	5,763	-23%
LoewsL	<0.1%	$430,312	3,801	-11%
AT&TT	<0.1%	$428,874	20,719	-2%
JPMorgan ChaseJPM	<0.1%	$407,854	1,246	+30%
Blend LabsBLND	<0.1%	$386,192	225,843	+5%
WalmartWMT	<0.1%	$380,789	3,362	+65%
AllstateALL	<0.1%	$377,849	1,588	+9%
Dominion EnergyD	<0.1%	$368,015	5,389	New
Costco WholesaleCOST	<0.1%	$367,640	393	New
Vanguard Intl Equity Index FVWO	<0.1%	$361,389	6,054	Held
Vanguard BD Index FDSBND	<0.1%	$358,997	4,890	-92%
SalesforceCRM	<0.1%	$352,329	2,249	-13%
Dimensional ETF TrustDFAR	<0.1%	$342,696	13,100	Held
Comfort Systems USAFIX	<0.1%	$327,022	165	New
Franco NevadaFNV	<0.1%	$326,834	1,568	Held
Vanguard Index FDSVO	<0.1%	$322,280	4,000	Held

Showing the largest 100 of 142.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.7% since 30 June 2025.

Where the money is

Technology28.1%

Media & telecom1.6%

Industrials1.2%

Financial services1.1%

Retail & consumer0.8%

Everyday goods0.6%

Health care0.5%

Energy0.4%

Utilities0.3%

Real estate0.1%

Materials0.1%

Other65.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.