StockDriftsStockDriftsTop 50 Cypress Point Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 21.98% | 926.2K | $108.1M | -0.16%(-1.52K) | $21.66(+702.51%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.84% | 1.42M | $63.1M | +3.30%(+45.43K) | $30.19(+52.53%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 8.84% | 482.9K | $43.4M | -2.92%(-14.51K) | $66.36(+40.08%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.87% | 292.3K | $23.9M | +6.58%(+18.05K) | $65.53(+29.52%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.29% | 566.2K | $21.1M | +2.96%(+16.28K) | $27.25(+44.31%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 4.17% | 249.8K | $20.5M | -1.46%(-3.71K) | $63.46(+35.03%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.36% | 31.3K | $11.6M | -12.53%(-4.49K) | $246.63(+55.44%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.31% | 16.5K | $11.3M | -8.54%(-1.54K) | $473.76(+50.43%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.26% | 50.9K | $11.1M | +62.96%(+19.67K) | $188.04(+20.99%) | 2026-06-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 1.97% | 216.2K | $9.7M | +5.59%(+11.44K) | $44.63(+1.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +40.74% | +178.80% | +6.78% | +38.84% |
| Top 20 Holdings Unweighted | +18.64% | +66.98% | +2.50% | +13.13% |
Cypress Point Wealth Management, LLC reports $491.61M in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are PLTR (22.0%), DFAC (12.8%) and AVLC (8.8%). The top 20 holdings account for 77.37% of reported assets. Its disclosed equity book has returned +178.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cypress Point Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1825611). View Cypress Point Wealth Management, LLC’s 13F filings on SEC