13FBOX
Cypress Point Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Cypress Point Wealth Management, LLC

No.4280 Data as of 2026Q2
Latest AUM (Q2 2026)
$491.6M
QoQ Change Q1 2026
+$27.3M+5.9%
Holdings
142
New Buys
42
Adds
55
Reduces
34
Exits
23
Unchanged
11
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PALANTIR TECHNOLOGIES INCPLTR
21.98%29.23%$108.1M926,151$135.7M927,673-1,522-0.16%Reduce
DDIMENSIONAL ETF TRUSTDFAC
12.84%11.53%$63.1M1.4M$53.5M1.4M+45,431+3.30%Add
AAMERICAN CENTY ETF TRAVLC
8.84%8.31%$43.4M482,866$38.6M497,372-14,506-2.92%Reduce
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
4.87%4.19%$23.9M292,275$19.4M274,221+18,054+6.58%Add
DDIMENSIONAL ETF TRUSTDFIC
4.29%4.21%$21.1M566,203$19.5M549,924+16,279+2.96%Add
DDIMENSIONAL ETF TRUSTDCOR
4.17%3.94%$20.5M249,842$18.3M253,556-3,714-1.46%Reduce
GGENERAL DYNAMICS CORPVTI
2.36%2.47%$11.6M31,303$11.5M35,789-4,486-12.53%Reduce
VVANGUARD INDEX FDSVOO
2.31%2.32%$11.3M16,516$10.8M18,059-1,543-8.54%Reduce
VVANGUARD INDEX FDSVTV
2.26%1.32%$11.1M50,921$6.1M31,247+19,674+62.96%Add
VVANGUARD INTL EQUITY INDEX FVNQI
1.97%1.96%$9.7M216,172$9.1M204,728+11,444+5.59%Add
AAMERICAN CENTY ETF TRAVEM
1.84%1.68%$9.1M93,841$7.8M96,512-2,671-2.77%Reduce
APPLE INCAAPL
1.57%1.41%$7.7M26,698$6.6M25,881+817+3.16%Add
DDIMENSIONAL ETF TRUSTDFAU
1.28%1.19%$6.3M121,818$5.5M122,383-565-0.46%Reduce
AAMERICAN CENTY ETF TRAVUS
1.25%1.17%$6.2M48,096$5.4M48,760-664-1.36%Reduce
SSCHWAB U.S. REIT ETFSCHH
1.16%1.07%$5.7M240,432$5.0M231,864+8,568+3.70%Add
AAvantis US Small Cap Value ETFAVDV
1.05%1.09%$5.1M49,915$5.1M50,862-947-1.86%Reduce
AVANTIS INTLNGG
0.86%0.9%$4.2M47,323$4.2M49,430-2,107-4.26%Reduce
AAMERICAN CENTY ETF TRAVSC
0.85%0.75%$4.2M57,065$3.5M56,211+854+1.52%Add
NVIDIA CORPORATIONNVDA
0.82%0.62%$4.0M20,136$2.9M16,465+3,671+22.30%Add
KLA CORPKLAC
0.8%0.08%$3.9M12,974$371,048252+12,722+5,048.41%Add
VVANGUARD STAR FDSVXUS
0.78%0.74%$3.8M44,625$3.4M44,326+299+0.67%Add
VVANGUARD MALVERN FDSVCRB
0.75%$3.7M47,752$00+47,752New Buy
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.7%0.71%$3.4M118,389$3.3M132,205-13,816-10.45%Reduce
ALPHABET INCGOOGL
0.64%0.54%$3.2M8,848$2.5M8,712+136+1.56%Add
IISHARES TRIBMQ
0.62%0.66%$3.1M119,536$3.1M119,53600.00%Unchanged
IISHARES TRIBMR
0.62%$3.0M119,718$00+119,718New Buy
IISHARES TRIBMS
0.61%0.64%$3.0M115,000$3.0M115,00000.00%Unchanged
AAMERICAN CENTY ETF TRAVLV
0.57%0.53%$2.8M30,797$2.5M30,796+1+0.00%Add
MICROSOFT CORPMSFT
0.57%0.53%$2.8M7,493$2.4M6,595+898+13.62%Add
META PLATFORMS INCMETA
0.56%0.62%$2.8M4,930$2.9M5,053-123-2.43%Reduce
AMAZON COM INCAMZN
0.55%0.4%$2.7M11,382$1.8M8,846+2,536+28.67%Add
VVANGUARD INDEX FDSVB
0.52%0.48%$2.6M8,500$2.2M8,50000.00%Unchanged
DEERE & CODE
0.49%$2.4M3,761$00+3,761New Buy
AAVANTIS U SAVUV
0.46%0.44%$2.3M18,109$2.1M18,671-562-3.01%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
0.46%0.46%$2.2M3$2.2M300.00%Unchanged
VVANGUARD INDEX FDSVUG
0.45%0.4%$2.2M25,817$1.9M4,300+21,517+500.40%Add
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.45%0.45%$2.2M53,265$2.1M54,217-952-1.76%Reduce
CCAPITAL GROUP NEW GEOGRAPHYCGNG
0.44%0.35%$2.2M57,930$1.6M51,381+6,549+12.75%Add
IISHARES INCEEMS
0.41%0.45%$2.0M26,698$2.1M29,913-3,215-10.75%Reduce
IISHARES TREFV
0.4%0.42%$1.9M25,115$2.0M26,290-1,175-4.47%Reduce
MICRON TECHNOLOGY INCMU
0.37%0.05%$1.8M1,566$231,421685+881+128.61%Add
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.36%0.36%$1.8M48,622$1.7M48,598+24+0.05%Add
BROADCOM INCAVGO
0.36%0.21%$1.7M4,622$962,5773,110+1,512+48.62%Add
APPLIED MATLS INCAMAT
0.35%0.05%$1.7M2,397$216,012632+1,765+279.27%Add
VVANGUARD INTL EQUITY INDEX FVEU
0.35%0.57%$1.7M20,478$2.7M35,452-14,974-42.24%Reduce
VVANGUARD WHITEHALL FDSVYM
0.34%0.34%$1.7M10,600$1.6M10,60000.00%Unchanged
AAMERICAN CENTY ETF TRDSPY
0.32%0.31%$1.6M23,655$1.4M23,650+5+0.02%Add
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
0.3%0.27%$1.5M36,812$1.2M36,790+22+0.06%Add
COCA COLA COKO
0.27%0.25%$1.3M16,286$1.1M15,067+1,219+8.09%Add
AAMERICAN CENTY ETF TRAVEE
0.26%0.24%$1.3M18,648$1.1M17,397+1,251+7.19%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow