Cypress Point Wealth Management, LLC
CIK 1825611
13F filing for Q2 2026・No. 3,935
- Holdings
- US$491.61M
- Quarter change
- +US$27.33M
- Entries
- 142
- Net bought (estimate)
- +US$15.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 42
- Sold out 23
- Cut 34
- Added 54
- Corporate actions 2
- Unchanged 12
Largest holdings
142 stocks worth US$491.61M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PLTRPALANTIR TECHNOLOGIES INCCL A | Cut | 926,151 | US$108.05M | 21.98% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 1,423,391 | US$63.14M | 12.84% |
| AMERICAN CENTY ETF TRAVANTIS US LARG | Cut | 482,866 | US$43.44M | 8.84% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 292,275 | US$23.95M | 4.87% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 566,203 | US$21.1M | 4.29% |
| DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | Cut | 249,842 | US$20.48M | 4.17% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 31,303 | US$11.58M | 2.36% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 16,516 | US$11.34M | 2.31% |
| VANGUARD INDEX FDSVALUE ETF | Added | 50,921 | US$11.1M | 2.26% |
| VANGUARD INTL EQUITY INDEX FGLB EX US ETF | Added | 216,172 | US$9.7M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.